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Migrate from Puzzel Case Management to Kayako with precision & ease

A seamless, customizable migration solution for moving your Puzzel Case Management data with perfect fidelity and minimal disruption.

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Last updated July 2026

Puzzel Case Management
Kayako
MIGRATION OVERVIEW

Why teams migrate from Puzzel Case Management to Kayako

The core problem
Migrating from Puzzel Case Management to Kayako is a data-model translation exercise with no native end-to-end migration path. Puzzel's CSV export captures only ticket metadata and strips full message threads, notes, and attachments, making API-based extraction via Puzzel's tenant-specific Swagger-documented REST API a requirement for any production migration. The two platforms diverge architecturally in key areas: Puzzel's multi-tier Categories, Forms, and Form Fields have no direct equivalent in Kayako and must be flattened into Tags, Custom Fields, or a combination through deliberate design decisions. Smart Rules, SLAs, inbound routing rules, and automated workflows cannot be migrated programmatically and must be manually reconstructed in Kayako's Triggers and Monitors framework.
Why this matters for your migration
KEY CHALLENGES

What makes this migration complex

These are the architectural mismatches and technical hurdles specific to a Puzzel Case Management to Kayako migration.

Most Critical

Category-to-Tag Structure Flattening

Puzzel's multi-tier Category system — where multiple categories can be required per ticket for resolution — has no direct Kayako equivalent and must be deliberately mapped to Kayako Tags, Custom Fields, or a combination, requiring structural design decisions before any scripting begins.

Blocks all downstream imports if mapped wrong

Full Conversation Thread Extraction

Puzzel's CSV export omits message threads, private and public notes, and attachments entirely, forcing all production migrations to extract full conversation history exclusively through the Puzzel REST API authenticated at either Global or Organisation-specific scope.

Kayako API Rate Limit Throttling

Kayako enforces per-minute API rate limits that are not publicly documented and vary by plan, requiring teams to benchmark their specific tenant during UAT and implement custom throttling and retry logic to avoid failed or duplicated records.

Automated Workflow Reconstruction

Puzzel's Smart Rules, Inbound Rules, Event Rules, and Response Mappings cannot be programmatically migrated and must be manually rebuilt as Kayako Triggers and Monitors, representing a configuration effort entirely outside the data migration scope.

Form Field to Custom Field Type Mapping

Puzzel Form Fields including nested dropdowns must be individually mapped to Kayako's Custom Field types — which support dropdown, text, numeric, date, checkbox, radio, and yes/no formats — with no automated type-inference available across the two schemas.

Idempotency and Duplicate Prevention

Because Kayako's case creation endpoint does not natively enforce deduplication, any script error or retry during the load phase risks creating duplicate records unless the migration pipeline implements explicit idempotency checks keyed to source ticket IDs.

COMPLETE COVERAGE

Intelligent Human-Verified Data Mapping

Our migration engineer precisely maps every data point from Puzzel Case Management to Kayako, ensuring perfect continuity for your customer support operations.

Puzzel Case Management
Kayako
Cases
Conversations
Case Comments
Messages
Case Attachments
Attachments
Contacts
Users
Companies
Organizations
Agents
Agents
Teams
Teams
Tags
Conversation Tags
Knowledge Base Articles
Help Center Articles
Knowledge Base Categories
Help Center Categories
Canned Responses
Not Available
Case History/Audit Log
Notes
SLA Policies
Not Available

Looking for more entity mappings?

Contact our team
MIGRATION RISK ASSESSMENT

Every migration risk, already solved

Migration between platforms is full of edge cases. Our engineers have identified every risk from Puzzel Case Management to Kayako and built proven solutions for each one.

High complexity
  • Message Threads / Conversation History
    Full message threads are not available in Puzzel CSV exports and must be extracted entirely through the REST API, making them the highest-effort and highest-risk entity if API access is incomplete or throttled.
    Solved
  • Attachments
    Attachments are not captured in CSV exports and require dedicated API extraction and re-upload logic on the Kayako side, with size limits and binary transfer adding complexity and failure surface area.
    Solved
  • Categories
    Puzzel's multi-tier, multi-select Category system has no native equivalent in Kayako, requiring a custom flattening strategy into Tags or Custom Fields that must be designed and validated before transformation scripts are written.
    Solved
  • Automations / Smart Rules / SLAs
    Puzzel's Smart Rules, Inbound Rules, Event Rules, and SLA configurations cannot be programmatically migrated and must be manually reconstructed as Kayako Triggers, Monitors, and SLA policies, carrying full risk of misconfiguration if not thoroughly documented pre-cutover.
    Solved
Custom engineering
  • Tickets / Cases
    Ticket metadata migrates reliably via API, but timestamp preservation and status mapping require careful transformation logic to avoid import-date overrides or incorrect state assignments in Kayako.
    Handled
  • Custom Fields / Form Fields
    Puzzel Form Fields including nested dropdowns require per-field type mapping to Kayako Custom Field formats, and any mismatch in field type or option values will cause load failures or silent data loss.
    Handled
  • Notes (Private and Public)
    Private and public notes are excluded from Puzzel CSV exports and must be extracted via API, then correctly flagged as pinned or unpinned in Kayako to preserve their visibility and contextual intent.
    Handled
Clean transfer
  • Contacts / Users
    User records map relatively cleanly between platforms via the Kayako POST /api/v1/users.json endpoint, though deduplication against existing Kayako users must be handled to prevent duplicate contact creation.
    Clean
  • Organisations
    Organisation-to-Organization mapping is structurally equivalent between Puzzel and Kayako, with the primary risk being orphaned tickets if organizations are not created and linked before case records are loaded.
    Clean
  • Tags
    Tags are a supported entity in both platforms and migrate at low risk, though tags generated from flattened Puzzel Categories must be validated for naming consistency and collision with existing Kayako tag taxonomies.
    Clean
What Our Customers Say

