Importing from Chatwoot

If you're migrating from a Chatwoot instance—whether self-hosted or cloud—Deskwoot makes the transition as smooth as possible. With support for 14 data types, this is the most comprehensive import source available, letting you bring over conversations, contacts, automation rules, and much more in just a few clicks.

What Gets Imported

Conversations — full message history, attachments, and private notes
Contacts — email, phone, avatar, and custom attributes
Teams — including descriptions
Labels — from conversations
Canned Responses — with short codes
Custom Attributes — for both contacts and conversations
Help Center — portals, categories, and articles
Automation Rules — with conditions and actions
Saved Filters
Contact Notes
CSAT Surveys

What Is NOT Imported

Inbox/channel configurations — you will need to set up new inboxes in Deskwoot
Agent accounts — agents must already exist in your Deskwoot workspace before importing
Webhook integrations
HMAC verification settings

How to Import

Navigate to Settings > Import / Migration.
Select Chatwoot as the source.
Enter your Chatwoot URL (e.g., https://app.chatwoot.com or your self-hosted URL).
Provide your Account ID and Access Token.
Click Start Import and wait for the process to complete.

Best-Practice Tips

Create agents first. Because agent accounts are not imported, ensure every team member has an active Deskwoot account before you begin. This allows conversations and teams to be mapped correctly.
Set up inboxes in advance. Configure your email, live chat, or other channel inboxes in Deskwoot beforehand so you can start routing new conversations immediately after the migration.
Run a test import during low-traffic hours. This minimizes disruption and gives you time to verify the imported data before your team goes live.
Review automation rules after import. Conditions and actions will carry over, but double-check that they reference the correct inboxes and labels in your new Deskwoot workspace.

Troubleshooting

Invalid Access Token error: Make sure the token belongs to an administrator-level account and has not expired. Generate a fresh token from your source platform if needed.
Missing conversations or contacts: Verify that the Account ID matches the workspace you intend to migrate. A mismatched ID will pull data from a different account.
Email quote trails look messy: Deskwoot automatically cleans up email quote trails during import, so this should not occur. If you still see formatting issues, reach out to support.

Frequently Asked Questions

How long does the import take?

Duration depends on the volume of data. Small workspaces typically finish within minutes, while larger accounts with thousands of conversations may take longer. You can continue using Deskwoot while the import runs in the background.

Can I run the import more than once?

You can re-run the import if needed; however, doing so may create duplicate records. It is best to verify your credentials and account ID carefully before starting.

Will my existing Deskwoot data be affected?

No. The import process adds data to your workspace—it does not overwrite or delete any existing conversations, contacts, or settings.