SherpaDesk — Migration Support Overview Role in migrations
Staff (HD): supported as both (source and target).
Company (HD): supported as both (source and target).
Contact (HD): supported as both (source and target).
Ticket (HD): supported as both (source and target).
Category (KB): supported as both (source and target).
Folder (KB): supported as both (source and target).
Article (KB): supported as both (source and target).
Field-level support migrating FROM SherpaDesk (Ticket)
Field
Supported
Requester
Yes
Company
Yes
Assignee
Yes
Group
Yes
Attachments
Yes
Comments
Yes
Tags
No
Custom fields
Yes
CC
No
First Response Time
No
Created date
Yes
Updated date
Yes
Closed date
Yes
Field-level support migrating TO SherpaDesk (Ticket)
Field
Supported
Requester
Yes
Company
Yes
Assignee
Yes
Group
Yes
Attachments
Yes
Comments
Yes
Comment Created date
Yes
Comment Author
Yes
Tags
No
Custom fields
Yes
CC
No
First Response Time
No
Created date
Yes
Updated date
Yes
Closed date
Yes
Field-level support migrating FROM SherpaDesk (Company)
Field
Supported
Domains
No
Tags
No
Custom fields
No
Notes
No
Field-level support migrating TO SherpaDesk (Company)
Field
Supported
Domains
No
Tags
No
Custom fields
No
Notes
No
Field-level support migrating FROM SherpaDesk (Contact)
Field
Supported
Tags
No
Custom fields
No
Phone
No
Notes
No
Field-level support migrating TO SherpaDesk (Contact)
Field
Supported
Tags
No
Custom fields
No
Phone
No
Notes
No
Field-level support migrating FROM SherpaDesk (Article)
Field
Supported
Inline images
Yes
Attachments
Yes
Tags
No
Support multilevel Folder structure
No
Field-level support migrating TO SherpaDesk (Article)
Field
Supported
Inline images
Yes
Attachments
Yes
Tags
No
Support multilevel Folder structure
No
Migration options available for SherpaDesk
Select records for Demo - applies to: source (Ticket)
Skip ticket attachments - applies to: source (Ticket)
SherpaDesk — Setup & How-To Guide For more information: https://help-desk-migration.com/help/sherpadesk-migration-guides/
How to find your API key in SherpaDesk?
Log into your SherpaDesk account and click on My Profile.
Then, select Access Tokens to see your API key.
Click Show to copy the API key. Go back to the Migration Wizard and continue your data migration.
In case you don't see the API key, please contact the support team at SherpaDesk.
How to enable knowledge base in SherpaDesk? In order to import knowledge articles to SherpaDesk , you need to enable the knowledge base first. Here’s how to do it.
From your SherpaDesk, select Config.
From the settings, select Knowledge Base and switch the toggle to ON.
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