Hi Freshworks Community,
Teams that have already migrated to Freshworks often say the result was positive—but only after learning a few important lessons along the way.
Based on real migration experience, companies most often recommend:
- Spending extra time on data mapping to clearly define what the end result should look like.
- Cleaning up source data before migration—fixing 50 or 100 tickets in advance is far easier than correcting issues across 60,000 later.
- Running multiple test migrations to validate different scenarios and confirm all data is transferred as expected.
- Using an automated migration tool to make the Full Migration as seamless as possible.
- Coordinating with the Freshworks team during the migration to simplify onboarding and avoid configuration gaps.
Even the best migration tools can only do so much if expectations and workflows aren’t clearly defined upfront.
Feel free to vote and share your experience—your feedback can help others plan a smoother Freshworks migration.