Importing and Exporting Data

Exporting Customers, Tickets and Knowledge Base docs

Helpy includes the ability to export data from your Helpdesk. Exports are created in CSV format are are available for the following data types:Cust...

Importing Customers, Tickets and Knowledge Base docs

Helpy allows you to import customer records, knowledge base articles and tickets by way of CSV files (comma seperated values).  This is a common fo...

Importing Customers, Agents and other Users

Importing Customers and UsersImporting customers or users only requires three pieces of information- their name, email address, and role.  However,...

Importing Tickets and Replies

Importing Tickets into Helpy is a two step process.  The first step involves importing the ticket headers (containing the subject, user, and other ...

Importing Knowledge Base Docs and Categories

Importing Knowledge Base articles into Helpy is a two step process.  The first step involves importing a list of categories, and a second import br...