Helpdesk migration
Field-level mapping, validation, and rollback between Request Tracker and Zendesk. We move data and schema; workflows are rebuilt natively in Zendesk.
Request Tracker
Source
Zendesk
Destination
Compatibility
10 of 12
objects map 1:1 between Request Tracker and Zendesk.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Request Tracker to Zendesk is a structural translation, not a direct record copy. RT organizes work around Queues with per-queue custom lifecycles and Scrip automation rules written in Perl; Zendesk uses Groups, Ticket Forms, Triggers, and Macros as its workflow layer. We extract ticket data through RT's tab-delimited spreadsheet export (there is no bulk REST API on RT), decode base64 attachment blobs from the database, map RT's privileged and unprivileged users to Zendesk agents and end-users, and thread transaction history as comments and replies in Zendesk's conversation model. RT Scrips do not migrate as code because they are Perl artifacts tied to RT's module ecosystem; we deliver a written inventory of every Scrip and Template for the customer's admin to rebuild in Zendesk's rule builder. Zendesk Guide replaces RT Articles as the knowledge base, with article hierarchy and section structure preserved.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Request Tracker object lands in Zendesk, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Request Tracker
Ticket
Zendesk
Ticket
1:1RT Tickets map to Zendesk Tickets as the primary record. We preserve Subject, Status, Priority, Queue (mapped to Zendesk Group), Owner (mapped to Agent), Requestor (mapped to End User), Created date, and LastUpdated date. RT's transaction log threads into Zendesk as comments and replies in chronological order using the Comments API endpoint. Priority mapping uses RT's numeric Priority 0-100 scaled to Zendesk's Urgency and Priority fields.
Request Tracker
Queue
Zendesk
Group + Ticket Form
1:manyRT Queues define organizational silos for ticket routing. Each RT Queue maps to a Zendesk Group (for agent assignment and queue visibility) plus a Ticket Form (for field layout and required-field configuration). Per-queue custom lifecycle statuses map to Zendesk custom Ticket Status values defined at the form level. If an RT deployment uses fewer queues than the Zendesk plan supports, we consolidate; if it uses more, we recommend a Group structure with nested subgroups.
Request Tracker
User (Privileged)
Zendesk
Agent
1:1RT Privileged users (staff with login access) map to Zendesk Agents. Name, email, phone, and organization fields migrate. RT role assignments (Queue-admin, Superuser) map to Zendesk roles (Agent, Admin) where the mapping is straightforward; unusual RT permission combinations that have no Zendesk equivalent are documented for admin reassignment. We resolve agents by email match and hold any unmatched users in a reconciliation queue for the customer's Zendesk admin to provision before record import.
Request Tracker
User (Unprivileged)
Zendesk
End User
1:1RT Unprivileged users (requestors with no staff login) map to Zendesk End Users. Name and email migrate; Unprivileged users do not have passwords or login credentials in RT, so they are provisioned as end-users with pending invitation status in Zendesk. Organizations from RT's User organizational field map to Zendesk Organizations attached to the end-user record.
Request Tracker
Custom Field (CF)
Zendesk
Ticket Field
lossyRT Custom Fields of types Select-Box, Freeform text, Date, IP Address, and others map to Zendesk Ticket Fields with equivalent types. Select-Box becomes a Dropdown field; multi-value selects map to Zendesk Tag fields if the customer elects tag-based routing. We pre-create Zendesk Ticket Field configurations before migration so that incoming ticket data satisfies field requirements. Queue-specific CFs are scoped to the corresponding Zendesk Ticket Form.
Request Tracker
Transaction
Zendesk
Comment
1:1RT Transaction records represent every ticket action: status changes, replies, comments, field updates, and escalations. We export the full transaction log ordered by Created date, classify each by type (Correspond/Replied vs Comment/Internal note), and thread them as Zendesk Comments linked to the parent Ticket. Internal notes from RT map to Zendesk internal comments visible only to agents. Transaction timestamps preserve as comment timestamps for audit continuity.
Request Tracker
Attachment
Zendesk
Comment Attachment
1:1RT stores file attachments as base64-encoded blobs in the Attachments database table linked to Transactions by ID. We run targeted SQL exports per ticket's attachment IDs, decode the base64 blob, reconstruct the original filename and MIME type, and upload the file to Zendesk via the Attachments API, linking it to the corresponding comment on the destination ticket. Files without original filenames (RT attachment IDs only) receive a generated filename based on the attachment ID for traceability.
Request Tracker
Article
Zendesk
Guide Article
1:1RT Articles in named classes (General, FAQ, etc.) map to Zendesk Guide Articles within corresponding Sections and Categories. Article Name becomes Article Title; Synopsis becomes Article Summary; Content migrates as Article Body with HTML preserved. RT Article Custom Fields map to Zendesk Article Field configurations if available on the Guide plan. Note that Zendesk Guide hierarchy (Categories > Sections > Articles) requires Enterprise plan for the full five-level depth; lower plans support two-level hierarchy.
Request Tracker
Template
Zendesk
Macro
1:1RT Templates define email and notification text used by Scrips, with token placeholders and conditional logic. We export Template names and content as structured text, preserving token syntax. These migrate to Zendesk Macros (automated text templates) with the RT token syntax mapped to Zendesk placeholder syntax ({{ticket.id}} becomes {{ticket.id}}, etc.). Conditional logic requires manual reconstruction in Zendesk Macro conditions.
Request Tracker
GroupMembers
Zendesk
Group Membership
1:1RT Group membership organizes users for queue-level or ticket-level permission grants (AdminCc, Cc, OwnerDelegated). GroupMembers do not export in a single flat file from RT's tab-delimited export. We reconstruct Group membership by querying the GroupMembers table directly (or from RT's REST API if available) and map it to Zendesk Group membership. User-to-group assignments become Zendesk Group User assignments for agents.
