Helpdesk migration

Migrate from Kapture CX to Gorgias

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

Kapture CX logo

Kapture CX

Source

Gorgias

Destination

Gorgias logo

Compatibility

57%

8 of 14

objects map 1:1 between Kapture CX and Gorgias.

Complexity

CModerate

Timeline

4-8 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from Kapture CX to Gorgias is a platform-native migration with two critical schema differences: Kapture CX stores Companies as a separate object while Gorgias uses a flat Customer record with company data embedded; and Kapture CX folders and queues require mapping to Gorgias's tag and team permission model. We resolve both during scoping. Historical SLA Policies, Auto-Trigger workflows, and Contextual SOPs export as JSON documentation rather than executing in Gorgias, which uses its own rule engine. GenAI Knowledge Base articles lose their relevance rankings and NLP tuning on export because Kapture's AI configuration layer does not expose via API; we flag the full article list so the customer can run a knowledge-base reindex in Gorgias. Voice call transcripts and signed recording URLs are cached during the migration window and updated to point to a customer-controlled storage bucket so recordings remain accessible after source decommission.

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

Kapture CX logo

Kapture CX

What's pushing teams away

  • Onboarding complexity generates early churn—multiple reviewers describe a challenging initial phase taking four weeks or longer to understand workflows, routing rules, and the unified desktop.
  • Notification sound gaps create SLA violations—agents miss emails because the platform lacks audible alerts for incoming tickets, directly impacting First Response Time metrics.
  • Search functionality disappoints support teams with large knowledge bases; reviewers cite poor search relevance and slow retrieval when agents try to surface canned responses or KB articles.
  • Reporting dashboards require configuration expertise; while the analytics module exists, customers report that meaningful insights demand customization beyond default settings.
  • GenAI features are tier-gated behind the Professional or Enterprise plan, which frustrates small teams that selected Kapture based on marketing claims about AI-first capabilities.

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 Kapture CX objects map to Gorgias

Each row shows how a Kapture CX 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.

Kapture CX

Ticket

maps to

Gorgias

Ticket

1:1
Fully supported

Kapture CX Tickets migrate 1:1 to Gorgias Tickets, preserving the unique ticket ID, source channel (email, chat, WhatsApp, voice), status (open, pending, resolved, closed), priority (low, medium, high, urgent), assignee, and queue assignment. Custom ticket field values (dropdowns, checkboxes, date fields, numeric fields) migrate to Gorgias custom fields on the Ticket object. Internal notes and public replies thread under the ticket and are preserved with author and timestamp intact.

Kapture CX

Contact

maps to

Gorgias

Customer

1:1
Fully supported

Kapture CX Contacts (Customer 360 profiles) map directly to Gorgias Customers. Name, email address, phone number, and company association migrate cleanly. We deduplicate against the destination using email as the primary key. Custom contact properties migrate to Gorgias Customer custom fields. The customer's original Kapture CX contact ID is preserved in a custom field for audit traceability.

Kapture CX

Company

maps to

Gorgias

Customer (company_data field)

many:1
Fully supported

Kapture CX Company records (organization-level profiles with industry, size, and address) require a merge because Gorgias does not have a separate Company or Account object. Company name, industry, and address data embed into the Gorgias Customer record under company_data. Where Kapture CX contacts share a parent company, the merged company_data is replicated on each Customer record. If the customer uses a separate CRM alongside Gorgias, we flag the Company object for that integration rather than duplicating data in Gorgias.

Kapture CX

Agent

maps to

Gorgias

Agent

1:1
Fully supported

Kapture CX Agent records (name, email, role, team membership) map to Gorgias Agents by email match. Role names (Admin, Supervisor, Agent) in Kapture CX do not map directly to Gorgias's permission model, so we map permissions at the feature level based on the agent's functional access rather than the title. Any Kapture CX agent without a matching Gorgias account goes to a reconciliation queue for the customer's admin to provision before migration.

Kapture CX

Team

maps to

Gorgias

Group

lossy
Fully supported

Kapture CX Teams group agents and route tickets by team-based assignment rules. Gorgias does not have a hierarchical team object; it uses a flat group model for permissions and a tag-based routing system for queue assignment. We convert Kapture CX team structures to Gorgias Groups, mapping team-based routing rules to Gorgias Rules with tag conditions. The customer's admin reviews the mapping before migration to confirm that team-level SLAs map to the appropriate Gorgias inbox or routing rule.

