Helpdesk migration
Field-level mapping, validation, and rollback between Deskhero and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Deskhero
Source
Gorgias
Destination
Compatibility
12 of 13
objects map 1:1 between Deskhero and Gorgias.
Complexity
CModerate
Timeline
2-4 weeks
Overview
Moving from Deskhero to Gorgias is a common migration path for Shopify-native support teams that have outgrown Deskhero's three-agent minimum or are looking for deeper ecommerce automation. Both platforms share a Shopify integration philosophy, but Deskhero queries live Shopify API data at reply time without caching, while Gorgias surfaces order context directly inside the ticket for refunds, cancellations, and edits. We migrate the full ticket history with conversation threads, Knowledge Base articles with their category structure, customer records with custom field values, and Groups mapped to Gorgias Teams. We do not migrate Deskhero Automation Rules as executable code; we deliver a written inventory of every rule with trigger conditions and recommended Gorgias Rules equivalents. Mailbox OAuth tokens and IMAP credentials cannot be exported from Deskhero, so we document the mailbox configuration and your team reconnects manually at Gorgias during a low-traffic window.
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 Gorgias, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Deskhero
Ticket
Gorgias
Ticket
1:1Deskhero Tickets map directly to Gorgias Tickets with subject, status, priority, created_datetime, and updated_datetime preserved. Custom ticket fields migrate as key-value pairs in Gorgias meta field or as mapped custom fields if the customer pre-configures them in Gorgias. Conversation threads migrate as messages linked to the ticket.
Deskhero
Conversation
Gorgias
Message
1:1Deskhero Conversation messages map to Gorgias Message records with authorship (agent vs customer), timestamp, body content, attachment references, and internal/external flag preserved. Message ordering is maintained by created_datetime. Deskhero internal notes map to Gorgias private messages (via_channel = internal).
Deskhero
Knowledge Base Article
Gorgias
Article
1:1Deskhero KB articles map to Gorgias Articles with section content, category assignments, and attachment references preserved. Article URLs are mapped as-is but internal links do not auto-update post-migration; we flag the full link inventory for manual URL correction. PDF, DOCX, and PPTX attachments migrate as file references.
Deskhero
Customer
Gorgias
Customer
1:1Deskhero customer records (including Shopify-synced customer data) map to Gorgias Customer objects by email as the primary dedupe key. Shopify customer ID migrates as a custom field (external_id) to preserve the association. Customer language and timezone map to Gorgias customer attributes. Phone and address fields migrate directly.
Deskhero
Agent
Gorgias
Agent
1:1Deskhero Agents map to Gorgias Agents by email match. Active and inactive status migrates; inactive Deskhero agents become inactive Gorgias agents. We map Deskhero Groups to Gorgias Teams (agent-to-team membership preserved) and document any permissions that do not have a direct Gorgias equivalent for admin to configure post-migration.
Deskhero
Group
Gorgias
Team
1:1Deskhero Groups (team routing and agent permissions) map to Gorgias Teams. Group membership lists migrate as team membership with agents assigned to the corresponding team. If Deskhero group permissions are more granular than Gorgias team-level permissions, we document the gap and recommend role configuration post-migration.
Deskhero
Custom Field
Gorgias
Custom Field
1:1Deskhero custom fields (up to 100 on Small, 250 on Large) map to Gorgias custom fields on the Ticket or Customer object. We map string, boolean, number, and date field types to their Gorgias equivalents. Custom field values per ticket migrate as field values in Gorgias. Archived or unused custom fields are flagged for review before migration to avoid importing dead fields.
Deskhero
Mailbox
Gorgias
Channel
1:1Deskhero mailbox configurations (Gmail or Outlook accounts) are documented as channel mapping records in our migration inventory. IMAP/SMTP credentials and OAuth tokens cannot be exported from Deskhero. We document the mailbox address, folder mapping, and sync direction for the customer's admin to manually reconnect at Gorgias. We recommend scheduling mailbox reconnection during a low-traffic window to avoid sync conflicts.
Deskhero
Tag
Gorgias
Tag
1:1Deskhero ticket tags migrate to Gorgias Tags on the Ticket object. Tags used for routing, triage, or SLA classification map as-is. Tags tied to Deskhero automation rules are flagged with the corresponding rule reference so that the customer can rebuild rule logic in Gorgias Rules.
Deskhero
List
Gorgias
List
1:1Deskhero Lists (segmentation objects with up to 5,000 or 10,000 entries depending on tier) map to Gorgias Lists. List entries tied to customer records by email or customer ID migrate as List-Contact associations in Gorgias. Lists used for Deskhero automation routing are documented for rule rebuild in Gorgias.
