Helpdesk migration

Migrate from Stonly to Zendesk

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

Stonly logo

Stonly

Source

Zendesk

Destination

Zendesk logo

Compatibility

90%

9 of 10

objects map 1:1 between Stonly and Zendesk.

Complexity

BStandard

Timeline

2-3 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

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

Zendesk logo

Zendesk

What's pulling them in

  • Mature omnichannel routing across email, chat, phone, messaging, and social — one unified inbox for support teams regardless of size or complexity.
  • Deep automation with Triggers, Automations, and SLA Policies lets high-volume teams enforce consistent workflows without manual ticket handling.
  • Large ecosystem of third-party integrations and a public app marketplace reduce friction for teams already using Salesforce, Jira, or Slack.
  • Industry-leading brand recognition and trust signal — many enterprise buyers default to Zendesk as a known quantity in vendor procurement cycles.
  • Generous documentation library and community mean onboarding teams can self-configure without needing a services engagement to get started.

Object mapping

How Stonly objects map to Zendesk

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

maps to

Zendesk

Article

1:1
Fully supported

Stonly 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

maps to

Zendesk

Help Center

1:1
Fully supported

Each 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

maps to

Zendesk

Zendesk Web Widget (Sunshine Conversations)

lossy
Mapping required

The 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

maps to

Zendesk

Automation (Zendesk)

1:1
Fully supported

Stonly 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)

maps to

Zendesk

User Field (Sunshine Conversations)

1:1
Fully supported

Stonly 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

maps to

Zendesk

Event (Sunshine Conversations)

1:1
Fully supported

Stonly 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

maps to

Zendesk

Zendesk AI Answer Bot

1:1
Mapping required

Stonly'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

maps to

Zendesk

CSV Export (Zendesk Explore for live reporting post-migration)

1:1
Mapping required

Stonly 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

maps to

Zendesk

Agents and Admins

1:1
Mapping required

Stonly 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

maps to

Zendesk

Zendesk Article PDF Export (built-in)

1:1
Fully supported

If 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.

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

Zendesk logo

Zendesk gotchas

High

Data export requires API scripting on non-Enterprise plans

Medium

Automations cap at 500 active rules and 1,000 tickets per hour

Medium

Help Center has no native export feature

High

Custom Objects and full data export are Enterprise-only

Pair-specific challenges

  • Branching guide trees cannot migrate as interactive paths

    Stonly guides use a proprietary branching logic model where steps split into multiple paths based on user choices. While we export the complete step content and the full branching tree as structured JSON, Zendesk Guide does not natively support this decision-tree format. Every Stonly guide with branching paths requires the content team to recreate the logic manually in the Zendesk UI, either as separate articles linked via explicit CTAs or as flattened step-by-step articles without branching. We include a precise branching map in the export manifest that documents every step, every decision point, every branch path, and every condition, but the authoring work to recreate interactive paths is not automated and may take significant time for guides with complex trees.

  • Stonly Widget is not exportable as a configuration file

    The Stonly Widget installs as a site-side JavaScript snippet that Stonly does not expose as a portable configuration export. Widget-level settings (display name, default language, brand color, which knowledge base it references) are not available via the Stonly API in a deployable format. We document the widget installation scope and all visible settings in the migration manifest so the destination team can deploy the Zendesk Web Widget or Sunshine Conversations SDK with the equivalent configuration. This step requires a developer or a Zendesk admin with Web Widget access to complete and cannot be automated by FlitStack AI.

  • Guide view billing baseline must be established before migration

    Stonly counts a billable guide view every time an external user opens a guide, including repeat visits in the same month. We audit the customer's historical monthly guide view average from the Stonly analytics export and cross-reference it against the target Zendesk plan's included views. Because Zendesk Help Center article views are included at no extra cost on all Suite plans (unlike Stonly's per-view billing), the migration typically reduces ongoing view-based costs. However, the customer should confirm their Zendesk Suite plan tier matches their agent count and feature requirements before cutover. We flag any customer on a plan tier that may require upgrade based on agent count or automation needs.

  • AI Answers and user event routing do not transfer to Zendesk

    Stonly's AI Answers (the AI-powered search bar inside the widget) and User Event-based guide routing have no direct equivalent in standard Zendesk Guide. We export AI Answer configurations and event routing rules as written documentation so the Zendesk admin can implement Zendesk AI Answer Bot (a separate license on Suite Professional or above) or evaluate Sunshine Conversations for event-based personalization. We do not implement the Zendesk AI layer as part of the standard migration scope.

  • Historical analytics cannot be re-imported into Zendesk Explore

    Stonly provides step-level drop-off analytics and path-completion rates that Zendesk Explore cannot ingest programmatically. We export a full analytics snapshot as CSV at migration cutover and recommend the customer establishes a Zendesk baseline measurement from the day of go-live so that they have a clear before-and-after comparison. Pre-migration analytics serve as an audit record; they will not appear inside Zendesk Explore dashboards.

Migration approach

Six steps for a successful Stonly to Zendesk data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

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.
Zendesk logo

Zendesk

Destination

Strengths

  • Well-documented REST API with broad endpoint coverage for Tickets, Users, Organizations, and Help Center.
  • Rich automation primitives: Triggers (event-driven), Automations (time-based), and Macros with variable substitution.
  • Multi-brand support enables large organizations to route and isolate support by product line or subsidiary.
  • Scalable from small teams on Team plan to global enterprises on Enterprise Plus with sandbox and disaster recovery options.
  • Large partner ecosystem and marketplace with hundreds of pre-built integrations reduces integration work at deployment.

Weaknesses

  • Per-agent pricing with aggressive feature gating makes lower tiers feel artificially limited.
  • No native full-KB export — Help Center content requires API scripting to extract.
  • AI features are add-on priced and behave inconsistently, not deeply embedded in core workflows.
  • Implementation timelines for complex multi-channel setups routinely exceed initial estimates by weeks or months.
  • Knowledge base and help center functionality are separate from core ticketing with their own permission model and versioning.

Complexity grading

How hard is this migration?

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

B

Overall complexity

Standard migration

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

  • Object compatibility

    A

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

  • 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 Zendesk 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 Zendesk data migrations

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

Can't find your answer?

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Migrations with fewer than 50 guides, a single knowledge base, and no complex branching trees land in two to three weeks. Projects with multiple knowledge bases, guides with deeply nested branching trees (20+ decision nodes), or custom user property schemas requiring Sunshine Conversations field mapping move to five to eight weeks because of the authoring and widget configuration work that happens outside the automated migration. The migration clock runs from scope confirmation to content delivery; the branching tree rebuild and widget redeployment happen in parallel or post-migration depending on the customer's resources.

Adjacent paths

Related migrations to explore

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