Migrations

How to migrate from Intercom to Chatwoot?

If you're currently using Intercom and want to switch to Chatwoot, this guide will walk you through the step-by-step process of migrating your conversations, contacts, live chat widget, and setting up Chatwoot. This is a very quick process; let’s dive in. Before you begin Before setting up Chatwoot, there are two essential preliminary tasks to complete in order to smoothly remove Intercom from your ecosystem. Step 1. Remove the Intercom chat widget To start, please make sure to uninstall the existing live chat code that you would have previously integrated for enabling the Intercom live chat widget on your website. Step 2. Export contacts Next, visit the ‘Contacts’ tab in your Intercom account. Go to ‘All users’ → open the ‘More’ dropdown → ‘Export users’. Migrating to Chatwoot Step 3. Sign up Create an account in Chatwoot, using this guide. Step 4. Migrate the live chat widget Create a live chat inbox in Chatwoot, using this guide. At the end of the setup, you will find the live chat code snippet to be pasted into your website’s codebase. Complete this step, ensuring that you have already removed the live chat code snippet for Intercom’s live chat widget, as mentioned in Step 1. Step 5. Migrate contacts Open the ‘Contacts’ tab in Chatwoot, press the Import button. Next, follow the on-screen instructions to upload the Contacts file exported from Intercom, in a csv format. Once your upload is completed, all of your contacts will be successfully synced in Chatwoot. Step 6. Migrate conversations For importing your existing conversations from Intercom to Chatwoot, use this API. Step 7. Make Chatwoot your own You are all set to use Chatwoot, congratulations! We recommend the following steps to begin making the best of Chatwoot: Chatwoot 101 tutorials: A comprehensive guide to learn the basics of Chatwoot within minutes. Omnichannel inbox: A helping hand to setting up your omnichannel customer service on Chatwoot. A few best practices to make your workflow smooth as butter on Chatwoot. For everything else, hit us up on hello@chatwoot.com, and don't forget to share your feedback with us. Happy chatting!

How to migrate from Front to Chatwoot?

If you're currently using Front and want to switch to Chatwoot, this guide will walk you through the step-by-step process of migrating your conversations, contacts, live chat widget, and setting up Chatwoot. This is a very quick process; let’s dive in. Before you begin Before setting up Chatwoot, there are two essential preliminary tasks to complete in order to smoothly remove Front from your ecosystem. Step 1. Remove the Front chat widget To start, please make sure to uninstall the existing live chat code that you would have previously integrated for enabling the Front live chat widget on your website. Step 2. Export contacts Next, export all of your contacts from Front, with the help of this guide. Migrating to Chatwoot Step 3. Sign up Create an account in Chatwoot, using this guide. Step 4. Migrate the live chat widget Create a live chat inbox in Chatwoot, using this guide. At the end of the setup, you will find the live chat code snippet to be pasted into your website’s codebase. Complete this step, ensuring that you have already removed the live chat code snippet for Front’s live chat widget, as mentioned in Step 1. Step 5. Migrate contacts Open the ‘Contacts’ tab in Chatwoot, press the Import button. Next, follow the on-screen instructions to upload the Contacts file exported from Front, in a csv format. Once your upload is completed, all of your contacts will be successfully synced in Chatwoot. Step 6. Migrate conversations For importing your existing conversations from Front to Chatwoot, use this API. Step 7. Make Chatwoot your own You are all set to use Chatwoot, congratulations! We recommend the following steps to begin making the best of Chatwoot: Chatwoot 101 tutorials: A comprehensive guide to learn the basics of Chatwoot within minutes. Omnichannel inbox: A helping hand to setting up your omnichannel customer service on Chatwoot. A few best practices to make your workflow smooth as butter on Chatwoot. For everything else, hit us up on hello@chatwoot.com, and don't forget to share your feedback with us. Happy chatting!

How to migrate from Freshdesk to Chatwoot?

