Helpdesk migration

Migrate from Stonly to Intercom

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

Stonly logo

Stonly

Source

Intercom

Destination

Intercom logo

Compatibility

90%

9 of 10

objects map 1:1 between Stonly and Intercom.

Complexity

BStandard

Timeline

2-3 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from Stonly to Intercom is primarily a content migration: guide text, media, and knowledge base structure transfer to Intercom's Help Center, while the interactive branching logic that defines Stonly's product requires manual re-authoring in the destination because Intercom's Help Center does not support Stonly's proprietary step-split format natively. We extract Stonly's full guide JSON including step text, targeting rules, user properties, and event schemas, document the branching tree map for the content team, and import articles with their category hierarchy into Intercom Collections and Articles. The Stonly Widget cannot migrate as a configuration file since it deploys as a site-side JavaScript snippet; we document the widget placement locations so the destination team can add the Intercom Messenger widget. Stonly analytics snapshots export as CSV, not re-ingested. Team member roles export as CSV for manual reprovisioning in Intercom Workspace settings.

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

Intercom logo

Intercom

What's pulling them in

  • Instant chat and message threading on websites and apps gives support teams a single inbox without context-switching, according to reviewers on Capterra and G2 who highlight fast response times as a primary benefit.
  • Fin AI handles repetitive inbound queries automatically, reducing agent workload measurably — G2 reviewers report fewer escalations and faster first-response times once Fin is configured.
  • Automation workflows (Outbound, Operator, and custom bots) allow teams to qualify leads and route tickets without manual intervention, appealing to growth-stage SaaS companies managing high ticket volumes.
  • Help center articles and self-service deflection are natively integrated, so knowledge base content and chat conversations live in the same workspace, simplifying reporting.
  • Multi-channel support (live chat, email, SMS, WhatsApp, Phone) consolidates customer touchpoints into one inbox, reducing the operational overhead of managing separate tools.

Object mapping

How Stonly objects map to Intercom

Each row shows how a Stonly 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.

Stonly

Guide

maps to

Intercom

Article (Help Center)

1:1
Fully supported

Stonly Guides map to Intercom Help Center Articles. We export guide title, step text (including rich text formatting), media attachments (images, PDFs), custom CSS, and in-guide variable configurations. Branching decision-tree logic is documented as a separate step-by-step tree diagram in our export manifest so the content team can re-author the decision logic as separate articles or as an Intercom Product Tour. Guide publication status (published, draft, archived) maps to Article state in Intercom.

Stonly

Knowledge Base

maps to

Intercom

Collection

1:1
Fully supported

Stonly Knowledge Bases map to Intercom Help Center Collections. We export the full KB hierarchy including category names, descriptions, slug structure, ordering, and the mapping of which guides belong to which categories. Collection parent-child relationships and sorting order are preserved in Intercom's Collection structure.

Stonly

Category (KB-level)

maps to

Intercom

Section (within Collection)

1:1
Fully supported

Stonly Knowledge Base categories map to Intercom Help Center Sections. We export category names, descriptions, and ordering, and preserve the guide-to-category assignment so articles land in the correct section when imported. Multilingual category names are preserved per language version.

Stonly

Stonly Widget

maps to

Intercom

Intercom Messenger Widget

lossy
Mapping required

The Stonly Widget is a site-side JavaScript snippet that Stonly does not expose as a portable configuration file. We cannot migrate it programmatically. We document the domain list and widget placement locations (header, specific pages, support buttons) from the Stonly widget configuration export, and the destination team installs the Intercom Messenger widget from their workspace settings. The Stonly widget snippet must be removed from the site at cutover.

Stonly

Trigger

maps to

Intercom

Intercom Rule / Workflow

1:1
Fully supported

Stonly Triggers (URL-based, event-based, and user property-based targeting rules) have no direct equivalent in Intercom's Help Center model. We export trigger rules as structured data including targeting criteria, guide assignments, and trigger conditions. Intercom's Rules engine can replicate some URL-based and event-based routing, but not the full Stonly trigger logic. We deliver a written inventory of every active Trigger with its conditions and recommended Intercom Rule or Workflow equivalent for the customer's admin to rebuild.

Stonly

User Property

maps to

Intercom

Contact Custom Attribute

1:1
Fully supported

Stonly custom user properties (subscription level, account type, plan tier, etc.) map to Intercom Contact custom attributes. We export the complete property schema including property names, data types, and any value mappings. Custom attributes must be pre-created in Intercom before migration; we provide the attribute creation manifest with names and types so the admin can provision them in Settings > Data > Contact Attributes.

