HappyFox is a customer support platform trusted by companies around the world. As they continued to grow, their internal team began to feel the strain of handling complex, high-volume data migrations.
What started as a small in-app migrator soon turned into a manual, time-consuming process that slowed onboarding and added pressure on both engineering and support teams.
ClonePartner became their go-to migration partner. Over time, this partnership transformed how HappyFox handled onboarding for customers of all sizes, from small teams to enterprise accounts with millions of tickets.
This is the story of how HappyFox moved faster, supported sales with confidence, and gave engineering the freedom to focus on the product.
About HappyFox
HappyFox is a global leader in AI-powered customer support, trusted by 2,000-plus organizations across 70-plus countries. Organizations like 3M, Harvard, IPG, Callaway, and Cloudera use HappyFox to bring tickets and conversations into one place so they can respond faster and stay organized.
For many of HappyFox’s customers, data migration is a key part of switching from their old helpdesk or ticketing tool.
They bring years of tickets, customer history, and workflows that must be moved without losing context.
Because of this, smooth and reliable migrations are not just a nice-to-have for HappyFox, they are an important part of how new customers get onboarded and start seeing value from the product.
The Challenge: Migrations Were Slowing Down the Journey
Previously we had a very bare-bones in-app migrator that we built just to avoid losing deals that needed data migration. With ClonePartner, the amount of manual work has dropped significantly.
Prateesh KP, Product Ops Manager - HappyFox
Before working with ClonePartner, HappyFox relied on a simple in-app migrator that required heavy manual effort.
The internal teams spent significant time preparing data, cleaning formats, mapping fields, and dealing with errors. For large accounts or messy historical data, this slowed everything down and created uncertainty during the sales cycle.
Sales teams often had to take calculated decisions when promising migration timelines because there were too many unknowns.
Engineering was pulled in regularly to fix scripts, troubleshoot imports, and fine-tune the mapping for every new customer.
It was workable, but not scalable.
The Turning Point: HappyFox - ClonePartner Partnership
With ClonePartner, we can now take bold steps, bold leaps during the sales cycle. We are able to assess each customer’s migration clearly and make calculated decisions on how to proceed.
Prateesh KP, Product Ops Manager - HappyFox
HappyFox partnered with ClonePartner to bring stability and speed to their migrations. This changed the foundation of their onboarding motion.
With ClonePartner’s experienced team, the heavy lifting moved out of HappyFox’s hands. Instead of spending weeks preparing the source and destination systems, their team could rely on ClonePartner’s expertise.
Sales also gained the confidence they needed to commit to large migrations early in the cycle. Even complex requests and large datasets became predictable projects.
Impact
Both the time we take for migrations and the confidence with which we take on projects have improved by 10x. For example, we are migrating 1.4 million tickets for a customer, and we can now calculate and plan that with confidence because we trust how the migration works.
Prateesh KP, Product Ops Manager - HappyFox
- 10x Faster Migration Execution
Prateesh described that the biggest change came from how smoothly data could now be prepared and migrated. Clean-up, formatting, repeat runs, and scripts were no longer a burden. - More Confident Sales Cycles
With ClonePartner involved, HappyFox could take on migrations that previously felt risky. Even enterprise projects with millions of tickets became manageable. - Engineering Time Reclaimed
ClonePartner’s involvement freed engineering to focus on the core product. The migration process no longer interrupted their roadmap. - Reliable for Both Enterprise and SMBs
While ClonePartner often supports large customers, HappyFox also uses them for smaller accounts whenever data is important or the source system is unclear. - More Predictable Onboarding
Because the migration is no longer the “unknown”, HappyFox can forecast onboarding timelines and structure post-migration work more accurately. - White-labeled experience for customers
With billing and migration completely managed via the strategic partnership, the migration experience for customers has now improved. HappyFox’s partnership with ClonePartner changed the way their team approached onboarding. What once took weeks of manual prep and cross-team coordination now runs faster, with greater clarity and customer love.
Our engineering team does not focus on migrations anymore. That is completely handled by ClonePartner.
Prateesh KP, Product Ops Manager - HappyFox
Their sales team can commit confidently. Their engineering team can stay focused on the roadmap. And customers, whether small teams or enterprises with millions of tickets, get a smooth and predictable migration experience.
This shift has helped HappyFox deliver a better first impression to new customers, reduce friction during onboarding, and take on more complex migration projects without hesitation. The migration process is no longer a bottleneck. It is now a strong part of their overall customer experience.
If your team is looking to simplify complex migrations or give your customers a smoother migration experience, ClonePartner can help you do exactly that.