Real migration stories

See all customer stories →
CUSTOM MIGRATION

Fully customizable engineer-led migration

Tailor your migration from Puzzel Case Management to Kayako exactly to your needs with our flexible customization options. Our experts will configure the perfect migration plan for your business.

Migration Filters

Conversation Type

Filter by chat, email, or social media conversations

Tag-Based Selection

Migrate tickets with specific tags only

User Selection

Migrate tickets for specific users or agents

Time Range

Migrate tickets from a specific time period

Data Types

Tickets & Conversations

Full conversation history with all metadata

Automations & Macros

Workflows, templates, and automation rules

Knowledge Base

Articles, categories, and help center content

Customer Profiles

Customer information and interaction history

ZERO DOWNTIME

Your timeline. Our engineers.

A dedicated engineer runs your migration, planned around your schedule and your data.

No babysitting a wizard. Avoid debugging errors yourself.

Looking for a more detailed migration timeline?

Contact our team

Speed

The migration timeline depends on both our turnaround time and yours.

We can complete a migration in under a day when the accounts are connected and the sample migration is approved promptly.

Background Sync

We also support migrating the newest records first, so you can go live faster while the rest of the data is synced in the background.

Data Volume Impact

Larger data volumes may require longer migration windows.

Continuous Operation

Weekend migrations minimize disruption to your customer service operations.

MIGRATION TIMELINE

Your Puzzel Case Management to Kayako migration, step by step

See how long your migration will take from start to finish. Drag the slider to estimate based on your data volume.

How many records are you migrating?

<10K 50K 100K 250K 500K 1M 2M 5M 10M+
Checklist ~3 days
Sample 1 day
Review ~2 days
Full 2 days
Delta 1 day
Your team ClonePartner

Estimated total

~9 business days

1

Migration Checklist

1 day · ClonePartner ~2 days · Your team

We prepare the optimal data mapping as a shareable spreadsheet. Your team reviews, approves, and adds any customizations.

2

Sample Migration

1 day · ClonePartner

We run a test migration with a representative sample of your data to verify mapping accuracy and identify any potential issues before the full run.

3

Review & Approve

~2 days · Your team

Your team reviews the sample migration results, confirms data accuracy and mapping, and gives the go-ahead for the full migration.

4

Full Migration

2 days · ClonePartner

We execute the complete migration of all your data to your new Kayako, with real-time progress tracking and comprehensive logging.

5

Delta Migration

1 day · ClonePartner

We capture and transfer any new data that was added or updated during the main migration to ensure no data is lost. This final sync keeps everything current.

Related Guides

Pros and cons of different migration options

Choosing the right approach is key because migrating from Puzzel Case Management to Kayako isn't just about moving data – it's about protecting customer relationships.

Feature / Criteria ClonePartner Automated Tools CSV Import In-house migration
Custom Scripting for complex data ✓ Engineers build & maintain ✗ No ⚠ Manual ✓ Yes – but costly
Sandbox & Pilot Migrations ✓ Full sandbox + pilot plans ⚠ Limited ✗ No ⚠ Often Informal
Manual validation & reconciliation ✓ Automated + manual QA ✗ No ✓ Yes (Manual) ✓ Heavy manual effort
Backup & rollback plan ✓ Robust procedures ✗ No ✗ No ⚠ Often incomplete
Handles automation and integrations ✓ Full support ⚠ Partial ✗ No ⚠ Possible but fragmented
Post-migration engineer support ✓ Dedicated engineers ✗ No ✗ No ⚠ Limited SLA
Adaptable to API changes ✓ Proactive adaptation ✗ No ⚠ Manual fixes ⚠ Slower response
Turnaround / SLA predictability ✓ Predictable SLAs ⚠ Fast but brittle ⚠ Slow and manual ⚠ Often slower
Data Security & Compliance ✓ High – enterprise grade ⚠ Medium (depends) ⚠ Low (manual) ⚠ Hidden gaps common
Pricing predictability ✓ Transparent & fixed ⚠ Low (per-job) ⚠ Low (manual hours) ⚠ High/variable OPEX
End-to-end project management ✓ Full E2E delivery & PM ✗ No ✗ No ⚠ Often partial
Business impact & opportunity cost ✓ No diversion of staff ✗ No ✗ No ⚠ Diverts engineering

What does an Engineer-led migration mean anyway?