Kapture CX

Knowledge Base Article

maps to

Gorgias

Help Center Article

1:1
Fully supported

Kapture CX Knowledge Base Articles organized in Categories migrate to Gorgias Help Center Articles. Article text, structure, attachments, and internal/external visibility flags transfer 1:1. HTML-based article bodies are converted to Gorgias-compatible Markdown or HTML during import preparation. Non-English content with specialized character sets receives UTF-8 normalization before migration. AI-enabled articles with relevance ranking and NLP tuning from the GenAI Knowledge Base are flagged explicitly; Kapture's AI configuration layer does not expose via standard export, so relevance rankings are not transferred and require reindexing post-migration.

Kapture CX

Canned Response

maps to

Gorgias

Macro

1:1
Fully supported

Kapture CX Canned Responses scoped to folders or queues migrate to Gorgias Macros. The response body, shortcut trigger, and folder assignment transfer. Language tokens and dynamic variable placeholders in Kapture are mapped to Gorgias's macro variable syntax (such as {{customer.name}} or {{ticket.url}}). Folders containing canned responses map to macro categories in Gorgias. We flag any canned response that uses Kapture-specific token formats not supported in Gorgias for manual adjustment before migration.

Kapture CX

SLA Policy

maps to

Gorgias

(configuration export)

lossy
Fully supported

Kapture CX SLA Policies defining First Response Time and Resolution Time targets per priority level or queue do not migrate as executable configurations in Gorgias, which uses its own SLA rule engine. We export SLA Policies as structured JSON documentation covering trigger conditions, response windows, and escalation actions. This documentation is delivered to the customer's admin for rebuilding in Gorgias's SLA configuration UI. Calendar-based SLA windows in Kapture map to business hours settings in Gorgias; we document the mapping explicitly to avoid SLA drift at cutover.

Kapture CX

Workflow and Automation

maps to

Gorgias

(rule audit export)

lossy
Fully supported

Kapture CX Auto-Trigger rules, Contextual SOPs, and escalation workflows are Kapture-specific rule-engine configurations that export as JSON but cannot auto-deploy to Gorgias's rule system, which uses a different trigger, condition, and action model. We deliver a complete rule-audit export listing every active automation with its trigger conditions, conditions, actions, and recommended Gorgias Rules equivalent. The customer's admin rebuilds automations in Gorgias using the delivered mapping guide. This is one of the most frequently underestimated post-migration tasks, which is why we surface it explicitly during scoping.

Kapture CX

Conversation and Thread

maps to

Gorgias

Ticket (message history)

1:1
Fully supported

Kapture CX Conversations across email, chat, WhatsApp, social, and voice transcript channels are stored as message entries under a Ticket. We preserve the full thread including internal notes and public replies. Attachments inline in conversations migrate as ticket attachments. Voice transcripts associated with the Conversation object transfer as message content within the ticket thread.

Kapture CX

Attachment

maps to

Gorgias

Attachment

1:1
Fully supported

File attachments stored against tickets and knowledge base articles migrate to Gorgias up to the destination size limit (typically 25 MB per file). We migrate inline images and standard document attachments. Files exceeding the Gorgias size limit are flagged during the pre-migration audit, and a storage plan (Gorgias media hosting or a customer-controlled S3 bucket with link references) is agreed upon before migration. Files linked via signed URLs that expire are cached and re-hosted during the migration window to ensure post-decommission accessibility.

Kapture CX

Tag

maps to

Gorgias

Tag

1:1
Fully supported

Kapture CX tags (flat labels applied to tickets) migrate 1:1 to Gorgias Tags. Tag names are preserved exactly. Where Kapture CX uses tags for folder-based organization, we map those to Gorgias Tags with a naming convention (prefix FOLDER: or QUEUE:) that the customer confirms before migration. Tags applied to knowledge base articles map to Gorgias Help Center article tags.

Kapture CX

Folder and Queue

maps to

Gorgias

Tag (routing) + Group (permissions)

1:many
Fully supported

Kapture CX Folders define ticket organization and Queues define routing with agent team references. Since Gorgias does not have separate folder and queue objects, we split this into two concepts: routing intelligence maps to Gorgias Tags (with the original folder or queue name preserved), and permission scoping maps to Gorgias Groups. Where a Kapture CX queue references an agent team, both the tag and group assignments apply to migrated tickets so routing and access control are preserved simultaneously. This split requires customer confirmation during scoping because the routing and permission implications are use-case-specific.

