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HelpScout → Help Scout & Formatting (#85)
* HelpScout -> Help Scout * formatting
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--- | ||
title: 'Helpscout importer' | ||
title: 'Help Scout importer' | ||
--- | ||
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To connect your HelpScout account, head to **Settings** → **HelpScout importer** and follow the instructions. | ||
You can also sync multiple HelpScout mailboxes to Plain if you need to. | ||
To connect your Help Scout account, head to **Settings** → **Help Scout importer** and follow the instructions. | ||
You can also sync multiple Help Scout mailboxes to Plain if you need to. | ||
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When you connect your HelpScout account with Plain, we will import: | ||
When you connect your Help Scout account with Plain, we will import: | ||
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- all your end users as Plain [**customers**](/api-reference/graphql/customers) | ||
- all your conversations as Plain [**threads**](/api-reference/graphql/threads). We will import all conversation threads as messages, and all internal notes. We'll map every HelpScout conversation status to an equivalent Plain thread status. | ||
- all the conversation tags as Plain [**labels**](/api-reference/graphql/labels) | ||
- all attachments that were previously added to conversations in HelpScout, will be added to threads in Plain | ||
- all attachments that were previously added to conversations in Help Scout, will be added to threads in Plain | ||
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After you connect HelpScout for the first time, we will import all your existing data. | ||
After you connect Help Scout for the first time, we will import all your existing data. | ||
From that point, any new new end user, conversation, thread, note, or tag created in your | ||
HelpScout account, will be automatically synced into Plain and kept up-to-date. | ||
Help Scout account, will be automatically synced into Plain and kept up-to-date. | ||
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To stop syncing data from HelpScout, click on **Settings** → **HelpScout importer** -> **Disconnect**. | ||
To stop syncing data from Help Scout, click on **Settings** → **Help Scout importer** -> **Disconnect**. | ||
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<Info> | ||
The data created through the HelpScout importer will not trigger any webhooks or auto-responders. | ||
The data created through the Help Scout importer will not trigger any webhooks or auto-responders. | ||
</Info> | ||
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The HelpScout importer is available on [Scale tier](https://www.plain.com/pricing) only – please [reach out for a demo](https://38j36lhg2hq.typeform.com/to/zRvsFJPO) if your interested. | ||
The Help Scout importer is available on [Scale tier](https://www.plain.com/pricing) only – please [reach out for a demo](https://38j36lhg2hq.typeform.com/to/zRvsFJPO) if your interested. | ||
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<Note> | ||
We will only create new records in Plain, we will never update existing ones: - once an end user | ||
is synced into Plain, further changes to that end user in HelpScout (e.g. changing their name) | ||
will not be synced into Plain. - if a customer or label is modified on Plain after syncing them | ||
from HelpScout, further syncs from HelpScout will not override your changes on Plain. - the same | ||
applies to threads and notes. | ||
We will only create new records in Plain, we will never update existing ones: | ||
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- once an end user is synced into Plain, further changes to that end user in Help Scout (e.g. changing their name) will not be synced into Plain. | ||
- if a customer or label is modified on Plain after syncing them from Help Scout, further syncs from Help Scout will not override your changes on Plain. | ||
- the same applies to threads and notes. | ||
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</Note> |