Helpdesk migration
Field-level mapping, validation, and rollback between Usedesk and Gorgias. We move data and schema; workflows are rebuilt natively in Gorgias.
Usedesk
Source
Gorgias
Destination
Compatibility
8 of 12
objects map 1:1 between Usedesk and Gorgias.
Complexity
CModerate
Timeline
1-3 weeks
Overview
Moving from Usedesk to Gorgias is a platform migration from a multi-channel Estonian-built helpdesk to a Shopify-native ecommerce support platform. Usedesk consolidates up to 20 communication channels on a per-agent billing model, but its undocumented API and account-specific custom field schemas create friction for teams that need programmatic access or complex integrations. Gorgias uses per-ticket pricing, a well-documented REST API, and native Shopify integration that gives support agents real-time order data in the same interface they use to resolve tickets. We extract records from Usedesk using UI-based extraction and CSV export where available, normalize all timestamps to UTC, map each custom field during the pre-migration audit, and import into Gorgias via the Gorgias REST API. Automation rules, workflow triggers, and SLA configurations are documented in a written handoff for the customer's admin to rebuild post-migration.
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 Usedesk 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.
Usedesk
Tickets
Gorgias
Ticket
1:1Usedesk Tickets map directly to Gorgias Tickets. We preserve the full message thread (customer and agent messages), status transitions, priority, assignee, and all timestamps. Usedesk uses EET/EEST by default; we normalize all created_at and updated_at values to UTC during transformation. Any custom fields on tickets are discovered during the pre-migration audit and mapped to Gorgias custom fields (ticket type) with type-correct values. Channel metadata from Usedesk's up-to-20-channel model is preserved as ticket tags and a channel_source property rather than as a distinct object, since Gorgias does not expose channels as separate records.
Usedesk
Clients
Gorgias
Customer
1:1Usedesk Client records (end-customer profiles attached to tickets) map to Gorgias Customer records. We preserve email address (used as the dedupe key), name, phone number, and any custom client properties. Phone number formats are normalized during transformation. If a Usedesk Client has no email, we generate a placeholder identifier and flag it for the customer admin to complete post-migration. Customer-to-ticket linking is preserved by resolving the Usedesk client_id against the imported Customer record in Gorgias.
Usedesk
Agents
Gorgias
User
1:1Usedesk Agents map to Gorgias User accounts. Role and permission parity is not 1:1 between the two platforms; Usedesk role definitions (Starter, Professional, Enterprise) do not map directly to Gorgias permission sets. We extract the full agent roster from Usedesk, resolve each by email match against the Gorgias destination account, and flag any permission gaps where a Usedesk role has no Gorgias equivalent. The customer's admin reassigns permissions post-migration based on our written role mapping document.
Usedesk
Channels
Gorgias
Ticket Tags + channel_source property
1:manyUsedesk supports up to 20 channel types (email, chat, social media, messengers). Gorgias does not expose channels as distinct objects. We consolidate channel metadata as a channel_source tag on each Ticket and a ticket tag listing the original channel. This preserves channel attribution for reporting without creating orphaned channel records in Gorgias.
Usedesk
Knowledge Base Articles
Gorgias
Help Center Article
1:1Usedesk Knowledge Base articles migrate to Gorgias Help Center articles with content, category assignment, and publication status preserved. Article-to-ticket linking is not natively supported in Gorgias; we document any such links in the migration inventory and flag them for the customer admin to evaluate post-migration. Large articles with embedded images are migrated with image URLs preserved; oversized files are flagged early in scoping.
Usedesk
Tags
Gorgias
Tag
1:1Usedesk tags used for ticket categorization migrate as flat label sets to Gorgias Tags. Usedesk may use hierarchical tag structures for nested categorization; Gorgias uses a flat tag model. We flatten the tag hierarchy during transformation and include a tag taxonomy summary in the validation report so the customer admin can reorganize if needed.
Usedesk
Attachments
Gorgias
Attachment
1:1File attachments embedded in Usedesk tickets or Knowledge Base articles migrate to Gorgias as linked file attachments. We flag oversized files (exceeding Gorgias storage limits) during scoping and provide an alternative archive plan for files that exceed the threshold. Inline images in ticket messages are preserved as embedded URLs referencing the migrated file storage location.
Usedesk
Automation Rules
Gorgias
Rule (documented, not migrated)
lossyUsedesk workflow triggers, conditions, and chained actions are exported as structured JSON during the migration audit but do not migrate as executable code. Gorgias uses a different automation model (macros with rule-based conditions and a 2026 AI Agent). We deliver a written inventory of every Usedesk automation with its trigger, conditions, actions, and a recommended Gorgias macro or AI Agent equivalent. The customer's admin rebuilds these post-migration.
Usedesk
Reports
Gorgias
Not migrated
lossyUsedesk historical analytics and reporting data are not migrated. These are regenerated from migrated records in Gorgias post-cutover using Gorgias's native analytics dashboard (available at all paid tiers). We document the Usedesk report types and metrics in the migration inventory so the customer's admin can identify equivalent reports in Gorgias.