Speed & Accuracy: Our Blended Method

We blend automation (smart scripts, bulk APIs) with human expertise for speed without risk. Our engineers manually check every mapping, validation, and exception.

You get:

  1. Speed of automation for bulk record migration
  2. Precision of engineers verifying integrity and business logic
  3. Pilot migrations and sandbox testing to catch issues early
  4. Real-time validation reports and rollback readiness
Result: 50x faster migrations than manual imports — with near-zero error rates.

Handling the Tricky Tech and API Details

The Puzzel Case Management and Kayako APIs each behave differently, which is where our engineers shine. We build custom logic to handle the data quirks where generic tools typically break.

We handcraft API logic for:

  1. Field mapping and transformation
  2. Pagination, rate-limit handling, and throttling
  3. Preserving conversation threads, attachments, and internal notes
  4. Syncing custom fields, SLAs, and macros without breaking structure
Our scripts: Natively retry failed calls, re-queue large attachments, and ensure data parity.

No Guesswork

We don't just promise smooth migrations—we measure and prove them. Every client receives a Migration Validation Report with all metrics.

Typical results across projects:

  1. 100% record-count parity between your Puzzel Case Management data and Kayako
  2. Zero downtime during staged cutovers
  3. 99.9% attachment integrity (verified via checksum)
  4. Full automation and preservation of all business rules
Our standard: Includes full SLA preservation and 30 days of engineer-assigned support post go-live.

We Adapt to Your Setup (Not the Other Way Around)

No two teams configure Puzzel Case Management or Kayako exactly the same way—with unique automations and data. We customize every migration script to fit your exact workflow, tags, and triggers.

Our engineers adapt for:

  1. Custom fields, ticket forms, and workflows
  2. Multi-brand or multi-language setups
  3. Historical imports and partial (date-based) migrations
  4. Integration re-mapping for CRMs, chat, or feedback tools
The promise: If your data doesn't fit a standard template, we build one just for you.

Enterprise-Grade Security & Compliance

Your customer data is precious. Our migration process maintains the highest standards of security and regulatory compliance.

SOC 2 Type II

Independently audited compliance with rigorous security standards

ISO 27001

Certified information security management system

GDPR

Full compliance with EU data protection regulations

HIPAA

Certified for handling protected health information

AES-256 Encryption

Bank-grade encryption for all stored credentials

Latest TLS

Secure transfer protocol for all data in transit

Role-Based Access

We follow role-based access control for every migration project

Scheduled Deletion

Automatic data purging after migration completion

FAQ

Frequently Asked Questions

Everything you need to know about migrating from Puzzel Case Management to Kayako. Can't find what you're looking for? Talk to our team.

Still have questions?

Book a free 30-minute consultation with our team.

Contact our team

Before you start

8 questions
Do I need professional help for this migration?
Yes. Professional help ensures proper field mapping and preservation of relationships between records. Our engineer-led approach catches edge cases that automated tools miss.
Does ClonePartner provide guidance before committing?
Yes. We provide a free consultation and assessment. We'll review your data structure, discuss your requirements, and provide a detailed migration plan and fixed-price quote before you commit to anything.
Do you use an off-the-shelf tool to migrate from Puzzel Case Management to Kayako, or is this built for our data?
It is built for your data. Each migration is a set of custom scripts written for your data model, not a generic import tool. That is also why we start with a sample migration: you see your own records in Kayako before the full migration is committed.
Can we see a sample of our Puzzel Case Management data migrated to Kayako before the full migration runs?
Yes. We run a sample migration on your own data first, so you can review how your records look in Kayako before the full migration goes ahead. We run validation scripts to confirm the record counts match your source, and you check the sample against your source records; if a field is missing or mapped wrong, or anything else needs adjusting, we fix it in the migration scripts and re-run the sample as many times as you need. The full migration only runs after you've approved the sample. On projects delivered in phases, each phase gets its own sample migration for you to approve.
How many sample migrations do we get, and can we choose which Puzzel Case Management tickets go into them?
You can run the sample as many times as you need, until you are satisfied with how the data looks in Kayako. By default it uses your most recent tickets, and you can name specific tickets to include instead, such as ones with long or complex threads you want to check.
Do we need to keep our Puzzel Case Management account active during the migration?
Usually, yes. Keep it active until we confirm the migration is complete, including the final delta migration, because we read your data directly from your Puzzel Case Management account throughout the project. If your subscription is due to end mid-project, extending it to cover the migration window keeps everything on track, and we tell you when it is safe to cancel. If it has to close sooner, we can pull your data out before it closes and migrate from that copy.
Will the sample tickets be removed from Kayako before the full migration runs?
Yes, if you want them removed. Before the full run, we delete the tickets the sample migration created in Kayako, so the full migration does not duplicate them.
Do we need to connect our support email to Kayako before the migration from Puzzel Case Management starts?
No. Your support email doesn't need to be connected for the historical tickets to migrate. It matters for go-live, and so does its timing: once Kayako is receiving email directly, a sync run after that point can pull in the same tickets a second time, so we line the final delta sync up with your email switchover. Some items, such as rules that depend on your email channel, may need it connected before they can be migrated.

