Helpdesk migration
Field-level mapping, validation, and rollback between Desk365 and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Desk365
Source
Gorgias
Destination
Compatibility
9 of 12
objects map 1:1 between Desk365 and Gorgias.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Desk365 to Gorgias is a platform realignment that reflects a shift from Microsoft-ecosystem IT and internal support toward ecommerce-native customer support. Desk365 organizes work around Tickets with Department-based routing, SLA Policies, and Microsoft Teams as the primary agent collaboration surface. Gorgias uses a Customer and Ticket model built around ecommerce order context, with channel-based routing (Shopify, email, chat, social), macOS shortcuts, and per-ticket pricing that becomes cost-predictable for high-volume retail operations. We migrate the core record set (Tickets, Customers, Agents, Conversations, Tags, Attachments, Knowledge Base Articles) and flag the SLA Policy and automation macro inventory for the customer's admin to rebuild. IT Asset Management records from Desk365 Premium migrate as tagged notes because Gorgias does not have a native IT asset object.
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 Desk365 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.
Desk365
Ticket
Gorgias
Ticket
1:1Desk365 Tickets map directly to Gorgias Tickets with Status, Priority, Created/Updated timestamps, and Assignee preserved. Desk365's Requester maps to Gorgias's Customer via email match. Custom Field values on Desk365 Tickets map to Gorgias ticket attributes or custom properties depending on field type. We flag any Custom Field that has no Gorgias equivalent for the customer to review post-migration.
Desk365
Customer
Gorgias
Customer
1:1Desk365 Customer records map to Gorgias Customers by email as the dedupe key. Customer name, email, company association, and portal access status migrate. Desk365's customer-facing portal login state maps to Gorgias's external customer access flags. If a Desk365 Customer record has no email address, we create the record in Gorgias with the available fields and flag it for manual review.
Desk365
Agent
Gorgias
Team Member
1:1Desk365 Agents map to Gorgias Team Members. We resolve by email match and carry forward display name, department membership, and Admin vs. Agent role designation. Desk365 Department membership maps to Gorgias Inboxes or team routing rules depending on how the customer wants to structure channel routing in Gorgias.
Desk365
Department
Gorgias
Team / Inbox
1:manyDesk365 Departments with their access levels (global, department-only, agent-only) map to Gorgias Teams and Inboxes. Multiple Desk365 departments can route to a single Gorgias Team if the customer consolidates teams during migration. We preserve the full department hierarchy as a written inventory so the customer can configure Gorgias team access controls post-migration.
Desk365
Conversation Thread
Gorgias
Message / Note
1:1Desk365 Conversation records (public replies, internal notes, system-generated status changes) migrate to Gorgias as Messages and internal Notes in chronological order. The original timestamp and author Agent are preserved on each message entry. System-generated status change records migrate as internal notes so the ticket history remains complete and auditable.
Desk365
Knowledge Base Article
Gorgias
Article
1:1Desk365 Knowledge Base Articles migrate to Gorgias Articles with title, body content, publish status, and folder structure preserved. Desk365's Agent-only visibility flag does not have a Gorgias equivalent — Agent-only articles land as Draft in Gorgias, and we flag them in the handoff inventory so the customer can review before publishing. Multi-language article versions migrate as separate Article records in Gorgias.
Desk365
SLA Policy
Gorgias
SLA Rule
lossyDesk365 SLA Policies (First Response and Resolution time targets by Priority and Business Hours) map to Gorgias SLA rules as a written inventory with thresholds. Gorgias does not have a named SLA Policy object; instead, SLA rules are configured as conditions and timers within the rules engine. We deliver a field-by-field mapping of every active Desk365 SLA Policy to a Gorgias SLA rule specification so the customer's admin configures them post-migration.
Desk365
Automation Macro
Gorgias
Macro / Rule
lossyDesk365 Automation Macros (event-triggered with conditions and actions) export as structured JSON inventory documenting trigger type, conditions, field updates, assignments, and reply templates. Gorgias separates templates (macros) from rules (automation), so we split Desk365 macros into their template component and their automation component during the inventory phase. We do not migrate macros as code; the customer rebuilds them in Gorgias using the written inventory as a specification.
Desk365
Tag
Gorgias
Tag
1:1Desk365 flat string Tags on Tickets migrate directly to Gorgias Tags. No hierarchical or color metadata is carried over as most destination platforms do not support this. All tag values reapply to the migrated Ticket records in Gorgias.
Desk365
Ticket Attachment
Gorgias
Attachment
1:1File attachments on Desk365 Tickets and inline in conversations are downloaded from Desk365 blob storage and re-uploaded to Gorgias as Ticket Attachments. Inline images in Knowledge Base Articles migrate as Article attachments. Attachment filenames and content types are preserved. If Desk365 Premium IT Asset records are present, asset-linked files migrate as attachments on the corresponding ticket note.
