Helpdesk migration
Field-level mapping, validation, and rollback between Deepser and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Deepser
Source
Gorgias
Destination
Compatibility
9 of 12
objects map 1:1 between Deepser and Gorgias.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Deepser to Gorgias is a domain shift, not a platform upgrade. Deepser is an ITSM platform designed for IT service desks managing change requests, IT assets, and ITIL-aligned approval chains. Gorgias is an ecommerce-native helpdesk built for Shopify merchants handling order lookups, refunds, and support tickets in a single conversational thread. The migration requires restructuring the data model around a different paradigm, resolving records exported through Deepser's grid XLSX path rather than an API, and accepting that ITIL workflow approval gates do not map onto Gorgias macro automations. We extract from Deepser's grid export, normalize Service Requests into Gorgias tickets, carry Customers and Companies as Gorgias Customer records, and deliver a written inventory of every Deepser ITIL workflow for the customer's admin to rebuild as Gorgias rules and macros. We do not migrate IT Asset records, Deepser billing records, or Deepser report definitions because Gorgias has no equivalent objects for these.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Deepser 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.
Deepser
Service Request
Gorgias
Ticket
1:1Deepser Service Requests map directly to Gorgias Tickets. We extract Service Request fields including priority, status, category, assigned agent, requester Customer, created timestamp, and updated timestamp from the grid export. Deepser priority values (Low, Medium, High, Critical) map to Gorgias ticket priority or tag taxonomy depending on the customer's preference. The Deepser requester Customer becomes the Gorgias Customer record linked to the ticket. Deepser ticket descriptions and internal notes migrate as ticket messages in Gorgias. Notes on status transitions migrate as internal ticket notes.
Deepser
Change Request
Gorgias
Ticket (tagged)
1:1Deepser Change Requests follow the same schema as Service Requests but carry a change-type classification (Standard, Minor, Major, Emergency). Since Gorgias has no native change request object, we map Change Requests to Tickets with a custom tag or custom field capturing the change-type value. We create a Gorgias ticket-level custom field of type text or select called change_type__c to preserve this classification. Deepser approval status and approval chain details are documented separately as a workflow item for the customer's admin to evaluate for rebuilding as a Gorgias macro or rule.
Deepser
Customer
Gorgias
Customer
1:1Deepser Customer records migrate to Gorgias Customer. We extract full contact card data including name, email, phone, company association, language, timezone, and any custom fields defined on the Customer module. The Deepser Company linkage migrates as a Gorgias Customer company association if Gorgias' company feature is activated on the target plan. Customers without email addresses present a challenge: Gorgias requires an email for Customer record creation, so we flag customers with missing email during scoping and assign a placeholder domain or skip based on the customer's preference.
Deepser
Company
Gorgias
Customer (company association)
1:manyDeepser Companies function as organizational parent records for Customers. In Gorgias, the company association lives as a linked field on the Customer record rather than a standalone Company object. We extract Deepser Company names and map them to the Gorgias Customer company field. If the customer wants a standalone company record in Gorgias, we recommend activating Gorgias' customer company feature and creating a separate company object by exporting Companies first and creating them before Customers so that the company reference resolves correctly.
Deepser
Agent
Gorgias
Agent
1:1Deepser Agent records migrate to Gorgias Agent accounts. We extract Agent name, email, role, team assignment, and active/inactive status. Deepser's minimum 3-agent requirement does not apply in Gorgias, so teams migrating with fewer than 3 agents will have no seat minimum in the destination. We match Deepser agents to Gorgias agents by email. Any Deepser Agent without a corresponding Gorgias account goes to a reconciliation queue for the customer's admin to provision before ticket import begins, since tickets require an assigned agent.
Deepser
IT Asset
Gorgias
Custom fields on Customer or Ticket
lossyDeepser IT Assets have no direct Gorgias equivalent. Gorgias does not include an ITAM module. During scoping, we identify the customer's priority IT Asset fields (serial number, asset type, assigned user, lifecycle status) and map them to Gorgias Customer custom fields if the asset is tracked against the requester, or to Ticket custom fields if the asset is ticket-linked. Asset type and lifecycle status become text or select custom fields on the relevant object. We do not migrate the full IT Asset record as a standalone object.
