HELP DESK MIGRATION ALTERNATIVE · 2026 GUIDE
Before you hand over customer data to any migration vendor, get clear answers to these 10 questions.
Before you hand over customer data to any migration vendor, get clear answers to these 10 questions. In writing, not in a sales call. We show how both ClonePartner and Help Desk Migration answer each one.
See the checklistYou need to see real output on real data before paying.
Scoped pilot on your real data, run by an engineer. Unlimited test runs.
Free self-serve demo on your real data. No credit card required.
Tickets are just the start. Attachments, internal notes, custom fields, and relationships are where migrations fail silently.
Custom scripts built for your exact data model. Scope defined in SOW before work starts. Nothing excluded unless agreed.
Documented entity types per connector. Tickets, comments, attachments, users, organizations, tags, custom fields migrated by default.
Without it, you either freeze your source system or lose records created during the migration window.
Built in. Engineer runs delta sync before cutover. Zero-downtime.
Built-in automated delta sync.
Field mapping should not be a black box.
Engineer shares the mapping plan. You review and approve before execution. Changes made on request.
Self-serve field mapping UI. You configure it yourself.
You need a full audit trail. "It looks like it worked" is not validation.
Multi-stage validation with checksums. Engineer reviews output and provides a migration report.
Real-time logs, field mapping preview, per-record skip/fail report.
SOC 2 Type II is an independent audit confirming security controls worked over a sustained period. A claim is not the same as a report.
SOC 2 Type II certified. Report available on request under NDA.
SOC 2 Type II certified. Report available on request.
How long does the vendor keep your data on their servers? This directly affects GDPR, CCPA, and HIPAA compliance.
Data retention policy documented. Data deleted after agreed retention window. DPA available.
Retention policy written into ToS. DPA available.
If your customers are EU-based, a DPA is legally required before the vendor processes personal data on your behalf.
DPA available on request. GDPR and HIPAA compliant. BAA available.
DPA available on request. GDPR compliant.
If the only way to get a price is a sales call, you have no cost visibility during procurement.
Fixed-price quote after a free 30-minute scoping call. Price agreed before work starts.
Public pricing calculator. Per-record pricing visible before you start.
Years in business, completed migrations, third-party reviews, and marketplace presence are verifiable. Marketing claims are not.
1,500+ migrations. SOC 2 Type II + ISO 27001. Zendesk Marketplace app. G2 and Clutch profiles. PR Newswire press coverage.
10+ years. 50,000+ migrations. Official partner of Zendesk, Freshworks, Intercom, Gorgias, and others. Hundreds of marketplace reviews.
Both vendors meet the bar on most of these questions. The difference is in the model: do you want to run the migration yourself (Help Desk Migration), or have an engineer run it for you (ClonePartner)?
Book a free scoping call with ClonePartnerCOMMON QUESTIONS
Yes. Never commit to a migration vendor without seeing real output on your real data. Both ClonePartner (engineer-run pilot) and Help Desk Migration (free self-serve demo) offer this. If a vendor cannot demonstrate on your data before you pay, that is a red flag.
Yes. Tickets are just the start. Ask specifically about attachments, internal notes, custom fields, and ticket relationships. These are where migrations fail silently. Get the answer in writing, not verbally.
Yes. Without delta migration, you either freeze your source system during the transfer window or lose records created during that time. Both ClonePartner and Help Desk Migration offer delta sync.
Yes. Field mapping should not be a black box. You should be able to review and approve the mapping before any data moves. ClonePartner shares the mapping plan for review. Help Desk Migration provides a self-serve field mapping UI.
Yes. You need a full audit trail showing what migrated, what was skipped, and what failed. "It looks like it worked" is not validation. Both vendors provide migration logs and reports.
Yes. SOC 2 Type II is an independent audit confirming security controls worked over a sustained period. A claim on a website is not the same as a report you can review. Both ClonePartner and Help Desk Migration hold SOC 2 Type II certification.
Yes. How long the vendor keeps your data on their servers directly affects GDPR, CCPA, and HIPAA compliance. Get the retention window in writing and confirm deletion procedures.
Yes. If your customers are EU-based, a Data Processing Agreement is legally required before the vendor processes personal data on your behalf. Both ClonePartner and Help Desk Migration provide DPAs on request.
Yes. If the only way to get a price is a sales call with no estimate beforehand, you have no cost visibility during procurement. Help Desk Migration has a public per-record calculator. ClonePartner provides a fixed-price quote after a free 30-minute scoping call.
Yes. Years in business, completed migrations, third-party reviews, and marketplace presence are verifiable. Marketing claims are not. Look for independent review profiles, marketplace listings, press coverage, and certifications you can verify yourself.
MORE FROM THIS GUIDE
Book a free 30-minute scoping call. We will review your source and destination platforms, map out the migration plan, and give you a fixed quote. No obligation.
Across helpdesk, CRM, ATS, HRIS, ERP, and knowledge base platforms. Every migration handled by a dedicated engineer.
Independent audits covering security controls, credential handling, and data retention. GDPR and HIPAA compliant. BAA available.
Scoped and agreed before work starts. No per-record metering. No surprise costs at volume.