Helpdesk migration
Field-level mapping, validation, and rollback between Dixa and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Dixa
Source
Gorgias
Destination
Compatibility
11 of 14
objects map 1:1 between Dixa and Gorgias.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Dixa to Gorgias shifts from a per-agent pricing model to a per-ticket model with a much lower starting price point. Dixa's Exports API covers conversations, messages, customer profiles, agents, and ratings; the Knowledge Base migrates as a standalone article export. Dixa's per-minute telephony records are not available via the standard API and must be sourced from the connected phone provider separately. Workflow Automation and Intelligent Routing configurations are non-exportable via API in Dixa and must be manually documented and rebuilt as Gorgias Macros and Rules after migration. Gorgias is purpose-built for ecommerce with deep Shopify integration; agents resolve order-related tickets without leaving the helpdesk. We deliver a written inventory of every Dixa routing rule and Workflow Automation that requires manual recreation in Gorgias Rules and Macros.
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 Dixa 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.
Dixa
Conversation
Gorgias
Ticket
1:1Dixa Conversations map directly to Gorgias Tickets. We pull conversations via Dixa's Exports API using time-range queries or conversation ID lists. Each conversation's created_at, updated_at, closed_at, channel type, status, and priority migrate as ticket metadata. Conversation ID becomes a custom external_id field in Gorgias for traceability back to the source record. Dixa's channel field (phone, email, chat, messaging) maps to Gorgias's channel determination via the integration that received the ticket.
Dixa
Message
Gorgias
Message (nested under Ticket)
1:1Dixa Messages are children of Conversations and exported separately via the Exports API. Each message carries a parent conversation ID. We join messages to their parent ticket at migration time using this foreign key — if the parent ticket is not yet created, messages land as orphaned records in Gorgias with no parent ticket to attach to. We sequence the Conversation migration phase to complete before the Message phase to prevent orphaned records. Author identity, message body, timestamp, and attachment references all transfer.
Dixa
Customer
Gorgias
Customer
1:1Dixa Customer profiles (name, email, phone, custom properties, order history where integrated) map directly to Gorgias Customer. The customer email address serves as the primary dedupe key during import. We map Dixa custom properties on customer profiles to Gorgias custom fields on the Customer object, creating the destination fields before migration begins. Customer conversation history links to the Customer record via email match.
Dixa
Agent
Gorgias
Agent
1:1Dixa Agent records (name, email, role, presence status) map to Gorgias Agents. We resolve agents by email address match during migration. Agent-to-team assignments on the source are preserved as Gorgias team membership, which requires the destination Teams object to be provisioned and populated before the Agent import phase runs. Agents without an email match enter a reconciliation queue for the customer admin to resolve.
Dixa
Team
Gorgias
Team
1:1Dixa Teams map to Gorgias Teams. Team names and structures export cleanly via the Dixa Exports API. We provision Teams in Gorgias before the Agent migration phase because agent-to-team assignments are set during agent import and require the Team object to exist first. Team-level SLA settings, operating hours, and queue configurations in Dixa are non-exportable and must be manually reconfigured in Gorgias team settings after migration.
Dixa
Tag
Gorgias
Label
lossyDixa Tags are categorical labels stored on conversations and include both manually applied tags and auto-tags generated by Dixa's routing engine for queue assignment. Auto-routing tags reflect internal Dixa logic and have no standard equivalent in Gorgias Labels. We map manually applied tags directly to Gorgias Labels by value. For auto-routing tags, we surface the full taxonomy to the customer during scoping and ask them to designate which tags represent meaningful customer-facing categorization versus internal routing intent. This mapping decision is required before migration begins.
Dixa
Rating
Gorgias
Satisfaction
1:1Dixa post-conversation CSAT ratings (score, submission timestamp, linked conversation ID) map to Gorgias Satisfaction records attached to the corresponding Ticket. We resolve each rating to its ticket using the Dixa conversation ID stored on the rating record. Ratings without a resolvable conversation ID in the migration window are flagged as orphaned and reported separately. Rating score values (numeric or star scale) map directly; if the scale differs between platforms, we document the conversion during scoping.
