Helpdesk migration
Field-level mapping, validation, and rollback between Track-It! and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Track-It!
Source
Gorgias
Destination
Compatibility
8 of 13
objects map 1:1 between Track-It! and Gorgias.
Complexity
CModerate
Timeline
3-5 weeks
Overview
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.
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 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
Gorgias
Ticket
1:1Track-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)
Gorgias
User
1:1Track-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)
Gorgias
Customer
1:1Track-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
Gorgias
Customer (with Shopify order link)
lossyTrack-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
Gorgias
No equivalent
1:1Business 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
Gorgias
No direct equivalent (Ticket as proxy)
lossyTrack-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)
Gorgias
Ticket events / activity timeline
1:1Track-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
Gorgias
SLA Rules
lossyTrack-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
Gorgias
Help Center Articles
1:1Track-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
Gorgias
Attachments
1:1Track-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
Gorgias
Team
1:1Track-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)
Gorgias
Custom Fields
lossyTrack-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
Gorgias
No direct equivalent
lossyTrack-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.
| Track-It! | Gorgias | Compatibility | |
|---|---|---|---|
| HDTicket | Ticket1:1 | Fully supported | |
| HDUsers (Technicians) | User1:1 | Fully supported | |
| HDUsers (Requesters / End Users) | Customer1:1 | Fully supported | |
| Assets | Customer (with Shopify order link)lossy | Fully supported | |
| BCM Asset Relations | No equivalent1:1 | Not supported | |
| ChangeRequests | No direct equivalent (Ticket as proxy)lossy | Fully supported | |
| HDTicketHistory (Audit Trail) | Ticket events / activity timeline1:1 | Fully supported | |
| SLADefinitions | SLA Ruleslossy | Fully supported | |
| KnowledgeBase Articles | Help Center Articles1:1 | Fully supported | |
| Attachments | Attachments1:1 | Mapping required | |
| HDGroups | Team1:1 | Fully supported | |
| Custom Fields (all modules) | Custom Fieldslossy | Mapping required | |
| PurchaseOrders | No direct equivalentlossy | 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.
Track-It! gotchas
No public API for programmatic export
BCM relations do not migrate between unlike systems
Custom field schema is installation-specific
Test migration excludes BCM and asset relations
Database performance impacts migration timing
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
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.
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.
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.
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.
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.
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.
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
Track-It!
Source
Strengths
Weaknesses
Gorgias
Destination
Strengths
Weaknesses
Complexity grading
Moderate Helpdesk migration. 3 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 Track-It! and Gorgias.
Object compatibility
3 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
Track-It!: Not applicable — no public API.
Data volume sensitivity
Track-It! 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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