Helpdesk migration
Field-level mapping, validation, and rollback between Drag and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Drag
Source
Gorgias
Destination
Compatibility
8 of 12
objects map 1:1 between Drag and Gorgias.
Complexity
CModerate
Timeline
1-2 weeks
Overview
Moving from Drag to Gorgias is a structural upgrade from a Gmail-layered Kanban inbox to a purpose-built e-commerce helpdesk with a REST API. Drag does not expose a public API, so all migration extraction relies on manual CSV exports coordinated with the customer at each milestone—this adds timeline overhead but does not block record transfer. We reconstruct every Drag Conversation as a Gorgias Ticket, preserve Gmail thread content as ticket messages, resolve contact emails as Gorgias Customer records, and map Kanban stage names to Gorgias ticket status values or Tags. Drag's UI-bound automations (auto-assign, auto-tag, SLA rules) have no export path and must be rebuilt as Gorgias Rules post-migration; we deliver a written inventory of every source automation as the rebuild reference. Canned Responses map to Gorgias Macros with the caveat that conditional logic requires manual review. We do not migrate board layouts as structural objects; we use them as mapping metadata to set initial ticket status during import.
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 Drag 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.
Drag
Conversation
Gorgias
Ticket
1:1Every Drag Conversation (a Gmail thread surfaced through Drag's layer) maps directly to a Gorgias Ticket. We extract the full thread history including all replies, timestamps, sender, recipient, subject, and message bodies. The Gorgias Ticket channel is set to 'email'. Thread integrity is preserved by aggregating all message records under a single ticket. Note that Drag has no API; extraction requires customer-coordinated CSV exports at agreed milestones, extending the migration window versus API-based sources.
Drag
Pipeline Stage
Gorgias
Ticket Status or Tag
lossyDrag Kanban stages (e.g., To-Do, In Progress, Waiting, Done) map to Gorgias Ticket status values or Tags depending on the customer's chosen categorization model. We use the board and stage metadata from CSV exports to set the initial ticket status during import. Stage probability and SLA timing from Drag have no equivalent in Gorgias and are documented as configuration to rebuild in Gorgias Rules if needed.
Drag
Agent
Gorgias
Agent
1:1Drag Agents (team members assigned to conversations) map to Gorgias Agents by email address match. Display name, email, and team membership transfer. Agent performance metrics such as average response time are not available in Drag's export and do not migrate. Any Agent without a matching email in the Gorgias destination is placed in a reconciliation queue for the customer's admin to provision before import resumes.
Drag
Tag
Gorgias
Tag
1:1Drag Tags are flat labels applied to conversations for categorization. Multiple tags per conversation are fully supported and migrate as Gorgias Tag records attached to each Ticket. We preserve the full tag assignment set at the individual ticket level. Drag tags that represent priority, customer tier, or issue type can be mapped to Gorgias ticket fields during import if the customer prefers structured data over tag-based filtering.
Drag
Contact (derived)
Gorgias
Customer
1:1Drag does not maintain a standalone contact database. Contact information is extracted from Gmail thread senders and recipients at migration time. We deduplicate by email address to create unique Gorgias Customer records, preserving name and email as primary properties. Customer properties such as purchase history, lifetime value, or previous ticket context are not available in Drag and must be re-enriched post-migration through Gorgias' Shopify or e-commerce integrations if applicable.
Drag
Canned Response
Gorgias
Macro
1:1Drag Canned Responses (shared reply templates available on Professional and Enterprise tiers) map to Gorgias Macros. We extract template body text and shortcut triggers. Conditional logic, personalization tokens, and dynamic field insertion in Drag templates may not map 1:1 to Gorgias macro syntax and require manual review post-import. Drag's macro trigger format differs from Gorgias' macro conditions; we document the equivalent for the customer's admin.
Drag
Attachment
Gorgias
Attachment
1:1Files attached to Drag email threads are downloaded during export and re-attached to the corresponding Gorgias Ticket message. Large attachments (over 25 MB) may require separate storage provisioning or a link-based approach depending on Gorgias' attachment handling at the destination plan tier.
Drag
Board
Gorgias
Tag or View
lossyDrag Boards (Kanban workspace containers) are used as mapping metadata rather than imported as structural objects. We use board membership to assign tags or ticket views in Gorgias that reflect the customer's original workspace organization. Multiple-board customers must confirm which board layout takes priority when a conversation belongs to more than one board, since Gorgias tickets exist in a flat queue with tag-based segmentation.
Drag
Team
Gorgias
Team
1:1Drag Teams (groupings of agents) map to Gorgias Teams. Team membership and agent assignments transfer. Team-based routing rules in Drag do not export and must be rebuilt as Gorgias Rules with team conditions post-migration.
