HappyFox Help Desk migration

A team to get you there.

One migration owner

Work with a dedicated HappyFox specialist who coordinates your data, setup, testing, and cutover.

No migration bill

Included with any annual Help Desk subscription. No additional HappyFox migration service, tool, or per-record fees.

Help after go-live

Administrator and agent training, handover documentation, and 30 days of migration stabilization are included.

HappyFox ticket workspace with reply composer, customer details, ticket fields, and tasks

How your move comes together.

  1. Map your data

    We map supported, exportable tickets, conversation history, attachments, contacts, companies, tags, and custom fields. We migrate from any help desk and also import support data supplied as CSV files.

  2. Rebuild your setup

    We recreate routing rules, macros, SLAs, business hours, queues, permissions, and email-channel configuration using HappyFox capabilities, and reconnect supported native integrations.

  3. Test, then make the switch

    We run a test migration, reconcile records, and check representative conversations, attachments, and workflows with your team before sign-off. At cutover, we perform a final incremental sync for supported records created or updated during the transition.

  4. Get your team settled

    We train your administrators and agents and provide handover documentation. For 30 days after launch, we help resolve migration-related issues and make necessary corrections at no additional charge.

Northstar Market self-service knowledge base with search and ecommerce help topics

Make the move from any help desk.

A few things you might be wondering.

Is HappyFox Help Desk migration free?

Yes. It’s included with every annual HappyFox Help Desk subscription. That’s the only requirement—there’s no minimum agent count, required Enterprise plan, or extra migration package.

Can you help if our help desk isn’t listed?

Yes. We can help you move from any help desk. Zendesk, Freshdesk, Help Scout, Intercom, Front, Zoho Desk, Kayako, and Gorgias are our most common starting points.

Can you bring over support data from CSV files?

Yes. If your support data is in CSV files, we can import it into HappyFox. Our team maps the fields and validates the imported records. This is included with your annual subscription’s migration service.

What can we bring with us?

We migrate exportable, supported tickets, conversation history, attachments, contacts, companies, tags, and custom fields. We recreate your knowledge articles and configure workflows using HappyFox capabilities. The data we can transfer depends on what your existing system makes available for export.

Will we pay extra for migration tools or records?

No. There are no additional HappyFox migration service, migration-tool, or per-record fees. Custom application development and charges from your existing provider are outside the migration service.

How long will our migration take?

Timing depends on your current system, data volume, and workflow complexity. Your migration owner coordinates testing, validation, and cutover with your team. We check representative records and workflows together before you sign off.

What happens after we go live?

Your team receives administrator and agent training, plus handover documentation. We stay with you for 30 days after launch to help resolve migration-related issues and make necessary corrections at no additional charge.

Can we try HappyFox before moving?

Yes. Use the demo form to request a 14-day free trial of HappyFox Help Desk. When you choose an annual subscription, white-glove migration is included.