Help Scout → Zoho Desk
High compatibilityUpdated recentlyHDM planning route
Move your support data from Help Scout to Zoho Desk with confidence. This guide explains tickets, contacts, organizations, custom fields, attachments, field mapping, route limitations, and best-practice migration planning.
Pre-built mappingNo code requiredHDM demo migration
Compatibility summary
Migrates cleanly89%Core objects usually transfer without major changes.
Needs mapping7%Fields that require your input to map correctly.
Cannot migrate4%Items that usually need rebuild or workaround.
TicketsContactsOrganizationsCustom FieldsAttachmentsAutomations
Field mapping reference
| Help Scout source | Zoho Desk target | Mapping note | |
|---|---|---|---|
| Subject | → | Subject | Direct match |
| Description | → | Description | HTML content preserved where supported |
| Status | → | Status | Mapped with approved status values |
| Priority | → | Priority | Mapped automatically or by rule |
| Requester | → | Contact / requester | Linked by email where possible |
| Assignee | → | Agent / owner | Mapped to existing users |
| Tags | → | Tags | Preserved as labels or tags |
| Custom fields | → | Custom fields | Requires type and value review |
| Created at | → | Created time | Timezone converted |
| Updated at | → | Updated time | Timezone converted |
Route insights & quirks
⚑
Status mapping differences
Status names may differ and should be approved before the full import.
!
Automations not migratable
Triggers, workflows, macros, SLA policies, and rules should be recreated in Zoho Desk.
↔
Custom fields need review
Names, types, required values, and dropdown options should be mapped carefully.
✓
Attachments preserved
Ticket attachments and inline images should be validated during the HDM demo migration.
Migration checklist
- Connect Help Scout and Zoho Desk accounts
- Review and confirm field mappings
- Run an HDM demo migration with sample data
- Validate migrated data in Zoho Desk
- Schedule full migration and final delta
Best practices
- Run a sample migration before the production import.
- Map custom fields carefully because names and behavior may differ.
- Communicate read-only periods during cutover.
- Export recent data and run a delta migration if needed.
- Review reports after migration to catch skipped records.
FAQ
Questions about this route?
Will my ticket history be preserved?⌄
Can I migrate incrementally?⌄
Are private notes migrated?⌄
What about SLAs and business hours?⌄
How are custom fields handled?⌄
Is my data secure during migration?⌄