Introduction

Migrating your customer support data from Gorgias to Richpanel marks a significant transition for businesses aiming to centralize their support operations within Richpanel's robust platform. This guide is meticulously crafted to ensure a seamless migration of your historical tickets, tags, and settings from Gorgias, allowing you to preserve the integrity of your customer interactions. Importing your previous support tickets into Richpanel not only keeps your valuable service history intact but also empowers you to leverage Richpanel's advanced features for superior customer support experiences. Follow this detailed guide to smoothly integrate your support data into Richpanel, enhancing your service capabilities with minimal disruption.

Prerequisites

Steps to start the Import

Step 1: Access the Importer Tool in Richpanel

1. Sign into your Richpanel account.
2. Locate the Settings option in the dashboard's lower left corner.
3. Within Settings, look for the Data Management section and select it.
4. Click on Import Data under Data Management to proceed with the migration process.

Step 2: Select Gorgias as Your Source for Import

1. The Import Data section will display a list of compatible help desks from which data can be imported. Choose Gorgias from this list.
2. Input your Gorgias account details when prompted. This includes the Gorgias domain along with the associated username and password to establish a secure link.

Step 3: Specify the Data for Import

1. After linking your Gorgias account successfully, you will be able to select specific data types for import. Options typically include:
• Tickets
• Tags
• Settings
2. Select all categories for a complete migration or pick specific ones according to your requirements.

Step 4: Start the Import Process

1. With your data selections made, click the Import button to commence the data transfer from Gorgias to Richpanel.
2. The transfer process duration will vary based on the volume of data being migrated.

Step 5: Monitor the Import Progress

1. The Import Data interface in Richpanel allows for real-time monitoring of the import progress, displaying statuses for completed or in-progress tasks.
2. Upon completion, a notification will confirm the successful import of your data. Verify that all chosen data categories are correctly reflected within your Richpanel account.

Conclusion

• Introduction
• Prerequisites
• Steps to start the Import
• Step 1: Access the Importer Tool in Richpanel
• Step 2: Select Gorgias as Your Source for Import
• Step 3: Specify the Data for Import
• Step 4: Start the Import Process
• Step 5: Monitor the Import Progress
• Conclusion