Migrate your Vision Helpdesk data

Clients are the end-user and staff records in Vision Helpdesk. They include contact details, roles, and domain association. We export Client records via CSV (with column mapping) or API and map them directly to Contacts or Users in the destination system.

Organizations represent client companies linked to one or more Clients. Vision Helpdesk supports multi-company configurations and domain-scoped organizations. We preserve the org hierarchy and link relationships to the corresponding Client records during migration.

Incidents are the core ticket object with fields for priority, status, assigned staff, private comments, custom labels, and SLA metadata. The platform stores ticket conversations including internal notes and client-visible responses. We map these to the destination's Tickets/Issues object, flagging private comments as internal notes.

Solutions are knowledge base articles stored with category hierarchy and article content. Import and export use CSV format with column mapping. We preserve category structure and article body content; attachments embedded in articles require separate file migration.

Custom fields can be added to Incident creation, User registration, Organization forms, and Tasks. Field types include text, textarea, checkbox, radio, select, multi-select, datetime, and note. We map custom field values field-by-field to the destination's equivalent custom properties, handling type conversion where needed.

Tickets and clients support custom labels, tags, and flags for categorization. These are stored as comma-separated or multi-value fields in Vision Helpdesk. We normalize them to the destination's tagging schema and flag any labels that do not map cleanly.

Staff agents are the internal support users with roles and permissions. Agent names, email addresses, and role assignments are exported via CSV. We map them to Users or Agents in the destination, preserving role names as custom fields if the destination uses a different role model.

Contract Management is a module in the Service Desk tier, storing agreement terms linked to clients or organizations. These records export via the same CSV mechanism. We map contract details to the destination's Agreements or Contracts object, noting that not all destination systems have a native contracts object.

Asset Management and CMDB are available in Service Desk tiers and are PINKVerify Certified. Assets can be auto-discovered and linked to organizations. We export asset records including configuration items, relationships, and linked incidents. Auto-discovery data requires separate handling based on the source of discovery scans.

Change Management is an ITIL module in the Enterprise Service Desk tier with roles for Requester, Implementer, Tester, and Approver. Change requests store scope, impact, and risk analysis. We map these to the destination's Change Management or Change Request object, noting that some platforms gate this feature to higher tiers.

Workflow Rules define automated actions triggered by events and criteria within Vision Helpdesk. These are configuration-level entities with no standard export format in the CSV/API. We document the rules and provide a written inventory for manual recreation at the destination.

Live Chat Software stores visitor conversations and round-robin routing data. Chat transcripts can be exported. We map conversation history to the destination's Chat/Conversations object, noting that real-time chat data often requires the destination to support historical chat import.