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Delta migration and cut-over: switching helpdesks without downtime

A delta migration carries only what was created or changed in the old helpdesk since the previous run. It is what lets a team keep working during a migration: the full history moves in the background, and at cut-over a short delta run brings across whatever happened in the meantime (new tickets, new replies, status changes) before the channels are switched.

By the DataGrine team · Updated · 3 min read

Key takeaways

  • The full run can take as long as it needs, because the team keeps working in the old helpdesk throughout.
  • A delta run carries new records, new replies and changed fields, not the whole history again.
  • A ticket resolved or reopened after the full run should arrive in its new state.
  • Switch the channels after the catch-up delta, then run one more for anything that arrived during the switch.

What a delta run is, and how it finds changes

A full run moves everything in scope. A delta run moves only the difference since a previous run: records created since then, and records changed since then, such as a new reply on an old ticket, a status change or an edited contact. Where the source can list records changed since a point in time, the delta asks it for exactly that; where it cannot, records are compared with what was written last time.

  • New replies are appended to the thread already in the destination, not copied in again.
  • A changed ticket is updated in place, because each migrated record is linked to its destination record.
  • A record that failed in an earlier run is retried rather than skipped.

A cut-over plan

  1. 1.Run the full migration while the team keeps working in the old helpdesk.
  2. 2.Set up the destination: channels, routing and automations. Keep automations that message customers paused for now.
  3. 3.Run a catch-up delta as close to the switch as you like.
  4. 4.Switch the channels: email forwarding, chat widget, contact forms and integrations.
  5. 5.Run a final delta for anything that arrived in the old helpdesk during the switch.
  6. 6.Reconcile record counts on both sides, then turn the destination’s automations on.

A delta sync at cut-over is part of every DataGrine migration, run self-serve on the platform or fully managed by the migration team, with 24/7 support either way. A delta run can also be rolled back like any other run; see how rollback works.

Questions

Asked about this, often.

Do we need to freeze the old helpdesk during a migration?

No. The full run happens while your team keeps working. A delta run at cut-over brings across what changed in the meantime, and a final delta after the channels are switched picks up anything that arrived during the switch.

How long does a delta run take?

It depends on how much changed since the previous run, not on the size of the account. A delta the day after a full run is small; one a month later is bigger.

Does a delta run duplicate tickets that were already migrated?

It should not, if each migrated record is linked to its destination record: a changed ticket is then updated in place and only its new replies are appended.

Let’s move your data forward.

Tell us where you are moving from and to. Run it yourself on the DataGrine platform or let our migration team handle it end to end, with 24/7 support either way.

  • A written mapping document before anything moves
  • A sample migration you review before the live run
  • Delta sync at cut-over and rollback per run
  • 24/7 premium support until you sign off