Migration guide

Move off Zendesk in a week. We’ve done this before.

Your tickets, macros, knowledge base, and team migrated without a professional services fee, without an implementation project, and without disrupting your customers.

Start migration Talk to us first

1 week

Migration time

Most teams are fully live within 5 to 7 days of starting.

Migration cost

No implementation fee. No professional services. No setup charge.

Zero

Data loss

Every ticket, macro, and KB article comes over completely intact.

Everything comes over. Automatically.

The Helply migration tool handles all of this without any manual work from your team. Connect your Zendesk, run the import, and it’s done.

No risk to your current setup

Your Zendesk account stays fully intact.

Nothing is deleted or modified on the Zendesk side. Ever. We read what we need to migrate, copy it into Helply, and leave your account exactly as it was. If you change your mind on day three, you change your mind on day three.

✓

All tickets and ticket history

Every ticket, every reply, every internal note. Full conversation history preserved with original timestamps.

✓

Macros and templates

All your saved replies and response templates imported and ready to use from day one.

✓

Knowledge base articles

Every KB article migrated with formatting intact. Helply’s AI indexes them immediately after import.

✓

Agent accounts and roles

Your team is recreated with the same roles and permissions. Agents log in and get straight to work.

✓

Tags and custom fields

All ticket tags and custom field values preserved exactly as they were in Zendesk.

✓

Email channel connections

Your support email addresses are reconnected to Helply. No change to your customers’ experience.

Here’s exactly what happens during migration week.

Your team is actively involved for a few hours total. The rest is data transfer and setup running in the background.

1
Connect your Zendesk account
Authenticate with your Zendesk credentials. Helply reads your account structure and shows you a preview of what will be imported: tickets, macros, KB articles, agents.
Day 1 · 2 min
2
Preview your data
Review the import summary before anything moves. See ticket counts, article counts, agent list, and any items that need manual review. Nothing migrates until you confirm.
Day 1 · 5 min
3
Run the data migration
Helply pulls your tickets, macros, KB articles, tags, and custom fields from Zendesk. Runs overnight for most accounts. You’ll get an email when it’s done.
Day 1–2 · background
4
Map your team and set up integrations
Invite your agents, assign roles, connect Gong, CRM, Stripe, and Slack. Configure AI rules: which ticket types resolve autonomously, which go to draft mode.
Day 3–4 · 2 hrs
5
Test with your team
Run a day of parallel testing: new tickets routing to Helply while Zendesk stays live. Agents validate the inbox, AI outcome, and channel connections before full cutover.
Day 5 · 1 day
6
Go live on Helply
Reconnect your support email addresses to Helply. All new tickets now route to Helply. Your KB is indexed, AI is active, and revenue intelligence starts firing immediately.
Day 6–7 · 15 min
7
Keep Zendesk on read-only
We suggest keeping your Zendesk account active but paused for 30 days, just for reference. When you’re confident, cancel. Most customers cancel before day 30.
Your call

Common migration questions.

“We were dreading the migration. Four years on Zendesk, thousands of tickets. The tool handled everything automatically. We haven’t looked back.”
Jacqueline Antworth · Director of Customer Experience, Proposify

Ready to make the move?
We’ll walk you through it.

Start migration