Helpdesk migration
Field-level mapping, validation, and rollback between Thread and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Thread
Source
Gorgias
Destination
Compatibility
10 of 12
objects map 1:1 between Thread and Gorgias.
Complexity
CModerate
Timeline
2-4 weeks
Overview
Moving from Thread to Gorgias is a schema reconstruction, not a direct record copy. Thread conflates review-channel Threads and message-chain Conversations under a single interface, with no publicly documented API for export. Gorgias separates reviews (linked to order context from Shopify, Magento, or BigCommerce) from support tickets, and imposes a two-year data-retention import ceiling plus a 500-custom-field cap. We extract Thread data via admin-panel export with customer consent, decompose review-channel and conversation data into separate object streams, map review responses as first-class message threads attached to review records, and load into Gorgias respecting the ticket-field limit. Response Templates, tag vocabularies, and custom ticket properties migrate as written reference data for admin rebuild; Workflows and Automations do not migrate as code. We deliver a written inventory of every Thread automation requiring rebuild in Gorgias Rules.
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 Thread object lands in Gorgias, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Thread
Conversation
Gorgias
Ticket (message thread)
1:1Thread Conversations (chronological message chains with timestamps, author attribution, and channel metadata) map to Gorgias Tickets with messages stored as Ticket Message records. Each message in the Thread chain becomes a Gorgias Message entry with author_type (customer/agent/system), the original timestamp preserved as created_at, and the channel source (email, chat, review) mapped to the Gorgias channel field. We flatten Thread's nested message tree into a linear conversation record ordered by timestamp to match Gorgias's single-thread message model.
Thread
Review
Gorgias
Ticket (review-linked)
1:1Thread Reviews (star rating, review text, source platform, response status) map to Gorgias Tickets with the channel source field set to review and the review platform identifier preserved in a custom field. The original review body migrates as the first customer message. Review responses migrated from Thread are attached as subsequent agent messages in the same Ticket to preserve the review-response linkage chain.
Thread
Review Response
Gorgias
Ticket Message
1:1Thread review responses are queued for import only after the parent Review record has been successfully written to Gorgias. This dependency ordering prevents orphaned responses that would otherwise appear as unlinked text. The response message author is set to the corresponding agent user record, and the created_at timestamp is preserved from the original Thread response timestamp.
Thread
User (Agent)
Gorgias
User (Agent)
1:1Thread User records (display name, email, role, team assignment) map directly to Gorgias User. Agent email is the dedupe key for matching. Any Thread User without a matching Gorgias User is held in a reconciliation queue for the customer's admin to provision before the ticket migration phase begins. Role and team assignments are preserved in Gorgias Role and Team fields.
Thread
Team
Gorgias
Team
1:1Thread Teams (agent groupings and routing rules) map to Gorgias Teams. We create a crosswalk table during the mapping phase to align Thread team names with Gorgias team names, since terminology differences are common in multi-channel help desk platforms. Routing rules do not migrate as code; they are documented in the automation inventory for admin rebuild.
Thread
Ticket (PSA-linked)
Gorgias
Ticket with custom fields
1:1Thread Tickets that carry PSA integration fields (when the ConnectWise or other PSA integration is active) map to Gorgias Tickets with the PSA reference data stored in custom text fields. We export the complete PSA field schema alongside the ticket data and create equivalent Gorgias custom fields of the matching data type before migration. If the PSA integration is not active in Thread, this object collapses into the standard Conversation mapping.
Thread
Custom Properties
Gorgias
Custom Fields
lossyThread custom properties on tickets and conversations (account-specific field definitions with data types) map to Gorgias custom fields. We export the complete custom property schema during discovery, then pre-create the destination schema in Gorgias before any data import. Thread text, number, and boolean custom properties map directly. Thread list or multi-select custom properties map to Gorgias single-select or multi-select picklist fields. If the total custom field count exceeds Gorgias's 500-field import ceiling, we work with the customer to prune or archive deprecated fields before migration.
Thread
Response Template
Gorgias
Macro
1:1Thread Response Templates (canned reply shortcuts used by agents) map to Gorgias Macros. Template content migrates as Macro body text. Thread shortcut codes map to Macro shortcut codes. Templates with actions beyond reply text and status changes are imported with an empty actions list and flagged in the handoff documentation for admin to rebuild manually in Gorgias.
Thread
Tag
Gorgias
Tag
1:1Thread Tags applied to tickets and reviews export as a full tag vocabulary. We map each tag to a Gorgias Tag, preserving the tag name and the association to the parent ticket record via the ticket_tags relationship. Tags that exceed Gorgias character limits are truncated and flagged for admin review.
Thread
Attachment
Gorgias
Attachment (re-hosted)
lossyThread stores file attachments on its CDN. We download all attachments, rename them with conversation identifiers to preserve association, re-host them to the customer's designated storage location, and create Gorgias Ticket Attachment records linked to the corresponding Ticket Message. Attachment migration runs as a parallel pipeline to ticket migration and completes before the cutover validation phase.
Thread
Integration (HubSpot CRM, Mailchimp)
Gorgias
Configuration reference
1:1Thread Integration configurations (API credentials, connection metadata, sync state for HubSpot CRM and Mailchimp) are exported as reference data and mapped to the equivalent Gorgias integration configurations if supported. For integrations that have no Gorgias equivalent, the configuration data is included in the handoff documentation with notes on which integrations require reconfiguration post-migration in the customer's Gorgias admin panel.
