Freshdesk Import: Tickets, Contacts, Companies
Ten minutes of preparation saves a week of cleanup when you make Freshdesk import tickets, and most of it is getting your matching keys right.
The routes to a Freshdesk import
Clean the data before Freshdesk imports tickets
This is the step that decides everything. Your new helpdesk either starts clean, or it starts carrying the mess you were trying to leave behind, and there's no third option.
Test on fifty rows
Import fifty records, check every one by hand, then widen. It feels slow. It's also the difference between a smooth migration and a week of your life spent merging records.
Check four things specifically. Did contacts match or duplicate, did companies associate correctly, did threading survive, and did the attachments come across.
Frequently asked questions
Can Freshdesk import tickets with their full conversation?
Through the API or a migration service, yes. CSV import isn't built for it, it's 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 you export. Duplicates that aren't dealt with there arrive here.
Do not import a duplicate problem
Clean records before you move, and merge the duplicate tickets that arrive afterwards automatically.
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