Helpdesk migration
Field-level mapping, validation, and rollback between Deskhero and Freshdesk. We move data and schema; workflows are rebuilt natively in Freshdesk.
Deskhero
Source
Freshdesk
Destination
Compatibility
6 of 9
objects map 1:1 between Deskhero and Freshdesk.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Deskhero to Freshdesk is a data-model translation across two fundamentally different help desk philosophies. Deskhero centers on Shopify-live product context in every ticket reply and a three-agent minimum billing model with per-ticket overage charges. Freshdesk uses a traditional Contacts, Companies, and Tickets model with per-agent pricing from a free Sprout tier up to Enterprise. We migrate ticket history with full conversation threads, knowledge base articles and categories, and custom field definitions and values. Deskhero's Automation Rules, Forms, and Shopify product references require manual rebuild or re-establishment at the destination. Mailbox OAuth tokens and IMAP credentials cannot be exported and must be re-authenticated in Freshdesk after migration. The Freshdesk Sprout free plan does not include API access, so any migration requiring API-based data transfer requires a paid Blossom tier or above.
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 Deskhero object lands in Freshdesk, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Deskhero
Ticket
Freshdesk
Ticket
1:1Deskhero Tickets map directly to Freshdesk Tickets with status, priority, created_at, updated_at, and assignee preserved. Deskhero ticket ID is stored in a custom field deskhero_id__c for audit traceability. Priority values (low, medium, high, urgent) map directly to Freshdesk's priority integers. Custom ticket field values migrate as key-value pairs to Freshdesk custom ticket fields created in advance during schema design. Deskhero Groups assigned to tickets resolve to Freshdesk Team IDs via the group-to-team mapping established during discovery.
Deskhero
Conversation
Freshdesk
Conversation (on Ticket)
1:1Deskhero conversation messages map to Freshdesk Ticket Conversations with author, timestamp, body content, attachments, and internal/external flags preserved. Each conversation belongs to the parent Deskhero ticket which maps to the Freshdesk ticket created in the prior phase. Agent replies and customer messages are distinguished using the Deskhero message type field and written to Freshdesk's conversation author_type field.
Deskhero
Knowledge Base Article
Freshdesk
Solution Article
1:1Deskhero knowledge base articles migrate to Freshdesk Solution Articles under their corresponding category folder. Article sections, body content, attachment references, and publication status transfer directly. If Deskhero articles were built from scraped web pages, the scraped content migrates as article body text; the destination must re-establish any scraping pipeline. Freshdesk's Sprout tier includes 1 public portal article; higher tiers support private articles and multiple portals.
Deskhero
Contact
Freshdesk
Contact
1:1Deskhero customer contacts migrate to Freshdesk Contacts with name, email, phone, and custom field values preserved. Email address is used as the dedupe key. If Deskhero stored company associations on contacts, the company data migrates to Freshdesk Companies and is linked via the Contacts page layout lookup.
Deskhero
Company
Freshdesk
Company
1:1Deskhero company records (if present) migrate to Freshdesk Companies. Company name, domain, and any custom fields transfer. Freshdesk companies are optional but recommended for cross-contact reporting and account-level ticket grouping.
Deskhero
Group
Freshdesk
Team
1:1Deskhero Groups define team routing and agent permissions. We map Group definitions and their agent membership lists to Freshdesk Teams and Agent permissions. Group names become Team names; group membership maps to Freshdesk's agent-to-team assignment. If the destination uses Freshdesk's role-based model without explicit teams, we map group membership to Role definitions and document the mapping for the customer's admin.
Deskhero
Custom Field
Freshdesk
Custom Ticket Field
lossyDeskhero supports up to 100 (Small) or 250 (Large) custom fields across tickets and contacts. We migrate custom field definitions and their current per-record values. Field type mapping from Deskhero to Freshdesk depends on the field type: text maps to single_line, number to number, date to date, dropdown to dropdown, and checkbox to checkbox. We pre-create all custom fields in Freshdesk during the schema design phase before any data import begins. Freshdesk Sprout does not include API access for programmatic custom field creation; field setup on Sprout requires manual UI configuration or a Blossom plan upgrade.
Deskhero
List Entry
Freshdesk
Tag
lossyDeskhero Lists with up to 5,000 or 10,000 entries (depending on tier) represent segmentation objects tied to customer records by email or customer ID. We migrate list entry records as Freshdesk Tags on the associated Contact or Ticket. List definitions are preserved as documentation. Tags provide the equivalent segmentation capability in Freshdesk for filtering and routing tickets by customer segment.
