Helpdesk migration
Field-level mapping, validation, and rollback between Kayako and Intercom. We move data and schema; workflows are rebuilt natively in Intercom.
Kayako
Source
Intercom
Destination
Compatibility
11 of 12
objects map 1:1 between Kayako and Intercom.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Kayako to Intercom is a platform model shift, not a straightforward record copy. Kayako organizes support around individual tickets linked to Users and Organizations; Intercom centers on a unified conversational inbox where threads replace discrete ticket records. We resolve that structural difference by mapping each Kayako Conversation to an Intercom Conversation with its message thread intact, splitting multi-participant conversations where Intercom's threading model requires it, and preserving custom field values through Intercom's custom attribute system with strict field-naming rules. Knowledge Base articles transfer to Intercom's Help Center with category structure preserved, but Kayako automation rules (triggers, conditions, actions) do not export as code. We deliver a written automation inventory and SLA configuration map for the customer's admin to rebuild in Intercom Workflows and SLA tools post-migration.
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 Kayako 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.
Kayako
Conversations
Intercom
Conversations
1:1Kayako Conversations (tickets) map to Intercom Conversations. Each conversation's message thread, status (Open, Pending, Resolved, Closed), priority, assignee, and channel field transfer directly. We use the Kayako Conversations API to extract message content with author attribution and recreate the thread in Intercom with the same message ordering and timestamp sequence. Multi-participant conversations where multiple agents have replied map to a single Intercom conversation with internal notes for agent-to-agent context.
Kayako
Users
Intercom
Admins and Teammates
1:1Kayako Users (agents and admins) map to Intercom Admins and Teammates. We extract role assignments (admin vs agent), team memberships, and permission sets from Kayako and map them to Intercom's permission model (Admin, Agent, Viewer). Active and inactive status carries over; inactive Kayako users become inactive Intercom teammates. The email address is the dedupe key for matching.
Kayako
Organizations
Intercom
Companies
1:1Kayako Organization records map to Intercom Companies. The organization name, domain, custom properties, and member user list transfer. In Intercom, the Company record links to all Contact records belonging to members of that organization, preserving the shared-account context from Kayako. We resolve the Company-Contact linkage during import by matching user email domains.
Kayako
Custom Fields (on Conversations)
Intercom
Custom Attributes (on Conversations)
1:1Kayako custom fields on Conversations require API field keys (not display names) and map to Intercom custom attributes on Conversations. Intercom custom attribute names must not contain periods (.) or dollar signs ($), and values must be JSON strings, numbers, or booleans—objects and arrays are not supported as attribute values. We transform any complex Kayako custom field values (arrays, nested objects) into flattened string representations or separate attributes during the migration extract phase.
Kayako
Custom Fields (on Users)
Intercom
Custom Attributes (on Contacts/Users)
1:1Kayako custom fields on Users map to Intercom custom attributes on Contacts. The same Intercom field-naming restrictions apply (no periods, no dollar signs, string/number/boolean values only). We discover all Kayako API field keys during scoping and apply the transformation rules before writing to Intercom's Contacts API.
Kayako
Custom Fields (on Organizations)
Intercom
Custom Attributes (on Companies)
1:1Kayako custom fields on Organizations map to Intercom custom attributes on Companies. Organization-level custom fields in Kayako (for example, account tier, contract value, or renewal date) transfer to Company custom attributes in Intercom with equivalent naming transformations. We flag any field that contains an array or object value for pre-migration flattening.
Kayako
Knowledge Base Articles
Intercom
Help Center Articles
1:1Kayako Knowledge Base articles transfer to Intercom's Help Center articles. Article content (body, title, status, author, created/modified timestamps) migrates via the Kayako Knowledge Base API and writes to the Intercom Articles API. Article attachments migrate as file uploads linked to the article. We preserve the article-author attribution and view counts as custom attributes on the Intercom article record.
Kayako
KB Categories
Intercom
Collections
1:1Kayako Knowledge Base category hierarchy maps to Intercom Collections with nested folder structure. We preserve parent-child relationships during import, handling naming conflicts if the destination Intercom workspace already has collections with overlapping names. Each article's category assignment transfers as the Collection membership in Intercom.
Kayako
Tags
Intercom
Tags
1:1Kayako tags applied to Conversations migrate as Intercom conversation tags. Tags are label strings stored as an array on the conversation record. We extract the tag list from each Kayako Conversation and write the identical tag array to the corresponding Intercom Conversation during import. Tag-based routing rules do not transfer and are documented for the admin to rebuild in Intercom Workflows.
Kayako
Attachments
Intercom
Attachments
1:1Conversation message attachments in Kayako migrate as Intercom conversation attachments. The Kayako API requires separate file retrieval calls per conversation, and attachment size restrictions may apply at both source and destination. We batch file extraction by conversation, re-upload to Intercom, and link each attachment to the correct message in the conversation thread. Attachments exceeding Intercom's size limits are flagged for the customer to handle separately.
Kayako
SLA Policies
Intercom
SLA Definitions
lossyKayako SLA policies (response time, resolution time, business hours definitions) are configuration objects that do not export as data. We capture SLA metadata during discovery and deliver a written mapping document that translates each Kayako SLA tier into the equivalent Intercom SLA configuration (available on the Advanced plan and above). The customer's admin rebuilds the SLA definitions in Intercom Admin settings post-migration.
