Helpdesk migration

Migrate from Track-It! to Gorgias

Field-level mapping, validation, and rollback between Track-It! and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.

Track-It! logo

Track-It!

Source

Gorgias

Destination

Gorgias logo

Compatibility

62%

8 of 13

objects map 1:1 between Track-It! and Gorgias.

Complexity

CModerate

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Migrating from Track-It! to Gorgias crosses a structural divide: Track-It! is a BMC ITSM platform built for IT departments managing internal tickets, assets, and change requests on SQL Server; Gorgias is an ecommerce customer support platform built for Shopify merchants handling orders, refunds, and customer conversations. There is no direct object equivalence for Change Requests, BCM asset relations, or configuration item tracking — these require a documented gap analysis rather than a data copy. We extract from Track-It!'s SQL Server schema using direct database queries, transform the ITSM ticket model into Gorgias tickets with customer context, and migrate user records, attachments, SLA rules, and knowledge base articles where equivalents exist. Workflows, automations, and forms do not migrate; we deliver a written inventory for the customer's admin to rebuild in Gorgias. The migration scope is scoped during discovery to match the customer's actual support motion — whether that is internal IT support, external customer support, or a hybrid.

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

Track-It! logo

Track-It!

What's pushing teams away

  • Performance degrades noticeably as the SQL Server database grows over time without aggressive archiving or index maintenance.
  • The interface is functional but dated compared to modern SaaS helpdesk tools, creating friction for end users submitting tickets.
  • Track-It! is no longer BMC's primary ITSM investment — Helix ITSM is the strategic product, leaving Track-It! in maintenance mode with uncertain long-term roadmap.
  • Limited third-party integrations due to the absence of a documented public REST API, making automation and external tooling difficult to build.
  • Migrating away requires working directly with SQL Server backups or BMC's proprietary migration utility — there is no simple CSV export for all modules.

Choosing

Gorgias logo

Gorgias

What's pulling them in

  • Shopify-native integrations pull order details, shipment status, and return data directly into the ticket view, eliminating the need for agents to switch between apps.
  • Unlimited user seats mean growing support teams do not trigger billing changes; pricing scales only on billable ticket volume.
  • AI Agent automates responses to high-volume queries like order status and returns, measurably reducing the number of billable tickets each month.
  • Omnichannel inbox consolidates email, live chat, Facebook, Instagram, WhatsApp, SMS, and voice into a single threaded view.
  • SOC 2 Type II certification and GDPR-aligned data handling satisfy enterprise procurement requirements for customer support platforms.

Object mapping

How Track-It! objects map to Gorgias

Each row shows how a Track-It! 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.

Track-It!

HDTicket

maps to

Gorgias

Ticket

1:1
Fully supported

Track-It! tickets in the HDTickets table map to Gorgias tickets. We extract ticket headers, descriptions, resolutions, priority levels, and requester/technician assignments. The Track-It! requester maps to Gorgias customer; the assigned technician maps to a Gorgias user. Priority and status values transform into Gorgias priority and status enums. The Track-It! category and subcategory map to Gorgias tags for routing parity.

Track-It!

HDUsers (Technicians)

maps to

Gorgias

User

1:1
Fully supported

Track-It! technician profiles in HDUsers map to Gorgias user accounts. We match by email address or username and preserve technician group assignments as Gorgias team memberships. Any Track-It! technician without a matching email in the destination is placed in a reconciliation queue for the customer to provision before user migration continues.

Track-It!

HDUsers (Requesters / End Users)

maps to

Gorgias

Customer

1:1
Fully supported

Track-It! end users who submit tickets map to Gorgias customer profiles. We extract name, email, phone, and any custom fields from HDUsers. Customer profiles are created before ticket import so that the customer association is satisfied at insert time. If Track-It! stores customer addresses or company affiliations, those map to Gorgias customer address and company fields.

Track-It!

Assets

maps to

Gorgias

Customer (with Shopify order link)

lossy
Fully supported

Track-It! assets are IT configuration items — hardware, software licenses, contracts, and CIs — that have no direct Gorgias equivalent because Gorgias is not an IT asset management platform. We extract the full asset inventory (serial numbers, purchase dates, assignment records) as a structured export and attach it to the relevant customer profile as a JSON attribute in the meta field or as a linked note. The customer decides whether to use a separate ITAM tool post-migration.

Track-It!

