How do I merge or migrate two Zendesk accounts?

Merge or migrate two Zendesk accounts

Content migration from one Zendesk account to another is a large task. There's no quick way to do it, because each object in each account has a unique identification (ID).

This includes tickets, users, organizations, custom fields, ticket forms, groups, triggers, automations, schedules, and other objects. You can't copy an ID from one account to another, so everything needs new IDs for the new account. This requires careful and thorough planning, especially if both accounts are active.

Consider this example:

Account A has one group called Support.

Account B has two groups: Support - Level 1 and Support - Level 2.

When Account A Support tickets import into Account B, they need a destination. The imported tickets could all assign to Level 1 or they could all assign to Level 2.

Tickets could also split between the levels, or they could assign to a new Support - Account A group.

These are all valid options. The best option depends on the workflows in Account A and Account B.

Planning is the most important step in any account migration. There are many details to consider and decisions to make. This is true for any account merge or migration.

To migrate or merge data from one Zendesk Support account into another, use one of these three options:

Option 1: Self-service migration

Use the Application Programming Interface (API) to migrate this content yourself. Use the incremental export API to export data and the ticket import API to send data.

Note: For views, macros, groups, triggers, automations, Service Level Agreements (SLAs), schedules, ticket forms, ticket, user, and organization fields, list specific endpoints. See Ticket Forms.

Option 2: Zendesk partner service

Work with a Zendesk partner to handle the data migration. Reach out to the partner directly for more information.

Option 3: Paid Zendesk professional services

Engage with the Zendesk Services team, for a fee, to handle the data migration.

Reach out to the account executive to use either Partner Services or the paid Professional Services to handle the data migration.

About reporting migration

Technically, migrating reporting data between accounts is not supported. You can't migrate reporting data from one Zendesk instance to another.

Analytics reports on actions that happen on the different products of your Zendesk account. If that data isn't present on your account, there isn't a way to make Analytics show reports from an instance.

However, if you merge or migrate ticket data from one Zendesk account to another, you can report on ticket data in the second account