Kayako
Automations
Intercom
Workflows (documentation only)
1:1Kayako automation rules (triggers, conditions, actions) do not export as code via API. We deliver a written automation inventory that documents every active Kayako rule with its trigger event, conditions, actions, and a recommended equivalent in Intercom Workflows. The customer's admin or an Intercom implementation partner rebuilds the automation logic in Intercom's visual workflow builder. This inventory is included in the standard migration handoff package.
| Kayako | Intercom | Compatibility | |
|---|---|---|---|
| Conversations | Conversations1:1 | Mapping required | |
| Users | Admins and Teammates1:1 | Fully supported | |
| Organizations | Companies1:1 | Fully supported | |
| Custom Fields (on Conversations) | Custom Attributes (on Conversations)1:1 | Fully supported | |
| Custom Fields (on Users) | Custom Attributes (on Contacts/Users)1:1 | Fully supported | |
| Custom Fields (on Organizations) | Custom Attributes (on Companies)1:1 | Fully supported | |
| Knowledge Base Articles | Help Center Articles1:1 | Fully supported | |
| KB Categories | Collections1:1 | Fully supported | |
| Tags | Tags1:1 | Fully supported | |
| Attachments | Attachments1:1 | Mapping required | |
| SLA Policies | SLA Definitionslossy | Mapping required | |
| Automations | Workflows (documentation only)1:1 | 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.
Kayako gotchas
AI-per-resolution billing can multiply costs silently
Custom fields require API field keys, not field names
Kayako Classic and new Kayako use different export mechanisms
Outbound migration support is limited to export
API rate limits are not publicly documented
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 version confirmation
We audit the source Kayako instance across version (Classic or current cloud), total Conversations and message volume, User and Organization counts, custom field inventory (with API field keys extracted from the Kayako API), Knowledge Base article count and category structure, active automation rules, SLA policy definitions, and attachment volume. We also confirm the destination Intercom workspace plan tier (Starter, Pro, Advanced, Enterprise) because SLA configuration and custom attribute limits vary by tier. The discovery output is a written migration scope with record counts per object, a custom field transformation table, and a plan-tier recommendation if the customer has not yet provisioned Intercom.
Schema pre-creation in Intercom
We create all required Intercom custom attributes (for Companies and Contacts) before any data import, applying naming transformations to strip periods and dollar signs. We create Intercom Collections matching the Kayako Knowledge Base category hierarchy. We configure initial SLA definitions from the documented Kayako SLA policies. Any required Teams and Teammate roles are provisioned to match Kayako team assignments. Schema creation happens in a staging or non-production Intercom workspace first, validated by the customer's Intercom admin before production migration begins.
Staging migration and reconciliation
We run a full migration into the staging Intercom workspace using production-like data volume from the discovery audit. The customer's support operations lead reconciles record counts (Conversations in, Companies in, Contacts in, Articles in), spot-checks 25-50 random conversation threads against the Kayako source for message integrity and attachment presence, and validates custom attribute population. Any mapping corrections (field naming, value transformation, thread reconstruction logic) happen in staging before the production run. Sign-off on the staging migration is required before we proceed to production.
Owner and user reconciliation
We extract every distinct Kayako User referenced on Conversations, Organizations, and Knowledge Base articles and match by email against the Intercom workspace's Teammates list. Any Kayako User without a matching Intercom Teammate is added to a reconciliation queue. The customer's Intercom admin provisions missing teammates (with correct permission levels and team assignments) before production migration resumes. Migration cannot proceed past user reconciliation because message author attribution and assignment routing depend on resolved Teammate records.
Production migration in dependency order
We run production migration in record-dependency order: Teammates (provisioned in step 4), Companies (from Kayako Organizations with domain match for Contact linkage), Contacts (with company_id resolved from the Company import), Conversations (with message threads, custom attributes, tags, and SLA assignment resolved), Knowledge Base Collections (created before articles), Articles (with author and attachment references resolved), and Attachments (batched per conversation). Each phase emits a row-count reconciliation report before the next phase begins. We use adaptive polling with exponential backoff on the Kayako API to avoid rate-limit throttling.
Cutover, validation, and automation rebuild handoff
We freeze Kayako write access during cutover (or set a delta-date filter to capture final writes), run a delta migration of any records modified during the migration window, then enable Intercom as the system of record. We deliver the automation inventory document and SLA configuration map to the customer's admin team. We support a five-business-day hypercare window where we resolve any reconciliation issues raised by the support team. We do not rebuild Kayako automations as Intercom Workflows inside the migration scope; that is documented for the admin to complete or for a separate Intercom implementation engagement.
Platform deep dives
Kayako
Source
Strengths
Weaknesses
Intercom
Destination
Strengths
Weaknesses
Complexity grading
Moderate Helpdesk migration. 4 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 Kayako and Intercom.
Object compatibility
4 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
Kayako: Not publicly documented — API returns HTTP 429 when exceeded.
Data volume sensitivity
Kayako 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
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