Desk365
Custom Field
Gorgias
Custom Attribute / Property
1:1Desk365 custom text, number, dropdown, date, and boolean fields on Tickets map to Gorgias ticket custom attributes or properties depending on type. Dropdown with sections fields from Desk365 map to Gorgias dropdown attributes with options. We pre-create the Gorgias custom attribute schema before import so that values populate on the correct fields. Any Desk365 Custom Field with no Gorgias equivalent is flagged in the handoff report for manual resolution.
Desk365
IT Asset (Premium)
Gorgias
Tagged Note
1:1Desk365 Premium IT Asset Management records (hardware/software assets linked to Tickets) extract as structured records. Gorgias does not have a native IT asset object. We migrate asset records as internal notes tagged with the asset identifier, linking them to the associated Ticket record. Dependencies between assets and asset-to-asset relationships are documented in the written inventory for the customer to address in a dedicated ITSM tool if needed.
| Desk365 | Gorgias | Compatibility | |
|---|---|---|---|
| Ticket | Ticket1:1 | Fully supported | |
| Customer | Customer1:1 | Fully supported | |
| Agent | Team Member1:1 | Fully supported | |
| Department | Team / Inbox1:many | Fully supported | |
| Conversation Thread | Message / Note1:1 | Fully supported | |
| Knowledge Base Article | Article1:1 | Fully supported | |
| SLA Policy | SLA Rulelossy | Fully supported | |
| Automation Macro | Macro / Rulelossy | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Ticket Attachment | Attachment1:1 | Fully supported | |
| Custom Field | Custom Attribute / Property1:1 | Fully supported | |
| IT Asset (Premium) | Tagged Note1:1 | Fully supported |
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.
Desk365 gotchas
AI credit-based billing can spike post-migration
Free tier 50-ticket monthly cap catches heavy import volumes
API rate limits are not publicly documented
Knowledge base Agent-only visibility may not survive migration
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
Discovery and scope definition
We audit the Desk365 tenant across tier (Free/Standard/Plus/Premium), open and closed ticket volume, active agent count, department hierarchy, knowledge base article count with visibility flags, active SLA Policies with thresholds, active Automation Macros, custom field definitions, attachment volume and average file size, and IT Asset record count if Premium tier is in use. We pair this with a Gorgias tier recommendation based on channel count, Shopify integration requirements, and ticket volume. The discovery output is a written migration scope, a record count breakdown, and a list of any Premium-tier objects requiring non-native handling.
Gorgias environment preparation
We create the destination Gorgias environment structure: Teams/Inboxes based on the Desk365 department hierarchy, Agent accounts provisioned or matched by email, Knowledge Base folder structure, and SLA rule specifications documented from Desk365 SLA Policies. We pre-create any custom attributes in Gorgias to match Desk365 custom field definitions before record import begins. We disable Gorgias rules and macros that might fire during import to prevent automated reassignments or status changes on migrated tickets.
Sandbox migration and reconciliation
We run a full migration into the customer's Gorgias environment using a representative sample of records (typically the most recent 90 days of tickets plus a random sample of closed tickets) to validate mapping fidelity. The customer's support operations lead reviews record counts, spot-checks 20-30 records against the Desk365 source, and validates that Customer, Agent, Tag, and Custom Field values are correctly populated. Any mapping corrections happen in this phase. SLA Policy and Macro inventory are delivered in this phase as well so the customer can begin rebuilding in parallel.
Knowledge base migration
We migrate Knowledge Base Articles in folder structure order, carrying forward publish status (Published articles land as Published in Gorgias; Draft articles land as Draft). Agent-only visibility flag is preserved as a note on each article for manual review. Multi-language versions migrate as separate Article records tagged with their language code. We validate article body rendering post-import to confirm that embedded images and links survive the transfer.
Core record migration in dependency order
We run production migration in record-dependency order: Customers (from Desk365 Customers by email), Agents (by email match with department assignment), Tags (flat, no dependencies), Tickets (with Customer, Agent, Tag, and Custom Field values resolved), Conversation history (chronological Messages and Notes attached to each Ticket), and Attachments (downloaded and re-uploaded in the correct Ticket context). Each phase emits a row-count reconciliation report before the next phase begins. IT Asset records from Desk365 Premium migrate last as tagged internal notes on the associated tickets.
Cutover, delta migration, and handoff
We freeze Desk365 writes during cutover, run a final delta migration of any records created or modified during the migration window, then enable Gorgias as the system of record. We deliver the SLA Policy inventory, Macro inventory, and IT Asset inventory documents to the customer's admin team. We support a one-week hypercare window to resolve any reconciliation issues raised by the support team. We do not rebuild Desk365 Automation Macros as Gorgias Rules or SLA Policies as Gorgias SLA rules within the migration scope; these are separate rebuild tasks documented for the customer's admin.
Platform deep dives
Desk365
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 Desk365 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
Desk365: Not publicly documented.
Data volume sensitivity
Desk365 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
Pick a category, then your source and destination platforms.
Category
FAQ
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