Helpdesk

Migrate your Vivantio data

B2B service management platform with unlimited ticket types, deep configurability, and per-agent pricing. Geared toward mid-market and enterprise ITSM and customer service teams that need flexible workflows over simplicity.

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In its favor

Why people choose Vivantio

The signal that keeps Vivantio on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

Highly configurable with unlimited ticket types that map directly to each team's workflow, a common reason teams switch from simpler tools like SupportBee that lack categorisation depth.

Per-agent pricing with named, concurrent, and pooled license options lets rotating or shift-based teams share licenses without paying for unused seats.

Full feature access at a single price tier means teams do not hit a ceiling and have to upgrade to unlock capabilities they need today.

HIPAA, SOC2, ISO27001, and Cyber Essentials Plus certifications make it viable for regulated industries including healthcare and financial services.

Over 600 integrations plus a documented API with Scheduled Export to SQL gives technical teams a migration path without being locked into a single export format.

Steep initial learning curve with a complex administrative interface frustrates new administrators who expect a quicker time-to-value.

The built-in report builder is described as fussy and confusing, with users noting confusing labels and missing export options that force reliance on external BI tools.

Portal navigation and email notification handling are difficult to configure, leading to inconsistent agent and customer experiences.

Asset discovery and module coverage lags behind competitors, pushing some teams to supplement with additional tooling.

Lack of clear API rate limit documentation makes automated migrations and integrations unpredictable without direct support team consultation.

Reasons to switch

Why people leave Vivantio

The recurring reasons buyers give for replacing Vivantio. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Vivantio 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

API-first architecture means the majority of Vivantio functionality is exposed through the REST API, simplifying integration and bidirectional sync work.Comprehensive API documentation and GitHub code samples lower the barrier for engineering teams building custom integrations.Built-in Webhooks and Web Methods let admins automate flows without writing custom code, hosted natively inside Vivantio rather than requiring external deployment.Strong fit for multi-tenant managed service providers, with the ability to model client-by-client service desks under a single platform.Native Okta integration for SSO and provisioning shortens IT setup for security-conscious customers.

Weaknesses

No publicly documented API rate limits make automated migration tooling unpredictable without direct Vivantio confirmation.Report builder is widely described as fussy and confusing, requiring external BI tools for serious analytics.Steep learning curve for administrators, especially around workflow configuration and role management.Portal navigation and email notification handling are difficult to configure and troubleshoot.Legacy custom fields from Vivantio Service Desk are incompatible with FLEX UI, Business Rules, and Self Service Portal.

Where it works

Mid-market and enterprise ITSM teams (15+ agents) that require unlimited configurable ticket types and are willing to invest administrative time in setup.Financial services, healthcare, and other regulated industries in the UK and US that need HIPAA, SOC2, ISO27001, and Cyber Essentials Plus compliance certifications.Rotating or shift-based teams across multiple time zones that benefit from concurrent license pools rather than named seats.Organizations with dedicated technical resources capable of managing complex workflow configurations, role permissions, and Active Directory integration.Multi-department service environments (IT, HR, Facilities) that need separate ticket types, forms, and routing rules mapped one-to-one to each team's process.

Where it struggles

Small teams or solo-practitioner environments where the steep learning curve and administrative complexity outweigh the flexibility benefits.Organizations that depend on built-in reporting and analytics without access to external BI tools, given the widely reported friction in Vivantio's report builder.Teams with limited IT administration capacity who need a tool they can configure quickly without consulting documentation or support.Migrating organizations with legacy custom fields from Vivantio Service Desk, since those fields are incompatible with Business Rules, Roles, and the FLEX UI.Environments where asset discovery depth is a primary requirement, as module coverage for assets reportedly lags behind competitors.

Pricing tiers

Vivantio pricing overview

Vivantio consolidates its previously four-tier product lineup into a single platform with all features unlocked. Pricing is per agent per month, billed annually, with volume discounts starting at 15 agents and scaling to 40% for large teams. Enterprise licenses for 500+ agents are available on request. End customers and end users access the Self Service Portal without a license.