Stonly

User Event

maps to

Intercom

Contact Event

1:1
Fully supported

Stonly User Events (tracked actions like 'purchased_product' or 'created_ticket') map to Intercom Contact Events. We export event names, event schemas, and any event-based guide routing rules. Intercom's event tracking uses a different API format (Intercom events API vs Stonly's widget-based event tracking), so the event schema names migrate but the event instrumentation code must be updated on the site or app to fire against the Intercom SDK.

Stonly

AI Answers

maps to

Intercom

Fin AI Agent Configuration

1:1
Mapping required

Stonly AI Answers configurations (knowledge base scope, query routing rules, fallback behavior) have no direct Intercom equivalent because Fin AI is configured differently. We export the AI Answer settings as structured data and deliver a written reference document so the customer's Intercom admin can configure Fin to answer from the migrated Help Center content. Fin AI training is a manual step in Intercom's platform and is outside automated migration scope.

Stonly

Analytics / Insights

maps to

Intercom

CSV Export (no destination re-import)

1:1
Mapping required

Stonly provides full-path analytics including guide completion rates, step-level drop-offs, and usage trends. We export analytics snapshots as CSV at the time of migration. Historical Stonly analytics cannot be programmatically re-imported into Intercom because Intercom's analytics are conversation and article-based, not guide-based. The CSV export is delivered as a downloadable file for the customer to store or import into a BI tool separately.

Stonly

Team Member

maps to

Intercom

Teammate (Intercom Workspace)

1:1
Fully supported

Stonly team members include names, email addresses, and roles (Admin, Editor, Viewer). We export the team roster as CSV with role mappings: Stonly Admin and Editor map to Intercom Admin, Stonly Viewer maps to Intercom Agent. Team members must be manually invited to the Intercom Workspace post-migration; we provide the roster CSV with the correct role designations for the admin to use during the invite process.

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

Intercom logo

Intercom gotchas

High

S3 JSON export omits conversation transcripts

High

Workspace isolation prevents workflow migration

Medium

Fin AI resolution fees compound with automation success

Medium

Two-year conversation history limit on historical export

Low

Private app rate limits share workspace quota

Pair-specific challenges

  • Guide branching trees require manual re-authoring in Intercom

    Stonly guides use a proprietary branching logic model where a single step can split into multiple paths based on user choices. While we export step content and the full branching tree as structured JSON, Intercom's Help Center does not support Stonly's branching format natively. Articles in Intercom are linear. We document the complete branching map in our export manifest with a step-by-step tree diagram, but the content team must recreate decision-tree logic manually in the destination UI, either as separate articles with manual linking or as an Intercom Product Tour. This step cannot be automated and must be budgeted as a content ops task.

  • Billable guide view counting resets with no Intercom equivalent

    Stonly counts a billable view every time an external user opens a guide, including repeat visits. A user who closes and reopens a guide three times counts as three billable views. After migrating to Intercom, guide-view metrics no longer apply because Intercom bills per seat, not per article interaction. We flag this during scoping by cross-checking the customer's historical monthly guide view average from the analytics export. Teams moving from high-touch agent support to self-serve often see initial spikes in article reads that do not translate to billable views in Intercom's model.

  • Widget deployment cannot be migrated as configuration

    The Stonly Widget is a site-side JavaScript snippet that Stonly does not expose as a portable configuration file. We cannot export the widget installation and redeploy it programmatically to Intercom. We document the domains and placement locations where the Stonly widget is active so the destination team can install the Intercom Messenger widget from workspace settings. The old Stonly snippet must be removed from the site at cutover to prevent duplicate widget rendering. If the Stonly widget was embedded in a tag manager (Google Tag Manager, Segment, etc.), the removal and replacement steps are documented in the migration manifest.

  • Stonly analytics cannot be re-imported into Intercom

    Stonly analytics (guide completion rates, step-level drop-offs, usage trends by guide, language, and user segment) are Stonly-native and have no Intercom equivalent for re-import. Intercom's analytics cover conversation metrics and Help Center article performance separately. We export analytics snapshots as CSV at the time of migration. The customer receives a downloadable analytics export for historical reference or BI ingestion.

