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How to Migrate Custom Fields? [+Video]

How to Migrate Custom Fields

Time to dive into your Help Desk Migration – either log in if you're already onboard or take the express route by signing up. Let's get that migration ball rolling! Connect your source and target help desk systems. , and voilà! You'll land on the Select Object page, your playground for choosing the perfect out-of-the-box options to make your data migration a breeze.

Custom options - Select Object Step

Tap the "Map Fields" button right beside "Tickets," and watch as the Migration Wizard unveils a form loaded with both default and custom ticket fields. Custom ticket fields cozy up at the form's bottom. It's your ticket to field mapping nirvana, where you seamlessly align fields between your help desk systems.

Want to work some magic? Check out the "Add the same field on [target]" option – your ticket to crafting custom fields on the target help desk. Keep your eyes peeled for this button right at the top of the page.

Add a custom field

If that button seems to have vanished, it could be playing shy for two reasons:

  1. The target help desk isn't all about custom fields – some just don't swing that way.
  2. The target help desk software is keeping its API methods under lock and key, making it tricky to migrate those values.

If you're sure your target system's on board with custom fields but that button's pulling a vanishing act, don't sweat it – you've got this covered by hand.

Check out these savvy tips while you're in field-creation mode:

  • Keep things comfy by naming the fields just like they were in the old help desk. Tweak the titles later for that perfect fit.
  • Stick to the original field types for smooth sailing. Remember, you can only map fields with the same types – think Text to Text, Drop-down to Drop-down, and so on.

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What are the types of custom fields and their uses

Custom fields are coming right up! The types of custom fields you can add to the Ticket differ from platform to platform. But the most common are:

Custom field typeExample use-cases
Single line text"Customer name: Jane Doe", "Company name: TechWave Inc."
Multiline text"Additional descriptions: Product specifications", "Address: 123 Main Street, Anytown"
Checkbox"Subscriptions: Newsletter", "Agreements: Terms and Conditions"
Number"Order ID: 789456", "Phone number: 555-1234"
Dropdown"Quantity: 10 items", "Size: Large"
Date"Purchase date: August 15, 2023", "Complaint date: July 3, 2023"
Decimal"Discount percentage: 15.5%", "Tax rate: 7.25%"

Fresh Update: Map Contact and Company's Custom Fields

Save time and effort on setting up your data migration, and take the advantage of the custom field mapping for contacts and companies right on the data mapping step. This convenient option is available if you migrate data across the following platforms:

  • Ivanti
  • Faveo
  • Freshdesk
  • Freshservice
  • Front
  • HappyFox
  • HelpScout
  • HubSpot Service Hub
  • Intercom
  • Kayako
  • Kustomer
  • Salesforce Service Cloud
  • Vivantio
  • Zendesk
  • Zoho Desk
  • CSV: on condition, you migrate data to a CSV file. The custom field mapping for companies and contacts from the CSV file is under the hood yet.

Here's the sample of custom contact field mapping to illustrate this fresh option:

Contect custom field mapping

Ready to migrate? Simply look for the custom field mapping option during the data migration process, and experience the difference firsthand.

Looking for more data migration details?

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