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Zendesk migration guide

Migrate from Zendesk to Helpefi Without losing ticket history.

Export Zendesk tickets and contacts, import into helpefi, run both systems in parallel, then cut over email and chat when your team is confident.

Last updated on 2026-07-08 Written by Malik S Reviewed by Gandral V

Export tickets and users

Use Zendesk CSV export or API to pull tickets, users, and organizations. Map tags and custom fields to helpefi equivalents.

Import into a parallel workspace

Create your helpefi trial, import CSV data, and connect inbound email on a test address or subdomain.

Recreate automations and SLAs

Rebuild SLA policies, business hours, macros, and assignment rules. Enable AI Copilot on top of your imported KB articles.

Cut over channels

Point support@ DNS to helpefi, embed chat on production, and disable Zendesk inbound when SLAs and reports match expectations.

Frequently asked questions

How long does a Zendesk migration take?
Most 5–30 agent teams complete import and parallel run within two weeks. Complex custom field mapping may add time.
Can we keep Zendesk during transition?
Yes. Forward a subset of email to helpefi or run chat on helpefi only while Zendesk handles legacy tickets.
Does helpefi support Zendesk-style SLAs?
Yes. Business hours, tier policies, breach alerts, and escalations are built in on all plans.

References & sources

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Import sample data free, run parallel for a week, and compare handle time before you cancel Zendesk.

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