Request Tracker
Time Tracking
Zendesk
Time Entry
1:1RT native Estimated-minutes and Worked-minutes on tickets map to Zendesk Time Tracking if enabled on the Zendesk plan. RT-Extension-TimeTracking structured time-entry records (User, Ticket, Time Worked, Note) map to Zendesk Ticket Time Entries with agent attribution and description preserved.
Request Tracker
Asset
Zendesk
Custom Object or CMDB
1:1RT Assets (via RT-Extension-Assets, a separate product) catalog configuration items (servers, software licenses, hardware). Asset records export via RT REST API or database query and map to Zendesk Custom Objects if the customer uses Zendesk's IT Asset Management or to a generic Custom Object schema. Asset-to-Ticket linkage migrates as a custom object relationship field on the destination ticket.
| Request Tracker | Zendesk | Compatibility | |
|---|---|---|---|
| Ticket | Ticket1:1 | Fully supported | |
| Queue | Group + Ticket Form1:many | Fully supported | |
| User (Privileged) | Agent1:1 | Fully supported | |
| User (Unprivileged) | End User1:1 | Fully supported | |
| Custom Field (CF) | Ticket Fieldlossy | Fully supported | |
| Transaction | Comment1:1 | Fully supported | |
| Attachment | Comment Attachment1:1 | Fully supported | |
| Article | Guide Article1:1 | Fully supported | |
| Template | Macro1:1 | Fully supported | |
| GroupMembers | Group Membership1:1 | Fully supported | |
| Time Tracking | Time Entry1:1 | Mapping required | |
| Asset | Custom Object or CMDB1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Request Tracker gotchas
Tab-delimited export instead of CSV
Attachments stored as database blobs
RT-to-RT upgrades require original RT directory
No native bulk REST API
Comma-heavy article content breaks CSV imports
Zendesk gotchas
Data export requires API scripting on non-Enterprise plans
Automations cap at 500 active rules and 1,000 tickets per hour
Help Center has no native export feature
Custom Objects and full data export are Enterprise-only
Pair-specific challenges
Migration approach
Discovery and RT export strategy
We audit the source RT instance across version (4.2 vs 5.0), deployment type (self-hosted vs managed cloud), database type (MySQL vs PostgreSQL), attachment volume estimate, Custom Field count, Queue count, and Scrip inventory. We determine the export strategy: direct database access (preferred for self-hosted), RT REST API supplemented with tab-delimited export, or community script (RT::Extension::Import::CSV) output. We flag any RT configuration that prevents data extraction (e.g., managed cloud without DB access) and advise on timeline implications before any extraction begins.
Zendesk environment preparation
We configure the Zendesk destination environment before any data arrives. This includes provisioning Groups (mapped from RT Queues), activating Ticket Forms with the appropriate custom fields, configuring Zendesk Guide sections for Article migration, creating Agent roles and user provisioning plan, and temporarily disabling Triggers and Automations to prevent unwanted notifications during ticket creation. We also set up the migration user's API access token with the minimal permissions required for data write.
Attachment blob extraction and pre-processing
We run targeted SQL queries against the RT Attachments table to extract blob data by transaction ID, decode base64 server-side, reconstruct filenames and MIME types, and organize files by parent ticket ID for Zendesk upload. This step runs in parallel with the ticket and user extraction pipeline and produces a file manifest that maps each decoded attachment to its destination Zendesk ticket and comment. The manifest is validated against the extracted ticket count before upload begins.
User migration and agent provisioning
We extract RT Privileged and Unprivileged users, deduplicate by email, and map them to Zendesk Agents and End Users. Agents are reconciled against the Zendesk User table by email match; any unmatched agents go to a provisioning queue for the customer's Zendesk admin to create before record import resumes. Organizations from RT user records map to Zendesk Organizations. Group membership reconstruction from the RT GroupMembers table produces the Zendesk Group membership assignments.
Ticket migration in dependency order
We run ticket migration in record-dependency order: Organizations first (from RT user organizations), then End Users, then Agents, then Tickets with Custom Field values resolved against the pre-created Ticket Field configurations. Transaction history threads back into Zendesk Comments using the Comments API in chronological order, with internal RT comments mapped to Zendesk internal comments. Attachments upload after ticket records are created, linked to the corresponding comment. Each phase emits a row-count reconciliation report before the next phase begins.
Article migration to Zendesk Guide
RT Articles export from the Article classes with Name, Summary, Content, and Custom Fields preserved. We create Zendesk Guide Sections and Categories matching the RT class structure, then import Articles with HTML content preserved. If the Zendesk plan limits Guide hierarchy depth, we flatten the structure and document the nesting loss for the customer's admin to reorganize post-migration. Template content migrates to Zendesk Macros with token syntax translated.
Cutover, validation, and Scrip rebuild handoff
We freeze RT ticket writes during cutover, run a final delta migration of any tickets or attachments modified during the migration window, then enable Zendesk as the system of record. We deliver the Scrip and Template inventory document listing every automation requiring rebuild in Zendesk Trigger and Macro builders. We support a one-week hypercare window where we resolve any reconciliation issues raised by the customer's support team. We do not rebuild RT Scrips as Zendesk Triggers inside the migration scope; that work is handled by the customer's admin or a Zendesk implementation partner.
Platform deep dives
Request Tracker
Source
Strengths
Weaknesses
Zendesk
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. 2 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Request Tracker and Zendesk.
Object compatibility
2 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Request Tracker: Not publicly documented.
Data volume sensitivity
Request Tracker doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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FAQ
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