Help Scout importer
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.
When you connect your Help Scout account with Plain, we will import:
- all your end users as Plain customers
- all your conversations as Plain 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
- all attachments that were previously added to conversations in Help Scout, will be added to threads in Plain
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 Help Scout account, will be automatically synced into Plain and kept up-to-date.
To stop syncing data from Help Scout, click on Settings → Help Scout importer -> Disconnect.
The data created through the Help Scout importer will not trigger any webhooks or auto-responders.
The Help Scout importer is available on Scale tier only – please reach out for a demo if your interested.
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 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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