We have developed a toolkit to simplify the migration process. Over the coming months, you will be notified about your access to the toolkit. The toolkit will include the following components:
- A data migration tool to migrate accounts, contacts, cases (tickets), knowledge base articles, and files;
- Portal templates you can choose from to quickly deploy a modern support portal; and
- A customer service configuration template, which includes out of the box workflows, fields and other configurations.
The toolkit will include videos, documentation and other tutorials to enable you to self-manage your migration. We will also provide a list of recommended partners that you can engage with independently to manage the migration on your behalf.