Helpdesk migration
Field-level mapping, validation, and rollback between Stonly and Zendesk. We move data and schema; workflows are rebuilt natively in Zendesk.
Stonly
Source
Zendesk
Destination
Compatibility
9 of 10
objects map 1:1 between Stonly and Zendesk.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Stonly to Zendesk Guide is primarily a content migration because Stonly's interactive branching guides and targeting rules have no native equivalent in Zendesk's flat article model. We export full guide content (step text, media attachments, branching logic, and targeting criteria) as structured JSON and map each Knowledge Base to a Zendesk Help Center with the same category hierarchy. The Stonly Widget is not exportable as a configuration file; we document the widget installation scope so the destination team can redeploy the Zendesk Web Widget. AI Answers, Triggers, and User Event routing do not migrate; we deliver written inventories documenting the current Stonly configuration so the Zendesk admin or a Zendesk partner can rebuild them using Zendesk's native automation tools. Analytics snapshots export as CSV at migration time because historical usage data cannot be re-imported into Zendesk Explore programmatically.
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 Zendesk, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Stonly
Guide
Zendesk
Article
1:1Stonly Guides map to Zendesk Guide Articles. We export full step text, media attachments (images and embedded video URLs), branching logic as structured JSON, custom CSS, and in-guide variable configurations. Since Zendesk does not natively support Stonly's branching decision-tree format, we preserve the complete branching map in the export manifest so the authoring team can recreate decision paths manually in the destination. Guide published status maps to Article draft vs. published. Multi-language guides export as separate Article records tagged with the Zendesk locale identifier.
Stonly
Knowledge Base
Zendesk
Help Center
1:1Each Stonly Knowledge Base maps to a Zendesk Help Center. We export the KB hierarchy including category names, descriptions, slug structure, ordering, and the mapping of which guides belong to each category. Zendesk Help Centers support multiple locales per article but share a single section-category tree; we map the Stonly KB's top-level structure to Zendesk Categories and any sub-categories to Sections. If the customer maintains multiple Stonly KBs, we discuss whether to consolidate into one Zendesk Help Center or create separate Help Centers per locale or brand.
Stonly
Stonly Widget
Zendesk
Zendesk Web Widget (Sunshine Conversations)
lossyThe Stonly Widget is a site-side JavaScript snippet that Stonly does not expose as a portable configuration file. We document the widget installation scope (which sites, which pages, which KB scope) in the migration manifest so the destination team can deploy the Zendesk Web Widget or Sunshine Conversations Conversations SDK. Widget-level custom properties (display name, default language, brand colors) are exported as key-value pairs and documented for manual re-entry in the Zendesk Web Widget admin panel. This is not an automated migration step; we provide the precise installation scope and configuration values required.
Stonly
Trigger
Zendesk
Automation (Zendesk)
1:1Stonly Triggers define when and to whom guides are shown based on URL conditions, user actions, or user property values. We export trigger rules as structured data including targeting criteria, guide assignment, and delivery priority. Zendesk Automations support ticket creation conditions and agent notifications but do not natively deliver Help Center articles to end-users based on property conditions. If the customer uses Sunshine Conversations (Zendesk's messaging layer), we can discuss mapping targeting rules to Conversations Segments; otherwise, we document the trigger logic as a written specification for the Zendesk admin to implement with available tools or a third-party personalization layer.
Stonly
User Property (Custom)
Zendesk
User Field (Sunshine Conversations)
1:1Stonly custom user properties (such as subscription level, plan tier, account type, or next billing date) used for guide targeting export with property names, data types, and any value mappings. These map to Zendesk Sunshine Conversations User Profile Fields if the destination uses the Conversations SDK. If the customer does not license Sunshine Conversations, we document the property schema and recommended implementation path (Zendesk User Fields or organization fields) rather than leaving the targeting data orphaned.
Stonly
User Event
Zendesk
Event (Sunshine Conversations)
1:1Stonly User Events track actions like purchased_product, created_ticket, or feature_enabled that trigger guide delivery or branching logic. We export event names, event schemas, and event-based guide routing rules as structured JSON. Zendesk Sunshine Conversations supports event tracking via the Conversations SDK, but without Conversations, there is no native equivalent for event-triggered content delivery in Zendesk Guide. We document every event and its associated guide routing so the destination team can either implement event tracking via Conversations or document the event logic as a manual reference for agents.
Stonly
AI Answers
Zendesk
Zendesk AI Answer Bot
1:1Stonly's AI-powered search bar surfaces answers from guide content with configurable query routing and fallback behavior. We export the AI Answer configuration including the knowledge base scope and any custom answer routing rules. Zendesk AI Answer Bot (available on Suite Professional and above, or as an add-on) uses a different AI model and requires a separate content indexing process. We document the Stonly AI Answer configuration as a written spec so the Zendesk admin can configure Answer Bot to use the migrated Help Center articles as its knowledge source.
Stonly
Analytics / Insights
Zendesk
CSV Export (Zendesk Explore for live reporting post-migration)
1:1Stonly provides full-path analytics including guide completion rates, step-level drop-offs, and usage trends by guide, path, and user segment. We export analytics snapshots as CSV at the time of migration, capturing the customer's historical usage baseline. Note that historical path-level analytics cannot be programmatically re-imported into Zendesk Explore; Explore provides forward-looking live reporting only. We recommend the customer reviews the CSV baseline before migration cutover so they retain the Stonly-era benchmark.