Migration approach

Six steps for a successful Stonly to Intercom data migration

  1. Discovery and content audit

    We audit the source Stonly account across plan tier (Free/Small Business/Business/Enterprise), guide count, branching tree complexity (number of decision nodes per guide), knowledge base hierarchy depth, active Triggers, user property count, and analytics export. We confirm whether PDF exports are in active use (affecting Business/Enterprise plan verification), whether AI Answers is configured (affecting the Fin AI handoff document), and whether guides span multiple languages. The discovery output is a written migration scope with guide-by-guide branching complexity ratings and a knowledge base structure map.

  2. Branching tree documentation and content preparation

    For each guide with branching logic, we generate a written branching map documenting every step, every decision node, the condition labels for each path split, and the target step for each path. This map serves as the authoring reference for the content team to re-create the decision logic in Intercom's linear article format or as Product Tours. We also extract media attachments (images, PDFs) as standalone files for re-upload into Intercom's article media library. Guides without branching logic are prepared for direct article import.

  3. Intercom workspace preparation

    Before migration begins, we confirm the customer's Intercom plan tier (Essential/Advanced/Expert) and provision Help Center Collections and Sections matching the Stonly Knowledge Base hierarchy. We create all required Contact custom attributes matching Stonly user properties in Settings > Data > Contact Attributes, with correct data types (string, number, date, boolean). We document widget installation steps for the customer's engineering or tag management team to complete before cutover.

  4. Content and data migration

    We run article migration via Intercom's Help Center API or CSV import, importing guides in dependency order: Collections first (as structural containers), then Sections, then Articles with step text, rich formatting, and media references. Team members are exported as CSV with role mappings and delivered to the customer for manual invitation in Intercom Workspace settings. Triggers are documented as a written inventory with conditions and recommended Intercom Rule equivalents. Analytics snapshots are exported as CSV. AI Answer configurations are documented for Fin AI setup.

  5. Widget cutover and Fin AI handoff

    On cutover day, the Stonly widget snippet is removed from all sites and replaced with the Intercom Messenger widget installed from workspace settings. Fin AI is configured by the customer's Intercom admin to surface answers from the migrated Help Center content using the AI Answer inventory document we delivered. Any remaining Stonly user events are updated on the site or app to fire against the Intercom SDK using the event schema manifest we provided. Active outbound campaigns in Intercom should be paused before migration to avoid API rate limit consumption during the data transfer.

  6. Validation and branching tree rebuild support

    We validate article counts, category placement, and custom attribute values against the Stonly source export in a sample of 20-30 records per object type. The branching tree rebuild inventory is delivered as a structured document the customer's content team uses to re-author decision logic in Intercom. We do not rebuild branching guides as Intercom Product Tours inside migration scope; that work is handled by the content team using the branching map we documented. We provide a one-week post-go-live window for reconciliation of any data issues identified after cutover.

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.
Intercom logo

Intercom

Destination

Strengths

  • Integrated AI agent (Fin) for automated resolution with per-resolution billing that rewards high automation rates.
  • Multi-channel inbox consolidating live chat, email, SMS, WhatsApp, and Phone into a single threaded view.
  • Native help center with articles, collections, and self-service deflection capabilities.
  • Workflow automation for routing, qualification, and proactive outbound messaging across channels.
  • Strong API ecosystem with 10,000 req/min rate limits for private apps enabling high-throughput migration pipelines.

Weaknesses

  • Pricing model compounds with seat count, AI resolution fees, channel costs, and multiple add-ons, making total cost hard to predict.
  • Workspace-level isolation prevents moving workflows or content between environments, requiring manual rebuilds.
  • S3 JSON export deliberately excludes conversation transcripts, necessitating REST API calls for full message history.
  • Outages are reported as frequent enough to be a concern for always-on support operations.
  • Setup complexity means teams often require internal guidance or professional services to configure bots and automation correctly.

Complexity grading

How hard is this migration?

Standard Helpdesk migration. 2 of 7 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

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

  • Object compatibility

    B

    2 of 7 objects need a mapping; the rest are 1:1.

  • 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 Intercom 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 Intercom data migrations

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

Can't find your answer?

Walk through your Stonly to Intercom migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most migrations complete in two to three weeks for accounts under 100 guides with no branching trees and straightforward knowledge base hierarchies. Migrations with complex branching logic (30+ decision nodes), multilingual guide sets, or active Trigger configurations requiring written targeting-rule inventories move to four to six weeks because of the branching tree documentation work and Fin AI handoff preparation.

Adjacent paths

Related migrations to explore

Ready when you are

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