Help Center
DocsMoving from Help Scout
Bring the customer list across from Help Scout.
- People. The individual people you talk to. Each row becomes one contact, attached to the company named on the same row.
The files a real export gives you
- Customer list, CSV. Becomes your people.
- Sign in to your old system.
- Go to Settings, then Export, and choose every record type it offers.
- You will get one or more files. Come back here and drop all of them in at once.
Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.
- People. Contacts come after companies and before everything that names a person.
People
The contacts or people export from the system you are leaving.
| Field | Description |
|---|---|
| First name* | Write it as first_name. We also read first name, given name. Example: Dana. A single full name column works too. We split it for you. |
| Last name | Write it as last_name. We also read last name, surname. Example: Whitfield. |
| Company name* | Write it as company. We also read company name, account name. Example: Acme Manufacturing. A contact needs a company. Bring the companies file first and these link themselves. |
| Email address | Write it as email. We also read email address, work email. Example: dana@acme.example. |
| Phone number | Write it as phone. We also read phone number. Example: +1 415 555 0188. |
| Job title | Write it as title. We also read job title, position. Example: Operations Lead. |
| Where they are in your funnel | Write it as lifecycle_stage. We also read lifecycle stage. Example: customer. We keep your own words where your workspace already uses them. |
| Profile link | Write it as linkedin_url. We also read linkedin. Example: https://www.example.com/in/dana. |
| Who owns it | Write it as assigned_to. We also read owner. Example: dana@yourcompany.example. |
Type any of these and we will know what you mean. Anything else comes across as it is written.
People: lifecycle stage
subscriber, lead, mql, marketing qualified lead, marketingqualifiedlead, sql, sales qualified lead, salesqualifiedlead, opportunity, customer, evangelist.
- The customer list is names, email addresses and the company each person belongs to. Job titles and phone numbers are not in it, so they do not come across.
- The counts beside each person, how many conversations they opened and how long the answers took, are the old account measured against its own hours. We read them and leave them, rather than restating them as if they were true of your new one.
- Conversations do not come across from any file Help Scout lets you download. The reports download is counts, not messages, and the customer list carries no history.
- Help Scout has no self serve way to download conversations, so nothing you can export yourself carries the messages.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- Saved replies are set up in Laureo rather than carried across.
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.