Helpdesk migration
Field-level mapping, validation, and rollback between Jelly and Intercom. We move data and schema; workflows are rebuilt natively in Intercom.
Jelly
Source
Intercom
Destination
Compatibility
8 of 10
objects map 1:1 between Jelly and Intercom.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Jelly and Intercom have fundamentally different data architectures. Jelly operates as a flat shared inbox: conversations are the primary record, team members are identified by email, and tags live inside threads without a separate API object. Intercom layers conversations over a Contact-Company model where every customer message is tied to a user or lead record inside an inbox. We resolve that structural gap during scoping by identifying whether Jelly conversations share a single contact identity or span multiple customer threads, then creating Intercom contacts and companies accordingly. Jelly publishes no public API and no bulk export mechanism; outbound migrations depend entirely on IMAP access to connected mailboxes or direct Jelly cooperation. We request IMAP credentials at discovery and pull message history thread-by-thread when available, but IMAP exposes only what the mail server retains — tags, internal assignments, and inline attachments may not be recoverable without IMAP. We do not migrate Royal Jelly's Slack integration, its roadmap features (Enhanced Contacts, Stats, Sent-mail sync), or any Jelly workflows or automation rules, because these do not have an exportable schema.
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 Jelly object lands in Intercom, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Jelly
Conversation
Intercom
Conversation (Thread)
1:1Jelly conversations map directly to Intercom conversations. The mapping preserves the full message thread with author, body, timestamp, and direction (inbound/outbound). The conversation subject is extracted from the first inbound message subject line in Jelly; if absent, a default subject is assigned at migration time. Conversation_created_at and conversation_updated_at carry the original Jelly timestamps to preserve the activity timeline in Intercom.
Jelly
Message (part of Conversation)
Intercom
Part (within Conversation)
1:1Individual messages within Jelly conversations map to Intercom conversation Parts. Author identity (agent or customer) and message body transfer cleanly. Internal notes in Jelly — messages visible only to teammates — map to Intercom's internal Part type so that the private context within threads is preserved. Author email resolves to an Intercom admin or contact record by email match.
Jelly
Conversation Assignment
Intercom
Conversation Assignee (custom attribute)
1:1A Jelly conversation is assigned to a single team member. We preserve the assignee as an Intercom conversation attribute. If the assignee email resolves to an existing Intercom teammate, the conversation is assigned directly; if not, the original assignee email is stored as a custom conversation attribute for the customer admin to resolve post-migration. Jelly has no formal user directory API, so the assignment resolution relies entirely on email matching against Intercom's teammate list.
Jelly
Team Member (identified by email)
Intercom
Admin or Teammate
1:1Jelly has no formal user directory API — team members are identified by their email address and their assignment on conversations. We extract every distinct email address referenced in conversation assignments and look up matching Intercom admins by email. Any email address without a matching Intercom teammate is flagged in a reconciliation queue at scoping so the customer admin can provision accounts before the migration run. If a Jelly team member has no conversations or assignments, they will not appear in the migration data.
Jelly
Shared Email Address
Intercom
Inbox
1:1Jelly shared email addresses are the top-level container for conversations. Each Jelly address maps to a dedicated Intercom Inbox, which is the Intercom equivalent for routing and team assignment. If the customer has multiple Jelly addresses mapped to a single team in Jelly, we consolidate them into one Intercom Inbox with a routing rule at migration time. Jelly's $29/mo tier limits teams to 3 shared addresses; Royal Jelly removes the cap. We confirm address count against the Jelly plan during scoping.
Jelly
Tag
Intercom
Tag
lossyJelly supports conversation tagging but exposes no documented API for tags. We extract tags from IMAP message headers when IMAP credentials are provided at scoping, or from a customer-supplied manual export if available. Tags are mapped to Intercom Conversation Tags by exact name match. If IMAP access is not available, tags are documented as a gap and noted in the scope — the customer admin recreates the tag set in Intercom manually post-migration.
Jelly
Attachment (inline)
Intercom
Attachment (on Conversation Part)
1:1Jelly renders email attachments inline within conversations but exposes no attachment storage API. We attempt attachment recovery through the configured IMAP connection when credentials are available, as IMAP exposes attachments as separate MIME parts. Attachment recovery is explicitly scoped: if IMAP access is absent or does not expose the full attachment set, we document the gap and note that customer-supplied manual uploads are required for any missing files. Intercom's attachment API accepts files up to 10 MB per part.
Jelly
None (no contact object in Jelly)
Intercom
Contact
lossyJelly does not maintain a standalone contact or user directory — contacts exist only as email senders within conversations. We create Intercom Contacts from every distinct customer email address found in Jelly conversation threads. The Contact email, name (from message headers), and any metadata present in Jelly message data transfer to Intercom. If Jelly customer data requires company-level grouping, we create Intercom Company records and associate Contacts during migration based on domain matching or a customer-supplied mapping.
Jelly
Slack Integration (Royal Jelly)
Intercom
None
1:1Royal Jelly's Slack integration is a live notification bridge — it sends alerts to Slack channels when new Jelly conversations arrive. This is a streaming notification, not stored data with an exportable schema. We do not migrate Slack integration configuration. The customer admin rebuilds the notification routing in Intercom using Intercom's native Slack integration or a workflow Rule, which we document in the post-migration handoff inventory.
