Trengo — Migration Reference

Trengo — 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).

Field-level support migrating FROM Trengo (Ticket)

Field-level support migrating TO Trengo (Ticket)

Field-level support migrating FROM Trengo (Company)

Field-level support migrating TO Trengo (Company)

Field-level support migrating FROM Trengo (Contact)

Field-level support migrating TO Trengo (Contact)

Migration options available for Trengo

• Select records for Demo - applies to: source (Ticket)
• Inline images in tickets - applies to: source (Ticket)
• Skip ticket attachments - applies to: source (Ticket)
• Add a new tag to tickets - applies to: target (Ticket)

Trengo — Setup & How-To Guide

For more information: https://help-desk-migration.com/help/trengo-migration-guides/

How to Disable Rules in Trengo?

Be sure to disable all rules in Trengo before starting the migration because not doing so can cause the following issues:

• Ticket statuses might change during the migration.
• Your customers might receive notifications about ticket creation.

We recommend deactivating the rules before migration and turning them on only after completion.

Trengo offers a simple way to disable rules.

1. Go to Settings, expand the Automation tab and choose Rules.
2. Select the rule to disable and turn off the Active toggle if it’s active.
3. After turning the toggle off, it becomes white.
4. Click on Save changes.