Deskhero
Form Submission
Freshdesk
Ticket Field
lossyDeskhero Forms generate tickets from web submissions. We migrate form field structures as documentation and the submitted records as Tickets in Freshdesk with form field values stored in the corresponding custom ticket fields. If the destination supports Freshdesk's native Forms product, the customer's admin rebuilds the form UI post-migration; form submissions migrate as historical ticket data only.
| Deskhero | Freshdesk | Compatibility | |
|---|---|---|---|
| Ticket | Ticket1:1 | Fully supported | |
| Conversation | Conversation (on Ticket)1:1 | Fully supported | |
| Knowledge Base Article | Solution Article1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Group | Team1:1 | Fully supported | |
| Custom Field | Custom Ticket Fieldlossy | Fully supported | |
| List Entry | Taglossy | Fully supported | |
| Form Submission | Ticket Fieldlossy | 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.
Deskhero gotchas
Shopify live-data model means no historical price or stock snapshot migrates
Three-agent minimum creates stranded cost for very small teams
Mailbox two-way sync requires re-authentication at destination
No documented bulk export API for self-service data portability
Freshdesk gotchas
API access is blocked on the free plan
Per-minute rate limits are account-wide and endpoint-specific
Multi-channel source types do not map 1:1 to all destinations
Custom objects created in-product cannot be accessed by other apps
Contact import requires at least 10 existing tickets in the account
Pair-specific challenges
Migration approach
Discovery and data audit
We audit the Deskhero account across plan tier (Small, Medium, Large), ticket volume, knowledge base article count, custom field definitions, Group count, list and form counts, and Shopify store connection status. We pull a full export of ticket records, conversation history, contact records, knowledge base articles and categories, and custom field values. We confirm the destination Freshdesk plan tier and API access status, and verify whether the Sprout free plan or a paid Blossom tier is required for API-based migration. The discovery output is a written migration scope, object inventory, and a Freshdesk plan recommendation.
Schema design and Freshdesk configuration
We design the destination Freshdesk schema to match the Deskhero data model. This includes creating custom ticket fields (matching Deskhero field names and types), setting up Freshdesk Teams mapped from Deskhero Groups, configuring ticket status and priority values to match the Deskhero enumeration, and provisioning knowledge base categories aligned with the Deskhero article folder structure. Schema is configured in a Freshdesk Sandbox or staging account first for validation. We document the full field-level mapping in a written mapping sheet for customer sign-off before any data moves.
Sandbox migration and reconciliation
We run a full migration into the Freshdesk destination using representative data volume. The customer's support operations lead reconciles record counts (tickets in, conversations in, articles in, contacts in), spot-checks 20-30 random tickets against the Deskhero source, and verifies that custom field values, assignee mappings, and conversation threading are intact. Any mapping corrections happen in the staging environment before production migration begins. Freshdesk Sprout users note that manual CSV imports via the UI are the only available import path on the free tier; Blossom or above is required for API-based migration.
Contact and company deduplication
We extract all customer records from Deskhero (contacts and any company data) and load them into Freshdesk. Email address is the dedupe key. If Deskhero stored company associations on contacts, we create Freshdesk Company records first and link contacts via the Account lookup. List entries from Deskhero migrate as Tags on the associated Contact or Ticket record. We flag any duplicate or incomplete records for customer review before finalizing the contact import.
Production migration in dependency order
We run production migration in record dependency order: contacts and companies (first, as tickets reference them), tickets (with custom field values populated from the pre-created schema), conversation threads (nested under parent tickets with author and timestamp preserved), knowledge base articles and categories, and Groups mapped to Freshdesk Teams. Each phase emits a row-count reconciliation report. Mailbox OAuth reconnection happens in a separate step after data migration because mailbox credentials cannot be exported from Deskhero.
Cutover, mailbox reconnection, and automation handoff
We freeze Deskhero writes during a defined cutover window, run a final delta migration of any records modified during the migration window, then enable Freshdesk as the system of record. Customers manually reconnect their mailbox (Gmail or Outlook OAuth) in Freshdesk during a scheduled low-traffic window. We deliver a written inventory of Deskhero Automation Rules and Form structures for the customer's admin to rebuild in Freshdesk's Scenario Automations and Forms. We do not migrate Automation Rules, Forms, or Workflows as code; those require manual recreation in Freshdesk post-migration.
Platform deep dives
Deskhero
Source
Strengths
Weaknesses
Freshdesk
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. 1 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Deskhero and Freshdesk.
Object compatibility
1 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
Deskhero: Not publicly documented.
Data volume sensitivity
Deskhero 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
Answers to the questions buyers ask most during Deskhero to Freshdesk migration scoping. Not seeing yours? Book a call.
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