Helpdesk migration
Field-level mapping, validation, and rollback between Siit and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Siit
Source
Gorgias
Destination
Compatibility
10 of 12
objects map 1:1 between Siit and Gorgias.
Complexity
CModerate
Timeline
2-4 weeks
Overview
Migrating from Siit to Gorgias is a cross-domain move: Siit is an ITSM platform designed for internal IT, HR, Finance, and Facilities request management inside Slack and Microsoft Teams, while Gorgias is an ecommerce customer support platform built for Shopify stores with order-aware automation. The primary migration maps Siit Requests to Gorgias Tickets and Siit People to Gorgias Customers, preserving conversation threads via API export (CSV exports omit message bodies). Siit custom form inputs migrate as a JSON blob on each ticket because they lack a fixed schema. Services catalog items, Equipment records, and Applications inventory have no Gorgias equivalent and are documented for the customer's admin to handle separately. Siit Workflows do not migrate as code. The billing model shift from Siit's per-Admin model to Gorgias's per-ticket model means provisioning strategy matters: employees who only submitted requests should not consume Gorgias agent seats, and monthly ticket volume projections should be validated against Gorgias's pricing tiers before 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 Siit 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.
Siit
Requests
Gorgias
Ticket
1:1Siit Requests map to Gorgias Tickets. The request title becomes the ticket subject, description becomes the first ticket message, and submitted_from channel metadata (slack, ms_teams, mail, employee_portal) is preserved as a custom ticket field. Status (open, pending, resolved, closed) maps to Gorgias Ticket status. Priority maps to a custom priority field. We extract all unique Siit custom_form_inputs per request type during scoping and serialize them as a JSON object attached to the ticket in a custom field siit_custom_form_data__c because Siit custom form inputs have no stable schema across organizations.
Siit
People
Gorgias
Customer
1:1Siit People records (employee directory: department, team, office location, legal entity, employment type, lifecycle stage) map to Gorgias Customers. We map name and email directly. Department, team, and employment_type migrate as custom Customer fields. Siit People with a target_uid (submitted on behalf of another person) map to a secondary field rather than the primary customer to preserve the requester's identity. Non-Admin People who only submitted requests do not consume Gorgias agent seats, which avoids a month-one billing surprise.
Siit
Communication
Gorgias
Ticket Message
1:1Siit Communication exports include outbound messages and satisfaction survey responses linked to Requests. We migrate conversation threads as Ticket Messages via the Gorgias API. Siit messages from Admins map to agent messages in Gorgias; messages from the request submitter map to customer messages. If the Communication export includes first_replied_at and first_completed_at SLA timestamps, we preserve them in custom ticket fields. CSV exports from Siit's Reporting section omit message bodies—API access is required to preserve the full thread.
Siit
Tags
Gorgias
Tag
1:1Siit Tags associated with Requests via tag_uids arrays map to Gorgias Tags on Tickets. The tagging taxonomy (how teams categorize requests: issue_type, severity, department, source) migrates as-is. We flag any tags that reference Siit-specific concepts (workflow_id, inbox_id) for the admin to reassign post-migration.
Siit
Inboxes
Gorgias
Inbox
lossySiit Inboxes route requests to specific teams or queues. Gorgias has its own Inbox concept (per-channel or unified). We map Siit Inbox assignments to Gorgias Inbox or team-based routing Rules. If the destination Gorgias account uses a single unified Inbox, we document the Siit inbox structure for manual routing configuration. Siit inbox-based routing logic (which requires human decision-making) does not automatically transfer to Gorgias Rules.
Siit
SLA Data
Gorgias
Ticket SLA (custom fields)
1:1Request records in Siit include first_replied_at and first_completed_at timestamps. SLA timers and escalation configurations export as part of request metadata. We preserve the SLA timestamps in custom ticket fields (siit_sla_first_replied__c, siit_sla_first_completed__c) for compliance reporting. Gorgias has SLA management on Enterprise plans—if the destination plan does not include SLA management, the original SLA data is preserved as metadata only without automated enforcement.
Siit
Services
Gorgias
None (documented only)
1:1Siit Services catalog items (IT service offerings with configuration metadata and category assignments) have no direct Gorgias equivalent. Gorgias does not have a services catalog or request catalog. We export the full services catalog as a structured document (service name, description, category, associated workflows) and deliver it to the customer's admin for use in a knowledge base article set or separate service portal if needed. This is not an automated migration; it is a documentation deliverable.
Siit
Applications
Gorgias
None (documented only)
1:1Siit Application inventory tracks software assets with ownership, lifecycle status, and category metadata. Gorgias does not have an asset management or CMDB module. We export application inventory as a CSV (app name, owner, lifecycle_status, assigned employee, category) and deliver it to the customer as a reference document. If the customer needs ongoing asset tracking, a dedicated CMDB tool (ServiceNow CMDB, Snipe-IT, or similar) should replace this function separately from the Gorgias migration.
Siit
Equipment
Gorgias
None (documented only)
1:1Siit Equipment records represent physical and virtual devices with lifecycle attributes, ownership, and configuration fields. Gorgias does not support equipment or device records. We export equipment inventory as a CSV (device name, type, owner, location, lifecycle_stage, assignment) and deliver it to the customer as a reference document. Facilities-heavy teams relying on Siit for device lifecycle management should evaluate a dedicated CMMS or asset management tool post-migration.
