Helpdesk migration
Field-level mapping, validation, and rollback between HelpDeskEddy and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
HelpDeskEddy
Source
Gorgias
Destination
Compatibility
11 of 12
objects map 1:1 between HelpDeskEddy and Gorgias.
Complexity
CModerate
Timeline
2-3 weeks
Overview
HelpDeskEddy and Gorgias differ fundamentally in their target market and architecture: HelpDeskEddy is a general-purpose SMB helpdesk with per-agent flat pricing and a sparse API, while Gorgias is an e-commerce-native helpdesk with deep Shopify integration, per-ticket pricing that scales with volume, and a documented REST API. Migrating between them requires resolving HelpDeskEddy's per-ticket custom field schema against Gorgias's 25-active-field ceiling, mapping chat channel logs to Gorgias's conversation thread model, and accepting that HelpDeskEddy's dispatcher macros do not transfer to Gorgias Rules. We extract Tickets with all standard and custom fields, cross-referenced Customer profiles, Agents mapped to Gorgias users, Knowledge Base articles with category assignment, and time-spent and CSAT records as custom fields. We do not migrate Yandex Datalens analytics dashboards, HelpDeskEddy macros, or automation rules. We deliver a written macro inventory and a KB article URL redirect plan as part of the handover package.
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 HelpDeskEddy 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.
HelpDeskEddy
Ticket
Gorgias
Ticket
1:1HelpDeskEddy Tickets map directly to Gorgias Tickets. Status values (open, in-progress, resolved) map to Gorgias Ticket status. Priority maps to a Gorgias Ticket priority field. Individual custom fields from HelpDeskEddy are deduplicated by field name across the migration scope, and each unique field is created in Gorgias before migration. Tickets with no value for a mapped field receive an empty field at the destination, which is expected behavior. Attachment URLs from HelpDeskEddy are preserved as references; inline images migrate as attachments on the destination ticket.
HelpDeskEddy
Customer (End-user)
Gorgias
Customer
1:1HelpDeskEddy customer profiles attached to tickets migrate to Gorgias Customers with name, email, and contact metadata preserved. We cross-reference the requester field on each ticket to avoid duplicate Customer records during import. Customers without any associated ticket are still migrated if present in the customer export. External_id from HelpDeskEddy is stored in a Gorgias custom field for cross-reference.
HelpDeskEddy
Agent / Operator
Gorgias
User
1:1HelpDeskEddy Agents map to Gorgias Users by email match. The customer provisions the destination Gorgias user accounts before migration; we flag any HelpDeskEddy Agent without a matching email in the destination and hold that ticket's assignee in a reconciliation queue until the customer's admin maps or provisions the user. Role mapping (admin, agent) transfers from HelpDeskEddy's operator role to Gorgias's permission level.
HelpDeskEddy
Department
Gorgias
Team
1:1HelpDeskEddy Departments map to Gorgias Teams. The department hierarchy is preserved as a flat team structure in Gorgias; nested department hierarchies require manual reorganization post-migration if the customer's HelpDeskEddy setup relied on multi-level department nesting for routing. Access rights configured at the group level transfer as Team permissions in Gorgias.
HelpDeskEddy
Custom Ticket Fields
Gorgias
Ticket Fields
lossyThis is the highest-complexity object in this migration. HelpDeskEddy's per-ticket custom fields mean two tickets in the same queue can have different field schemas. We extract every observed custom field name and type across the migration scope, deduplicate by name, and map each to one of Gorgias's four field types: Dropdown (for enumerated values), Number (for numeric values), Text (for free-form text up to 2,000 characters), or Yes/No (for boolean values). Nested Dropdown values use double-colon syntax (parent::child). If the deduplicated field count exceeds 25 unique active fields, we flag the ceiling constraint and work with the customer to archive inactive HelpDeskEddy fields before migration. Tickets without a value for a field receive an empty field at destination, which is standard behavior.