Data & mapping

34 questions
Will the original assignees, message authors and created dates be preserved?
Yes. Created-time metadata is carried across, and so are assignees and message authors who have a user account in Kayako. Where Kayako cannot store one of them natively, it is kept as embedded metadata on the migrated record.
If the new system can't natively support an old record type, what are my options?
We handle it case by case. While mapping your data, we identify every record type without a direct counterpart in Kayako, review sample records from it and propose how it can be represented, based on what Kayako supports: map it to the closest native object, create a custom field or object, fold it into the parent record as text or a note, attach it as a file, or keep it in a read-only archive. You choose the approach, we write the migration scripts to place the data there, so it comes across in the form you choose instead of being left behind, and you see how it looks in a sample migration before we run the full set.
Do you migrate our Puzzel Case Management workflows, triggers and automations to Kayako, or just the tickets?
They can be part of the migration. We recreate your existing Puzzel Case Management triggers and automations in Kayako using its own conditions and actions, and agree the exact list of rules with you during scoping. Designing new workflows beyond the ones you have today is separate, and is best done by your team or your implementation partner.
What happens to Puzzel Case Management tickets assigned to agents who have left the team or don't have an account in Kayako?
They still come across. Before the migration runs, you decide where they go: to a fallback owner you choose, or left unassigned where Kayako allows it. Either way, each ticket can get a tag with the original agent's name, for example Assigned_to_Jane, so your team can still see and filter who handled it and reassign them later.
Can we merge several Puzzel Case Management accounts into one Kayako account and still tell which account each ticket came from?
Yes. Tickets from several Puzzel Case Management accounts can be consolidated into one Kayako account, and each ticket is tagged with the account it came from so your team can filter by origin. A shared migration tag can also go on every imported ticket, which keeps historical records separate from new work.
Which of our Puzzel Case Management ticket tags carry over to Kayako, and can migrated tickets be marked so we can tell them apart?
The tags on the tickets being migrated. Tags come across as part of each migrated ticket, so a tag that isn't on any migrated ticket isn't created in Kayako, and you can also limit the migration to a list of tags you choose in the migration checklist. Each migration is a custom script, so we can also stamp every imported ticket with a tag such as "migrated", or, where Kayako has custom ticket fields, a field value you choose, so they are easy to filter, and if you ask for a change after reviewing migrated tickets, we re-sync those tickets with the update. The sample migration shows exactly how your tags appear before the full run.
Will the migration set off automations or send emails or notifications to customers, our team or anyone else?
No. Before the sample or full migration starts, we confirm with you that nothing in Kayako will send messages about the migrated data: we import with notifications switched off wherever Kayako allows it, and either pause any automation that could send them for the migration window or give it a condition, such as a suppression tag, that skips migrated records, which lets your live automations keep running for new records. We only proceed once you have confirmed it. If you want anyone told about the move, that message is sent separately, once the migrated data has been checked.
Can we migrate only our Puzzel Case Management contacts who have tickets, not our whole contact list?
Yes. We pull your tickets first, collect the distinct requesters from them, and migrate only those contact records. Contacts with no ticket history are not added to Kayako.
Can you migrate data that Kayako can't take in through an API?
In many cases, yes. Where something can't be written through an API, we recreate it through Kayako's user interface where the interface allows it, and where that work is repetitive we script and automate it. We tell you up front which items are handled this way, because recreating them through the interface can add time to the schedule.
Will full Puzzel Case Management ticket conversations come across, or only notes on each ticket?
We migrate the full conversation on each ticket, not a summary saved as notes. Where Puzzel Case Management's API doesn't expose part of the history, our engineers retrieve it from Puzzel Case Management directly and work out a route to load it into Kayako. You check the result in a sample migration before the full run begins.
What happens if Kayako requires fields our Puzzel Case Management data doesn't have?
We check the destination for required fields your source data cannot fill and bring each one to you before those records are migrated. Together we agree how each one is handled, such as a mapping from an existing field, a default value, or, where Kayako lets that field be made optional, setting it to not required for the migration so you can make it required again once the migration is complete. The migration then runs with that rule applied, so no records are rejected or left behind.