Siit
Users (Admins)
Gorgias
Agent
1:1Siit Admins (the billable resolver seat type) map to Gorgias Agents. We resolve by email match. Siit Admins with billing_settings_access (view-only on subscription) do not get a Gorgias Agent seat—only users who actively resolve tickets are provisioned as agents. Siit non-Admin employees (request submitters) map to Gorgias Customers or remain unmigrated depending on whether the customer wants historical requester records inside Gorgias.
Siit
Workflows
Gorgias
None (documented only)
1:1Siit Workflows (trigger conditions, approval chains, automated actions in the low-code builder) do not migrate to Gorgias. Gorgias Macros and Rules are structurally different from Siit Workflows and do not accept direct import. We deliver a written inventory of every active Siit Workflow with its title, trigger, conditions, actions, and state (Live, Paused, Draft) plus a recommended Gorgias equivalent (Macro, Rule, or Rule set) for each. The admin rebuilds these manually post-migration.
Siit
Custom Form Inputs
Gorgias
Ticket (custom field JSON)
lossySiit custom_form_inputs are arbitrary label/value pairs per request with no fixed schema. We extract all unique labels during the migration scan and map them to a custom Gorgias ticket field siit_custom_form_data__c stored as structured JSON: {label: value, label: value}. If the customer requests per-field mapping instead of JSON serialization, we create individual custom Ticket fields for the top-20 most common labels and serialize the remainder. This requires the customer to have custom field creation permissions in Gorgias.
| Siit | Gorgias | Compatibility | |
|---|---|---|---|
| Requests | Ticket1:1 | Fully supported | |
| People | Customer1:1 | Fully supported | |
| Communication | Ticket Message1:1 | Fully supported | |
| Tags | Tag1:1 | Fully supported | |
| Inboxes | Inboxlossy | Mapping required | |
| SLA Data | Ticket SLA (custom fields)1:1 | Fully supported | |
| Services | None (documented only)1:1 | Fully supported | |
| Applications | None (documented only)1:1 | Fully supported | |
| Equipment | None (documented only)1:1 | Fully supported | |
| Users (Admins) | Agent1:1 | Mapping required | |
| Workflows | None (documented only)1:1 | Fully supported | |
| Custom Form Inputs | Ticket (custom field JSON)lossy | Mapping required |
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.
Siit gotchas
Admin-based pricing is migration-critical for billing accuracy
Workflow state and logic do not transfer automatically
Open API requires scoping permission before migration access
Custom form inputs have no stable schema across requests
Billing ownership is restricted to the account owner
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 API access validation
We audit the source Siit account for request volume, People record count, active Workflow count and state, Communication thread density (messages per request on average), custom_form_inputs schema (all unique labels extracted), and Services catalog size. We also validate API access: if the Standard plan API is unavailable or rate limits are too restrictive for bulk extraction, we fall back to CSV exports and flag the message history gap. We pair this with a Gorgias tier recommendation based on projected monthly ticket volume and confirm that the customer has custom field creation permissions.
Object mapping design and sandbox provisioning
We design the mapping for every migratable object: Requests to Tickets, People to Customers, Communication to Ticket Messages, Tags to Tags, SLA timestamps to custom fields, Admins to Agents, and custom_form_inputs to a JSON field or per-field custom mappings. We provision a Gorgias trial or sandbox account to validate the mapping before touching production data. We document the Services, Equipment, and Applications exports as reference CSVs and the Workflow inventory as a rebuild handoff document. The mapping design document is reviewed and signed off by the customer before any data extraction begins.
Sandbox migration and reconciliation
We run a full migration into the Gorgias sandbox using production-like data volumes. The customer's admin reconciles record counts (Tickets in, Customers in, Messages in), spot-checks 20-30 random tickets against Siit source records, validates tag taxonomy preservation, and confirms that serialized custom form data is readable. Any mapping corrections happen in sandbox, not production. This phase also validates API pagination limits and any rate-limit responses that require batch-size tuning.
Admin and agent provisioning
We provision Gorgias Agents by email-matching Siit Admins who actively resolve tickets. Siit Admins with view-only billing access are not provisioned as agents. Siit non-Admin People who only submitted requests are mapped to Customers if the customer wants historical requester records; otherwise they remain unmigrated. We validate that the customer understands Gorgias ticket-based billing before this step to avoid a month-one pricing surprise. The admin reviews agent permissions and Inbox assignments before production migration.
Production migration with delta window
We run production migration in dependency order: Customers first (for lookup resolution on Tickets), then Tickets with custom_form_inputs serialized, then Ticket Messages via API (with batch chunking and exponential backoff on rate limits), then Tags, SLA timestamps, and agent assignments. SLA timestamps from Siit's first_replied_at and first_completed_at are preserved as custom fields. We run a delta migration window for any requests created or modified during the migration, then freeze Siit writes. Services, Equipment, and Applications CSVs are delivered as reference exports, not migrated records.
Cutover, validation, and automation rebuild handoff
We enable Gorgias as the system of record after the delta window closes. We deliver the Workflow inventory document (every Siit Workflow with trigger, conditions, actions, and Gorgias equivalent recommendation) to the customer's admin for manual rebuild. We deliver the Services catalog and Equipment exports as CSVs. We support a five-business-day hypercare window for reconciliation issues (missing threads, tag gaps, custom field content review). We do not rebuild Siit Workflows as Gorgias Rules, configure macros, or train agents on Gorgias—inventory and rebuild handoff only.
Platform deep dives
Siit
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 Siit 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
Siit: Not publicly documented; varies by plan tier.
Data volume sensitivity
Siit 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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