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2.3. What's the migration process for moving to HelpSpot Cloud?

Introduction

If you're currently hosting HelpSpot in your own on-premise environment, you might be wondering what the process looks like for moving to HelpSpot Cloud?  Assuming you're on a subscription plan (and if not, please let us know!), it's a fairly straightforward process.

Migration Process

First, to convert your HelpSpot, we need a copy of the HelpSpot site files and database.

Usually we'll either request access to your server/hosting, or ask you to send those files over to us.

Second, we'll often (but it depends on how quickly you need to get underway) do a test run of the conversion, so you can see your data in our hosting, without it being actively used (your old hosting would still be the main site in use while you kick the tires on HelpSpot Cloud).

Third, once we're good to go, we schedule a time to convert HelpSpot.

This requires some downtime (usually about 1-2 hours, but larger installs may require more time) because we need to put the old HelpSpot site in maintenance mode and get a new export of your database (since having it in use would add more data to the database after we exported it, so that new data would not make it to the new hosting).

Lastly, one other factor is to decide if you'd like to use our provided domain (e.g. https://[your-org-name].helpspot.com) or a domain you currently use.

Our domain provides has some extra security, however if you'd like to continue using your current one, we can certainly do that!

Ready to move to HelpSpot Cloud?

Contact Sales or Support and we'll get you started - and if you have any questions, just let us know.