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Migrate to Colliedesk Cloud

This page moves a workspace from a self-hosted server to Colliedesk Cloud. There is no self-service import of a workspace export yet, so HC Labs does the import with you.

Requirements

  • A self-hosted server on the latest release. See upgrading.
  • An admin account in each workspace you move. Only admins can export.

Steps

  1. Export the workspace: in the app, open Settings → Export all data. Details are in export all your data.
  2. Check that the ZIP file contains manifest.json. A file without it is incomplete; export again.
  3. Email support@colliedesk.com with the subject "Migrate to Cloud". Give the workspace slug, the record counts and the file size from manifest.json. Do not attach the file; we reply with how to send it.
  4. Keep the self-hosted server running and receiving mail until the Cloud workspace is ready.

After the move

The export does not hold sessions, API tokens, pairing or invite links, or the email channel's inbound secret. On the Cloud workspace:

  1. Each agent signs in again with their email address.
  2. Create new agent tokens and update the tools that use them.
  3. Point your mail forwarder at the Cloud workspace address. See forward to your address.
  4. Turn the web form on again with your allowed origins, and change the form on your site to send to the Cloud address.
  5. When mail arrives in Cloud, stop the self-hosted server and keep its last backup.

Coming from another helpdesk

To move from Freshdesk or Help Scout, see import from Freshdesk and import from Help Scout. Both work on Cloud and on your own server.

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