Migration guide

Migrate from Zendesk to Helpzen

Step-by-step guide. Free migration tool. Most teams switch in under a day and save $13,332 per year.

Average yearly savings (10-agent team)

$13,332

Flat $39/mo on Helpzen vs. per-agent pricing on Zendesk

Why teams leave Zendesk

  • Per-agent pricing makes every hire expensive ($55-$115/agent/mo)
  • AI features require the top-tier $115/agent plan
  • Setup complexity — most teams take 4-8 weeks to go live
  • No self-host option, no open-source version
  • Contract lock-in and annual renewal price hikes

What gets imported from Zendesk

All tickets with full conversation history
Customers and organizations
Macros and triggers → Helpzen automations
Help center articles and categories
SLA policies and business hours
Custom fields and tags
Team structure and permissions
Views and saved searches

Step-by-step migration

  1. 1

    Create your Helpzen account

    2 min

    Sign up at app.helpzen.io/register. Pick your subdomain (you can connect a custom domain later).

  2. 2

    Connect your Zendesk account

    3 min

    Settings → Migrations → Import from Zendesk. Paste your Zendesk subdomain and API token. Helpzen reads your data read-only.

  3. 3

    Preview the migration

    2 min

    See exactly what will import: tickets count, contacts count, macros. Select the full import or a date range to start with.

  4. 4

    Run the import

    1-4 hours

    Migration runs in the background. For most teams it finishes in 1-4 hours. You can start using Helpzen immediately — imports continue in the background.

  5. 5

    Update your email forwarding

    5 min

    Change your [email protected] forwarding rules from Zendesk to Helpzen. Existing tickets keep working; new ones land in Helpzen.

  6. 6

    Install the widget (optional)

    2 min

    If you use Zendesk Chat, replace it with the Helpzen widget — one line of code to swap.

  7. 7

    Invite your team

    10 min

    Add agents via email. They can log in immediately. Helpzen is familiar to Zendesk users — most teams are productive on day 1.

  8. 8

    Cancel your Zendesk subscription

    2 min

    Once you verify everything works for a week (usually 2-3 days), cancel Zendesk. Your historical data stays in Helpzen forever.

What to plan for

A few Zendesk features don't 1:1 map — here's how to handle them.

  • Custom Zendesk apps — replace with Helpzen integrations (Shopify, Stripe, Slack, HubSpot, Jira, etc.)
  • Answer Bot → replaced by Helpzen AI Auto-Reply (included, no extra cost)
  • Zendesk Explore reports → rebuild in Helpzen Analytics (simpler builder)

Timeline: Most teams complete the migration in 1 business day. Large teams (50+ agents) take 2-3 days to verify.

FAQ

How long does it take to migrate from Zendesk to Helpzen?+

Most teams complete the migration in 1 business day. Large teams (50+ agents) take 2-3 days to verify.

Is the Zendesk migration tool free?+

Yes. The Helpzen migration tool is free for all customers. Teams over 10 agents get free white-glove migration assistance from our team.

Will we lose any data from Zendesk?+

No. Helpzen imports tickets, contacts, articles, macros, automations, and custom fields. Your historical conversations are preserved with full thread history.

How much will we save by switching from Zendesk?+

A 10-agent team saves approximately $13,332 per year switching from Zendesk to Helpzen. Larger teams save proportionally more.

Can we run Zendesk and Helpzen in parallel during the migration?+

Yes — we recommend 1 week of parallel running. Route a percentage of new tickets to Helpzen while your team gets comfortable, then cut over fully.

Ready to leave Zendesk?

Free migration tool. White-glove support for teams of 10+. Start your Helpzen free trial in under 2 minutes.