Helpdesk migration

Migrate from Chatwoot to Gorgias

Field-level mapping, validation, and rollback between Chatwoot and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.

Chatwoot logo

Chatwoot

Source

Gorgias

Destination

Gorgias logo

Compatibility

67%

8 of 12

objects map 1:1 between Chatwoot and Gorgias.

Complexity

CModerate

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Chatwoot and Gorgias take different structural approaches to customer support data. Chatwoot organizes around Inboxes and Conversations with labels and canned responses; Gorgias uses Tickets, Customers, and Macros with a deep Shopify and e-commerce integration layer. We map Chatwoot Conversations to Gorgias Tickets, Contacts to Customers, Agents to Users, and Labels to Tags. We flag that Chatwoot's free Hacker plan retains only 30 days of conversation history, which permanently eliminates any older tickets from the migration scope. Channel configurations (webhook URLs, WhatsApp templates, API keys, page tokens) are credentials-bound and do not transfer; we document the full channel inventory and provide a rebuild checklist for the customer's admin. Automation Rules and SLA Policies are tier-gated on Chatwoot and will not exist on lower plans, and neither these nor Gorgias Macros migrate as code. We deliver a written automation inventory for manual rebuild in Gorgias.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Chatwoot logo

Chatwoot

What's pushing teams away

  • The Hacker free plan caps at 2 agents, 1 inbox, and 30-day data retention — teams that grow quickly hit these walls and feel forced to upgrade before they are ready.
  • G2 reviewers report limited connectivity issues and technical glitches including portal disconnections that interrupt active support sessions.
  • Captain AI credits model charges $20 per 1,000 extra credits beyond the free monthly allocation, creating unexpected billing surprises for teams that adopt AI features heavily.
  • Feature gating is aggressive: Teams, Automation Rules, Help Center, SSO, Audit Logs, and SLA Policies all require paid tiers, making the real cost much higher than the headline per-agent price.
  • Database schema inconsistencies on stable tags v4.2–v4.4 have caused production installation failures, making version upgrades risky without careful pre-testing.

Choosing

Gorgias logo

Gorgias

What's pulling them in

  • Shopify-native integrations pull order details, shipment status, and return data directly into the ticket view, eliminating the need for agents to switch between apps.
  • Unlimited user seats mean growing support teams do not trigger billing changes; pricing scales only on billable ticket volume.
  • AI Agent automates responses to high-volume queries like order status and returns, measurably reducing the number of billable tickets each month.
  • Omnichannel inbox consolidates email, live chat, Facebook, Instagram, WhatsApp, SMS, and voice into a single threaded view.
  • SOC 2 Type II certification and GDPR-aligned data handling satisfy enterprise procurement requirements for customer support platforms.

Object mapping

How Chatwoot objects map to Gorgias

Each row shows how a Chatwoot object lands in Gorgias, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Chatwoot

Conversation

maps to

Gorgias

Ticket

1:1
Fully supported

Chatwoot Conversations map directly to Gorgias Tickets. Each Conversation carries status (open/resolved/pending), priority, assignee, team, inbox, and labels that map to Gorgias's Ticket status, priority, assignee, team, channel, and tags respectively. The full message thread migrates as comments on the Ticket. Chatwoot conversation priority flags (priority/low/normal/high/urgent) map to Gorgias's Ticket priority enum. The migration preserves created_at and updated_at timestamps on the Ticket record and on each Comment.

Chatwoot

Contact

maps to

Gorgias

Customer

1:1
Fully supported

Chatwoot Contact records (name, email, phone, custom_attributes) map to Gorgias Customer records. The email field serves as the dedupe key during import. Custom attributes on Chatwoot Contacts (dropdown, text, checkbox, number) require pre-creation of matching custom fields in Gorgias via the custom-fields API endpoint before the Customer import phase. Chatwoot's built-in contact attributes (name, email, phone, picture, identifier) map directly; external identifiers and pixel IDs do not transfer.

Chatwoot

Message

maps to

Gorgias

Comment

1:1
Fully supported

Chatwoot Messages belonging to a Conversation migrate as Gorgias Comments on the parent Ticket. Message content, sender_type (agent/customer), attachments, and private/internal note flags transfer. We order Comments by created_at timestamp to preserve the chronological thread. Attachments stored as Chatwoot blob URLs migrate as external links on the Comment; the actual file storage must be re-hosted or re-uploaded separately because Chatwoot blob credentials do not map to Gorgias attachment storage.

