Crisp — Migration Reference

Role in migrations

• Staff (HD): supported as source.
• Company (HD): supported as source.
• Contact (HD): supported as source.
• Ticket (HD): supported as source.
• Category (KB): supported as source.
• Folder (KB): supported as source.
• Article (KB): supported as source.

Field-level support migrating FROM Crisp (Ticket)

Field-level support migrating FROM Crisp (Company)

Field-level support migrating FROM Crisp (Contact)

Field-level support migrating FROM Crisp (Article)

Migration options available for Crisp

• Migrate the newest records first - applies to: source (Ticket)
• Select records for Demo - applies to: source (Ticket), source (Article)
• Skip ticket attachments - applies to: source (Ticket)

Crisp — Setup & How-To Guide

Connection Issues

If you run into connection problems, check whether the client uses SSO. As a workaround, create a separate profile without SSO.

Where to get Website ID in Crisp

Guide on finding the Website ID needed to connect the platform: https://help.crisp.chat/en/article/where-can-i-find-my-website-id-1ylqx1s/

How to get a number of conversations in Crisp

Crisp Analytics can be used to find the number of conversations: https://help.crisp.chat/en/article/how-does-crisp-analytics-work-fwul5i/

Crisp Migration Limitations

1. On the Free plan, the Message Notes and Unlimited History plugins are unavailable. When reading data from such an account, old comments are returned as placeholder text (e.g., "xxxx xxxxxxx") due to the missing Unlimited History plugin.
2. Private comments are also returned in this placeholder format for clients who were previously on a paid plan but later downgraded to Free, due to the missing Message Notes plugin.