Migrations

Alemba Migration

This article provides a comprehensive guide on using the Alemba Migration Tool to transfer data from Alemba to Halo. It explains the tool’s purpose and details the process of connecting to Alemba using credentials and a Client ID. The guide outlines the steps for configuring the system, testing the configuration, and importing various data types like organizations, users, and tickets. Additionally, it explains how to exclude certain action types from the import and configure entity defaults. Instructions include testing connections and managing import selections efficiently.

Autotask Migration

The Autotask Migration Tool is designed to import data from Autotask into Halo through an API user. It can import entities such as companies, contacts, employees, products, and tickets. The process involves configuring the migration module, connecting to Autotask by entering API user credentials, and testing the connection. Users can then select and import specific Autotask entities, and adjust configurations such as tax rates for certain entities. The tool also allows linking incoming emails to existing tickets based on Autotask numbers.

Freshdesk Migration

The article provides a detailed guide on migrating data from Freshdesk to Halo. It covers generating a Freshdesk API key, connecting to Freshdesk, mapping fields, and migrating various data types like tickets, articles, and companies. The guide includes using the Halo Integrator for scheduling larger migrations and updating previously imported tickets with new information from Freshdesk. It explains the processes of setting up data mappings and selecting criteria for imports, ensuring a comprehensive transition of data between the platforms.

ServiceNow Migration

This article provides a step-by-step guide on using the ServiceNow Migration Tool to transfer data from a ServiceNow instance into Halo. It explains necessary prerequisites such as requiring API access and specific roles in ServiceNow. The process includes obtaining login details, connecting to ServiceNow via Halo, and configuring data import settings. The tool allows the migration of various entities like companies, users, incidents, and more. Detailed instructions on importing incident tickets as a specific ticket type are included, culminating in a successful data sync and import.

Zendesk Migration