Thread
Historical timestamp
Gorgias
Ticket created_at / updated_at
1:1Thread conversation and review timestamps (created date, last updated, response timestamps) migrate to Gorgias Ticket created_at and updated_at fields. We preserve the original Thread timestamps to maintain the historical record of when conversations and reviews were originally created, even though the migration technically occurs at a later date. Timestamps are validated against Gorgias's import requirements and formatted to ISO 8601.
| Thread | Gorgias | Compatibility | |
|---|---|---|---|
| Conversation | Ticket (message thread)1:1 | Fully supported | |
| Review | Ticket (review-linked)1:1 | Fully supported | |
| Review Response | Ticket Message1:1 | Fully supported | |
| User (Agent) | User (Agent)1:1 | Fully supported | |
| Team | Team1:1 | Fully supported | |
| Ticket (PSA-linked) | Ticket with custom fields1:1 | Fully supported | |
| Custom Properties | Custom Fieldslossy | Mapping required | |
| Response Template | Macro1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Attachment | Attachment (re-hosted)lossy | Fully supported | |
| Integration (HubSpot CRM, Mailchimp) | Configuration reference1:1 | Fully supported | |
| Historical timestamp | Ticket created_at / updated_at1:1 | 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.
Thread gotchas
No publicly documented API for programmatic migration
Flat-rate pricing hides per-user feature limits
Thread and conversation scoping ambiguity
Review attribution breaks when response is migrated separately
Gorgias gotchas
AI Agent adds outcome-based fees on top of billable ticket costs
Overage billing for tickets scales nonlinearly
API rate limits restrict bulk export throughput
Agent data visibility cannot be restricted by role for GDPR use cases
Knowledge Base translations require separate API calls per locale
Pair-specific challenges
Migration approach
Discovery and data audit
We audit the Thread account across all active objects: Conversations, Reviews, Review Responses, Tickets (including PSA-linked tickets), Users, Teams, Response Templates, Tags, Custom Properties, Integrations, and Attachment volumes. We estimate the total record count, date range of historical data, custom property field count, and attachment file size. We also confirm the export method available in the Thread admin panel and identify any records that fall outside Gorgias's two-year import window. The discovery output is a written migration scope document with record counts per object, a field inventory for Custom Properties, and a flag list for any records that will not migrate.
Schema design and field mapping
We design the destination schema in Gorgias. This includes provisioning custom fields matching Thread's custom property schema (with data types mapped: text, number, boolean, picklist), configuring Teams mapped to Thread's team structure, and setting up Tags in Gorgias corresponding to Thread's tag vocabulary. If the Thread custom property count exceeds Gorgias's 500-field ceiling, we design a field-pruning plan with the customer before any schema is created in the destination. Response Templates are mapped to Macros with a full compatibility assessment for action types. Schema design is validated in the Gorgias sandbox before production migration begins.
Export and transformation
We extract Thread data via the admin-panel export with customer consent. Attachments are downloaded from the Thread CDN, renamed with conversation identifiers, and re-hosted to the customer's designated storage. Review and Conversation records are decomposed into separate data streams. Review Responses are cross-referenced with their parent Review records and flagged as pending until the parent is written. Custom property data is extracted alongside each ticket record. All data is staged in a transformation environment where we apply the field mapping, resolve team and user identifiers, and enforce the two-year date cutoff before loading into Gorgias.
Sandbox migration and reconciliation
We run a full migration into a Gorgias sandbox using the production data volume from discovery. The customer's lead admin reviews record counts across all object types (Tickets, Messages, Reviews, Users, Teams, Macros, Tags, Custom Fields), spot-checks 20-30 random tickets against the Thread source for field accuracy and timestamp preservation, and validates that review-response linkage is intact. Any mapping corrections, field mismatches, or data anomalies are resolved in the sandbox before the production migration window is scheduled.
Production migration in dependency order
We run production migration in dependency order: Users and Teams first (so that OwnerId and team references are satisfied), then Reviews and Review Responses (with dependency ordering enforced so responses queue behind their parent reviews), then Conversations as Tickets with message threads, then Attachments, then Tags, then Custom Fields, and finally Response Templates mapped to Macros. Each phase emits a row-count reconciliation report. If the migration hits Gorgias API rate limits, we implement exponential backoff with batch chunking and resume from the last confirmed checkpoint.
Cutover, validation, and rebuild handoff
We freeze Thread writes during the cutover window, run a final delta migration of any records modified during the migration run, then enable Gorgias as the system of record. We deliver the Response Template compatibility report (with unsupported macro actions flagged), the field-pruning archive list (for any Custom Properties above the 500-field ceiling), the Integration reconfiguration checklist for HubSpot CRM, Mailchimp, and any PSA connectors, and the Automation inventory documenting Thread's routing rules and SLA settings requiring rebuild as Gorgias Rules. We support a three-day hypercare window for reconciliation issues. Workflows, automations, and routing rules do not migrate as code; those are separate admin rebuilds outside migration scope.
Platform deep dives
Thread
Source
Strengths
Weaknesses
Gorgias
Destination
Strengths
Weaknesses
Complexity grading
Moderate Helpdesk migration. 4 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Thread and Gorgias.
Object compatibility
4 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
Thread: Not publicly documented. Throughput in practice is bounded by the connected PSA's API limits (ConnectWise Manage, Autotask, HaloPSA) rather than by Thread itself. The vendor's marketing cites 173 million tickets processed across 750+ MSP partners, indicating production-scale throughput..
Data volume sensitivity
Thread 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
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FAQ
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