Helpdesk migration

Migrate from Drag to Gorgias

Field-level mapping, validation, and rollback between Drag and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.

Drag logo

Drag

Source

Gorgias

Destination

Gorgias logo

Compatibility

67%

8 of 12

objects map 1:1 between Drag and Gorgias.

Complexity

CModerate

Timeline

1-2 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Drag logo

Drag

What's pushing teams away

  • The steep onboarding curve for users unfamiliar with Kanban boards creates friction, especially during team-wide rollouts with mixed technical experience levels.
  • Performance degrades when handling large volumes of emails, with users reporting noticeable slowness when moving many threads at once.
  • The absence of a mobile app limits agent productivity for teams that need to manage the inbox from phones or tablets, particularly in field or retail support contexts.
  • Limited customization options frustrate teams that need to tailor pipeline stages, views, or data capture beyond Drag's defaults, leading to workarounds that outgrow the tool.

Choosing

Gorgias logo

Gorgias

What's pulling them in

  • Shopify-native integrations pull order details, shipment status, and return data directly into the ticket view, eliminating the need for agents to switch between apps.
  • Unlimited user seats mean growing support teams do not trigger billing changes; pricing scales only on billable ticket volume.
  • AI Agent automates responses to high-volume queries like order status and returns, measurably reducing the number of billable tickets each month.
  • Omnichannel inbox consolidates email, live chat, Facebook, Instagram, WhatsApp, SMS, and voice into a single threaded view.
  • SOC 2 Type II certification and GDPR-aligned data handling satisfy enterprise procurement requirements for customer support platforms.

Object mapping

How Drag objects map to Gorgias

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

maps to

Gorgias

Ticket

1:1
Fully supported

Every 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

maps to

Gorgias

Ticket Status or Tag

lossy
Fully supported

Drag 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

maps to

Gorgias

Agent

1:1
Fully supported

Drag 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

maps to

Gorgias

Tag

1:1
Fully supported

Drag 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)

maps to

Gorgias

Customer

1:1
Fully supported

Drag 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

maps to

Gorgias

Macro

1:1
Fully supported

Drag 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

maps to

Gorgias

Attachment

1:1
Fully supported

Files 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

maps to

Gorgias

Tag or View

lossy
Fully supported

Drag 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

maps to

Gorgias

Team

1:1
Fully supported

Drag 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

maps to

Gorgias

Rules

lossy
Fully supported

Drag 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

maps to

Gorgias

Ticket Fields

1:1
Not supported

Drag'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

maps to

Gorgias

Integrations

lossy
Mapping required

Drag 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.

Gotchas + challenges

What specifically takes care here

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 logo

Drag gotchas

High

No public API for data export

High

Automations are UI-only and non-exportable

Medium

Kanban board state is not a first-class export object

Medium

No native contact database

Gorgias logo

Gorgias gotchas

High

AI Agent adds outcome-based fees on top of billable ticket costs

High

Overage billing for tickets scales nonlinearly

Medium

API rate limits restrict bulk export throughput

Medium

Agent data visibility cannot be restricted by role for GDPR use cases

Low

Knowledge Base translations require separate API calls per locale

Pair-specific challenges

  • Drag has no public API for data extraction

    Drag does not publish a REST API for programmatic data access. All migration extraction relies on manual CSV exports from the Drag UI, coordinated with the customer at each migration milestone. This extends timelines compared to platforms with open APIs and prevents automated delta syncs. We cannot initiate API-based sync loops or reconciliation passes. Customers must be available to trigger exports on schedule during the migration window.

  • Drag automations do not export and must be rebuilt

    Drag's workflow automations—rules for auto-assignment, auto-tagging, and SLA routing—are configured exclusively through the UI and are not accessible via any documented API. These automations cannot be migrated. We deliver a written inventory of every active automation with its trigger, conditions, and actions, plus recommended Gorgias Rule equivalents. The customer's admin must rebuild each rule post-migration. This scope is frequently underestimated and should be scoped explicitly before migration begins.