Chatwoot

Agent

maps to

Gorgias

User

1:1
Fully supported

Chatwoot Agents map to Gorgias Users by email match. The Agent's name, role (agent/admin), and availability status migrate. Chatwoot role names (administrator, agent) map to Gorgias role equivalents. Passwords cannot transfer between platforms for security reasons; the customer provisions new Gorgias user credentials separately or uses SSO if available. Any Chatwoot Agent without a matching email in Gorgias goes to a reconciliation queue.

Chatwoot

Inbox

maps to

Gorgias

Channel

lossy
Fully supported

Chatwoot Inboxes (website live chat, email, WhatsApp, Facebook, Twitter, API) do not transfer as configured channels because webhook URLs, page tokens, WhatsApp Business API credentials, and API keys are credentials-bound to Chatwoot's infrastructure. We export the full inbox inventory (name, channel type, agents assigned) as a configuration checklist. The customer reconfigures each channel in Gorgias using the same credentials from their providers (WhatsApp Business API, Facebook App, email provider SMTP/IMAP). The Help Desk Migration app in Gorgias supports email import configuration directly from source email accounts.

Chatwoot

Team

maps to

Gorgias

Team

1:1
Fully supported

Chatwoot Teams (Business+ tier only) map to Gorgias Teams. Teams group agents and route conversations in both platforms. If the source Chatwoot account is on Hacker or Startups, no Teams exist to migrate and this step is skipped. We create the team structure in Gorgias and assign the migrated Agents to the matching Team during the User import phase.

Chatwoot

Label

maps to

Gorgias

Tag

1:1
Fully supported

Chatwoot Labels are string tags applied to Conversations. We export the full label taxonomy (name, color, display metadata) and remap them as Gorgias Tags on the corresponding Tickets. Label color and display metadata are not preserved because Gorgias Tags are plain string labels without color assignment at the API level. The customer can apply color manually in Gorgias if needed.

Chatwoot

Canned Response

maps to

Gorgias

Macro

1:1
Fully supported

Chatwoot Canned Responses (pre-written reply templates with shortcut codes) map to Gorgias Macros. We export the full set including content, shortcut triggers, and any attached action (assign agent, add label, update status). Macro content migrates as the Macro's reply text; shortcut triggers do not transfer as triggers because Gorgias Macros are executed manually by agents rather than auto-triggered on keywords.

Chatwoot

Custom Attribute

maps to

Gorgias

Custom Field

lossy
Fully supported

Chatwoot Custom Attributes attached to Conversations or Contacts (text, number, dropdown, checkbox) require schema pre-creation in Gorgias before import. We export the Chatwoot custom attribute definitions (name, type, dropdown options) and create matching Gorgias custom fields via the custom-fields API with the same name and data type. Values migrate as raw data during the Conversation and Customer import phases.

Chatwoot

Help Center Article

maps to

Gorgias

Knowledge Base Article

1:1
Fully supported

Chatwoot Help Center Articles (Startups+ tier) migrate to Gorgias Knowledge Base Articles. We export title, body (markdown), category, and locale for each article. Markdown body content transfers directly; images embedded in markdown require re-uploading to Gorgias's media library because image URLs are credentials-bound to Chatwoot's blob storage. Article category hierarchy maps to Gorgias Knowledge Base categories.

Chatwoot

Automation Rule

maps to

Gorgias

Rule or Automation

lossy
Fully supported

Chatwoot Automation Rules (Business+ tier only) trigger on conversation events and execute actions (assign, label, send email). The rule logic is Chatwoot-specific and does not transfer as executable code to Gorgias. We export every Automation Rule definition (trigger conditions, actions, execution order) as a written document. The customer's admin rebuilds equivalent Rules or Automations in Gorgias based on the inventory. If the source Chatwoot account is on Hacker or Startups, no Automation Rules exist to document.

Chatwoot

Integration

maps to

Gorgias

Integration

lossy
Fully supported

Chatwoot Integrations (Slack, Webhooks, third-party bots) have credentials-bound configurations that do not transfer. We document each active integration (name, type, trigger/action mapping) as a configuration checklist. Webhook URLs, Slack channel IDs, and bot tokens must be re-created in Gorgias. The customer configures the Gorgias-Slack integration directly in Settings if Slack connectivity is needed at the destination.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Chatwoot logo

Chatwoot gotchas

High

Hacker plan 30-day data retention permanently deletes conversations

High

Free plan limits silently block new inboxes and agents

Medium

Captain AI credits bill at $20 per 1,000 beyond the monthly allocation

Medium

Database schema inconsistencies on stable tags v4.2–v4.4

Low

Automation Rules and SLA Policies are tier-gated and cannot export from lower plans