HelpDeskEddy
Tag
Gorgias
Tag
1:1HelpDeskEddy Tags preserve as-is and land on the Gorgias Ticket as Tags. Tag-based filtering in HelpDeskEddy maps directly to Gorgias's Tag filter in the ticket inbox view. Tag counts are preserved; there is no tag limit in Gorgias at the platform level.
HelpDeskEddy
Macros (Automated Actions)
Gorgias
Macros + Rules
1:1HelpDeskEddy macros reference internal dispatcher engine states, field IDs, and UI actions that do not map to Gorgias's rule engine. We do not migrate macro definitions as code. We extract a written inventory of every HelpDeskEddy macro: trigger condition, actions performed, and which tickets it applies to. This inventory is delivered as part of the migration handover package. The customer's admin rebuilds each macro in Gorgias Rules or Macros. Gorgias's built-in macro library and rule templates may partially cover common HelpDeskEddy macro patterns.
HelpDeskEddy
Time Spent / Billing Records
Gorgias
Custom Ticket Field (Number)
1:1HelpDeskEddy time-spent records attached to tickets migrate to a Gorgias custom Number field (e.g., time_spent_minutes__c) on the Ticket. If the customer uses time-spent for billing, we recommend a dedicated Number field rather than Gorgias's native Timer feature. Precision depends on the source format; decimal hours convert to the nearest minute. We flag whether the source precision is sufficient for billing use.
HelpDeskEddy
Customer Satisfaction Ratings
Gorgias
Custom Ticket Field (Number or Dropdown)
1:1HelpDeskEddy CSAT ratings migrate to a custom field on the Gorgias Ticket. If HelpDeskEddy stores ratings as numeric scores (1-5, 1-10), we use a Number field; if as categories (satisfied/dissatisfied), we use a Dropdown. Some platforms store satisfaction as a separate object; Gorgias stores it on the Ticket. We flag whether the customer used HelpDeskEddy's CSAT feature and note any rating scale differences for reporting context.
HelpDeskEddy
Knowledge Base Articles
Gorgias
Help Center Articles
1:1HelpDeskEddy Knowledge Base articles migrate to Gorgias Help Center articles. Article body content, status (published/draft), and associated tags transfer. Category assignment maps to Gorgias's folder structure. Note that Gorgias uses a single-folder hierarchy; if HelpDeskEddy's KB uses multi-level category nesting, the deepest level becomes the folder and parent categories are noted in the article body or metadata for manual reorganization. Public-facing KB URLs will differ at the destination; we deliver a URL redirect mapping as part of the handover. Inline images in articles migrate as attachments.
HelpDeskEddy
Chat Logs (Conversations)
Gorgias
Ticket Messages
1:1HelpDeskEddy chat channel logs migrate as message entries attached to the originating Gorgias Ticket. We map chat timestamps, agent name, and message body; rich media (images, file attachments) in chats migrate as inline attachments on the message. Chat thread structure (agent-customer alternation) is preserved in the message sequence order. If HelpDeskEddy stores chat as a separate object with a ticket reference, we use the ticket reference to attach messages to the correct Gorgias Ticket.
HelpDeskEddy
Reports and Analytics (Yandex Datalens)
Gorgias
None
1:1Analytics exports and Yandex Datalens dashboards built on top of HelpDeskEddy ticket data do not migrate. These reporting artifacts reference platform-specific metric definitions and HelpDeskEddy's internal data model that have no equivalent in Gorgias. We do not migrate analytics dashboards. The customer rebuilds reporting in Gorgias's Support Performance and Live Statistics dashboards, or connects Gorgias to a BI tool (e.g., Metabase, Looker) via the Gorgias API for custom reporting.