Usedesk
Custom Fields (Tickets)
Gorgias
Custom Field (ticket type)
1:1Usedesk allows each account to create custom fields on Tickets with no public schema registry. We discover all custom fields during the pre-migration data audit, map each to a Gorgias custom field of the appropriate type (text, number, date, dropdown, checkbox), and validate value formats before the migration run. Any custom field that cannot be type-mapped (e.g., a Usedesk field with mixed-type values) is flagged in the validation report and resolved before cutover.
Usedesk
Custom Fields (Clients)
Gorgias
Custom Field (customer type)
1:1Usedesk custom fields on Client records map to Gorgias Customer-level custom fields. We apply the same discovery and type-mapping process used for ticket custom fields. Customer-level custom fields are imported after Customers are created so that the field values attach to the correct record.
Usedesk
Settings and Integrations
Gorgias
Not migrated
lossyUsedesk account-level settings, SLA configurations, third-party integrations (CRM sync, analytics connectors), and SDK configurations do not migrate. We document the full integration inventory during scoping and provide a checklist for the customer admin to reconfigure in Gorgias post-migration, including email routing rules, SLA policies, and any connected ecommerce or CRM integrations.
| Usedesk | Gorgias | Compatibility | |
|---|---|---|---|
| Tickets | Ticket1:1 | Fully supported | |
| Clients | Customer1:1 | Fully supported | |
| Agents | User1:1 | Mapping required | |
| Channels | Ticket Tags + channel_source property1:many | Mapping required | |
| Knowledge Base Articles | Help Center Article1:1 | Fully supported | |
| Tags | Tag1:1 | Fully supported | |
| Attachments | Attachment1:1 | Fully supported | |
| Automation Rules | Rule (documented, not migrated)lossy | Mapping required | |
| Reports | Not migratedlossy | Not supported | |
| Custom Fields (Tickets) | Custom Field (ticket type)1:1 | Fully supported | |
| Custom Fields (Clients) | Custom Field (customer type)1:1 | Fully supported | |
| Settings and Integrations | Not migratedlossy | Not 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.
Usedesk gotchas
Usedesk API is undocumented publicly
Per-agent pricing model requires careful seat audit
Automation rules require manual rebuild in destination
Custom fields are account-specific with no schema reference
Timezone and language defaults may affect timestamps
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
Pre-migration data audit and extraction planning
We conduct a scoped audit of the Usedesk account: ticket volume, client count, agent roster, custom field inventory (discovered by record sampling), knowledge base article count, and active automation rules. Since Usedesk has no documented API, we agree on an extraction method with the customer—typically UI-based record enumeration with CSV export—and estimate the time required based on record volume. We also surface the billing model implications (per-agent to per-ticket) and confirm the target Gorgias plan with the customer before any extraction begins.
Destination schema design in Gorgias
We design the destination schema in Gorgias: provisioning custom fields of the correct type (ticket and customer types), configuring user roles and permission sets to approximate the Usedesk agent roles, and mapping the Usedesk knowledge base categories to Gorgias Help Center categories. If the customer has an active Shopify integration, we configure the connection during this phase so that order data is available in the sidebar at go-live.
Sample migration and field mapping validation
We run a test migration using a representative sample (typically 50-200 records per object type) into a staging or demo Gorgias account. The customer reviews the mapped records, validates that custom field values transferred correctly, confirms agent assignments, and approves the field mapping before the full migration begins. Any corrections to field types, value transformations, or dedupe logic happen here.
Full data migration in dependency order
We run the full migration in record-dependency order: Customer profiles (from Usedesk Clients), User accounts (from Usedesk Agents with email-matched provisioning), Tickets with full message threads and attachments, Tags and channel metadata, Knowledge Base Articles with categories and publication status, and custom field values on both Tickets and Customers. Each phase emits a row-count reconciliation report before the next phase begins. Timestamps are normalized to UTC throughout.
Automation and integration handoff
We deliver the automation inventory document listing every Usedesk workflow rule with its trigger, conditions, actions, and recommended Gorgias macro or AI Agent equivalent. We also deliver the integration checklist for SLA configurations, email routing rules, and any connected CRM or ecommerce integrations requiring reconfiguration. The customer's admin handles the rebuild of automation and integrations post-migration; this work is outside the standard migration scope.
Cutover and validation
We freeze Usedesk writes during the cutover window, run a final delta migration of any records modified during the migration period, then validate record counts in Gorgias against the Usedesk export totals. We deliver a validation report covering tickets migrated, customers migrated, knowledge base articles published, and any records that failed import with root cause. We support a 48-hour post-cutover window for critical reconciliation issues. Routine post-migration admin tasks (permission fine-tuning, report configuration, automation rebuild) are the customer's responsibility.
Platform deep dives
Usedesk
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 Usedesk 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
Usedesk: Not publicly documented — confirmed during integration scoping..
Data volume sensitivity
Usedesk 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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