Introduction

Migrating your customer service data from Zendesk to Richpanel is a crucial step for businesses transitioning their support operations. This guide is designed to facilitate a smooth migration of your historical tickets, tags, and settings from Zendesk, ensuring that your valuable customer interactions and service continuity are preserved in Richpanel. By importing your old tickets into Richpanel, you not only retain your service history but also leverage Richpanel's robust features to enhance future customer interactions. Follow this comprehensive step-by-step process to seamlessly transition your support data into Richpanel.

Prerequisites

Steps to start the Import

Step 1: Access the Importer Tool in Richpanel

1. Log in to your Richpanel account.
2. Navigate to the Settings section, located in the lower left corner of the dashboard.
3. Under Settings, find and select the Data Management option.
4. Within Data Management, you'll find the Import Data section. Click on it to proceed.

Step 2: Choose Zendesk as Your Import Source

1. In the Import Data section, you will see a list of supported help desks from which you can import data. Select Zendesk.
2. You will be prompted to enter your Zendesk account details. This includes your Zendesk domain, along with your Zendesk username and password. Ensure these details are correct to establish a secure connection.

Step 3: Select the Data to Import

1. Once your Zendesk account is successfully connected, you'll be presented with options to select the specific types of data you want to import. This typically includes:
• Tickets
• Tags
• Settings
2. Choose the data you wish to import. You can select all categories or specific ones based on your needs.

Step 4: Initiate the Import Process

1. After selecting the data categories, initiate the import process by clicking on the Import button.
2. The system will now begin the process of transferring your selected data from Zendesk to Richpanel. This process may take some time, depending on the volume of data.

Step 5: Monitor the Import Progress

1. You can monitor the progress of the import directly from the Import Data section. Richpanel will display the status of the import, including any completed or pending tasks.
2. Once the import is complete, you will receive a notification. Ensure that all desired data has been successfully imported and is accurately reflected in your Richpanel account.

Conclusion

• Introduction
• Prerequisites
• Steps to start the Import
• Step 1: Access the Importer Tool in Richpanel
• Step 2: Choose Zendesk as Your Import Source
• Step 3: Select the Data to Import
• Step 4: Initiate the Import Process
• Step 5: Monitor the Import Progress
• Conclusion