| HelpDeskEddy | Gorgias | Compatibility | |
|---|---|---|---|
| Ticket | Ticket1:1 | Fully supported | |
| Customer (End-user) | Customer1:1 | Fully supported | |
| Agent / Operator | User1:1 | Fully supported | |
| Department | Team1:1 | Fully supported | |
| Custom Ticket Fields | Ticket Fieldslossy | Mapping required | |
| Tag | Tag1:1 | Fully supported | |
| Macros (Automated Actions) | Macros + Rules1:1 | Not supported | |
| Time Spent / Billing Records | Custom Ticket Field (Number)1:1 | Mapping required | |
| Customer Satisfaction Ratings | Custom Ticket Field (Number or Dropdown)1:1 | Mapping required | |
| Knowledge Base Articles | Help Center Articles1:1 | Fully supported | |
| Chat Logs (Conversations) | Ticket Messages1:1 | Mapping required | |
| Reports and Analytics (Yandex Datalens) | None1:1 | Not 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.
HelpDeskEddy gotchas
Sparse API documentation complicates migration scoping
Macros and automation rules do not migrate across platforms
Individual ticket fields require manual field-type mapping
Boxed version minimum 10 agents for on-premise deployment
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 API validation
We audit the source HelpDeskEddy account: ticket volume, customer count, agent count, department hierarchy, unique custom field names and types, macro inventory, knowledge base article count and category structure, and chat log availability. We request a test API key to perform a pre-migration discovery pass that enumerates actual available endpoints against the sparse documentation. We cross-check the custom field deduplication count against Gorgias's 25-field ceiling and flag any scope reduction required before migration. The discovery output is a written scope document with object counts, a custom field consolidation plan, and a macro inventory.
Gorgias workspace preparation
The customer provisions Gorgias user accounts for each HelpDeskEddy agent before migration. We create the Teams (mapped from HelpDeskEddy Departments), the ticket field schema (up to 25 active fields from the deduplicated custom field list), and the Help Center folder structure (mapped from HelpDeskEddy KB categories). We configure any managed ecommerce ticket fields (Order ID, Store) that the customer wants pre-populated. We validate the workspace configuration in a staging pass before record migration begins.
Customer and agent reconciliation
We extract every distinct Customer email from HelpDeskEddy's ticket requester field and deduplicate. We extract every distinct Agent email and match against the provisioned Gorgias user list. Agents without a matching Gorgias user go to a reconciliation queue for the customer's admin to resolve before record import. Customers are loaded first (with their email as the dedupe key), so that ticket imports can reference the Customer record by external_id at insert time.
Ticket migration with field mapping
We migrate Tickets in record-dependency order: Tickets first (with Customer external_id resolved, Agent user_id resolved, and all standard and custom field values mapped to their Gorgias equivalents). Chat message logs attach to their originating Ticket after the Ticket is created. Time-spent and CSAT data attach to the same Ticket record as custom Number fields. Tags transfer on the Ticket record. Each batch of tickets emits a reconciliation count (tickets in, customers linked, agents resolved, custom fields populated) before the next batch begins.
Knowledge base article migration
HelpDeskEddy Knowledge Base articles migrate to Gorgias Help Center articles with body content, status (published/draft), and tags preserved. Category mapping converts HelpDeskEddy's multi-level categories to Gorgias's single-folder hierarchy, with deeper levels noted in article metadata for manual reorganization. Inline images migrate as attachments. We deliver a URL redirect mapping (HelpDeskEddy URL to Gorgias Help Center URL) as a CSV alongside the migration handover documentation.
Cutover, validation, and macro handoff
We freeze HelpDeskEddy writes during cutover, run a delta migration of any tickets created or modified during the migration window, then enable Gorgias as the system of record. We perform a spot-check reconciliation of 20-30 randomly sampled tickets against the HelpDeskEddy source. We deliver the macro inventory and the knowledge base URL redirect mapping. We do not rebuild HelpDeskEddy macros in Gorgias Rules; the inventory document gives the customer's admin a starting point. We support a five-business-day hypercare window for reconciliation issues raised by the support team.
Platform deep dives
HelpDeskEddy
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 HelpDeskEddy 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
HelpDeskEddy: Not publicly documented.
Data volume sensitivity
HelpDeskEddy 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 HelpDeskEddy to Gorgias migration scoping. Not seeing yours? Book a call.
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