Can I use my help desk systems during data migration

During the data migration process, you can continue using both your source and target platforms. However, considerations vary depending on which platform your team primarily works with during the transfer.

Using the Target platform:

If you opt to use the target platform while data is being transferred, be aware that certain help desk systems may require temporarily disabling triggers and notifications. This approach has its pros and cons:

Pros: Reduced influx of messages during data migration.

Cons: Ensure that your workflow operates smoothly without triggers and notifications for the duration of the migration.

Using the Source platform:

If you choose to continue using your source platform during the migration, follow these steps:

1. Verify the results of the Full Data Migration.
2. Shift all incoming messages and communication channels (calls, chats, emails) to the target platform.
3. Initiate a Delta migration.
4. Transfer to using your target platform exclusively.

What is Delta migration?

Delta migration involves the transfer of updated and newly created tickets to the target platform. This process eliminates duplicate records, as our service automatically detects and handles new and updated data.

When and why do you need Delta migration?

Delta migration becomes necessary when using the source platform during migration. It ensures that updated and newly created tickets during the data migration process are seamlessly switched over to the target platform. Our Signature support package offers this specialized option for a smooth transition.