Helpdesk migration
Field-level mapping, validation, and rollback between Sagicc and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Sagicc
Source
Gorgias
Destination
Compatibility
10 of 12
objects map 1:1 between Sagicc and Gorgias.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Sagicc to Gorgias is a pivot from a Latin American omnichannel contact-center platform to an eCommerce-native helpdesk built for Shopify brands. Sagicc centralizes WhatsApp, voice, chat, email, and social into a single ticket workspace with SLA management; Gorgias focuses on order-lookup automation, per-ticket pricing, and Shopify store integration. We resolve the Sagicc Cases-to-Gorgias-Tickets mapping, preserve agent-to-agent assignments, and document WhatsApp Business API templates that must be re-submitted to Meta under the new business account. Sagicc Flow Rules (automations) do not migrate; we deliver a written inventory of each rule with a Gorgias Automate equivalent for the customer's admin to rebuild post-migration. The Sagicc API is gated behind the Enterprise tier, so we confirm plan status before designing the extraction approach.
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 Sagicc 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.
Sagicc
Case
Gorgias
Ticket
1:1Sagicc Cases map directly to Gorgias Tickets. The Case number, subject, status, priority, channel source, assigned agent, team, created-at timestamp, and updated-at timestamp migrate as Ticket ID, subject, status, priority, channel, agent, team, created-at, and updated-at. Sagicc custom fields on Cases map to Gorgias custom fields with object_type=Ticket. We preserve the original Sagicc case ID as an external_id field so the customer can cross-reference back to source data during the validation window.
Sagicc
Contact
Gorgias
Customer
1:1Sagicc Contacts map to Gorgias Customers. Name, email, phone number, document/ID fields, language, and timezone migrate. Sagicc custom fields on Contacts map to Gorgias custom fields with object_type=Customer. The Gorgias Customer object does not have a native SLA tier or account-type field; we create a custom field sagicc_account_type__c to preserve this value if it exists on the source.
Sagicc
Conversation
Gorgias
Ticket message
1:1Sagicc Conversations (message threads within a Case across all channels including WhatsApp, chat, email, SMS, Facebook, Instagram, Telegram, and web widget) migrate as message records attached to the corresponding Gorgias Ticket. Each message preserves the sender type (customer, agent, bot), message content, channel attribution, and timestamp. WhatsApp messages include the message direction (inbound/outbound) and template name if applicable.
Sagicc
Agent
Gorgias
Agent
1:1Sagicc Agents map to Gorgias Agents by email match. Agent name, role, team assignment, and active/inactive status migrate. We resolve agents by email address during migration; any Sagicc Agent without a matching Gorgias Agent email is held in a reconciliation queue for the customer's admin to provision before ticket import begins.
Sagicc
Team
Gorgias
Team
1:1Sagicc Teams map to Gorgias Teams. Team name and team-to-agent membership migrate. Team-level SLA assignments in Sagicc are documented as part of the SLA configuration inventory and are not applied programmatically because Gorgias SLA management uses different rule structures.
Sagicc
Knowledge Base Article
Gorgias
Help Center Article
1:1Sagicc Knowledge Base articles migrate to Gorgias Help Center articles with article title, body content, category assignments, and publication status. Formatting and embedded media assets transfer where possible but may require manual review post-migration due to differences in rich-text rendering between platforms. Sagicc article folders map to Gorgias Help Center categories.
Sagicc
Flow Rule (Automation)
Gorgias
Automate Rule (documentation only)
lossySagicc Flow Rules (automatic routing, case assignment, canned responses, triggers, and delays) are exported as a written inventory with the rule name, trigger conditions, actions, and a recommended Gorgias Automate equivalent. We do not migrate Flow Rules as code because the rule structure and action types differ between Sagicc's builder and Gorgias Automate's Quick Response Flows and Order Management Flows. The customer's admin rebuilds these using the documented inventory as a blueprint.
Sagicc
SLA Configuration
Gorgias
SLA Rule (documentation only)
lossySagicc SLA definitions (first-response time, resolution time, business hours, per-team and per-channel assignments) are exported as a written SLA inventory with field-level detail. Gorgias SLA management uses different rule structures and is configured per team or channel within the platform. We document the current SLA values, the team and channel assignments, and the Gorgias equivalent configuration path for the admin to rebuild.
Sagicc
Block List
Gorgias
Block List (flagged for manual review)
1:1Sagicc Block List entries (contacts, accounts, or domains suppressed from interaction) are exported in full. Gorgias does not have a native Block List equivalent at the customer level. We export the complete list and flag each entry by email domain or contact email so the customer can create manual suppressions in Gorgias or configure email filtering rules.
Sagicc
Tag
Gorgias
Tag
1:1Tags applied to Sagicc Cases for categorization and filtering migrate to Gorgias Ticket Tags. Tag names and associations are preserved. The customer should review the migrated tag taxonomy post-migration to ensure consistent naming conventions between platforms.
