Migrate Your Email Support

Converge Team

• Updated March 12, 2026

How to migrate your email support workflows, templates, and history from Tidio without losing data.

Migrating Email Support from Tidio

Tidio handles email through its Helpdesk ticketing system, supporting two connection methods: a one-click Gmail OAuth integration and manual email forwarding via a unique Tidio forwarding address. Your migration path depends on which method you used.

How Tidio Handles Email

Tidio's email integration lives under Settings > Email (previously Settings > Helpdesk). Incoming emails are converted into tickets in Tidio's inbox. You can connect multiple mailboxes and respond to emails directly from the Tidio panel. Tidio supports Gmail with a dedicated one-click OAuth integration, and any other email provider through manual forwarding — you copy a unique Tidio forwarding address and paste it into your email provider's forwarding settings.

Step 1: Document Your Email Configuration

Go to Settings > Email in your Tidio panel to list all connected mailboxes. Note which addresses are connected, whether they use the Gmail OAuth method or manual forwarding, and which email-specific automation rules you've configured (auto-assignment, ticketing automations on Growth+ plans). Also document any macros or canned responses you use frequently for email replies.

Step 2: Disconnect Email from Tidio

For Gmail OAuth: Go to Settings > Email, find the mailbox, and click the Delete button on the right side. This fully disconnects the Gmail integration. For manual forwarding: Deleting the mailbox from Tidio is not enough — you must also remove the Tidio forwarding address from your email provider's forwarding settings (e.g., in Gmail: Settings > Forwarding and POP/IMAP > remove the forwarding address). Otherwise, emails will continue routing to Tidio's inactive address.

Step 3: Connect Email to Your New Platform

Set up email on your new platform using their supported method (Gmail integration, custom domain via Mailgun, or other email forwarding). Update any forwarding rules in your email provider to point to your new platform's inbound address instead of Tidio's. If you use a custom domain for support email, DNS changes (MX or forwarding records) may take up to 48 hours to propagate.

Step 4: Recreate Email Templates

Tidio's macros (available on Growth+ plans) serve as quick-insert templates for email and chat replies. These can't be exported in bulk — copy each one manually and recreate them as Quick Replies or equivalent templates on your new platform. Pay attention to any dynamic variables Tidio uses in macros, as the syntax will differ on your new platform.

Note: Open tickets in Tidio's helpdesk won't transfer automatically. Resolve open email tickets before switching, or keep Tidio active for a transition period while routing new emails to your new platform.