Helpdesk migration

Migrate from Stonly to Freshdesk

Field-level mapping, validation, and rollback between Stonly and Freshdesk. We move data and schema; workflows are rebuilt natively in Freshdesk.

Stonly logo

Stonly

Source

Freshdesk

Destination

Freshdesk logo

Compatibility

60%

6 of 10

objects map 1:1 between Stonly and Freshdesk.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Stonly logo

Stonly

What's pushing teams away

  • The free and lower tiers impose hard limits on guide count and monthly views that small teams outgrow quickly, forcing an expensive jump to the next tier.
  • Pricing scales on monthly guide views, not seats — high-volume support organizations report that view-based billing becomes unpredictable as traffic grows.
  • The platform lacks documented SOC 2 compliance, which blocks enterprise security reviews in regulated industries despite SSO being available on Enterprise plans.
  • Advanced features like PDF export, automations, and AI Agents are gated behind Business or Enterprise tiers, making the true cost significantly higher than the Small Business sticker price.
  • Some reviewers find maintaining and updating guides requires more ongoing effort than initially expected, particularly as guide libraries grow in size.

Choosing

Freshdesk logo

Freshdesk

What's pulling them in

  • Free tier for 1-2 agents with no credit card makes initial evaluation risk-free and appeals to startups and small support teams.
  • Per-agent pricing is predictable and scales cleanly as teams grow from Growth at $15/agent/month to Enterprise at $89/agent/month.
  • Freddy AI Copilot and Email AI Agent bring AI assistance without forcing a full platform switch, appealing to teams already embedded in Freshdesk.
  • Multilingual help desk and customer portal features serve global SMB teams without requiring enterprise-level investment.
  • Collaborators up to 5,000 included in paid plans allow non-agent stakeholders to view tickets without additional licensing cost.

Object mapping

How Stonly objects map to Freshdesk

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

maps to

Freshdesk

Knowledge Base Article

1:1
Fully supported

Each 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

maps to

Freshdesk

Knowledge Base Category

1:1
Fully supported

Stonly 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

maps to

Freshdesk

Article Attachments

1:1
Fully supported

Media 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

maps to

Freshdesk

Freshdesk Marketplace App or Agent-assist documentation

lossy
Mapping required

The 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

maps to

Freshdesk

Freshdesk Automations (rebuild required)

lossy
Mapping required

Stonly 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)

maps to

Freshdesk

Contact Custom Fields

1:1
Fully supported

Stonly 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

maps to

Freshdesk

Contact Custom Fields or Ticket Custom Fields

lossy
Fully supported

Stonly 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

maps to

Freshdesk

Agents and Agent Roles

1:1
Mapping required

Stonly 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

maps to

Freshdesk

CSV Export (reimport not supported)

1:1
Fully supported

Stonly 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

maps to

Freshdesk

Freshdesk Freddy AI (separate configuration)

lossy
Fully supported

Stonly'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.

Gotchas + challenges

What specifically takes care here

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 logo

Stonly gotchas

High

Billable guide view counting counts each session, not each unique user

Medium

Guide branching tree structures require re-authoring in most destinations

Medium

PDF exports are plan-gated and not available on all tiers

Freshdesk logo

Freshdesk gotchas

High

API access is blocked on the free plan

High

Per-minute rate limits are account-wide and endpoint-specific

Medium

Multi-channel source types do not map 1:1 to all destinations

Medium

Custom objects created in-product cannot be accessed by other apps

Low

Contact import requires at least 10 existing tickets in the account

Pair-specific challenges

  • Guide branching trees require manual reconstruction in Freshdesk

    Stonly guides use a proprietary branching logic model where steps split into multiple conditional paths based on user choices. Freshdesk Knowledge Base articles are flat documents without native support for conditional step paths. We export the complete branching tree as structured JSON in our mapping manifest, but the content team must manually recreate decision-tree logic in Freshdesk. We document each branch point, the condition that triggers it, and the target steps so authoring is a straightforward recreation rather than reverse engineering. This step cannot be automated and must be budgeted as a content workstream alongside the data migration.

  • Stonly widget has no customer-facing Freshdesk equivalent

    The Stonly Widget embeds interactive guides on external customer-facing websites via a JavaScript snippet. Freshdesk does not have a native out-of-the-box feature for delivering guided walkthroughs on external sites. The Freshworks Marketplace app 'Stonly scripted guides for agents' only works inside Freshdesk tickets for agent assist, not for customer self-serve on external properties. We document the customer's current widget deployment URLs and use cases so the destination team can plan an alternative content delivery strategy (Freshdesk's customer portal, embedded portal articles, or a separate guided content tool).

