Migrate your trueAct data
AI-powered case management platform for service organizations, available as on-premise, private cloud, or SaaS deployment with multi-channel support and NPS tracking.
In its favor
Why people choose trueAct
The signal that keeps trueAct on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Multi-channel case aggregation from email, chat, phone, and web forms into a single interface appeals to service teams managing high inquiry volumes.
Flexible deployment options including on-premise, private cloud, and SaaS attract regulated industries that cannot move to public cloud infrastructure.
Built-in NPS survey functionality provides a lightweight voice-of-customer loop without requiring a separate CX tool.
API-first design with documented endpoints enables custom integrations with billing, ERP, and communication tools.
AI-powered case routing and suggested responses reduce agent handle time for teams looking to automate triage.
Pricing is quote-only with no public tier breakdown, making it difficult to compare cost against competitors or forecast scaling expenses.
On-premise and private cloud deployments require internal IT resources for upgrades, patching, and infrastructure maintenance that not all teams can sustain.
Limited public documentation and smaller community compared to major CRM platforms makes self-service troubleshooting harder.
Workflow automation is less mature than enterprise platforms, with customers citing limited branching logic and conditional escalation options.
Reasons to switch
Why people leave trueAct
The recurring reasons buyers give for replacing trueAct. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where trueAct fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
trueAct pricing overview
trueAct uses a custom quote-based pricing model with no publicly listed tiers. Pricing is negotiated based on the number of agents, deployment type (on-premise, private cloud, or SaaS), and included modules. There is no free tier or public trial listed on the vendor site.
Custom (Sales-Led)
Tier 1 of 1
Custom — quoted per organization
What's included
Need help selecting your Helpdesk?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on trueAct's schedule — see our quote-based pricing →
What gets migrated
trueAct object support
Object-by-object support for trueAct migrations. Per-pair details surface during scoping.
Cases
Fully supportedCases are the core ticket object in trueAct. Standard fields include case status, priority, assigned agent, and timestamps. We migrate cases 1:1 and preserve the full case history chain including status-change events.
Contacts
Fully supportedContact records include name, email, phone, and custom fields. We map contact-to-contact across systems and handle multi-address records without splitting them across objects.
Organizations
Fully supportedOrganizations are the company-level container that groups contacts and cases. We preserve the parent-child hierarchy where it exists and maintain the organization ID mapping through the migration.
Custom Fields
Mapping requiredtrueAct supports user-defined custom fields on Cases, Contacts, and Organizations. We map these field-by-field during scoping, flagging any that exceed the destination field type limits or use restricted picklist values.
Attachments
Mapping requiredFile attachments on cases and contacts are migrated to the destination's native storage. We handle inline images and linked documents separately, preserving the association back to the parent record.
NPS Surveys
Mapping requiredNet Promoter Score survey responses and scores are stored in trueAct. We transfer the response history and associate scores with the originating contact or case record.
Agents
Fully supportedAgent/user accounts include name, email, role, and team assignment. We map agents to users in the destination system and flag any permissions that may not translate directly.
Teams
Fully supportedTeams group agents for routing and case assignment. We recreate the team structure in the destination and map agent-to-team memberships.
Multi-channel Sources
Mapping requiredtrueAct aggregates cases from email, chat, phone, and web forms. We migrate the source channel metadata and preserve the thread continuity for email and chat channels.
Workflows
Mapping requiredAutomation rules and routing logic require manual rebuild in most destination platforms. We document the existing workflow triggers, conditions, and actions so they can be reconstructed by the customer's team post-migration.
| Object | Support | Notes |
|---|---|---|
| Cases | Fully supported | Cases are the core ticket object in trueAct. Standard fields include case status, priority, assigned agent, and timestamps. We migrate cases 1:1 and preserve the full case history chain including status-change events. |
| Contacts | Fully supported | Contact records include name, email, phone, and custom fields. We map contact-to-contact across systems and handle multi-address records without splitting them across objects. |
| Organizations | Fully supported | Organizations are the company-level container that groups contacts and cases. We preserve the parent-child hierarchy where it exists and maintain the organization ID mapping through the migration. |
| Custom Fields | Mapping required | trueAct supports user-defined custom fields on Cases, Contacts, and Organizations. We map these field-by-field during scoping, flagging any that exceed the destination field type limits or use restricted picklist values. |
| Attachments | Mapping required | File attachments on cases and contacts are migrated to the destination's native storage. We handle inline images and linked documents separately, preserving the association back to the parent record. |
| NPS Surveys | Mapping required | Net Promoter Score survey responses and scores are stored in trueAct. We transfer the response history and associate scores with the originating contact or case record. |
| Agents | Fully supported | Agent/user accounts include name, email, role, and team assignment. We map agents to users in the destination system and flag any permissions that may not translate directly. |
| Teams | Fully supported | Teams group agents for routing and case assignment. We recreate the team structure in the destination and map agent-to-team memberships. |
| Multi-channel Sources | Mapping required | trueAct aggregates cases from email, chat, phone, and web forms. We migrate the source channel metadata and preserve the thread continuity for email and chat channels. |
| Workflows | Mapping required | Automation rules and routing logic require manual rebuild in most destination platforms. We document the existing workflow triggers, conditions, and actions so they can be reconstructed by the customer's team post-migration. |
Gotchas
What to watch for in trueAct migrations
Issues we've hit on past trueAct migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Deployment model must be identified before migration scoping
Workflow automation does not export as structured data
NPS score history may exceed simple field mapping
| Severity | Issue |
|---|---|
| High | Deployment model must be identified before migration scoping |
| Medium | Workflow automation does not export as structured data |
| Medium | NPS score history may exceed simple field mapping |
Leaving trueAct?
Where trueAct customers move next
7 destinations trueAct can migrate to.
How a trueAct migration works
Four steps, trueAct-specific
Connect
REST API with enterprise authentication — specific auth flow (OAuth 2.0 vs API key) is confirmed with WellDev during the integration engagement rather than published on the public site. into trueAct. Scopes limited to read-only on the data we move.
Map
We translate trueAct-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate trueAct quirks before production.
Migrate
Full migration with trueAct rate-limit handling. Rollback available throughout.
FAQ
trueAct migration FAQ
Answers to the questions buyers ask most during trueAct migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your trueAct migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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Ready when you are
Migrate trueAct.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your trueAct setup and destination — written quote back within a business day.