Helpdesk migration
Field-level mapping, validation, and rollback between Stonly and Intercom. We move data and schema; workflows are rebuilt natively in Intercom.
Stonly
Source
Intercom
Destination
Compatibility
9 of 10
objects map 1:1 between Stonly and Intercom.
Complexity
BStandard
Timeline
2-3 weeks
Overview
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.
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 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
Intercom
Article (Help Center)
1:1Stonly 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
Intercom
Collection
1:1Stonly 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)
Intercom
Section (within Collection)
1:1Stonly 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
Intercom
Intercom Messenger Widget
lossyThe 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
Intercom
Intercom Rule / Workflow
1:1Stonly 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
Intercom
Contact Custom Attribute
1:1Stonly 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
Intercom
Contact Event
1:1Stonly 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
Intercom
Fin AI Agent Configuration
1:1Stonly 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
Intercom
CSV Export (no destination re-import)
1:1Stonly 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
Intercom
Teammate (Intercom Workspace)
1:1Stonly 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.
| Stonly | Intercom | Compatibility | |
|---|---|---|---|
| Guide | Article (Help Center)1:1 | Fully supported | |
| Knowledge Base | Collection1:1 | Fully supported | |
| Category (KB-level) | Section (within Collection)1:1 | Fully supported | |
| Stonly Widget | Intercom Messenger Widgetlossy | Mapping required | |
| Trigger | Intercom Rule / Workflow1:1 | Fully supported | |
| User Property | Contact Custom Attribute1:1 | Fully supported | |
| User Event | Contact Event1:1 | Fully supported | |
| AI Answers | Fin AI Agent Configuration1:1 | Mapping required | |
| Analytics / Insights | CSV Export (no destination re-import)1:1 | Mapping required | |
| Team Member | Teammate (Intercom Workspace)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.
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
Intercom gotchas
S3 JSON export omits conversation transcripts
Workspace isolation prevents workflow migration
Fin AI resolution fees compound with automation success
Two-year conversation history limit on historical export
Private app rate limits share workspace quota
Pair-specific challenges
Migration approach
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.
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.
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.
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.
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.
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
Stonly
Source
Strengths
Weaknesses
Intercom
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. 2 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Stonly and Intercom.
Object compatibility
2 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
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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