What happens if some Puzzel Case Management tickets fail to migrate?
Every ticket that errors is logged. We review it, fix the cause and re-sync it, then validate the result before cutover. When the migration is complete you receive a list of every migrated ticket, so you can check it against Puzzel Case Management.
What happens to Puzzel Case Management comments written by agents who have since left the company?
Their comments migrate with the rest of the ticket history. If the original author does not have an account in Kayako, we can add a line at the start of the comment naming who wrote it, so it stays attributable.
Can you assign migrated tickets to Kayako groups based on the email address they were sent to?
Yes, where Puzzel Case Management's API shows which address each ticket was sent to and Kayako's API lets us set each ticket's group. Routing rules like "every ticket sent to this address goes to that group" are written into the migration script, so tickets arrive in Kayako already in the right groups. You confirm the rules with us up front and check the result on the sample migration before the full run.
Can we keep spam and sales emails out of Kayako?
Yes. We agree filtering rules with you up front so spam and sales emails are excluded rather than imported. Afterwards you receive a list of every ticket we pulled from Puzzel Case Management, with excluded tickets marked as skipped.
Will emojis and special characters in our Puzzel Case Management tickets come through correctly in Kayako?
Yes, as long as Kayako can store them. Our scripts carry emojis and special characters across intact, and we can clean out stray encoding characters left behind in older tickets before anything is written to Kayako. You can check the result in the sample migration before the full run.
Can you migrate hundreds of thousands of Puzzel Case Management tickets and contacts to Kayako?
Yes. Every migration is a custom script built for your project, so volume is something we plan for, not a limit on what can move. At large volumes, run time is set mainly by how fast Puzzel Case Management's and Kayako's APIs accept requests, and we plan the full run around that. Before the full run, we test the mapping and throughput with a sample migration.
Can you combine data from Puzzel Case Management and other support tools into one Kayako account?
Yes. Each tool's data is extracted separately and written into the same Kayako account. How records from the different tools fit together is settled in the data mapping before the build. The sample migration includes data from every source, so you can check the combined result before the full run.
Will our Puzzel Case Management ticket formatting, including HTML content, carry over to Kayako?
Yes. The migration script converts ticket content, including HTML, into the format Kayako expects, and our verification checks compare migrated tickets with the originals, including how the HTML renders. The sample migration lets you compare migrated tickets side by side with the originals before the full run, and if anything renders differently, such as HTML appearing as raw text, we adjust the script and re-run the samples until you sign off.
Our Puzzel Case Management account already holds tickets imported from an earlier migration. Will that cause problems when we migrate to Kayako?
It can make the number of tickets we pull differ from the count Puzzel Case Management shows, so tell us about the earlier import during scoping. We compare those two numbers before the full run, so if earlier-imported history makes them differ, we find out why first. When the migration is complete, the reconciliation report accounts for every ticket.
Are deleted Puzzel Case Management tickets included in the migration?
Only if you want them. You decide during scoping whether deleted and spam tickets are included, and we apply that choice to every run, including the final delta sync. Some platforms keep deleted tickets as scrubbed records with no remaining content; we flag any we find and migrate them only if you ask.
Will our migrated tickets end up with duplicate comments?
Not normally, and we check for it. Our verification checks compare each migrated ticket with its original, including the message content, and each delta round is checked against what earlier rounds already migrated. If a ticket is found with duplicated comments, we can delete and reimport it, and it keeps its original creation time and conversation timestamps.
Will Puzzel Case Management tickets that have no customer email address, or whose contact can't be found, still be migrated to Kayako?
Yes, if you want them. We look the contact up again before leaving any ticket behind: when a ticket can't be linked to its contact on the first pass, we run a second lookup, also checking elsewhere in the ticket's data, and attach the requester before the ticket is migrated. Some help desks need an email address or telephone number to create the customer a ticket belongs to, so we flag every ticket whose requester still has neither, including where Puzzel Case Management's privacy settings hide the email from its API, and send you the list. You can then give us the right email for each requester, or have the tickets migrated with placeholder email addresses, and we migrate them that way.
If our Puzzel Case Management spam tickets are migrated to Kayako, will they still be marked as spam?
