Helpdesk migration
Field-level mapping, validation, and rollback between Stonly and Freshdesk. We move data and schema; workflows are rebuilt natively in Freshdesk.
Stonly
Source
Freshdesk
Destination
Compatibility
6 of 10
objects map 1:1 between Stonly and Freshdesk.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Stonly to Freshdesk is a content-first migration across fundamentally different platform types. Stonly organizes support around interactive branching Guides and Knowledge Bases; Freshdesk organizes around Contacts, Organizations, and Tickets with a separate knowledge base module. We export full guide content including step text, embedded media, branching tree JSON, and category hierarchy from Stonly, then reconstruct it as Freshdesk Knowledge Base articles and categories. The Stonly Widget, which embeds guides on external sites, has no direct Freshdesk equivalent; we document the Freshdesk Marketplace app option and flag where agent-assist use cases require Freshdesk's own in-app guidance tooling. Stonly Triggers and automation rules do not migrate because Freshdesk's automation model uses ticket-based conditions and agent-group routing that does not replicate Stonly's guide-delivery targeting logic. We deliver an analytics snapshot as CSV at migration time and a written rebuild inventory for any branching trees the content team needs to re-author.
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 Stonly object lands in Freshdesk, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Stonly
Guide
Freshdesk
Knowledge Base Article
1:1Each Stonly Guide maps to one or more Freshdesk Knowledge Base articles. We export full step text, media attachments, and in-guide variable configurations as structured data. The branching tree structure is exported as JSON in our mapping manifest but requires manual reconstruction in Freshdesk's article editor because Freshdesk does not natively support conditional step paths. We provide a branching map document that the content team uses to recreate decision trees as separate articles, linked sections, or article subsections.
Stonly
Knowledge Base
Freshdesk
Knowledge Base Category
1:1Stonly Knowledge Bases map to Freshdesk Knowledge Base Categories. We preserve the KB name, description, slug structure, and category ordering. We also preserve the folder and subfolder hierarchy inside each KB as Freshdesk section names. Guide-to-KB assignments are recorded as article-to-category associations in the export manifest.
Stonly
Guide Media Attachments
Freshdesk
Article Attachments
1:1Media files embedded in Stonly guides (images, screenshots, downloadable assets) are extracted and reattached to the corresponding Freshdesk Knowledge Base article. We preserve original file names and, where available, alt text for accessibility compliance. Large media files over Freshdesk's attachment size limits are flagged during scoping for manual re-upload.
Stonly
Stonly Widget
Freshdesk
Freshdesk Marketplace App or Agent-assist documentation
lossyThe Stonly Widget is a site-side JavaScript snippet that launches guides on external websites. Freshdesk does not have a native equivalent that delivers guided content on external customer-facing sites. The Freshworks Marketplace lists the 'Stonly scripted guides for agents' app, which surfaces Stonly guides inside Freshdesk tickets for agent assist use cases, but it does not replace a customer-facing embedded widget. We document the customer's current widget deployment URLs so the destination team can plan replacement content delivery if needed.
Stonly
Triggers
Freshdesk
Freshdesk Automations (rebuild required)
lossyStonly Triggers define when and to whom guides are shown based on URL, user actions, or user property conditions. Freshdesk's automation rules operate on ticket-level events (ticket creation, status change, agent assignment) rather than guide-delivery targeting. We export the complete trigger rule set as a structured document with targeting criteria, guide assignments, and condition logic. The customer's admin rebuilds equivalent routing logic in Freshdesk using Freshdesk's Automations or the Freshdesk Marketplace.
Stonly
Custom Properties (user-level)
Freshdesk
Contact Custom Fields
1:1Stonly user properties describing customer attributes (subscription level, account type, product version) map to Freshdesk Contact custom fields. We export the complete property schema including names, data types, and value mappings. During migration we create matching custom fields in Freshdesk and migrate property values as Contact field data. Property-based guide targeting does not carry over because Freshdesk does not support Stonly's event-driven guide delivery model.
Stonly
User Events
Freshdesk
Contact Custom Fields or Ticket Custom Fields
lossyStonly user events track customer actions such as purchased_product or created_ticket. We export the event names, event schemas, and any event-based guide routing rules as a separate document. In Freshdesk these events can be modeled as custom ticket fields if the customer uses Freshdesk for ticket-level tracking, or as contact properties for segmentation. We document the recommended approach per event type during scoping.
Stonly
Team Members and Roles
Freshdesk
Agents and Agent Roles
1:1Stonly team members (Admin, Editor, Viewer) map to Freshdesk Agents with corresponding role permissions. We export the roster including names, email addresses, and KB-level access permissions. Stonly Admin and Editor map to Freshdesk Agent or Admin role depending on permission scope; Stonly Viewer maps to Freshdesk Agent with restricted permissions. We flag any permission differences that result in a scope reduction.
Stonly
Analytics / Insights snapshot
Freshdesk
CSV Export (reimport not supported)
1:1Stonly full-path analytics including guide completion rates, step-level drop-offs, and usage trends are exported as CSV at migration time. Freshdesk does not support programmatic re-import of historical analytics data. We deliver the analytics CSV as a structured export so the destination team can ingest it into a reporting tool or data warehouse if needed for historical comparison.