Kapture CX

Custom Ticket Field

maps to

Gorgias

Custom Field

lossy
Fully supported

Kapture CX custom fields on tickets (dropdown, checkbox, date, numeric, text) migrate to Gorgias Custom Fields on the Ticket object. We pre-create the destination custom field schema in Gorgias (label, type, required flag, priority order matching Kapture CX) before any data import. Field metadata and all data values transfer. Validation rules specific to Kapture CX (such as conditional required fields based on ticket channel) are documented as part of the rule-audit export for manual configuration in Gorgias after migration.

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.

Kapture CX logo

Kapture CX gotchas

High

GenAI Knowledge Base does not export AI configuration

High

Per-user agent pricing inflates migration scope

Medium

Workflow automations require manual rebuild in most destinations

Medium

Voice call transcripts live in a separate object with unique export constraints

Low

Multi-language KB articles may not preserve formatting in export

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

  • GenAI Knowledge Base loses relevance rankings on export

    Kapture CX's GenAI Knowledge Base stores article relevance rankings, auto-suggest models, and NLP tuning that are not accessible via the standard export API. When migrating to Gorgias, these AI-driven surfacing settings are lost entirely. Article text and structure migrate normally; only the AI context layer is dropped. We flag the full list of AI-enabled articles during scoping so the customer can plan a knowledge-base reindex effort in Gorgias's Help Center. Customers relying on GenAI KB for agent-facing auto-suggest should treat this as a high-priority post-migration task rather than assuming the KB performs identically after migration.

  • Auto-Trigger and Contextual SOP workflows require manual rebuild

    Kapture CX Auto-Trigger rules, Contextual SOPs, and escalation workflows export as JSON but do not auto-deploy to Gorgias's rule system, which uses different trigger types, conditions, and actions. We deliver a structured rule-audit export and recommend a dedicated automation-mapping session post-migration. Customers consistently underestimate this effort because it is not visible as a data migration problem during sales conversations. We surface it upfront so it is factored into the project timeline and admin workload from day one of the migration.

  • Voice call transcripts require signed-URL cache management

    Voice interactions in Kapture CX generate transcripts stored under the Conversation object with a distinct channel type. The call recording URL is a signed link that may expire after source decommission. We cache recording references during the migration window and update links to point to Kapture-exported recordings stored in a customer-controlled bucket, ensuring transcripts and recordings remain accessible after the source system is decommissioned. This step requires a brief source read-access window coordinated with the Kapture CX admin during cutover.

  • Gorgias AI Agent requires a separate subscription from base plan

    Gorgias AI Agent (the conversational AI for e-commerce that handles automated ticket resolution) is not included in the base plan at all tiers. Teams moving from Kapture CX's bundled Agent Co-Pilot and auto-ticket summary features (which are included in Professional and Enterprise) may encounter unexpected add-on costs in Gorgias. We surface this pricing distinction during scoping so the customer's cost model reflects the full Gorgias stack post-migration, not just the base seat plan. This gotcha is specific to the Kapture CX to Gorgias direction because Kapture bundles these capabilities at the Professional tier.

  • Multi-language KB articles may lose formatting in export

    Knowledge Base articles with non-English content or specialized character sets may lose rich-text formatting during XML or JSON export from Kapture CX. We run a pre-migration encoding audit on all KB articles and apply UTF-8 normalization where needed. HTML-based article bodies are converted to Gorgias-compatible Markdown or HTML during the import preparation phase. Articles in Indic scripts, Cyrillic, or Arabic character sets receive explicit formatting verification after conversion before being marked as migrated.

Migration approach

Six steps for a successful Kapture CX to Gorgias data migration

  1. Discovery and scoping

    We audit the source Kapture CX instance across tier (Essential, Professional, Enterprise), custom ticket fields, custom objects, folder and queue structure, agent count, active SLA policies, active Auto-Trigger workflows, knowledge base article count with AI-flagging, engagement volume (calls, emails, chats, WhatsApp messages), and attachment total. We pair this with a Gorgias edition review to confirm which tier matches the customer's migrated feature set. The discovery output is a written migration scope with object inventory, volume estimate, and a custom object mapping plan for any Kapture CX custom objects not supported in Gorgias.