Drag
Automations / Rules
Gorgias
Rules
lossyDrag automations (auto-assignment, auto-tagging, SLA routing) are configured exclusively through the UI and are not accessible via any documented API. These cannot be migrated. We deliver a written inventory of every active Drag automation with its trigger, conditions, and actions, plus a recommended Gorgias Rule equivalent for the customer's admin to rebuild. This is a commonly underestimated post-migration task.
Drag
Custom Fields
Gorgias
Ticket Fields
1:1Drag's free and lower paid tiers do not expose a custom fields API. Any per-conversation structured data outside of tags, assignee, and stage is not programmatically accessible. If the customer used Enterprise-tier custom fields, we extract what is available from CSV and map to Gorgias Ticket Fields, but CSV field names must be manually mapped during scoping.
Drag
Integrations
Gorgias
Integrations
lossyDrag integrates with Gmail, Google Workspace, Slack, and calendar tools. Integration configuration does not migrate. We document the existing integration stack during discovery so the customer's admin can reconfigure equivalent connections in Gorgias, particularly the Shopify or e-commerce store integration if applicable.
| Drag | Gorgias | Compatibility | |
|---|---|---|---|
| Conversation | Ticket1:1 | Fully supported | |
| Pipeline Stage | Ticket Status or Taglossy | Fully supported | |
| Agent | Agent1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Contact (derived) | Customer1:1 | Fully supported | |
| Canned Response | Macro1:1 | Fully supported | |
| Attachment | Attachment1:1 | Fully supported | |
| Board | Tag or Viewlossy | Fully supported | |
| Team | Team1:1 | Fully supported | |
| Automations / Rules | Ruleslossy | Fully supported | |
| Custom Fields | Ticket Fields1:1 | Not supported | |
| Integrations | Integrationslossy | 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.
Drag gotchas
No public API for data export
Automations are UI-only and non-exportable
Kanban board state is not a first-class export object
No native contact database
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 export scheduling
We audit the Drag account for conversation volume, Kanban boards, pipeline stages, active agents, tags, canned responses, and any custom fields. Because Drag lacks an API, we coordinate with the customer to establish an export schedule for CSV downloads at agreed milestones (e.g., initial snapshot, weekly delta, final delta before cutover). We map the CSV column headers to their semantic equivalents and identify which Drag Enterprise custom fields are present in exports. We also confirm the Gorgias plan and workspace configuration.
Gorgias workspace and schema preparation
We configure the Gorgias destination workspace before any data import. This includes setting up Ticket Fields to mirror any structured data from Drag, configuring Tag taxonomy based on the customer's existing tag set, creating Macros from the exported Canned Responses (with manual review notes for conditional logic), and provisioning Agents matched by email to the Drag agent list. We configure Team structures and routing rules in Gorgias as a template pending the automation rebuild handoff.
Contact extraction and Customer profile creation
We extract all unique sender and recipient email addresses from the Drag conversation CSV. We deduplicate by email, create a name-email pair where available, and upsert these as Gorgias Customer records. Customer properties such as order history or lifetime value are not available from Drag and are left blank for enrichment through Gorgias' Shopify integration post-migration. We reconcile any Customer records that already exist in Gorgias versus new records from Drag.
Ticket migration with thread integrity
We migrate Conversations as Gorgias Tickets in dependency order: Tickets are created first with status mapped from Kanban stage, then messages are attached in chronological order to reconstruct the full thread history. Attachments are downloaded from Drag exports and re-uploaded to the corresponding Gorgias ticket messages. Tag assignments transfer from Drag Tags to Gorgias Tags. Each ticket is linked to the corresponding Customer record by email resolution.
Macro and automation inventory delivery
We deliver the written inventory of every Drag Canned Response with body text, trigger shortcut, and manual review notes for conditional logic. We also deliver the automation rebuild document: every active Drag rule with its trigger, conditions, actions, and a recommended Gorgias Rule equivalent. These documents are the handoff package for the customer's admin to rebuild in Gorgias post-migration. We do not rebuild automations inside the migration scope.
Cutover, delta migration, and validation
We freeze Drag writes during the final export window, trigger the last CSV export, and migrate any remaining delta records into Gorgias. We run a row-count reconciliation comparing Drag export totals against Gorgias ticket count, tag assignment count, and customer count. The customer's team spot-checks a sample of tickets for content accuracy. We enable Gorgias as the system of record and decommission Drag access. We provide a one-week hypercare window for reconciliation issues.
Platform deep dives
Drag
Source
Strengths
Weaknesses
Gorgias
Destination
Strengths
Weaknesses
Complexity grading
Moderate Helpdesk migration. 1 of 7 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Drag and Gorgias.
Object compatibility
1 of 7 objects need a manual workaround.
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
Drag: Not publicly documented.
Data volume sensitivity
Drag 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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FAQ
Answers to the questions buyers ask most during Drag to Gorgias migration scoping. Not seeing yours? Book a call.
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