Dixa
Custom Field (conversation)
Gorgias
Custom Field (ticket)
1:1Dixa custom fields on conversations are available in the CSV export and API. We map field names and types to equivalent Gorgias custom fields on the Ticket object, creating the destination fields before migration begins. Field type mapping (text, number, date, dropdown) must be coordinated with Gorgias field type availability. Dixa custom fields that reference other Dixa objects via ID require a lookup step to resolve the corresponding Gorgias record ID at migration time.
Dixa
Custom Field (customer)
Gorgias
Custom Field (customer)
1:1Dixa custom properties on Customer profiles map to Gorgias custom fields on the Customer object. Field creation in Gorgias is a prerequisite for this migration step. We extract the full list of custom property names and types from Dixa's admin export during scoping and create the matching fields in Gorgias before data migration begins. Customer-level custom fields that reference company data require cross-object ID resolution at migration time.
Dixa
Knowledge Base Article
Gorgias
Help Center Article
1:1Dixa Knowledge Base articles are exported as standalone objects with content, category, and metadata. We export article title, body (HTML or Markdown), category assignments, publication status, and author. Articles are imported into Gorgias Help Center as Help Center Articles via the Gorgias Help Center API or CSV import. Article URLs in Dixa do not automatically redirect in Gorgias; we recommend a URL mapping document for the customer's admin to configure redirects post-migration. Articles tied to specific Dixa routing rules or auto-suggestion triggers are flagged as requiring manual re-association in Gorgias.
Dixa
Category
Gorgias
Help Center Category
1:1Dixa Knowledge Base Categories map to Gorgias Help Center Categories. We export category names, parent-child hierarchy, and article count. The hierarchy is recreated in Gorgias before article import so that articles land in the correct parent category. Category-level settings (visibility, access control) that exist in Dixa are manually reconfigured in Gorgias by the customer admin post-migration.
Dixa
Attachment (file path reference)
Gorgias
Attachment (file upload)
1:1Dixa attachments are stored as file path references within conversation and message records rather than as standalone binary objects in the export. We preserve the file path and flag any attachments where the referenced file may not be accessible from the migration context. If the customer's Dixa instance stores attachments in a connected cloud storage bucket (S3, Google Cloud Storage), we coordinate access credentials during scoping to retrieve files and re-upload them to Gorgias via the Gorgias Files API.
Dixa
Routing Rule (configuration)
Gorgias
Rule or Macro (configuration)
lossyDixa Intelligent Routing rules route conversations by skills, language, customer priority, and queue state. Routing logic is Dixa-configured and not accessible via the Exports API or Dixa API. We capture the current routing configuration as part of the scoping discovery call and document it as a separate configuration workstream. Gorgias Rules and Macros provide the replacement automation surface. We do not rebuild routing rules in Gorgias; we deliver a written routing-rule inventory with a Gorgias Rule and Macro equivalent recommendation for each Dixa routing logic block.
Dixa
Workflow Automation (configuration)
Gorgias
Macro (configuration)
lossyDixa Workflow Automation governs routing, escalation, SLA thresholds, and auto-responses. Workflow logic is not directly exportable via API. We document every active Workflow Automation during the scoping call and deliver a written Workflow inventory with recommended Gorgias Rule and Macro equivalents. The customer admin rebuilds these in Gorgias post-migration. This is explicitly outside data migration scope; the inventory document enables the admin to complete the rebuild efficiently.
| Dixa | Gorgias | Compatibility | |
|---|---|---|---|
| Conversation | Ticket1:1 | Fully supported | |
| Message | Message (nested under Ticket)1:1 | Fully supported | |
| Customer | Customer1:1 | Fully supported | |
| Agent | Agent1:1 | Fully supported | |
| Team | Team1:1 | Fully supported | |
| Tag | Labellossy | Fully supported | |
| Rating | Satisfaction1:1 | Fully supported | |
| Custom Field (conversation) | Custom Field (ticket)1:1 | Fully supported | |
| Custom Field (customer) | Custom Field (customer)1:1 | Fully supported | |
| Knowledge Base Article | Help Center Article1:1 | Fully supported | |
| Category | Help Center Category1:1 | Fully supported | |
| Attachment (file path reference) | Attachment (file upload)1:1 | Fully supported | |
| Routing Rule (configuration) | Rule or Macro (configuration)lossy | Fully supported | |
| Workflow Automation (configuration) | Macro (configuration)lossy | 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.