BCM Asset Relations

maps to

Gorgias

No equivalent

1:1
Not supported

Business Configuration Management linkage records in Track-It! link assets to tracked items, tickets, and other CIs in complex relationship graphs. These BCM-specific records do not survive migration to Gorgias, which has no asset relationship model. We enumerate every BCM-linked record during discovery, surface the full graph to the customer, and recommend a manual reconstruction workflow or a post-migration ITAM tool integration if asset dependency tracking is business-critical.

Track-It!

ChangeRequests

maps to

Gorgias

No direct equivalent (Ticket as proxy)

lossy
Fully supported

Track-It! change requests carry a full lifecycle (draft, submitted, approved, scheduled, implemented, closed) with approval routing, risk assessment, and linked CIs. Gorgias has no change management module. We extract ChangeRequest headers, descriptions, risk levels, and linked ticket references as a structured export. The customer maps high-priority change requests to Gorgias tickets tagged with a change-type label if operational tracking is required post-migration. Full approval chain history does not migrate.

Track-It!

HDTicketHistory (Audit Trail)

maps to

Gorgias

Ticket events / activity timeline

1:1
Fully supported

Track-It! stores ticket change history in HDTicketHistory with timestamps, the modifying user, and the field-level delta. We extract this as a structured event log and attach it to migrated Gorgias tickets as internal notes or timeline events. The customer configures how Gorgias displays audit history — either as chronological internal notes or as an exported audit report. Activity timeline ordering is preserved by timestamp.

Track-It!

SLADefinitions

maps to

Gorgias

SLA Rules

lossy
Fully supported

Track-It! SLA timer configurations and priority-to-SLA mappings extract from the system configuration tables. We map first response and resolution SLA definitions to Gorgias SLA rules tied to ticket priority and channel. Where Track-It! SLA timers are actively running on open tickets, we flag them during cutover so the customer's Gorgias admin can set matching SLA start times.

Track-It!

KnowledgeBase Articles

maps to

Gorgias

Help Center Articles

1:1
Fully supported

Track-It! KB articles in the knowledge module map to Gorgias Help Center articles. We extract article bodies, metadata, and category assignments. Category hierarchy in Track-It! maps to Gorgias article categories, though deep hierarchical nesting may compress to two levels. We flag articles with broken HTML or embedded images for manual cleanup before import.

Track-It!

Attachments

maps to

Gorgias

Attachments

1:1
Mapping required

Track-It! attachments stored as BLOBs or file references are extracted to a file package, re-uploaded to Gorgias, and associated with the parent ticket record by ID. We handle file type validation, filename deduplication (appending a numeric suffix for duplicates), and max-file-size enforcement per Gorgias API limits. Large attachment volumes increase migration timeline proportionally.

Track-It!

HDGroups

maps to

Gorgias

Team

1:1
Fully supported

Track-It! technician groups in HDGroups map to Gorgias teams. We preserve group-to-user assignments as team membership so that ticket routing rules that reference groups resolve correctly in Gorgias. Group-level permission sets in Track-It! do not have a direct Gorgias equivalent; we document them as a team-level configuration recommendation.

Track-It!

Custom Fields (all modules)

maps to

Gorgias

Custom Fields

lossy
Mapping required

Track-It! stores custom fields as additional columns appended to each module's base table with installation-specific column names and data types. We run a full schema inventory during discovery to capture every custom column, infer its data type, and map it to the equivalent Gorgias custom field type (text, number, date, dropdown). Custom field values migrate as structured data attached to the parent ticket or customer record. The customer configures custom field display labels and visibility in Gorgias after migration.

Track-It!

PurchaseOrders

maps to

Gorgias

No direct equivalent

lossy
Fully supported

Track-It! purchase order records in the PO module extract as structured data and attach to the relevant customer profile or ticket as a meta attribute or linked note. Gorgias has no PO object. If the customer's support team uses PO numbers to route or tag tickets, we map PO references to Gorgias tags or a custom text field during migration.

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.

Track-It! logo

Track-It! gotchas

High

No public API for programmatic export

High

BCM relations do not migrate between unlike systems

Medium

Custom field schema is installation-specific

Medium

Test migration excludes BCM and asset relations

Low

Database performance impacts migration timing

Gorgias logo

Gorgias gotchas

High

AI Agent adds outcome-based fees on top of billable ticket costs

High

Overage billing for tickets scales nonlinearly

Medium

API rate limits restrict bulk export throughput

Medium

Agent data visibility cannot be restricted by role for GDPR use cases

Low

Knowledge Base translations require separate API calls per locale

Pair-specific challenges

  • Track-It! has no public API — extraction requires direct SQL access

    Track-It! exposes no documented REST or SOAP API. All data access requires either direct SQL Server queries against the production database or BMC's proprietary migration utility. We coordinate with the customer's DBA to obtain read-only access to the relevant tables (HDTickets, HDUsers, Assets, ChangeRequests, KnowledgeBase tables) without exposing production credentials. All read queries run during a maintenance window with batched extraction to limit query duration against live production. Customers who do not have a DBA or SQL access will need to involve BMC support or their internal IT team to facilitate database access before migration can begin.