Yes, they can be. If you choose to include spam tickets, we mark them, for example with a spam tag, alongside a migration tag if you use one, so they stay easy to find and filter in Kayako, and we include some in the sample so you can check them. If you'd rather leave spam behind, we agree a filter during scoping and it isn't imported.
If we collect customer satisfaction (CSAT) ratings in Puzzel Case Management, can you migrate them to Kayako?
Yes, where Kayako can store them. Where it accepts satisfaction ratings, we migrate them with their tickets, which can need an extra permission on the new account's connection. Where it has no native place for historical ratings, we bring the scores across another way, such as a custom field or a tag on each ticket, agreed with you during scoping.
Can the activity history on each Puzzel Case Management ticket, such as status changes and assignments, be migrated to Kayako?
Usually not as a native timeline. Event history such as status changes and assignment timestamps stays with your Puzzel Case Management account and generally isn't something a help desk accepts on import, so it is left out of the migration. Each ticket still arrives with its full conversation, status and assignee, and with its original timestamps where Kayako accepts them, and parts of the history that matter to you can be kept another way, such as a tag with the ticket's original status or an internal note.
Can you migrate Puzzel Case Management tickets that belong to private or restricted categories?
Yes, once the migration's connection can reach them. If a category or group is private or restricted in Puzzel Case Management or Kayako, the account we connect with may not be able to read or create tickets in it, so we flag every ticket this affects. You can then lift the restriction or give the connection the access it needs, such as an admin-level account, and we migrate the remaining tickets, or tell us to leave them out.
If we have Facebook and Instagram comments in Puzzel Case Management, will they keep the right author and show where they came from in Kayako?
Yes, as far as Puzzel Case Management records it. Each message is attributed to the author Puzzel Case Management's API reports, and messages from your team show under the right agent as long as that agent's account exists in Kayako before the tickets are migrated; otherwise they fall back to the default agent. We also carry over the message source in as much detail as the API provides, for example telling comments on Instagram posts apart from comments on Instagram ads.
Can you also migrate email threads from our email account, such as Gmail, that never became tickets in Puzzel Case Management?
Yes. Once your email account, such as Gmail, is connected, we can pull selected email threads directly from it, for example for a date range you choose, and migrate them into Kayako as tickets. We share the list of threads with you to confirm before anything moves. Because they were never tickets, some details can look different from tickets migrated from Puzzel Case Management.
Will Puzzel Case Management tickets that have no messages or comments still be migrated to Kayako?
Yes, if you want them. Some help desks can't create a ticket without at least one message, so we flag every ticket that has none and send you the list rather than skipping them silently. We first check whether the content is stored elsewhere in Puzzel Case Management, such as a ticket description we can use as the first message. Otherwise we can migrate the ticket with a placeholder message, or leave it out if you prefer.
Will a customer in Puzzel Case Management with several email addresses or telephone numbers end up as duplicate contacts in Kayako?
Not if we agree the merges with you first. We identify records that share an email address or telephone number and propose merges in the migration checklist, where you confirm each one and choose which address stays primary. Each merged set becomes one contact holding all of that customer's tickets and, where Kayako allows it, all of their email addresses. We don't merge on a guess, so records you don't confirm stay as they are.
Will our customers be able to see their migrated conversations in Kayako, for example in a customer portal?
It depends on Kayako. Migrated tickets are attached to each customer's contact record like any other ticket, so where Kayako has a portal that shows customers their own tickets, the migrated ones can appear there, while internal notes stay private to your agents. Some portals only show tickets or replies set up in a particular way, so we confirm during scoping how imported tickets show to customers in Kayako and check it in the sample migration.
Can our agents reply to customers from migrated Puzzel Case Management tickets in Kayako?
Yes, where Kayako treats migrated tickets as regular tickets and your support email is connected to it. An agent's reply from a migrated ticket then goes out to the customer, and the customer's next reply continues on that same ticket. Some help desks keep imported tickets read-only, so we confirm this for Kayako and test it on your account before your team relies on it.
Will the information that integrations show in our Puzzel Case Management tickets be migrated to Kayako?
Not if that information lives in the integration rather than in Puzzel Case Management. Widgets and similar panels are often drawn live by the integration, and where Puzzel Case Management doesn't store that data or return it through its API, it can't be migrated with the tickets. The tickets and their conversations migrate as normal, and your team reconnects each integration to Kayako after cutover.

