Home Migrating data from other helpdesks Migration to-do & checklist

Migration to-do & checklist

By Karri Koivuniemi • Last updated on Apr 29, 2025

Step 1: Install the app
Install Commslayer from the Shopify App Store: apps.shopify.com/commslayer

Step 2: Run the migration tool for Gorgias/Helpscout/Re:amaze/Zendesk
Create API keys in your old platform and run the migration tool under Settings → Account settings. The import won’t affect your current helpdesk operations.

  • It usually takes between 1 hour to 1 day.

  • This is a one-time import. If you want a fresh import later, you’ll need to delete the old inbox and rerun it.

How to find the API keys?

Step 3: Create a Meta inbox
Go to Settings → Inboxes → Add inbox → Meta

  • Meta can stay connected to multiple apps at once.

  • You’ll get two inboxes:

    • One for DMs (Facebook & Instagram)

    • One for comments on ads and posts

(Optional: Enable AI social media moderation under AI Agent → Social Media Moderation.)

Step 4: Create a Help Center
Copy and paste your help articles into your new Commslayer Help Center. You can create a help center here:

Step 5: Set up automation rules
Add any missing automation rules manually. These don’t get imported.

Settings → Automations

Step 6: Connect Gmail or set up an email inbox
Follow this guide: How to setup email

Important:
Don’t leave Gmail connected to multiple helpdesks for too long. Google might throttle your ability to reply to tickets via API.

Step 7: Review canned responses
Check that the variables work. You can see available variables by typing {{ inside the text editor.

Step 8: Invite your agents
Invite your team to Commslayer and make sure everyone sets up their email signatures. You can do it under Settings → Agents

Step 9: Test your setup
Send a test message through every channel (email, chat, social media) to make sure everything works.

Step 10: Clear open tickets in your old helpdesk
Before you start handling tickets in Commslayer, make sure all open tickets in your old platform are either resolved or moved over manually if needed.
This avoids confusion and double work.

Step 11: Disconnect Gmail from your old platform

Final checklist

  • Helpdesk data has been migrated successfully

  • All agents are invited

  • Every agent has set up their signature

  • All automations are in place

  • All canned responses work and have correct variables

  • Autoresponders are set up (if needed)

  • Business hours are enabled (if needed)

  • Test messages have been sent from every channel

  • All old open tickets are cleared in your previous helpdesk

If you've any questions or need help, send a message to karri@commslayer.com