If you're currently using Freshdesk and want to switch to Chatwoot, this guide will walk you through the step-by-step process of migrating your conversations, contacts, live chat widget, and setting up Chatwoot. This is a very quick process; let’s dive in. Before you begin Before setting up Chatwoot, there are two essential preliminary tasks to complete in order to smoothly remove Freshdesk from your ecosystem. Step 1. Remove the Freshdesk chat widget To start, please make sure to uninstall the existing live chat code that you would have previously integrated for enabling the Freshdesk live chat widget on your website. Step 2. Export contacts Next, visit the ‘Contacts’ tab in your Freshdesk account. Check the box next to 'Select all' to ensure that all of your contacts are selected. Then click the 'Export' button. Follow the on-screen instructions to complete your export and save it to your system. Migrating to Chatwoot Step 3. Sign up Create an account in Chatwoot, using this guide. Step 4. Migrate the live chat widget Create a live chat inbox in Chatwoot, using this guide. At the end of the setup, you will find the live chat code snippet to be pasted into your website’s codebase. Complete this step, ensuring that you have already removed the live chat code snippet for Freshdesk's live chat widget, as mentioned in Step 1. Step 5. Migrate contacts Open the ‘Contacts’ tab in Chatwoot, press the Import button. Next, follow the on-screen instructions to upload the Contacts file exported from Freshdesk, in a csv format. Once your upload is completed, all of your contacts will be successfully synced in Chatwoot. Step 6. Migrate conversations For importing your existing conversations from Freshdesk to Chatwoot, use this API. Step 7. Make Chatwoot your own You are all set to use Chatwoot, congratulations! We recommend the following steps to begin making the best of Chatwoot: Chatwoot 101 tutorials: A comprehensive guide to learn the basics of Chatwoot within minutes. Omnichannel inbox: A helping hand to setting up your omnichannel customer service on Chatwoot. A few best practices to make your workflow smooth as butter on Chatwoot. For everything else, hit us up on hello@chatwoot.com, and don't forget to share your feedback with us. Happy chatting!

How to migrate from Zendesk to Chatwoot?

If you're currently using Zendesk and want to switch to Chatwoot, this guide will walk you through the step-by-step process of migrating your conversations, contacts, live chat widget, and setting up Chatwoot. This is a very quick process; let’s dive in. Before you begin Before setting up Chatwoot, there are two essential preliminary tasks to complete in order to smoothly remove Zendesk from your ecosystem. Step 1. Remove the Zendesk chat widget To start, please make sure to uninstall the existing live chat code that you would have previously integrated for enabling the Zendesk live chat widget on your website. Step 2. Export contacts Next, export all of your contacts from Zendesk, with the help of this guide. Migrating to Chatwoot Step 3. Sign up Create an account in Chatwoot, using this guide. Step 4. Migrate the live chat widget Create a live chat inbox in Chatwoot, using this guide. At the end of the setup, you will find the live chat code snippet to be pasted into your website’s codebase. Complete this step, ensuring that you have already removed the live chat code snippet for Zendesk’s live chat widget, as mentioned in Step 1. Step 5. Migrate contacts Open the ‘Contacts’ tab in Chatwoot, press the Import button. Next, follow the on-screen instructions to upload the Contacts file exported from Zendesk, in a csv format. Once your upload is completed, all of your contacts will be successfully synced in Chatwoot. Step 6. Migrate conversations For importing your existing conversations from Zendesk to Chatwoot, use this API. Step 7. Make Chatwoot your own You are all set to use Chatwoot, congratulations! We recommend the following steps to begin making the best of Chatwoot: Chatwoot 101 tutorials: A comprehensive guide to learn the basics of Chatwoot within minutes. Omnichannel inbox: A helping hand to setting up your omnichannel customer service on Chatwoot. A few best practices to make your workflow smooth as butter on Chatwoot. For everything else, hit us up on hello@chatwoot.com, and don't forget to share your feedback with us. Happy chatting!