Importing from CSV, WHMCS & Request Tracker

Migrating in? The Import wizard brings your history across in three guided steps — no files to copy, no commands to run. Every import is idempotent, so it's safe to re-run: already-imported records are skipped and per-record problems never abort the whole job.

Open it at Admin → Import & migrate.

The three steps

1. Choose a source — CSV file, Zendesk, Freshdesk, Intercom, WHMCS or Request Tracker.
2. Preview (dry run) — the wizard connects (or reads your file), shows a live sample and exactly how each field maps onto flyhelpdesk. Nothing is written yet.
3. Run the import — when the preview looks right, run it and watch the tally of companies, contacts, tickets and messages created.

Import from a spreadsheet (CSV)

Export your tickets to a CSV, pick CSV file and upload it. Your file needs a header row; flyhelpdesk recognises columns by name (case-insensitive): subject, message/description, email, name/requester, company, status, priority, tags, created, number. A subject or message column is required. The preview shows which columns were recognised before you commit.

Import from another help desk

Pick Zendesk, Freshdesk or Intercom, enter the read-only API details the connect step asks for, and preview. Tickets, requesters and conversations come across as tickets, contacts and timeline messages, with statuses and priorities mapped.

Import from WHMCS or Request Tracker

Pick WHMCS or Request Tracker 5 and enter the connection details (see Connecting WHMCS for billing for WHMCS). Clients/requesters become companies and contacts; their tickets and replies become tickets and timeline entries.

Tips

• Always read the preview before running — it's a true dry run.
• Interrupted? Just run it again — imports are idempotent, so nothing is duplicated.
• Re-run any source later to bring across whatever's new since last time.