Migrate from Freshservice
to HaloITSM

Move without disruption: preserve ticket history, rebuild workflows, and reconnect your
critical integrations (Microsoft + DevOps) with a planned cutover and hypercare.

Typical timeline: 6–12 weeks depending on scope (data depth, workflows, integrations).

Who this is for

For Service Desk / ITSM leads, IT Managers / CIO offices, and Ops teams who need to:

IT service desk migration illustration

You’re in Good Company

HaloITSM service desk setup illustration

What your team gets

HaloITSM service desk features icon

An operational HaloITSM service desk

queues, SLAs, forms, service catalog, permissions.

IT service continuity icon

Business continuity

Parallel run + short, planned cutover (Freshservice kept read-only/fallback until final validation).

ITSM data migration icon

Useful data migrated

open tickets + selected history window, users/teams, categories, key custom fields (knowledge base when feasible).

Why teams move from Freshservice to HaloITSM

Microsoft ecosystem compatibility icon

Stronger Microsoft alignment

Entra ID (SSO + SCIM), Teams-first collaboration, Intune-driven asset bootstrap.
CMDB and IT asset management icon

More reliable CMDB/ITAM foundation

discovery-first approach with Lansweeper (and optional Virima service mapping).
Flexible ITSM workflows icon

More adaptable workflows

SLAs, approvals, automations and catalog structure aligned to how your IT really operates.
IT service governance icon

Better data governance & reporting

controlled extraction from Freshservice and clean mapping into HaloITSM.

SMC Consulting method: 4 phases, 4 milestones

Each phase ends with a milestone (a formal validation checkpoint) to keep risk low.

Discovery phase icon

Discovery & target blueprint
(1–2 weeks)

Goal: Confirm scope, define the target HaloITSM design, and agree the data/integration strategy.

Milestone: Scope signed-of

Deliverables

HaloITSM build and integration icon

HaloITSM build & “Day-1” integrations (2–4 weeks)

Goal: Configure HaloITSM and reconnect the integrations your service desk depends on.

Milestone: Ready for data migration (end-to-end tests passed)

In scope (depending on your stack)

Data migration icon

Data migration & validation
(1–3 weeks)

Goal: Migrate what you need for continuity, compliance, and reporting.
Quality controls: Pilot migration, reconciliation counts, sampling checks, permissions review
Milestone: Data validated

Typical scope

Cutover and hypercare icon

Cutover & hypercare
(1–2 weeks)

Goal: Go live with minimal friction and stabilize quickly.

Milestone: Go-live signed of

What you get

What we migrate and how

Area What we typically
migrate
Approach Key considerations
Identity & access Agents, requesters,
groups, roles
SSO/SCIM via Entra ID
(Azure AD) or Okta
Attribute mapping, least-privilege
roles, access governance
Tickets Open tickets + history window
(e.g., 12–24 months)
Freshservice exports +
API (if required)
Volume, attachments,
level of detail (conversations/
notes), API/plan limits
Service catalog Catalog items + approvals Rebuild in HaloITSM Opportunity to simplify/
standardize; approval
routing and forms
Knowledge base Articles + attachments
(when feasible)
Export / reformat / re-import Permissions, internal links,
formatting differences
CMDB / assets CI records and relationships Rebuild via discovery
(Lansweeper/Virima) +
targeted imports
Data quality, relationship
model, reconciliation rules
Integrations Teams, Intune, Jira/Azure
DevOps, PagerDuty, etc.
Reconnect + end-
to-end testing
Validate real-life scenarios before
cutover (“Day-1 readiness”)
Risk controls

Risk controls

Team collaborating on IT service management integrations

Our Blog

FAQ Freshservice to HaloITSM migration

Yes. Most teams migrate open tickets + a defined history window (e.g., 12–24 months). Full history is possible; we confirm
depth (details, attachments, volume) in Phase 1 and validate the approach via a pilot.

We replicate your identity model with Microsoft Entra ID (Azure AD) (SSO + SCIM) or Okta, then validate roles and permissions
before go-live.

We use a discovery-first approach: Lansweeper for asset discovery, with optional Virima service mapping to accelerate
CMDB quality and impact analysis.

Yes. We reconnect and test key scenarios (ticket creation, notifications, portal/bot experience) with Microsoft Teams
(and Slack if used) before cutover.

We aim for a minimal cutover window thanks to parallel run and end-to-end testing. The exact downtime depends on
scope (data depth, integrations, channels).