  • No native contact database means history gaps

    Drag does not maintain a standalone contact or customer record. Contact information is derived from Gmail thread participants at migration time. We extract name and email from senders and recipients to create Gorgias Customer records, but customer properties, purchase history, and relationship data outside of current email threads are not available. E-commerce context visible in Gorgias' Shopify sidebar must be re-enriched post-migration.

  • Kanban board state is not a first-class export object

    Drag exports pipeline stages as column metadata but does not expose the board layout itself in a machine-readable format. We reconstruct board state from stage assignments per conversation. Customers with multiple boards must explicitly confirm which board layout to prioritize during scoping, as conversations can belong to only one board at a time. Multiple-board customers may need to use Tags to preserve board context in Gorgias.

  • Gorgias per-ticket pricing requires volume estimation

    Gorgias uses a per-ticket pricing model (Starter $10/mo for 50 tickets, Basic $60/mo for 300, Pro $360/mo for 2,000, Advanced $900/mo for 5,000). Drag uses per-seat pricing. Teams moving from Drag should estimate monthly ticket volume carefully, as overage fees ($0.36-0.40 per billable ticket) can surprise teams accustomed to flat-seat pricing. We help size the appropriate Gorgias plan during scoping.

Migration approach

Six steps for a successful Drag to Gorgias data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

Drag logo

Drag

Source

Strengths

  • Operates entirely within Gmail without requiring agents to switch tools or learn a new interface.
  • Kanban pipeline view gives at-a-glance team workload visibility and email queue status.
  • Per-conversation tagging supports flexible categorization without altering email structure.
  • Responsive customer support is cited in reviews as a differentiator during onboarding issues.
  • Competitive pricing for small team shared inbox needs with a free trial available.

Weaknesses

  • No mobile app means iPhone and Android users must access via mobile browser, which lacks full feature parity.
  • Performance degrades with large email volumes and bulk operations across many threads simultaneously.
  • Limited custom fields and automation exposure constrains advanced workflows and integrations.
  • Onboarding friction is high for Kanban-inexperienced team members, extending time-to-productivity.
Gorgias logo

Gorgias

Destination

Strengths

  • Shopify and BigCommerce integrations surface order, return, and shipment data natively inside every ticket.
  • Unlimited agent seats remove per-user licensing friction as support teams grow.
  • AI Agent reduces billable ticket volume through automated resolution of high-frequency queries.
  • SOC 2 Type II certified with GDPR-aligned data handling for enterprise procurement readiness.
  • Omnichannel inbox aggregates email, live chat, Facebook, Instagram, WhatsApp, SMS, and voice into a single threaded view.

Weaknesses

  • Ticket-volume pricing with overage fees creates unpredictable monthly costs during seasonal traffic spikes.
  • Custom reporting is shallow; raw event-level data export for BI tooling is not natively supported.
  • Knowledge Base, Macros, and Rules lack simple export tooling, making competitive migrations complex.
  • GDPR compliance limitations mean customer data cannot be hidden from agents by role, blocking use by teams with freelance staff.
  • Performance and glitch reports emerge in G2 reviews at higher ticket volumes.

Complexity grading

How hard is this migration?

Moderate Helpdesk migration. 1 of 7 objects need a manual workaround.

C

Overall complexity

Moderate migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Drag and Gorgias.

  • Object compatibility

    C

    1 of 7 objects need a manual workaround.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Drag: Not publicly documented.

  • Data volume sensitivity

    B

    Drag doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Drag to Gorgias migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Drag to Gorgias data migrations

Answers to the questions buyers ask most during Drag to Gorgias migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Small migrations under 1,000 tickets with a single Kanban board and fewer than 20 agents typically complete in one to two weeks. Mid-size migrations up to 5,000 tickets with multiple boards, canned responses, and contact enrichment take three to five weeks. The primary variable is not data volume but the manual CSV export coordination required due to Drag's lack of API—each export round trip depends on customer availability, which extends timelines compared to API-driven migrations.

Adjacent paths

Related migrations to explore

Ready when you are

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