Gorgias logo

Gorgias gotchas

High

AI Agent adds outcome-based fees on top of billable ticket costs

High

Overage billing for tickets scales nonlinearly

Medium

API rate limits restrict bulk export throughput

Medium

Agent data visibility cannot be restricted by role for GDPR use cases

Low

Knowledge Base translations require separate API calls per locale

Pair-specific challenges

  • Chatwoot Hacker plan permanently deletes conversations older than 30 days

    Chatwoot's free Hacker plan retains only 30 days of conversation data before permanent deletion. If the source Chatwoot account is on Hacker and is older than 30 days, historical conversations are unrecoverable regardless of migration intent. We flag this during scoping and require the customer to acknowledge data loss before migration begins. If the customer upgraded to Startups or Business before migration, the full history (up to 1 or 2 years respectively) is available. This gotcha applies to the migration scope regardless of destination platform.

  • Channel credentials and webhook URLs do not transfer between platforms

    Chatwoot Inbox configurations (webhook URLs, WhatsApp Business API tokens, Facebook page access tokens, email SMTP/IMAP credentials, API keys) are bound to Chatwoot's infrastructure and cannot be extracted for use at Gorgias. We document the full inbox inventory with channel type and provider details. The customer reconfigures each channel in Gorgias using the same credentials obtained from WhatsApp Business, Facebook, email providers, and other vendors. This is a rebuild step, not a data migration step.

  • Label color and metadata do not transfer as Gorgias Tags

    Chatwoot Labels carry color assignments and display metadata that have no direct equivalent in Gorgias's tag model. Gorgias Tags are plain string labels without color at the API level. We transfer the label name as a tag and note that color must be applied manually in Gorgias if the customer requires it. This is cosmetic only and does not affect ticket data integrity.

  • Automation Rules, SLA Policies, and Captain AI state do not migrate

    Chatwoot Automation Rules (Business+), SLA Policies (Enterprise), and Captain AI memory/suggestion state are platform-specific objects that have no direct Gorgias equivalent and do not transfer. We export a written inventory of each Automation Rule and SLA Policy for the customer's admin to rebuild in Gorgias Rules and Automations. Captain AI context resets at Gorgias because AI state is credentials-bound to Chatwoot's AI layer.

  • Gorgias per-ticket pricing can exceed Chatwoot per-agent pricing at volume

    Gorgias charges per billable ticket, not per agent. At high volume (over 5,000 tickets per month), Gorgias Pro ($360/month, 2,000 tickets) or Advanced ($900/month, 5,000 tickets) plus overage fees ($0.36-$0.40 per ticket) can exceed Chatwoot Business tier ($39/agent/month) with unlimited conversations. We model both pricing structures during scoping to confirm that Gorgias's e-commerce integration depth justifies the cost for the customer's ticket volume profile.

Migration approach

Six steps for a successful Chatwoot to Gorgias data migration

  1. Scoping and data audit

    We audit the source Chatwoot account across plan tier, conversation volume, agent count, inbox count, label taxonomy, canned responses, custom attributes, Help Center article count, and any active Automation Rules or SLA Policies. We identify data retention boundaries (30-day cliff on Hacker plan) and flag conversations that are permanently lost before migration begins. We produce a written migration scope document covering record counts per object, channel inventory, and which objects are absent due to plan tier.

  2. Schema pre-creation in Gorgias

    Before importing any records, we create the destination schema in Gorgias. This includes custom fields (matching Chatwoot custom attribute definitions via the custom-fields API with object_type set to Ticket or Customer), Knowledge Base categories (matching Chatwoot Help Center category hierarchy), and Teams (matching Chatwoot Team structure if present). Schema deployment is validated before any data moves because Gorgias rejects imports referencing undefined custom fields.

  3. Agent and team provisioning

    We extract every distinct Chatwoot Agent and map them by email to Gorgias Users. We assign roles (agent/admin) and group them into Gorgias Teams matching the Chatwoot Team structure. Any Chatwoot Agent without a matching Gorgias email goes to a reconciliation queue for the customer's admin to provision. This step must complete before any Conversation or Customer import because assignee and team references require resolved User IDs.