Vivantio Platform

Tier 1 of 1

$49–$99 per agent per month (billed annually, £35–£75 UK)

What's included

All features included: unlimited ticket types, workflows, knowledge management, reporting600+ integrations plus full API accessHIPAA, SOC2, ISO27001, Cyber Essentials PlusChoice of data centre regionDedicated onboarding and US/UK technical supportNamed, concurrent, and pooled license options

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Pricing is informational. FlitStack AI does not bill on Vivantio's schedule — see our quote-based pricing →

What gets migrated

Vivantio object support

Object-by-object support for Vivantio migrations. Per-pair details surface during scoping.

Tickets

Fully supported

Tickets are Vivantio's primary work unit with configurable types (Incident, Problem, Change, Service Request, and unlimited custom types). Each type has its own custom form, categories, priorities, and workflow. We map tickets by type and preserve the full conversation thread, internal notes, and attachment references.

Custom Fields

Mapping required

Vivantio supports legacy custom fields from Vivantio Service Desk that have critical restrictions: they cannot be used in Business Rules, Roles and Permissions, or the Self Service Portal, and are not supported in the FLEX UI. We identify these during scoping and map them to modern custom fields or custom properties in the destination.

Knowledge Articles

Fully supported

Articles can be private (internal service delivery) or public (customer-facing self-service). We preserve article body, categories, status, and publication date. Public/private visibility is mapped to the destination's equivalent draft/published state.

Agents / Users

Fully supported

Agents are licensed users; end customers use the Self Service Portal without a license. We map Agents with their assigned Teams, Roles, and field-level permissions. Concurrent license holders are flagged so the destination reflects shared-pool access correctly.

Teams / Resolver Groups

Fully supported

Vivantio's Teams route tickets to the correct resolver group. We preserve team membership and workload balancing rules, mapping them to the destination's team or group object.

Customers / Contacts

Fully supported

Terminology varies: Customers are also called Clients; Callers are also Contacts. We canonicalise this during mapping. AD synchronisation links are preserved where possible to prevent duplicate Contact records on import.

Companies / Organisations

Fully supported

Organisations are linked to Contacts and Tickets. We map them 1:1 and preserve the association graph so the destination reflects the same customer hierarchy.

Workflows / Business Rules

Mapping required

Vivantio Workflows drive ticket routing, escalations, and automated actions. Legacy custom fields cannot be used in Business Rules, which we flag explicitly. Modern custom fields and ticket attributes are mapped to the destination's automation engine.

SLA Policies

Fully supported

SLA configurations including priority-based response and resolution windows are mapped to the destination's SLA object. We preserve the priority matrix and any business-hour calendars attached to the policy.

Self Service Portals

Mapping required

Multiple portals can be configured per team or department with their own Service Catalog and request forms. We migrate portal structure and form definitions; visual branding elements are noted as out of scope for content migration.

Attachments

Fully supported

Files attached to tickets, articles, and contacts are extracted, downloaded, and re-uploaded to the destination with the same parent reference. Large file batches are chunked to avoid API timeout.

Gotchas

What to watch for in Vivantio migrations

Issues we've hit on past Vivantio migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

Legacy custom fields are migration-critical

Medium

API rate limits are not publicly documented

Medium

AD connector instance name must match on migration

Low

Scheduled Export requires your own SQL target

How a Vivantio migration works

Four steps, Vivantio-specific

Connect

HTTP Basic Authentication against the Vivantio REST API. API operations run with the permissions of the authenticating service user, so admins typically provision a dedicated integration account. into Vivantio. Scopes limited to read-only on the data we move.

Map

We translate Vivantio-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Vivantio quirks before production.

Migrate

Full migration with Vivantio rate-limit handling. Rollback available throughout.

FAQ

Vivantio migration FAQ

Answers to the questions buyers ask most during Vivantio migration scoping. Not seeing yours? Book a call.

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Most Vivantio migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

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