Helpdesk migration
Field-level mapping, validation, and rollback between Kapture CX and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Kapture CX
Source
Gorgias
Destination
Compatibility
8 of 14
objects map 1:1 between Kapture CX and Gorgias.
Complexity
CModerate
Timeline
4-8 weeks
Overview
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.
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 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
Gorgias
Ticket
1:1Kapture 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
Gorgias
Customer
1:1Kapture 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
Gorgias
Customer (company_data field)
many:1Kapture 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
Gorgias
Agent
1:1Kapture 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
Gorgias
Group
lossyKapture 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
Gorgias
Help Center Article
1:1Kapture 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
Gorgias
Macro
1:1Kapture 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
Gorgias
(configuration export)
lossyKapture 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
Gorgias
(rule audit export)
lossyKapture 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
Gorgias
Ticket (message history)
1:1Kapture 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
Gorgias
Attachment
1:1File 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
Gorgias
Tag
1:1Kapture 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
Gorgias
Tag (routing) + Group (permissions)
1:manyKapture 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
Gorgias
Custom Field
lossyKapture 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.
| Kapture CX | Gorgias | Compatibility | |
|---|---|---|---|
| Ticket | Ticket1:1 | Fully supported | |
| Contact | Customer1:1 | Fully supported | |
| Company | Customer (company_data field)many:1 | Fully supported | |
| Agent | Agent1:1 | Fully supported | |
| Team | Grouplossy | Fully supported | |
| Knowledge Base Article | Help Center Article1:1 | Fully supported | |
| Canned Response | Macro1:1 | Fully supported | |
| SLA Policy | (configuration export)lossy | Fully supported | |
| Workflow and Automation | (rule audit export)lossy | Fully supported | |
| Conversation and Thread | Ticket (message history)1:1 | Fully supported | |
| Attachment | Attachment1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Folder and Queue | Tag (routing) + Group (permissions)1:many | Fully supported | |
| Custom Ticket Field | Custom Fieldlossy | 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.
Kapture CX gotchas
GenAI Knowledge Base does not export AI configuration
Per-user agent pricing inflates migration scope
Workflow automations require manual rebuild in most destinations
Voice call transcripts live in a separate object with unique export constraints
Multi-language KB articles may not preserve formatting in export
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 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.
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.
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.
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.
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.
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
Kapture CX
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 Kapture CX 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
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
Kapture CX 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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