How to migrate to a new contact platform from an existing one

Occasionally, your business may want to switch from your existing contact platform to a new contact platform. We recommend reviewing this article and choosing one of the 2 proposed paths forward to ensure a seamless transition!

First path : migrate historical data (recommended)

This path involves migrating historical data from your old contact platform to your new contact platform.

1. Import all your data from your existing contact platform to your new contact platform.
   • This ensures that you have access to your historical data even after moving off your original contact platform.
2. Schedule a call with your Assembled contact to integrate your next contact platform.
   • This ensures that we pause the backfill from your new contact platform until we’ve deleted the data from the old contact platform.
3. Follow the instructions from our help center for your new contact platform.
4. Disconnect your existing contact platform from settings>integrations by clicking on the 3 dots and then Disable integration.
   
5. Reach out to support@assembledhq.com to have Assembled’s product team drop data from your existing contact platform to remove duplicates and re-enable the ticket backfill from your new contact platform.

If you’d like additional consultation for this path, please reach out to Assembled.

Second path : upload forecasts

This path involves keeping historical data as is and uploading a forecast when you integrate your new contact platform.

1. Download your forecast volume for the channels/queues that will be impacted by the new contact platform.

   • Navigate to Forecasted v actual > click Export

   • Select roughly 4 weeks after the date you plan to switch to your new contact platform for your start and end time.

   • Select your channel/queues > click Export.

     

2. On the day you plan to make the switch, disconnect your existing contact platform from settings>integrations by clicking on the 3 dots and then Disable integration.

3. Find your new contact platform in the Integration directory tab and click Add.

4. Follow the instructions from our help center for your new contact platform.

5. Upload your downloaded forecast from Uploads > Forecast totals.
   • Line up the fields with the columns from your uploaded file.
   • Select the timezone you want to upload your forecast in and click Upload.