  2. Schema pre-creation in Gorgias

    We create all destination custom fields, tags, groups, and Help Center article categories in Gorgias before any data migration begins. Custom fields are named and typed to match Kapture CX field names, with priority ordering mirroring the source layout. Tags receive a naming convention agreed upon during scoping. Groups are created with the agent roster from the Kapture CX Teams export. This phase runs against a Gorgias staging environment for validation before production deployment.

  3. Kapture CX data extraction and transform

    We extract Kapture CX data via the documented REST API and internal export tools, covering Tickets, Contacts, Companies, Agents, Teams, Knowledge Base Articles, Canned Responses, Tags, and Custom Field values. The transform layer applies the mapping rules: Companies merge into Customer records, Folders and Queues split into Tags and Group assignments, SLA Policies and Auto-Trigger workflows export as JSON documentation rather than data records, and GenAI Knowledge Base articles are flagged for post-migration reindex. Voice transcript URLs are cached to a temporary customer-controlled bucket during this phase.

  4. Demo migration and reconciliation

    We run a full migration into the Gorgias production environment using a subset of representative data (typically the most recent 90 days of tickets, a sample of the full customer base, and a complete knowledge base). The customer's support operations lead reconciles record counts, spot-checks 30-50 records against the Kapture CX source, and verifies that routing logic from queue assignments maps correctly to Gorgias tags and groups. Any mapping corrections happen in this phase, not in production migration.

  5. Production migration in dependency order

    We run production migration in record-dependency order: Groups (agents assigned), Customers (from Contacts with company_data merged from Companies), Help Center Articles (categories created first), Macros (from Canned Responses), Tags (from Kapture CX tags and folder/queue split), Custom Fields on Tickets, then Tickets with all message threads and internal notes. Each phase emits a row-count reconciliation report before the next phase begins. Delta migration captures any records modified during the cutover window before source decommission.

  6. Cutover, validation, and rule-rebuild handoff

    We freeze Kapture CX writes during cutover, run a final delta migration of records modified during the window, and hand over the SLA Policy and Auto-Trigger rule-audit exports to the customer's admin team for rebuild in Gorgias Rules. We deliver a written inventory of all reports and dashboards requiring rebuild in Gorgias Analytics. We support a five-business-day hypercare window where we resolve reconciliation issues raised by the customer's support team. We do not rebuild Kapture CX automations as Gorgias Rules inside the migration scope; that is a separate configuration engagement.

Platform deep dives

Context on both ends of the pair

Kapture CX logo

Kapture CX

Source

Strengths

  • Omnichannel unification brings email, voice, WhatsApp, chat, and social into a single ticket view
  • Agent Co-Pilot and auto-ticket summary features reduce handle time on high-volume queues
  • Smart routing based on expertise, availability, and urgency is well-implemented and configurable
  • 1,000+ pre-built integrations covers major ERPs, CRMs, and communication platforms
  • Gartner Peer Insights Customers' Choice recognition and 1000+ enterprise customer base signal product maturity

Weaknesses

  • Steep onboarding curve requires weeks of configuration before teams are productive
  • Notification sound absence causes SLA misses that are difficult to diagnose post-incident
  • Search across knowledge base and tickets is inconsistent, slowing agent efficiency
  • GenAI features are tier-gated and require Professional or Enterprise plan to activate
  • Reporting dashboards demand significant customization effort to surface actionable insights
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 Kapture CX 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

    Kapture CX: Not publicly documented in the public developer docs; rate limiting is acknowledged but specific limits are provided upon API onboarding.

  • Data volume sensitivity

    B

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

Estimator

Estimate your Kapture CX 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 Kapture CX to Gorgias data migrations

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

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Straightforward migrations under 50,000 tickets and 20,000 customers with no custom objects, a clean knowledge base, and a manageable folder structure land between four and eight weeks. Migrations with multiple custom ticket fields, a knowledge base exceeding 1,000 articles, complex folder and queue hierarchies, or attachments totaling over 10 GB move to ten to fourteen weeks because of KB reformatting, routing rule mapping, and file chunking. GenAI Knowledge Base reindexing post-migration is a separate task that runs parallel to, but outside, the data migration timeline.

Adjacent paths

Related migrations to explore

Ready when you are

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