  • BCM asset relations and change requests have no Gorgias equivalent

    Track-It!'s Business Configuration Management module maintains complex CI relationship graphs linking assets to tickets, tracked items, and other CIs. ChangeRequests carry approval workflows, risk assessments, and CI linkages that exist nowhere in Gorgias. These records do not survive a direct migration because Gorgias has no asset relationship model and no change management module. We enumerate every BCM-linked record and every ChangeRequest during discovery, surface them in a gap analysis document, and recommend a post-migration ITAM tool or a manual reconstruction process. Customers must accept this gap or choose a destination platform that includes ITSM capabilities.

  • Gorgias is an ecommerce helpdesk — ITSM data model mismatch is structural

    Track-It! is built for IT service management with ITIL-aligned ticket workflows, incident and problem classification, asset tracking, and change management. Gorgias is built for ecommerce customer support with order context, refund actions, and WISMO automation. The fundamental data model mismatch means that ITSM-specific ticket classifications (incident, service request, problem), asset relationships, and BCM linkage records cannot be forced into Gorgias without data loss or distortion. We recommend that customers with active ITSM requirements evaluate a different destination platform or accept that post-migration ITSM tracking must live in a separate tool alongside Gorgias.

  • Custom field schema is installation-specific and requires full inventory

    Every Track-It! installation has a unique set of custom fields appended to base module tables — column names, data types, picklist values, and conditional display rules differ across versions and tenants. We run a full schema inventory query across all module tables before writing a single mapping rule. The inventory captures both the source column name and the inferred data type so that Gorgias custom fields are created with matching types. Schema discovery typically adds three to five days to the discovery phase.

  • Gorgias per-ticket pricing can surprise teams migrating from per-seat licensing

    Gorgias bills on billable ticket volume ($0.18-$0.20 per ticket on Standard plans) rather than per agent. Teams that previously paid a fixed perpetual license fee for Track-It! plus SQL Server licensing may see a variable monthly bill that scales with support volume. High-volume months (Black Friday, product launches, marketing campaigns) generate overages at $0.36-$0.40 per additional ticket. We include a pricing impact analysis during discovery so the customer understands the Gorgias cost trajectory before committing to migration.

Migration approach

Six steps for a successful Track-It! to Gorgias data migration

  1. Database access and schema inventory

    We coordinate with the customer's DBA to obtain read-only SQL Server access to the Track-It! database (or a restored .bak backup). We run a full schema inventory query across HDTickets, HDUsers, HDGroups, Assets, ConfigItems, ChangeRequests, KnowledgeBase tables, SLA configuration tables, and all module-specific custom field columns. The inventory output is a data dictionary with table names, column names, data types, nullability, and sample values. We reconcile this against the customer's provided record counts to confirm the extraction scope before writing any mapping rules.

  2. Discovery scoping and Gorgias plan selection

    We conduct a scoping call with the customer to confirm which Track-It! modules are in active use versus historical archives. We identify BCM-linked asset relations, active ChangeRequests, custom SLA timer configurations, and any ITSM-specific ticket types (incidents, service requests, problems) that lack a Gorgias equivalent. We recommend a Gorgias plan tier based on expected ticket volume ($60/mo Basic for 300 tickets, $360/mo Pro for 2,000 tickets, $900/mo Advanced for 5,000 tickets). If the customer requires ITSM functionality that Gorgias does not provide, we flag this and recommend a parallel ITSM tool or an alternative destination platform before migration design begins.

  3. Gap analysis and migration scope sign-off

    We deliver a written gap analysis documenting every BCM asset relation, every ChangeRequest, and every ITSM-specific field that has no Gorgias equivalent. The customer reviews and signs off on the gap analysis, confirming which records migrate as-is, which migrate with a transformation proxy, and which are excluded with a documented explanation. This document is the binding scope for the migration — no data outside the signed scope migrates without a change order.

  4. Schema design and custom field provisioning

    We design the Gorgias destination schema. This includes creating custom fields (matching Track-It! installation-specific column names and data types to Gorgias field types), configuring team structures from HDGroups, mapping SLA definitions to Gorgias SLA rules tied to priority and channel, and designing the Help Center category hierarchy from Track-It! KB categories. Schema is validated in Gorgias before any data import begins.

