Migrating from Assistly

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

Select the Action Type

Select "Migrate" from the list of available Actions.

Enter the Export Parameters

1. Select "Assistly" from the combo box.
2. Enter the URL that points to your Assistly environment holding the information to be migrated (Note: the URL must be the fully qualified domain name, including the HTTP:// prefix).
3. thru 6. these parameters should be provided to you by Assistly as part of your registration details.
7. Checking this box will allow the default mappings between Assistly 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 Assistly database, in which case the "Define Mappings" screen will be displayed before the migration can be run.
8. Select whether to export only those Tickets that are "Active", or "All" to migrate the entire history of tickets in the Assistly 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 Assistly 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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