Jelly
Enhanced Contacts / Stats (Royal Jelly, roadmap)
Intercom
None
1:1Enhanced Contacts, Stats and reporting, and Sent-mail sync are listed as forthcoming in Royal Jelly with no stable schema or delivery date. As unbuilt features, they have no migratable data. We explicitly exclude any field or object associated with these roadmap items from scope. If these features ship before a migration engagement, we re-evaluate at scoping.
| Jelly | Intercom | Compatibility | |
|---|---|---|---|
| Conversation | Conversation (Thread)1:1 | Fully supported | |
| Message (part of Conversation) | Part (within Conversation)1:1 | Fully supported | |
| Conversation Assignment | Conversation Assignee (custom attribute)1:1 | Fully supported | |
| Team Member (identified by email) | Admin or Teammate1:1 | Fully supported | |
| Shared Email Address | Inbox1:1 | Fully supported | |
| Tag | Taglossy | Fully supported | |
| Attachment (inline) | Attachment (on Conversation Part)1:1 | Fully supported | |
| None (no contact object in Jelly) | Contactlossy | Fully supported | |
| Slack Integration (Royal Jelly) | None1:1 | Not supported | |
| Enhanced Contacts / Stats (Royal Jelly, roadmap) | None1:1 | 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.
Jelly gotchas
No documented API for data export
Per-address conversation cap on Jelly tier
Royal Jelly roadmap features are not shippable migration targets
Attachment export not accessible via API
Intercom gotchas
S3 JSON export omits conversation transcripts
Workspace isolation prevents workflow migration
Fin AI resolution fees compound with automation success
Two-year conversation history limit on historical export
Private app rate limits share workspace quota
Pair-specific challenges
Migration approach
Discovery and IMAP access audit
We audit the Jelly workspace: shared address count, conversation volume estimate, team member count, any Royal Jelly tier features in use, and whether IMAP is configured on the connected mailboxes. IMAP credential access is the primary gating factor for this migration — without it, conversation threads transfer from Jelly's internal view but attachments, tags, and message headers are not available. We request IMAP credentials at scoping and run a test pull of 20-50 messages to confirm what the connection exposes before confirming the migration scope. The discovery output is a written scope document specifying what transfers, what requires manual upload post-migration, and what cannot be recovered.
Intercom workspace provisioning
We configure the Intercom workspace before migration begins: create inboxes mapped to each Jelly shared address, create the team and teammate structure based on Jelly team member emails, and configure any custom conversation attributes needed to carry Jelly's assignee, tag, or internal-note data. If Jelly has company-level data (multiple contacts sharing a domain or linked in Jelly's internal view), we create Intercom Company records and associate them with Contacts during migration. If Jelly conversations span multiple customer identities, we design the Contact creation strategy — one contact per Jelly thread or one contact per customer email — and document the logic in the scope.
Sandbox migration and mapping validation
We run a migration of 50-100 sample conversations into a non-production Intercom environment, preserving message threading, assignee mapping, and IMAP-attached files where available. The customer reviews a representative sample of migrated records against the Jelly source and confirms the mapping logic before we proceed to production migration. Any corrections to the Contact creation strategy, tag mapping, or assignee resolution happen in this phase. Jelly has no API and no sandbox, so this test run against a staging Intercom workspace is the only validation step before production.
Contact and Company seed
Before any conversation migration, we seed Intercom with Contacts created from every distinct customer email address found in Jelly conversations. If Jelly data includes company context, we create Intercom Companies first and then associate Contacts by domain match or a customer-supplied mapping. IMAP-based contacts (where Jelly holds no structured contact record) are created with whatever name and metadata appears in message headers. Any Contacts that cannot be resolved are flagged in the reconciliation report for the customer admin to handle.
Production migration in dependency order
We migrate conversations in chronological order, creating Intercom conversations linked to seeded Contacts, carrying the assignee as a native or custom attribute, tagging from IMAP headers or manual exports, and attaching files from IMAP where available. Jelly has no API, so we extract from IMAP thread-by-thread and push to Intercom's REST API with rate-limit handling and retry logic. We set a freeze window on the Jelly workspace at the agreed cutover time and run a final delta pass to capture any conversations created or modified since the migration start date. Attachments that could not be recovered from IMAP are listed in a manual upload checklist for the customer admin.
Cutover, validation, and post-migration handoff
We direct email forwarding from Jelly shared addresses to the new Intercom inboxes and confirm that incoming messages route correctly. We deliver a migration reconciliation report showing record counts, any gaps from IMAP limitations, and the manual upload checklist for unrecoverable attachments. We deliver a written inventory of Jelly workflows, Royal Jelly Slack integrations, and any automation the customer had configured — this is for the customer admin to rebuild in Intercom, as these objects are not migratable. We offer a one-week post-cutover hypercare window to resolve any data issues raised during the first days of live Intercom operation.
Platform deep dives
Jelly
Source
Strengths
Weaknesses
Intercom
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 Jelly and Intercom.
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
Jelly: Not publicly documented.
Data volume sensitivity
Jelly 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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