This guide will walk you through how to migrate your clients from QuickHelp to the BrainStorm platform. It includes only the technical steps needed for a clean, straightforward transition.
Before You Begin
Step 1: Confirm Your BrainStorm Access
Make sure that you as the Service Providers have access to the BrainStorm platform
- Visit https://admin.brainstorminc.com and log in
- If you can access the Admin Portal you are ready to begin migrations
- If you are unable to log in or do not believe that your organization has an account, please contact support@brainstorminc.com
NOTE: Your Brainstorm account name must be identical to your name in QuickHelp for the migration process for your customers to work correctly.
Why is this important?
When you begin migrating your client accounts, they will automatically map your client’s accounts to your Service Provider account and make your BrainStorm account their parent.
Step 2: Confirm Designated Primary Contact
In order for the migration tool to complete the set up of your new Brainstorm Account you and each of your customers must have designated a Primary Contact Administrator (Name and Email Address) in QuickHelp.
To check if you have designated an Admin::
1. Log into your QuickHelp Admin account (https://admin.quickhelp.com)
2. Click: CUSTOMERS
3. Select the Customer you wish to verify (Please do not Manage On Behalf Of (MOBO) into the customer's account)
4. Confirm that there is both a Primary Contact and a Primary Email address listed.
This contact will be migrated over to Brainstorm as the Primary Contact and Account Administrator.
NOTE: The migration tool was designed to support customers that do not have a BrainStorm account. If you already have a BrainStorm platform account and wish to migrate data from your QuickHelp account such as content, groups, or users do not use the migration tool, please contact BrainStorm support and we will develop a customized migration path for your organization.
Begin Migrating Clients
The Migration Tool is recommended to initiate a BrainStorm account, even if none of the migration options are utilized. When this is used, a snapshot copy will be created in the BrainStorm platform. It does not remove any information from QuickHelp.
1. Log into the QuickHelp Admin portal (https://admin.quickhelp.com)
2. Search for your client's name in the top navigation to "Manage on Behalf" of (MOBO)
3. Once in your client's account; Go to Settings > Configure > Migrate to BrainStorm
2. Click the Migration Options you wish to utilize
| Option | Reason to Utilize |
| Videos & PDFs | Recommended: The Client has uploaded custom content (Videos and PDFs only) they wish to keep. These will be migrated automatically. |
| Groups | The client has user groups they want to retain in the BrainStorm platform. |
| Users and Roles | Recommended: This allows for a smoother transition. Once Graph is enabled in BrainStorm, inactive users can be automatically removed. |
Important: Do not click “Automatically Redirect Users to BrainStorm” yet.
This option should only be enabled after you’ve communicated the migration to your client.
3. Click Migrate Now
NOTE: Migration requests are processed each Friday. Once completed, the Primary Contact for the account will receive a confirmation email.
For next steps, once the migration process has been completed, go here:
Next Steps After Initial Migration (Service Providers) : BrainStorm Support Center