  • Billable guide view counts do not carry over and may increase post-migration

    Stonly counts a billable guide view per session, not per unique user, and a user reopening a guide counts as additional views. Customers transitioning from agent-assisted support to Stonly-powered self-serve often see guide view counts rise significantly in the first months. Freshdesk's knowledge base is included in all paid tiers with no per-view billing. We cross-check the customer's historical monthly guide view average from the Stonly analytics export and compare it against Freshdesk's included limits to flag any cost impact from the migration.

  • Automations and triggers do not migrate to Freshdesk's model

    Stonly Triggers define guide delivery based on user properties, events, and URL conditions. Freshdesk's automation rules operate on ticket events (creation, update, assignment) and do not support the same targeting model. We export the complete trigger rule set as structured data so the customer's admin can rebuild equivalent logic in Freshdesk using Automations or a Freshdesk Marketplace app. Any guide delivery that depends on user property conditions requires a different implementation approach in Freshdesk and should be scoped as a separate rebuild task.

  • PDF exports require Business or Enterprise tier and do not migrate

    Guide-to-PDF export is available only on Stonly Business and Enterprise plans. If the customer uses PDF exports as their primary external documentation format, we confirm the current tier and flag whether any guides need to be exported as PDF before migration. Freshdesk's knowledge base does not have a native PDF export feature at all tiers, so the destination team may need a third-party PDF generation tool for external-facing documentation workflows.

Migration approach

Six steps for a successful Stonly to Freshdesk data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

Stonly logo

Stonly

Source

Strengths

  • Branching logic guides deliver context-specific support content that reduces ticket volume by showing only relevant steps.
  • No-code guide builder allows non-technical content teams to author and publish without developer involvement.
  • Deep integrations with Zendesk, Intercom, Freshdesk, and Front surface guides directly inside existing agent workflows.
  • Strong multilingual support with multiple languages per guide and per knowledge base out of the box.
  • View-based pricing model is predictable for low-to-medium traffic support organizations.

Weaknesses

  • Hard limits on lower tiers (5 guides, 400 views on free) force upgrades quickly as teams grow.
  • PDF export is gated behind Business and Enterprise, making external documentation workflows expensive.
  • No documented SOC 2 compliance blocks enterprise security reviews in regulated industries.
  • Widget must be deployed as a site-side JavaScript snippet that is not exportable as a configuration file.
  • Analytics are Stonly-native and cannot be programmatically re-imported into most alternative platforms.
Freshdesk logo

Freshdesk

Destination

Strengths

  • Generous free tier with no credit card required for 1-2 agents for 6 months.
  • Per-agent pricing model is transparent and scales linearly with team growth.
  • Freddy AI Copilot integrates assistance directly into the agent workspace without requiring separate tooling.
  • Multilingual help desk and customer portal serve global teams on Pro and Enterprise plans.
  • Shared inbox, threads, and tasks keep ticket context unified across multi-channel conversations.

Weaknesses

  • Freddy AI is a separate paid add-on charged per session, making AI costs unpredictable and hard to budget.
  • Performance issues including delayed loading and duplicate tickets are recurring user complaints during high-volume periods.
  • Customization is more limited than Zendesk, with fewer workflow options and reporting flexibility.
  • Add-ons for chat, advanced routing, and custom reporting are gated behind higher tiers or separate module purchases.
  • API access is completely disabled on the free plan, blocking any programmatic data export or migration tooling.

Complexity grading

How hard is this migration?

Standard Helpdesk migration. All 7 core objects map 1:1 between Stonly and Freshdesk.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Stonly and Freshdesk.

  • Object compatibility

    A

    All 7 core objects map 1:1 between Stonly and Freshdesk.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Stonly: Not publicly documented.

  • Data volume sensitivity

    B

    Stonly doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Stonly to Freshdesk migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Stonly to Freshdesk data migrations

Answers to the questions buyers ask most during Stonly to Freshdesk migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Most migrations land between two and four weeks for organizations with fewer than 100 guides, simple category hierarchies, and no complex branching tree structures. Migrations with extensive branching logic requiring content-team reconstruction, custom object schemas needing Freshdesk setup, or large media libraries move to five to eight weeks. The branching tree reconstruction work is the primary timeline variable because it is a manual content workstream, not an automated data move.

Adjacent paths

Related migrations to explore

Ready when you are

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