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What you'll achieve
Your team can search past issues and continue support from DobroDesk.
Before you start
- Create or connect the destination DobroDesk mailbox.
- Use a Zendesk administrator account that can approve a read-only connection.
- Confirm the source subdomain, for example acme for acme.zendesk.com.
- Allow popup or redirect navigation so Zendesk can return you to DobroDesk after approval.
Connect and analyze Zendesk
Open Admin > Data > Migration and choose Zendesk.
Select the destination mailbox and history range.
Enter the Zendesk subdomain. Do not paste an API token or admin password.
Select Authorize and analyze Zendesk, approve read-only access in Zendesk, then return to DobroDesk.
Review detected groups, custom fields, statuses and warnings.
Test then move your data
Map Zendesk groups to DobroDesk Inboxes.
Keep Help Center articles and macros selected if you want review drafts.
Run a test with 10 tickets.
Check customers, organizations, message order, private notes and attachments.
Run the historical import then run the final sync during cutover.
Review reconciliation and finish the migration.
Put this guide into practice
Open Setup Center to apply the instructions in your workspace. Sign in when prompted.