Moving off a legacy tool is never trivial. Our Customer Success + Engineering team takes on the technical work and the cutover plan so the transition disrupts your customer service as little as possible.
Where we migrate from
- Help desks: Zendesk, Freshdesk, Intercom, Movidesk.
- CRMs: Salesforce, RD Station.
- WhatsApp solutions: Take Blip, Zenvia, Twilio, Sleekflow, Octadesk.
- In-house tools: we integrate with legacy databases via API or CSV/JSON exports.
What we migrate
- Conversation history.
- Contacts, segments, and custom tags.
- Automation flows and canned responses.
- Active integrations (calendar, CRM, etc.).
- Users, permissions, and teams.
How we reduce risk
- Mirror environment: we test the entire migration in a sandbox before go-live.
- Scheduled cutover: during a low-traffic window.
- Parallel operation: the old tool and IARA run side by side during the transition.
Project stages
- Week 1 — Discovery: technical mapping, integration inventory, and migration plan.
- Weeks 2 to 4 — Setup: data import, flow rebuilding, and functional testing.
- Weeks 5 and 6 — Training: sessions with supervisors, agents, and in-house engineering.
- Week 7 — Cutover: monitored go-live with an approved rollback plan.
- Week 8 — Stabilization: handoff to the standard Customer Success team.
Investment
The investment depends on the size of the operation, the number of integrations, and the volume of data to migrate. After the initial assessment, we send a dedicated proposal. Terms and pricing available on request.
Schedule a call
Request a migration assessment at [email protected] or book a time directly through our sales channel.