  4. Customer and Conversation migration in dependency order

    We run the migration in dependency order: Customers (from Chatwoot Contacts) first, then Tickets (from Chatwoot Conversations) with the message thread as Comments. We use email as the dedupe key for Customers. Labels from Chatwoot migrate as Tags on the Ticket. Attachments are handled as URL references pointing to the original Chatwoot-hosted file; the customer re-uploads files to Gorgias media if attachment access is required. Help Center articles migrate to Knowledge Base with markdown body content and category assignment.

  5. Channel rebuild checklist delivery

    We deliver a written channel inventory document listing every Chatwoot Inbox (name, channel type, provider, current configuration URL). The customer reconfigures each channel in Gorgias using the same provider credentials. We provide a step-by-step checklist for configuring email import, WhatsApp Business API, Facebook Messenger, live chat widget, and API channel in Gorgias. This step is outside the data migration scope because credentials cannot transfer.

  6. Cutover and automation inventory handoff

    We freeze Chatwoot writes during cutover, run a final delta migration of records modified during the migration window, and switch Gorgias to system of record. We deliver the Automation Rule and SLA Policy inventory document to the customer's admin team for rebuild in Gorgias Rules and Automations. We support a three-day hypercare window for reconciliation issues. We do not rebuild Chatwoot automations as Gorgias Rules inside the migration scope; that work is documented for the customer's admin.

Platform deep dives

Context on both ends of the pair

Chatwoot logo

Chatwoot

Source

Strengths

  • Fully self-hostable on Docker with PostgreSQL and Redis, giving engineering teams complete data residency control.
  • Free tier covers 2 agents with live chat and 500 conversations, providing a genuine no-cost evaluation path.
  • Omni-channel inbox consolidates website chat, email, WhatsApp, Facebook, Twitter, and API into a single agent queue.
  • Clean, intuitive UI means new agents are productive on day one with minimal training overhead.
  • Open-source MIT codebase is publicly auditable; enterprise edition extends Ruby backend without affecting the open core.

Weaknesses

  • Feature gating is pervasive: Teams, automations, Help Center, SSO, audit logs, and SLA all require paid tiers, making the free plan a severe false floor.
  • 30-day data retention on the Hacker plan means conversation history is permanently lost if not migrated before the cutoff.
  • Database schema bugs on stable releases v4.2–v4.4 have caused Docker Compose installation failures in production-like environments.
  • Captain AI credit model adds unpredictable cost: $20 per 1,000 extra credits on top of per-agent subscription fees.
  • Limited connectivity and portal disconnections reported by G2 reviewers affect communication reliability in active support sessions.
Gorgias logo

Gorgias

Destination

Strengths

  • Shopify and BigCommerce integrations surface order, return, and shipment data natively inside every ticket.
  • Unlimited agent seats remove per-user licensing friction as support teams grow.
  • AI Agent reduces billable ticket volume through automated resolution of high-frequency queries.
  • SOC 2 Type II certified with GDPR-aligned data handling for enterprise procurement readiness.
  • Omnichannel inbox aggregates email, live chat, Facebook, Instagram, WhatsApp, SMS, and voice into a single threaded view.

Weaknesses

  • Ticket-volume pricing with overage fees creates unpredictable monthly costs during seasonal traffic spikes.
  • Custom reporting is shallow; raw event-level data export for BI tooling is not natively supported.
  • Knowledge Base, Macros, and Rules lack simple export tooling, making competitive migrations complex.
  • GDPR compliance limitations mean customer data cannot be hidden from agents by role, blocking use by teams with freelance staff.
  • Performance and glitch reports emerge in G2 reviews at higher ticket volumes.

Complexity grading

How hard is this migration?

Moderate Helpdesk migration. 3 of 7 objects need a mapping; the rest are 1:1.

C

Overall complexity

Moderate migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Chatwoot and Gorgias.

  • Object compatibility

    C

    3 of 7 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Chatwoot: Not publicly documented.

  • Data volume sensitivity

    B

    Chatwoot doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Chatwoot to Gorgias migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Chatwoot to Gorgias data migrations

Answers to the questions buyers ask most during Chatwoot to Gorgias migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Most migrations land between two and four weeks for accounts under 20,000 conversations and 10 agents with no Help Center articles or custom objects. Migrations with high conversation volume (over 100,000), multiple inboxes requiring channel rebuild, Help Center migration, or extensive custom attribute mapping move to five to eight weeks. The primary time variable is the channel rebuild checklist completion on the customer's side because credentials cannot transfer and each channel requires manual reconfiguration in Gorgias.

Adjacent paths

Related migrations to explore

Ready when you are

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