Dixa gotchas
Agent-based pricing with minimum seat count may inflate migration cost
Per-minute telephony records not exported via standard API
Auto-tag and routing-intent fields have no standard destination equivalents
API access gated behind Growth+ tiers with published overage price list
Workflow and routing rule logic is non-exportable via API
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, tier verification, and data audit
We verify the customer's Dixa plan tier during scoping because the Exports API requires Growth tier or above. If the customer is on an entry-level Dixa plan with no API access, we coordinate a CSV export via the Dixa admin interface instead. We audit the full data landscape: conversation and message volume by date range, customer record count, agent and team rosters, custom field definitions, Knowledge Base article count and category structure, CSAT rating records, and attachment file path inventory. We confirm whether voice history export is in scope and whether the connected telephony provider export is available. This audit produces the written migration scope and a migration order document shared with the customer before any data extraction begins.
Field mapping design and Gorgias configuration
We design the field-level mapping from Dixa to Gorgias for all active custom fields on conversations and customer profiles. This includes field type mapping (Dixa field type to nearest Gorgias equivalent), required-field handling, and any data transformation required for date formats or multi-value fields. We configure the Gorgias ecommerce integration (Shopify, BigCommerce, or WooCommerce) during this phase so that order data from the connected store is available at migration time. We also set up the destination Knowledge Base categories in Gorgias in the correct parent-child hierarchy before article import begins.
Knowledge Base and tag taxonomy scoping
We export Dixa Knowledge Base articles with their category assignments and metadata. We create the Help Center category hierarchy in Gorgias before article import so articles land in the correct structure. For the Dixa tag taxonomy, we extract the full tag list, present it to the customer, and resolve which tags are manually applied customer-facing labels (mapping directly to Gorgias Labels) versus auto-routing tags generated by Dixa's routing engine (requiring a destination decision or discard). Tag mapping is confirmed in writing before the data migration phase begins.
Sandbox migration and reconciliation
We run a sandbox migration using representative production volume from the last 30-60 days. We validate conversation-to-ticket creation, message threading (parent-child resolution), customer deduplication, CSAT rating attachment, agent-to-team assignments, and custom field population. The customer's CX lead spot-checks 25-50 records against the Dixa source and confirms the mapping design. Any field mapping corrections, orphaned message batches, or tag taxonomy changes happen in the sandbox phase, not in production. Sandbox sign-off is required before the production migration window opens.
Production migration in dependency order
We run production migration in record-dependency sequence: Teams (Gorgias Teams must exist before agents are assigned), Agents (by email match), Customers (by email dedupe), Knowledge Base categories and articles, then Conversations (with external conversation ID stored as a custom field), then Messages (linked to parent conversation), then CSAT ratings (linked to conversation via external ID), then Custom Fields on conversations and customers. Each phase emits a row-count reconciliation report before the next phase begins. Voice export records, if available from the telephony provider, are imported as a separate phase and linked to the corresponding Gorgias ticket via the external conversation ID.
Cutover, delta migration, and handoff
We freeze Dixa writes during the cutover window and run a final delta migration to capture any records modified between the last full extraction and cutover. We validate migrated record counts against the Dixa source totals and resolve any discrepancies. We deliver the Workflow and Routing Rule inventory document to the customer's Gorgias admin. We offer a one-week hypercare window to address reconciliation issues raised during the first week of live Gorgias operations. Workflow and routing rebuild in Gorgias Rules and Macros is handled by the customer admin using the inventory document we deliver; that rebuild is a separate configuration workstream from the data migration.
Platform deep dives
Dixa
Source
Strengths
Weaknesses
Gorgias
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. 3 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 Dixa 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
Dixa: Per-token limits documented per organization; specific limits not publicly disclosed.
Data volume sensitivity
Dixa exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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FAQ
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