Deskhero
Form
Gorgias
Form
1:1Deskhero form definitions (field structure and routing rules) and submitted records migrate to Gorgias Forms. Form submissions that created tickets are linked via ticket reference. Routing rules from Deskhero forms are documented for rebuild as Gorgias Rules. Form design and styling do not migrate and must be recreated at Gorgias.
Deskhero
Automation Rule
Gorgias
Rule
lossyDeskhero Automation Rules (triggered by language, tone, or subject) are documented in a written inventory with trigger conditions, actions, and routing outcomes. We do not migrate them as executable code because Deskhero and Gorgias automation models are structurally different. The inventory includes recommended Gorgias Rules equivalents and priority ordering so the customer's admin rebuilds them post-migration. Rules with complex multi-condition branching are flagged for custom rule design.
Deskhero
Shopify Data
Gorgias
Shopify Integration
1:1Deskhero Shopify store references and product ID mappings migrate as external_id fields on the relevant Customer and Ticket records. Deskhero never stores price or stock snapshots — it queries live via Shopify API — so no historical pricing data is available to migrate. Gorgias re-establishes its own native Shopify connection using the store credentials. Customers relying on Deskhero Shopify data for reporting will need to rebuild those reports in Gorgias using Gorgias Shopify data.
| Deskhero | Gorgias | Compatibility | |
|---|---|---|---|
| Ticket | Ticket1:1 | Fully supported | |
| Conversation | Message1:1 | Fully supported | |
| Knowledge Base Article | Article1:1 | Fully supported | |
| Customer | Customer1:1 | Fully supported | |
| Agent | Agent1:1 | Fully supported | |
| Group | Team1:1 | Fully supported | |
| Custom Field | Custom Field1:1 | Fully supported | |
| Mailbox | Channel1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| List | List1:1 | Fully supported | |
| Form | Form1:1 | Fully supported | |
| Automation Rule | Rulelossy | Fully supported | |
| Shopify Data | Shopify Integration1:1 | 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.
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
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 validation
We audit the Deskhero account across plan tier (Small/Medium/Large), agent count, ticket volume, knowledge base article count and category hierarchy, custom field definitions, active automation rules, list entry counts, and Shopify store connection status. We extract the full mailbox configuration inventory (addresses, sync type, folder mappings) for documentation. We also confirm the Gorgias plan tier (Starter through Advanced) based on projected billable ticket volume and required automation depth. The discovery output is a written migration scope and a Gorgias plan recommendation.
Schema pre-configuration in Gorgias
Before any data moves, we guide the customer through pre-configuring Gorgias to receive the migrated data. This includes creating custom fields in Gorgias that match Deskhero custom field names and types (string, boolean, number, date), establishing Teams that match Deskhero Groups, and confirming the Shopify store connection in Gorgias. We also document the current Deskhero automation rules so that the customer understands what must be rebuilt post-migration. Schema changes at this stage prevent field-mapping failures during the import phase.
Mailbox and Shopify reconnection planning
We document every Deskhero mailbox configuration (email address, sync type, folder mappings) and Shopify store reference. The customer's admin reconnects the Shopify store in Gorgias before migration begins so that live order data is available on day one. Mailbox reconnection happens during a low-traffic window post-migration. We provide a reconnection checklist and recommend setting a sync-freeze window (no new emails processed in Deskhero) for 24 hours before cutover to prevent message duplication.
Test migration and reconciliation
We run a full test migration into the customer's Gorgias environment using production-like data volume. Ticket counts, conversation message counts, article counts, customer counts, and custom field value samples are reconciled against the Deskhero source. The customer spot-checks 25-50 random tickets and articles for content accuracy and thread completeness before sign-off. Any field mapping corrections, article hierarchy adjustments, or tag consolidation decisions happen in this phase, not in production.
Production migration in dependency order
We run the production migration in dependency order: Customers and Agents first (for reference integrity), then Knowledge Base Articles with category hierarchy, then Tickets with conversation threads and message attachments. Custom field values are mapped per ticket in the same pass. Tags and list memberships are applied after ticket import to avoid tag-not-found errors. We disable Gorgias Rules automation during migration to prevent rules from firing on imported tickets and altering status or assignment unexpectedly. Each phase emits a row-count reconciliation report.
Cutover, validation, and automation rebuild handoff
We freeze Deskhero writes during cutover and run a final delta migration of any records created or modified during the production migration window. We re-enable Gorgias Rules and deliver the automation inventory document to the customer's admin team. We support a five-business-day hypercare window for reconciliation issues raised by the support team. Mailbox reconnection happens in this window. We do not rebuild Deskhero Automation Rules as Gorgias Rules as part of standard migration scope; that is a separate engagement or an internal admin task.
Platform deep dives
Deskhero
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 Deskhero 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
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
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