Zendesk Migration Checklist
A quick checklist to ensure you've covered every element of your Zendesk data migration.
If you're looking for a quick rundown about Zendesk migrations and implementation, you can refer to this quick-list to ensure you are prepped and ready to begin your migration project!

  1. Gather your migration "group" - who will be involved in the project

  2. Scope out exactly what you want to migrate

  3. Settle on how you will migrate your data (API, third-party, etc.)

  4. Prep your current data - cleanup any mess, remove unwanted users or ticket conversations

  5. Prep Zendesk with the agents, fields and values you will need

  6. Test a small set of ticket and user data to check for errors or inaccuracies

  7. Agree on a cut-off date for all agents to stop using the old helpdesk

  8. Execute the migration!

That's it - if you've checked every box in this list, congrats! You've completed a Zendesk data migration.

Zendesk Data Migration Must-Reads
  • Planning a Zendesk Data Migration Project
    Creating a comprehensive plan for a successful migration to Zendesk.
  • Zendesk Setup Guide to Prepare for a Data Migration
    Overview how to setup your Zendesk environment for a successful migration and optimal functionality.
  • Critical Questions to Ask Before You Migrate to Zendesk
    Know the answers to the most critical questions before you migrate to Zendesk.
  • How to Time a Switch to Zendesk
    Learn how to time a migration to Zendesk to ensure a seamless transition with minimal downtime.
  • On the Day of Your Zendesk Migration: A Survival Toolkit
    How to prepare for the day of your Zendesk migration, and ensure a seamless transition.
  • Frequently Asked Questions about Zendesk Migration
    Answers to the most common questions about migration to Zendesk.