Timeline & downtime

12 questions
How long does the Puzzel Case Management to Kayako migration take?
Most migrations complete within 1–5 business days, depending on data volume and complexity; very large migrations, such as several hundred thousand records, take longer. We provide a detailed timeline after the initial assessment and can often complete small migrations in under 24 hours.
Will there be downtime when migrating from Puzzel Case Management to Kayako?
No. Our migration process is designed for zero downtime. Puzzel Case Management stays fully operational throughout: the bulk migration runs in the background and the cutover is fast, so there is no disruption to your live business operations.
Can we choose which Puzzel Case Management tickets move to Kayako first, such as active tickets before the backlog?
Yes, either way round. With a hard go-live date, we can migrate open and active tickets first, so your team can work in Kayako from go-live day; a delta migration on that date brings across every ticket created or updated since the first pass, and the historical backlog then keeps migrating in the background. Or closed tickets can move first while your team keeps working open tickets in Puzzel Case Management, with open tickets moving in a separate delta run close to switchover, so active conversations are the last data to transfer.
If we go live on Kayako before the migration finishes, can you bring over tickets that come in afterwards?
Yes. A follow-up delta migration brings over tickets that reached Puzzel Case Management after your team switched. Because your team is already working in Kayako by then, we agree with you how rules in Kayako that would otherwise fire on imported tickets are kept from firing, for example by pausing them for the run, and let you know when the run is complete so you can turn any paused rules back on. Some duplicates are possible because your team is already live, and we tell you about that before the run.
What happens to tickets that are still open in Puzzel Case Management on the day we switch to Kayako?
Tickets that are open at the final cutover come across as open tickets, so your team picks them up and keeps working without a gap. Closed tickets come across as history, and if you want that history kept apart from live work, they can be kept in a separate archive group where Kayako's API lets us set a ticket's group.
Our team has already started working in Kayako. Can we still migrate our Puzzel Case Management history?
Yes. We take the exact date, time and time zone your team went live as the cutoff, and migrate the history up to that point, so the work already done in Kayako is left as it is. That go-live moment separates the two systems' records, so we confirm it with you before anything runs.
What is a delta sync, and when does it run before we switch to Kayako?
Moving tickets through the platforms' APIs takes time, so we migrate the bulk of your history, mainly closed tickets, well before your switchover date. A delta sync then brings across everything created or updated in Puzzel Case Management since the previous pass of the migration. The final delta sync runs at your switchover time, so Kayako is current on the day your team starts using it: you share your switchover date, time and time zone, giving us about a week's notice, and we schedule it around that. Timing it to the cutover matters, because a sync run after your team is already working in Kayako can create duplicate records.
How long does it take to export a very large ticket history from Puzzel Case Management?
Extraction time depends on volume: a history of more than half a million tickets can take several days to pull. Your Puzzel Case Management account needs to stay active until extraction is finished, so we confirm its end date with you at the start and plan the schedule around it.
Can we run more than one delta migration to Kayako, moving only tickets that changed since the last round?
Yes, when your cutover plan needs more than one. Each round picks up only the tickets created or changed since the previous round and is checked against what earlier rounds already migrated, so no ticket is created twice. Your agents keep working in Puzzel Case Management until you switch over.
How do you avoid duplicate tickets when we switch our support email and other channels from Puzzel Case Management to Kayako?
We agree one cutoff time with you and line up the switchover of your email and of each other channel with it. Everything received in Puzzel Case Management up to that moment is migrated, and everything after it arrives directly in Kayako. While a channel is connected to both, new messages land in both, so Kayako creates its own copy of a conversation that the migration also brings across. Puzzel Case Management and Kayako can stay live side by side after go-live, as long as each one is connected to its own support email addresses so incoming mail lands in only one place. Once your support email is connected to Kayako and tickets are arriving there directly, a delta sync run after that point can pull in the same tickets a second time, so we time the final sync around your email cutover and flag it if a sync you ask for falls after your switchover point. If a conversation was captured both ways, the two tickets sit on the same customer and, where Kayako supports merging tickets, can be merged. The final list of migrated tickets with their new Kayako IDs lets you check the boundary and spot any ticket that came in around the switch.
Can we change fields or settings in Puzzel Case Management or Kayako while the migration is running, and is there anything we should switch off?
Mostly yes, and your team can keep working as normal, but leave the fields being migrated as they are, in Puzzel Case Management and Kayako, until the migration, including the final delta, is complete. The field mappings are set before the run starts, so hold off on renaming or removing those fields, and changing a migrated field's options, archiving it, or marking it as required or conditional can stop records from migrating. Where needed, and as agreed with you, we set the matching fields in Kayako to active, not required and not conditional for the duration of the migration. Other fields can be added or removed in the meantime. Also pause any AI agents, automations or rules in Kayako that could act on migrated records, so they don't fire on historical records as they arrive; if some must keep running for live work, we can instead agree a condition that makes them skip migrated records. Once the migration is complete, you can switch them back on, restore those field settings and rename fields freely.
If a customer replies to an old Puzzel Case Management ticket after we switch to Kayako, will the reply join the migrated ticket or start a new one?
It depends on who replies first. If the customer replies to an email sent from Puzzel Case Management, many help desks open a new ticket on the same customer rather than adding the reply to the migrated one, for example where replies are threaded by the original email's message ID, which migrated messages don't keep. Where Kayako supports merging tickets, your team can then merge the two. If an agent replies from the migrated ticket first and Kayako allows replies from migrated tickets, the customer's next reply continues on that ticket.

Security & access

1 question
Can we whitelist a single IP instead of opening our network to your migration tool?
Yes. All migration traffic runs through a centralized system using one fixed IP, which your IT team can whitelist instead of opening broader network access.

Pricing

1 question
Is migration pricing a flat fee, or does it scale with data volume?
It's a flat fee with no hidden costs. The price we agree with you for your scope is the price you pay, and small variances in the final volume, a bit more or less, are included.