Sagicc
Attachment
Gorgias
Attachment
1:1File attachments within Sagicc Cases (documents, images, uploaded files) and Knowledge Base articles migrate as binary files attached to the corresponding Gorgias Ticket or Help Center Article. File association to the parent record is preserved during transfer.
Sagicc
Channel Configuration
Gorgias
Channel (partial migration)
1:1Sagicc channel configurations (WhatsApp Business API, web chat widget, cloud telephony, email, Facebook, Instagram, SMS) are documented as a channel inventory. WhatsApp Business API credentials and active templates require re-approval under the customer's new Meta Business account in Gorgias. Email channel configuration migrates as SMTP settings documented for manual entry in Gorgias. Social channels (Facebook, Instagram) require re-authentication in the Gorgias integrations settings.
| Sagicc | Gorgias | Compatibility | |
|---|---|---|---|
| Case | Ticket1:1 | Fully supported | |
| Contact | Customer1:1 | Fully supported | |
| Conversation | Ticket message1:1 | Fully supported | |
| Agent | Agent1:1 | Fully supported | |
| Team | Team1:1 | Fully supported | |
| Knowledge Base Article | Help Center Article1:1 | Fully supported | |
| Flow Rule (Automation) | Automate Rule (documentation only)lossy | Fully supported | |
| SLA Configuration | SLA Rule (documentation only)lossy | Fully supported | |
| Block List | Block List (flagged for manual review)1:1 | Mapping required | |
| Tag | Tag1:1 | Fully supported | |
| Attachment | Attachment1:1 | Fully supported | |
| Channel Configuration | Channel (partial migration)1:1 | 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.
Sagicc gotchas
API access requires Enterprise tier
Usage-based channel charges are not included in plan price
WhatsApp Business API templates require re-approval in destination
Block List entries may have no destination equivalent
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
Scoping and plan verification
We audit the source Sagicc account across plan tier, record volume (Cases, Contacts, Conversations by channel), active Flow Rules, SLA configurations, Block List entries, and Knowledge Base article count. We verify whether Enterprise tier is active to confirm API access. We also audit the destination Gorgias account for existing Users, Teams, and any pre-configured Help Center categories. The scoping output is a written migration scope with record counts, channel breakdown, and a recommendation on whether API extraction or admin export is the appropriate data extraction path.
Data extraction via API or admin export
If Sagicc Enterprise is active, we extract Cases, Contacts, Conversations, Agents, Teams, and Knowledge Base articles via the Sagicc RESTful API using token authentication with JSON request/response format. If Enterprise is not active, we use admin export tools to extract structured data and coordinate with the customer on file preparation. WhatsApp Business API template status is documented separately during this phase. We flag any custom fields that require type mapping and document the Block List for manual destination entry.
Schema design and Gorgias preparation
We create the destination schema in Gorgias including custom fields on Ticket and Customer objects (mapped from Sagicc custom field definitions), Teams (matched to Sagicc team structure), Help Center categories (mapped from Sagicc Knowledge Base folder hierarchy), and a tag taxonomy based on Sagicc case tags. We configure channel integrations (WhatsApp, email, social) in Gorgias during this phase, noting that WhatsApp templates require Meta re-approval before activation.
Sample migration and reconciliation
We run a sample migration using a representative subset of data (typically 50-100 Cases with associated Contacts, Conversations, and Attachments) into the destination Gorgias account. The customer's team reviews the migrated Tickets and Customers, checks conversation message ordering, verifies agent assignments, and spot-checks custom field values against the Sagicc source. We correct any mapping errors identified in the sample before proceeding to full migration.
Full migration in dependency order
We run the full migration in record-dependency order: Agents (validated against Gorgias Users), Teams, Customers (from Sagicc Contacts), Tickets (from Sagicc Cases with Customer and Agent lookups resolved), Conversation messages (attached to Tickets), Attachments (linked to Tickets or Help Center Articles), Tags, and Knowledge Base articles. SLA configurations, Flow Rules, and Block List entries are exported as documentation during this phase rather than applied programmatically. We run API calls with exponential backoff and batch chunking to handle rate limits gracefully.
Cutover, validation, and documentation delivery
We freeze Sagicc writes during cutover, run a final delta migration of any records modified during the migration window, then enable Gorgias as the system of record. We deliver the Flow Rule inventory document, the SLA configuration inventory, and the Block List file to the customer's admin team. We support a one-week hypercare window where we resolve reconciliation issues raised by the support team. We do not rebuild Sagicc Flow Rules as Gorgias Automate rules within the migration scope; that is a separate engagement or an internal admin task.
Platform deep dives
Sagicc
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 Sagicc 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
Sagicc: Not publicly documented.
Data volume sensitivity
Sagicc 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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Category
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