Deepser
Custom Fields
Gorgias
Custom Fields
lossyDeepser custom fields defined on Tickets and Customers migrate to Gorgias custom fields on the corresponding object. Gorgias supports boolean, number, and text custom field types. We map Deepser field types to the nearest Gorgias equivalent. Deepser custom fields on IT Assets migrate to Customer or Ticket custom fields as noted above. We create the custom field schema in Gorgias before any data import using the Gorgias API or admin UI. Custom field priority ordering migrates to the Gorgias priority integer field if needed.
Deepser
Knowledge Base Articles
Gorgias
Help Center Articles
1:1Deepser Knowledge Base articles with their categories, content body, and attachment references migrate to Gorgias Help Center articles. We extract article text and metadata from the grid export and create articles in Gorgias using the Help Center API. Article categories map to Gorgias Help Center categories. Articles linked to specific tickets in Deepser do not carry that linkage into Gorgias; the article references are documented separately for the customer's admin to relink post-migration if needed.
Deepser
Workflows
Gorgias
Rules and Macros (documented, not migrated)
1:1Deepser ITIL Workflows include approval gates, automated task assignments, conditional routing, and SLA timers that have no structural equivalent in Gorgias. We do not migrate workflows as code. We extract every Deepser workflow step type, trigger condition, assignee rule, and approval chain and document them in a written inventory with a recommended Gorgias Rules or Macro equivalent. The customer's admin rebuilds the logic in Gorgias Rules using trigger conditions, tag assignments, and saved reply macros. Workflows that include SLA definitions are documented as Gorgias SLA rules to be configured in the Gorgias admin settings.
Deepser
Billing Records
Gorgias
Not migrated
1:1Deepser billing modules (line items, worklogs, movements, operations) track time-based billing entries linked to tickets and assets. Gorgias does not have a billing or worklog object. We do not migrate Deepser billing records. If the customer requires billing history for reporting, we recommend exporting the billing data as a separate XLSX from Deepser and storing it as a reference document outside the Gorgias instance.
Deepser
Reports and Dashboards
Gorgias
Not migrated
1:1Deepser report definitions and dashboard layouts are not exportable through any mechanism. We do not migrate them. We recommend exporting the underlying data from Deepser as XLSX before migration so that the customer has the raw data needed to rebuild reports in Gorgias' analytics module or in an external BI tool. We document which Deepser modules and filters were used to generate the source data for each report so the rebuild is traceable.
Deepser
Integrations (Teams, NinjaOne, Datto)
Gorgias
Documented, not migrated
1:1Deepser ships with native integrations for Microsoft Teams, NinjaOne RMM, and Datto RMM. These are configuration-based connections rather than data objects, and they do not have Gorgias equivalents in most cases. We document the active integration configurations (channels, notification settings, connected accounts) in the migration scope document. The customer configures new integrations post-migration based on the documented settings. Gorgias supports integrations with Shopify, Klaviyo, Yotpo, and other ecommerce tools, which are documented as separate integration setup tasks.