After go-live

14 questions
How do I validate that everything migrated correctly?
Every client receives a Migration Validation Report with comprehensive metrics including record-count comparison, attachment integrity verification via checksum, and full audit logs of the migration run, showing every record created, skipped or failed. If any item didn't come across, the report names each one, the specific reason, and how to bring it across if you want it there. We also offer unlimited sample migrations, so you can check your data before the full migration runs.
What support do you provide after the migration goes live?
At ClonePartner, we consider ourselves your partners in this journey. We take full accountability for your migration's success. Once your migration goes live, we provide 30 days of comprehensive post-migration support as standard, and longer support, such as 60 or 90 days, can be agreed for your project. During this period, we help with anything related to your migrated data, so your migration is a complete success.
Will we get a migration report and a mapping sheet linking old record IDs to new ones?
Yes. We provide a comprehensive migration report along with an ID-mapping sheet that links each old Puzzel Case Management record ID to its new ID in Kayako. This ensures full traceability, simplifies post-migration verification, and helps your team validate that records have been migrated accurately.
After migration, do I contact ClonePartner or the platform's own support if something looks wrong?
ClonePartner is the contact for anything about the migrated data itself. Questions about the platform itself, such as how its features and settings work, go to the platform's own support or to whoever administers it for you.
If a migrated ticket has to be deleted and reimported to fix an issue, does it lose its original dates or history?
No. A ticket reimported to fix an issue, such as broken inline images, keeps its original creation time and its conversation history with the original timestamps. Tickets that have been changed in Kayako since the original migration are left out of any reimport, because overwriting them would lose those updates.
Can our customers be told that their open Puzzel Case Management tickets have moved to Kayako?
Yes, if you want them to be. Once the migrated tickets have been checked, we can send each requester of an open ticket a notification through Kayako's API where it supports this, with wording you approve. If you'd rather not tell customers, no message is sent.
Can you keep our CRM updated with support activity after we move from Puzzel Case Management to Kayako?
Yes, where Kayako's API makes that activity available. We build an ongoing sync on Kayako's and your CRM's APIs that writes support activity to the right contacts and companies, and you decide what gets logged. It is a separate piece of work from the migration, scoped and priced on its own.
What if we later want Puzzel Case Management tickets we chose to leave out of the migration?
Tell us which tickets you want added, for example by status, and we migrate them in a follow-up run. We can also share a list of every excluded ticket so you can review exactly what was left out. After the follow-up, you get a list matching each original ticket to its new ticket ID and URL, so your team can find it straight away.
If we use an AI agent in Kayako, can our migrated Puzzel Case Management tickets be used to train it?
It depends on how Kayako's AI agent learns. Some AI agents draw on your knowledge base and guidance content rather than on historical tickets, so check with Kayako how its AI uses past conversations before deciding how much history to migrate for that reason. Migrated tickets arrive as regular tickets, and we can tag them, for example so the AI agent doesn't respond to them, or so you can include or exclude them.
Why don't our ticket counts or open ticket numbers match between Puzzel Case Management and Kayako after the migration?
Usually because the two numbers aren't counting the same tickets. A count in Kayako can include tickets created there directly as well as migrated ones, and rules in Kayako can close migrated tickets automatically. Open tickets also keep changing until the final delta sync, which brings their latest status across. We check the counts against the migrated tickets and the list of every ticket we migrated, and if a gap remains, we investigate specific examples with you.
Will migrated historical tickets skew our help desk reports, such as resolution time?
Yes, they can, so it's worth planning for. Some timing data, such as when a ticket was assigned, closed or changed status, stays with your old account because the platform's API doesn't provide it, so reports that measure resolution or closed tickets can count old tickets as resolved on the day they were migrated. How fully each platform's reports and analytics count imported historical tickets also varies, so confirm it with Kayako before you rely on those reports for past periods. If you want, every migrated ticket can carry a migration tag, so you can keep it apart from new work in views and, where your reports can filter by tag, in reports. We also recommend exporting your historical reports from the old platform before you close it.
Will all of our historical Puzzel Case Management tickets stay searchable in Kayako after the migration?
Yes. Historical tickets are migrated as regular tickets with their messages, customers and statuses, so your team can search them in Kayako like any other ticket. If you want, each one can also carry a migration tag, so history can be filtered apart from new work, and the original ticket ID is kept in a field and in the ID-mapping file, so any old ticket number can be looked up.
Can you tag tickets that changed in Puzzel Case Management after the first migration run, so our team can review them in Kayako?
Yes. When a follow-up sync adds new comments to tickets that were already migrated, we can put a tag of your choice on those tickets, for example only the ones that are still open, so your team can filter for them and review them. Because each sync runs as a custom script, we can also leave each ticket's current status, assignee and other details unchanged while the new comments are added. We confirm the rule with you first, such as whether "open" means the status in Puzzel Case Management or in Kayako.
Can a ticket migrated from Puzzel Case Management be reopened later in Kayako if a customer or agent needs it?
It depends on Kayako and on the status the ticket arrives with. You choose the status migrated tickets come in with, such as closed for old history, and if you later want tickets set differently we can update them in bulk. Whether an agent can reopen a ticket that arrived closed, or move it from an archive area back into a live one, depends on how Kayako handles closed tickets, so we check that with you during scoping and can test it on a sample ticket before go-live.

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Attention to Detail

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Security & Compliance

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