Helpdesk migration

Migrate from HelpDeskEddy to Gorgias

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

HelpDeskEddy logo

HelpDeskEddy

Source

Gorgias

Destination

Gorgias logo

Compatibility

92%

11 of 12

objects map 1:1 between HelpDeskEddy and Gorgias.

Complexity

CModerate

Timeline

2-3 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

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

HelpDeskEddy logo

HelpDeskEddy

What's pushing teams away

  • Reporting is limited — users note insufficient reports on incident closure with detailed information, forcing reliance on external analytics tools like Yandex Datalens.
  • Limited integrations with external tools like Slack and Firebase disrupt workflows that expect help desk data to surface in other platforms.
  • Server connection issues have been reported by users, affecting access and integrations with connected services.
  • Frequent updates introduce lags that disrupt established workflows, according to user reviews on G2.
  • API documentation and public-facing details are sparse, making custom integration work difficult to scope independently.

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 HelpDeskEddy objects map to Gorgias

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

maps to

Gorgias

Ticket

1:1
Fully supported

HelpDeskEddy 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)

maps to

Gorgias

Customer

1:1
Fully supported

HelpDeskEddy 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

maps to

Gorgias

User

1:1
Fully supported

HelpDeskEddy 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

maps to

Gorgias

Team

1:1
Fully supported

HelpDeskEddy 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

maps to

Gorgias

Ticket Fields

lossy
Mapping required

This 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

maps to

Gorgias

Tag

1:1
Fully supported

HelpDeskEddy 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)

maps to

Gorgias

Macros + Rules

1:1
Not supported

HelpDeskEddy 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

maps to

Gorgias

Custom Ticket Field (Number)

1:1
Mapping required

HelpDeskEddy 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

maps to

Gorgias

Custom Ticket Field (Number or Dropdown)

1:1
Mapping required

HelpDeskEddy 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

maps to

Gorgias

Help Center Articles

1:1
Fully supported

HelpDeskEddy 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)

maps to

Gorgias

Ticket Messages

1:1
Mapping required

HelpDeskEddy 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)

maps to

Gorgias

None

1:1
Not supported

Analytics 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.

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.

HelpDeskEddy logo

HelpDeskEddy gotchas

High

Sparse API documentation complicates migration scoping

High

Macros and automation rules do not migrate across platforms

Medium

Individual ticket fields require manual field-type mapping

Medium

Boxed version minimum 10 agents for on-premise deployment

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

  • Gorgias enforces a 25-active-ticket-field ceiling

    Gorgias allows a maximum of 25 active ticket fields at any time. HelpDeskEddy's per-ticket custom fields can result in many unique field names across a migration scope, and deduplication alone may not bring the count below 25. We inventory all observed custom field names and types during scoping, deduplicate by name, and present the consolidated list to the customer before migration. If the count still exceeds 25, the customer must archive inactive HelpDeskEddy fields before we can proceed. Tickets with archived fields receive empty values at the destination, which is expected. This constraint is a frequent blocker for migrations from HelpDeskEddy accounts with years of ad-hoc custom field additions.

  • HelpDeskEddy macros do not transfer to Gorgias Rules

    HelpDeskEddy macros run on the platform's dispatcher engine and reference internal ticket states, UI actions, and field IDs that have no equivalent in Gorgias. We do not migrate macro definitions as code. We deliver a written inventory of every HelpDeskEddy macro with its trigger, conditions, and actions, and the customer's admin rebuilds them in Gorgias Rules. Common patterns (auto-tagging on status change, assignment rules, SLA escalation) have Gorgias equivalents, but custom dispatcher logic requires manual translation. Macro inventory is part of the standard migration handover package.

  • HelpDeskEddy API has no documented bulk export or rate limit

    HelpDeskEddy's public API documentation at helpdeskeddy.com/api.html is minimal. There is no documented bulk export endpoint, rate limit, or field schema reference. We use their Postman collection as our primary integration guide and perform a pre-migration API discovery pass to enumerate available endpoints before committing to a migration plan. Customers should request a test API key during scoping so we can validate actual endpoint availability. If the API does not support bulk read for a given object, we fall back to paginated extraction with our own rate-limit handling and backoff. This discovery step adds one to three days to the scoping timeline.

  • Knowledge base URL redirects are not automated

    HelpDeskEddy knowledge base articles have distinct public URLs that will not resolve after migration to Gorgias. We deliver a URL redirect mapping as part of the handover package: each HelpDeskEddy article URL listed alongside its expected Gorgias Help Center URL. Implementing redirects is a DNS or platform-level configuration that the customer's web team handles. If the customer relies on HelpDeskEddy-hosted KB URLs in customer communications or indexed by search engines, we flag this during scoping and recommend the redirect plan before cutover.

  • Gorgias has no community forum object

    If the HelpDeskEddy migration scope includes any community forum data (discussion threads, user posts, community replies), Gorgias has no native community forum object. Discussion-style help is handled through Help Center articles and ticket-based support in Gorgias. Community threads migrate as a text export with a note in the handover that community rebuild requires a third-party forum tool (Discourse, Circle) or Gorgias's Experience Cloud integration. We flag community scope during discovery if present.

Migration approach

Six steps for a successful HelpDeskEddy to Gorgias data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

HelpDeskEddy logo

HelpDeskEddy

Source

Strengths

  • Flat per-agent pricing without per-contact or per-ticket billing traps.
  • Rapid user adoption reported in verified G2 reviews, with immediate incident resolution from deployment.
  • Visual ticket tray workflow (open/in-progress/resolved) requires no initial configuration.
  • On-premise boxed deployment available alongside cloud for data-residency compliance.
  • TOTP two-factor authentication provides a documented security baseline.

Weaknesses

  • Sparse public API documentation makes migration scoping and automation difficult to plan independently.
  • Limited third-party integrations compared to larger help desk platforms.
  • Reporting depth is insufficient for teams requiring granular closure analytics without external tooling.
  • Frequent update cycles introduce performance lags that disrupt established team workflows.
  • Knowledge base and chat history require manual re-linking to tickets after migration in most destinations.
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. 3 of 7 objects need a mapping; the rest are 1:1.

C

Overall complexity

Moderate migration

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

  • Object compatibility

    C

    3 of 7 objects need a mapping; the rest are 1:1.

  • 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

    HelpDeskEddy: Not publicly documented.

  • Data volume sensitivity

    B

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

Estimator

Estimate your HelpDeskEddy 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 HelpDeskEddy to Gorgias data migrations

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

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Most migrations land between two and three weeks for accounts under 10,000 tickets with under 20 unique custom field names. Migrations exceeding 50,000 tickets, with per-ticket field schemas requiring extensive deduplication, knowledge base article migration with translation, or a delta migration window for a live cutover move to five to seven weeks. The API discovery pass (one to three days) adds to the front of the timeline if HelpDeskEddy's documentation does not match actual endpoint availability.

Adjacent paths

Related migrations to explore

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