| Deepser | Gorgias | Compatibility | |
|---|---|---|---|
| Service Request | Ticket1:1 | Fully supported | |
| Change Request | Ticket (tagged)1:1 | Fully supported | |
| Customer | Customer1:1 | Fully supported | |
| Company | Customer (company association)1:many | Fully supported | |
| Agent | Agent1:1 | Fully supported | |
| IT Asset | Custom fields on Customer or Ticketlossy | Fully supported | |
| Custom Fields | Custom Fieldslossy | Mapping required | |
| Knowledge Base Articles | Help Center Articles1:1 | Mapping required | |
| Workflows | Rules and Macros (documented, not migrated)1:1 | Mapping required | |
| Billing Records | Not migrated1:1 | Fully supported | |
| Reports and Dashboards | Not migrated1:1 | Not supported | |
| Integrations (Teams, NinjaOne, Datto) | Documented, not migrated1:1 | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Deepser gotchas
Minimum 3-agent seat requirement affects pricing scoping
No public REST API for automated data extraction
Report and dashboard definitions are not exportable
ITIL Workflow step types require explicit destination mapping
Gorgias gotchas
AI Agent adds outcome-based fees on top of billable ticket costs
Overage billing for tickets scales nonlinearly
API rate limits restrict bulk export throughput
Agent data visibility cannot be restricted by role for GDPR use cases
Knowledge Base translations require separate API calls per locale
Pair-specific challenges
Migration approach
Deepser grid export scoping and sequencing
We audit every active Deepser module before extraction. The customer runs XLSX exports from each module with all filters cleared: Service Requests, Change Requests, Customers, Companies, Agents, IT Assets, Knowledge Base Articles, and Custom Fields. We review the export structure, identify duplicate or orphaned records, and confirm whether the customer has multiple active Change Request types or custom field schemas that require split export passes. We also collect the active Deepser workflow list for documentation. Since Deepser has no API, this step sets the extraction baseline for the entire migration.
Gorgias destination setup and custom field schema design
We create the Gorgias destination schema before any data import. This includes activating the customer company feature if requested, creating all custom fields on Ticket and Customer objects using the Gorgias API, defining ticket tag taxonomy to absorb Deepser priority and change-type values, and configuring the Help Center category structure for Knowledge Base article import. We configure Gorgias team and agent group structures to match Deepser agent team assignments. Schema is built in a staging or sandbox-like prep pass and validated against the incoming Deepser data structure before production import begins.
Agent reconciliation and default agent assignment
We extract every Deepser Agent referenced on Service Requests and Change Requests and match by email against the Gorgias agent accounts. Agents without a matching Gorgias account go to a reconciliation queue. The customer's Gorgias admin provisions missing agents before ticket import begins, since ticket records require an assigned agent. We assign a default fallback agent for any Deepser tickets assigned to inactive or deleted agents so that no ticket arrives in Gorgias unassigned.
Staging migration and reconciliation
We run a full migration into a staging environment using the Deepser XLSX exports and the Gorgias API. We reconcile record counts: Service Requests in equals Tickets in, Change Requests in equals tagged Tickets in, Customers in equals Customers in, Knowledge Base articles in equals Help Center articles in. We spot-check 25-50 records per object against the Deepser source for field-level accuracy, confirm that Deepser custom field values landed in the correct Gorgias custom field, and validate that ticket timestamps and priority mappings are correct. The customer reviews and signs off on staging results before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order: Gorgias agents (validated against reconciled list), Customers (from Deepser Customers and Companies), Tickets (Service Requests first, then Change Requests with tag applied), Knowledge Base articles (categories created before articles), and IT Asset fields as custom fields on Customer or Ticket records. We use the Gorgias REST API v2 for all inserts with batch chunking and error logging. Each phase emits a row-count reconciliation report before the next phase begins. Tickets are imported with the original Deepser created timestamp preserved where Gorgias allows it.
Cutover, delta pass, and workflow documentation handoff
We freeze Deepser writes during the cutover window, run a final delta export for any records modified during migration, import the delta into Gorgias, and mark the migration complete. We deliver the Deepser Workflow inventory document listing every workflow with its step types, trigger conditions, approval chain details, and a recommended Gorgias Rules or Macro equivalent. We do not rebuild Deepser Workflows as Gorgias Rules inside the migration scope; that is a separate configuration engagement. We support a one-week hypercare window where we resolve any record reconciliation issues identified by the customer team after they begin using Gorgias.
Platform deep dives
Deepser
Source
Strengths
Weaknesses
Gorgias
Destination
Strengths
Weaknesses
Complexity grading
Moderate Helpdesk migration. 3 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Deepser and Gorgias.
Object compatibility
3 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Deepser: Not publicly documented.
Data volume sensitivity
Deepser doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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