Migrating from Kayako V4

Migrate your Help Desk information pertaining to Tickets and Forums from an existing instance of Kayako V4 into your Zendesk database.

Select the Action Type

Select "Migrate" from the list of available Actions.

Enter the Export Parameters

1. Select "Kayako V4" from the combo box.
2. Enter the URL that points to your Kayako V4 environment holding the information to be migrated (Note: the URL must be the fully qualified domain name, including the HTTP:// prefix).
3. Enter the API key - this should be provided to you by Kayako as part of your registration details.
4. Enter the Secret Key associated with your Kayako account - this should also be provided as part of your Kayako registration.
5. Check the box if there is a requirement to include information from files during the import in addition to information exported from the source Kayako V4 environment (see Supplementary Files).
6. Checking this box will allow the default mappings between Kayako V4 and Zendesk to be overridden (see Mapping System Values) - *Note: leaving unchecked will use the default settings unless the migration utility identifies the presence of custom status values in your source Kayako V4 database, in which case the "Define Mappings" screen will be displayed before the migration can be run.
7. Select whether to export only those Tickets that are "Active", or "All" to migrate the entire history of tickets in the Kayako database, regardless of current status.

Enter the Import Parameters

1. Enter the URL that points to your Zendesk environment into which the information should be imported (Note: the URL must be the fully qualified domain name, including the HTTP:// prefix).
2. Enter your User Name used to log into Zendesk.
3. Enter the your Zendesk password.

Run the Migration

** WARNING ** Before running the migration be sure to roll back the results of any previously aborted or incorrectly executed operation (see Deleting Imported Data).

1. Select the "Migrate" button to invoke the migration.

The utility will now connect with your Kayako V4 Help Desk via the API using the supplied credentials and export the information pertaining to Tickets and Forums, then import the information into your target Zendesk database.
Progress can and should be monitored and successful completion confirmed using the screens and messages displayed once the migration is running (see Monitoring Progress of a Migration).

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