Migration Guide for E-commerce Teams
Converge Team
Part of the Zoho SalesIQ migration guide
How e-commerce support teams can migrate from Zoho SalesIQ while maintaining customer service quality.
E-commerce Migration from Zoho SalesIQ
SalesIQ is used by e-commerce businesses primarily for its live chat widget and visitor tracking, not for deep order management. The migration is straightforward since SalesIQ doesn't have tight e-commerce platform integrations like some competitors.
SalesIQ's E-commerce Features
SalesIQ provides a live chat widget, visitor tracking (which pages they viewed, time on site), and lead scoring. It integrates with Shopify and WooCommerce via plugins for embedding the chat widget. However, SalesIQ doesn't pull in order data, cart contents, or purchase history into the chat interface — it's a chat tool, not an e-commerce helpdesk.
Widget Replacement
Remove the SalesIQ widget from your store (uninstall the Shopify app or WordPress plugin, or remove the JS snippet from your theme). Install your new platform's chat widget — most support Shopify, WooCommerce, and BigCommerce via script tag or native apps. The new widget can capture leads and track the visitor journey on your store.
Multi-Channel for E-commerce
E-commerce customers reach out via Instagram DMs, WhatsApp, Messenger, and your website. SalesIQ supports all of these on the Professional plan. Make sure your new platform covers the same channels — and consider adding Discord (for community-driven brands) or Zalo (for Southeast Asian markets) if they're relevant to your customer base.
Timing
Don't migrate during Black Friday, holiday sales, or any promotional period. Plan the switch during a quiet week so your team can adjust without affecting customer response times.
Need the full migration guide?
This page covers migration guide for e-commerce teams specifically. For the complete step-by-step migration process:
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