Stonly
Team Members and Roles
Zendesk
Agents and Admins
1:1Stonly team members include names, email addresses, assigned roles (Admin, Editor, Viewer), and KB-level access permissions. We export the team roster as CSV. Role name mappings between Stonly's permission model and Zendesk's Agent, Admin, and Light Agent roles are documented in the migration manifest. Zendesk user provisioning is a manual step that the customer's Zendesk admin performs before or during migration; we flag any roles that require specific Zendesk permissions (such as Guide editing) in the manifest.
Stonly
PDF Export
Zendesk
Zendesk Article PDF Export (built-in)
1:1If the customer used Stonly's PDF export feature (Business or Enterprise tier only), we document the guide IDs and names that were exported. Zendesk Guide articles include a built-in PDF export available on all plans, so individual article PDFs can be regenerated in Zendesk by the content team post-migration. We flag any guides that were regularly exported as PDFs so the customer can confirm those articles are migrated and verified in Zendesk first.
| Stonly | Zendesk | Compatibility | |
|---|---|---|---|
| Guide | Article1:1 | Fully supported | |
| Knowledge Base | Help Center1:1 | Fully supported | |
| Stonly Widget | Zendesk Web Widget (Sunshine Conversations)lossy | Mapping required | |
| Trigger | Automation (Zendesk)1:1 | Fully supported | |
| User Property (Custom) | User Field (Sunshine Conversations)1:1 | Fully supported | |
| User Event | Event (Sunshine Conversations)1:1 | Fully supported | |
| AI Answers | Zendesk AI Answer Bot1:1 | Mapping required | |
| Analytics / Insights | CSV Export (Zendesk Explore for live reporting post-migration)1:1 | Mapping required | |
| Team Members and Roles | Agents and Admins1:1 | Mapping required | |
| PDF Export | Zendesk Article PDF Export (built-in)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
Zendesk gotchas
Data export requires API scripting on non-Enterprise plans
Automations cap at 500 active rules and 1,000 tickets per hour
Help Center has no native export feature
Custom Objects and full data export are Enterprise-only
Pair-specific challenges
Migration approach
Stonly audit and scope definition
We extract the full Stonly account inventory via the Stonly API: guide count and status (draft, published, archived), knowledge base count and hierarchy, trigger count and rule complexity, user property schema, user event catalog, AI Answer configuration, team roster with roles, and analytics baseline (monthly guide views, completion rates, top guides). We present a migration scope document listing every object, its destination mapping, and any objects that require manual rebuild post-migration. The customer confirms scope before we begin data extraction.
Zendesk destination assessment and plan sizing
We review the customer's target Zendesk Suite plan (Team, Growth, Professional, or Enterprise) to confirm that Guide article limits, Help Center locales, and automation features match the migration scope. We document any plan gaps (for example, AI Answer Bot requiring Suite Professional or above) and present upgrade recommendations. If the customer runs multiple Stonly Knowledge Bases, we agree on whether to consolidate into a single Zendesk Help Center or maintain separate Help Centers per brand or locale.
Guide content extraction and branching manifest
We export all Guides as structured JSON containing step text, media attachment URLs, branching tree logic, targeting rules, custom CSS, and in-guide variable configurations. For each guide with branching paths, we generate a visual branching map document showing every decision node, every branch path, every condition, and the terminal step for each path. This manifest is the authoring reference the destination team uses to recreate interactive paths in Zendesk. We confirm all media URLs are accessible and re-export any attachments that are not reachable at extraction time.
Knowledge base and article import
We create the Zendesk Help Center structure (Categories and Sections) matching the Stonly Knowledge Base hierarchy. Articles import in published or draft status matching the Stonly guide status. We handle locale tagging for multi-language articles and flag any guides with media attachments that require re-hosting in Zendesk's built-in media library or an external CDN. Each article record includes a reference to its original Stonly guide ID in a custom field for audit traceability.
Widget scope documentation and Sunshine Conversations setup
We produce a widget installation manifest documenting every site, page, and configuration value for the Stonly Widget. The Zendesk admin uses this manifest to deploy the Zendesk Web Widget or configure the Sunshine Conversations Conversations SDK with the equivalent settings. If the customer licenses Sunshine Conversations, we map the exported user properties and events to Sunshine User Profile Fields and Event types for future personalization. If not, we document the mapping for future implementation.
Analytics export and admin handoff
We export the full analytics snapshot as CSV including guide-level view counts, completion rates, top paths, and step-level drop-offs. We deliver the analytics CSV alongside the migration manifest and the branching tree JSON. We provide a written inventory of Triggers, AI Answer configurations, and User Event routing rules for the Zendesk admin to rebuild using Zendesk Automations, Zendesk AI Answer Bot, or Sunshine Conversations. We support a one-week post-cutover window for data reconciliation questions and do not include post-migration workflow rebuild or Zendesk AI configuration as standard scope.
Platform deep dives
Stonly
Source
Strengths
Weaknesses
Zendesk
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. All 7 core objects map 1:1 between Stonly and Zendesk.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Stonly and Zendesk.
Object compatibility
All 7 core objects map 1:1 between Stonly and Zendesk.
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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