  5. User and customer migration

    We run user and customer migration in dependency order: Gorgias users first (from Track-It! technicians in HDUsers, matched by email), then Gorgias customers (from Track-It! end users and requesters). Teams are created from HDGroups and users are assigned. Any technician without a matching email in the destination is held in a reconciliation queue. Customer profiles are created before ticket import so the customer association is satisfied at insert time.

  6. Ticket and attachment migration

    We migrate tickets from HDTickets in batches via the Gorgias REST API, with rate-limit handling and exponential backoff. The Track-It! requester resolves to a Gorgias customer ID; the assigned technician resolves to a Gorgias user ID; priority and status transform to Gorgias enums. Attachments extract from BLOBs or the Track-It! file store, re-upload to Gorgias, and associate with parent ticket records. Audit history from HDTicketHistory migrates as internal notes or timeline events attached to each ticket. BCM-linked records, ChangeRequests, and PO records migrate as documented in the gap analysis sign-off.

  7. Cutover, delta sync, and automation rebuild handoff

    We freeze Track-It! writes during cutover, run a final delta migration for any tickets modified during the migration window, then switch the customer to Gorgias as the system of record. We deliver the automation and macro rebuild inventory — every Track-It! workflow rule that requires a Gorgias macro or rule equivalent — to the customer's admin team. We do not rebuild workflows, forms, or automations as part of the migration scope; that is a separate engagement or an internal admin task. We support a one-week hypercare window for reconciliation issues raised during the first seven days of live operation.

Platform deep dives

Context on both ends of the pair

Track-It! logo

Track-It!

Source

Strengths

  • Mature SQL Server-backed schema with full referential integrity across tickets, assets, and change requests.
  • Per-group view definitions allow fine-grained data segmentation without additional configuration.
  • Integrated asset management and CI tracking within the same database as the helpdesk.
  • Strong audit trail stored as separate history tables per module — we extract the complete change log.
  • Built-in migration utility with test-migration and log-file output that we use to validate record counts before cutover.

Weaknesses

  • No documented public REST API — all data access is direct SQL or BMC's proprietary tooling.
  • Performance degrades with large data volumes unless proactive database maintenance is performed.
  • On-premises deployment model conflicts with teams seeking cloud-native or SaaS helpdesk platforms.
  • Limited third-party ecosystem and integration options compared to modern ITSM platforms.
  • Interface and UX lag behind current SaaS alternatives, creating adoption friction for end users.
Gorgias logo

Gorgias

Destination

Strengths

  • Shopify and BigCommerce integrations surface order, return, and shipment data natively inside every ticket.
  • Unlimited agent seats remove per-user licensing friction as support teams grow.
  • AI Agent reduces billable ticket volume through automated resolution of high-frequency queries.
  • SOC 2 Type II certified with GDPR-aligned data handling for enterprise procurement readiness.
  • Omnichannel inbox aggregates email, live chat, Facebook, Instagram, WhatsApp, SMS, and voice into a single threaded view.

Weaknesses

  • Ticket-volume pricing with overage fees creates unpredictable monthly costs during seasonal traffic spikes.
  • Custom reporting is shallow; raw event-level data export for BI tooling is not natively supported.
  • Knowledge Base, Macros, and Rules lack simple export tooling, making competitive migrations complex.
  • GDPR compliance limitations mean customer data cannot be hidden from agents by role, blocking use by teams with freelance staff.
  • Performance and glitch reports emerge in G2 reviews at higher ticket volumes.

Complexity grading

How hard is this migration?

Moderate Helpdesk migration. 3 of 7 objects need a mapping; the rest are 1:1.

C

Overall complexity

Moderate migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Track-It! and Gorgias.

  • Object compatibility

    C

    3 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

    Track-It!: Not applicable — no public API.

  • Data volume sensitivity

    B

    Track-It! doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Track-It! to Gorgias 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 Track-It! to Gorgias data migrations

Answers to the questions buyers ask most during Track-It! to Gorgias migration scoping. Not seeing yours? Book a call.

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Straightforward migrations of under 10,000 tickets, 500 users, and no BCM asset relation inventories land between three and five weeks. Migrations with large attachment volumes (hundreds of gigabytes in BLOBs), extensive audit history, knowledge base article migration with category mapping, or SLA configuration parity work extend to eight to twelve weeks. The database access setup and schema inventory phase typically adds three to five days before mapping design begins. Gorgias plan selection and gap analysis sign-off also fall within the discovery window.

Adjacent paths

Related migrations to explore

Ready when you are

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