Importing Data into Freshdesk
Ten minutes of preparation saves a week of cleanup, and the preparation is almost entirely about matching keys.
The routes in
Clean before you import
This is the step that decides whether your new helpdesk starts clean or starts with the mess you were trying to leave.
Test on fifty rows
Import fifty records, check every one by hand, then widen. It feels slow and it is the difference between a smooth migration and a week spent merging records.
Check specifically: did contacts match or duplicate, did companies associate correctly, did threading survive, and did attachments come across.
Frequently asked questions
Can I import tickets with their full conversation?+
Through the API or a migration service. CSV import is aimed at contacts and companies.
How do I avoid creating duplicate contacts on import?+
Set a matching key, normally email, and deduplicate in the source system before exporting.
Do not import a duplicate problem
Clean records before you move, and merge the duplicate tickets that arrive afterwards automatically.
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