Stonly
AI Answers configuration
Freshdesk
Freshdesk Freddy AI (separate configuration)
lossyStonly's AI Answers configuration, including knowledge base scope, query routing rules, and fallback behavior, is exported as a structured document. Freshdesk's Freddy AI is a separate product with its own configuration model. We do not migrate AI Answer rules as a configured integration; we deliver the documentation so the customer's admin can configure Freddy AI using Freshdesk's setup guide.
| Stonly | Freshdesk | Compatibility | |
|---|---|---|---|
| Guide | Knowledge Base Article1:1 | Fully supported | |
| Knowledge Base | Knowledge Base Category1:1 | Fully supported | |
| Guide Media Attachments | Article Attachments1:1 | Fully supported | |
| Stonly Widget | Freshdesk Marketplace App or Agent-assist documentationlossy | Mapping required | |
| Triggers | Freshdesk Automations (rebuild required)lossy | Mapping required | |
| Custom Properties (user-level) | Contact Custom Fields1:1 | Fully supported | |
| User Events | Contact Custom Fields or Ticket Custom Fieldslossy | Fully supported | |
| Team Members and Roles | Agents and Agent Roles1:1 | Mapping required | |
| Analytics / Insights snapshot | CSV Export (reimport not supported)1:1 | Fully supported | |
| AI Answers configuration | Freshdesk Freddy AI (separate configuration)lossy | 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.
Stonly gotchas
Billable guide view counting counts each session, not each unique user
Guide branching tree structures require re-authoring in most destinations
PDF exports are plan-gated and not available on all tiers
Freshdesk gotchas
API access is blocked on the free plan
Per-minute rate limits are account-wide and endpoint-specific
Multi-channel source types do not map 1:1 to all destinations
Custom objects created in-product cannot be accessed by other apps
Contact import requires at least 10 existing tickets in the account
Pair-specific challenges
Migration approach
Content and configuration audit
We audit the Stonly portal across guides, knowledge bases, categories, trigger rules, user properties, user events, team members, and analytics snapshots. We confirm the customer's current Stonly plan tier to identify any feature-gated content (PDF exports, AI Answers) that may not be exportable. We also confirm the target Freshdesk plan tier and identify which Freshdesk capabilities (Knowledge Base, Custom Objects, Automations, Freddy AI) are available at that tier. The audit output is a written migration scope and a pre-migration checklist identifying any content that requires tier upgrade before export.
Freshdesk knowledge base schema design
We design the Freshdesk Knowledge Base structure based on the Stonly KB and category hierarchy. Each Stonly Knowledge Base becomes one or more Freshdesk Knowledge Base categories. We map guide assignments to article-category associations and design any Freshdesk Custom Objects needed to replicate Stonly user property schemas. If the customer uses Freshdesk's multi-portal feature, we identify the appropriate portal for the migrated content. Schema is validated in a Freshdesk test environment before production migration begins.
Guide content and media extraction
We extract full guide content from Stonly including step text, embedded media (images, downloadable files), in-guide variables, and custom CSS configurations. Media files are downloaded and named according to their original file names. The branching tree structure is extracted as structured JSON for each guide. We produce a branching map document per guide that the content team uses for manual reconstruction in Freshdesk. Guide attachments are staged for bulk upload to Freshdesk articles.
Trigger and automation rule documentation
We export all Stonly Triggers as structured data including targeting criteria (URL rules, user property conditions, event triggers), guide assignments, and condition logic. This export is delivered as a written inventory document that the customer's Freshdesk admin uses to rebuild equivalent routing logic in Freshdesk's Automations or a Freshdesk Marketplace app. We do not migrate trigger rules as configured integrations because Freshdesk's automation model does not support Stonly's guide-delivery targeting conditions.
Production migration and article publishing
We run the Freshdesk migration in dependency order: Custom Fields (Contact fields), Knowledge Base Categories, Knowledge Base Articles with attachments, and team member mapping. Articles are published in draft status so the content team can review and finalize branching tree reconstruction before going live. We run row-count reconciliation for articles, categories, and media attachments against the Stonly source export. Any media files over Freshdesk's attachment size limits are flagged for manual re-upload.
Cutover, analytics export, and rebuild handoff
We freeze Stonly writes during cutover and run a final delta migration of any content modified during the migration window. We deliver the complete analytics CSV snapshot for historical reference. We deliver the trigger and automation rebuild inventory to the customer's Freshdesk admin. We support a one-week post-migration window where we resolve any article rendering, attachment, or mapping issues raised during the content team's review. We do not rebuild Stonly Triggers as Freshdesk Automations inside the migration scope; that rebuild is a separate task for the customer's admin.
Platform deep dives
Stonly
Source
Strengths
Weaknesses
Freshdesk
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. All 7 core objects map 1:1 between Stonly and Freshdesk.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Stonly and Freshdesk.
Object compatibility
All 7 core objects map 1:1 between Stonly and Freshdesk.
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
Stonly: Not publicly documented.
Data volume sensitivity
Stonly 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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