Move from Chatwoot

Copy the conversations of a Chatwoot account into Yuva and send its support address to Yuva. Yuva only reads Chatwoot. The overview is in Move to Yuva. This works with Chatwoot Cloud and with a Chatwoot you host yourself.

Before you start

• Use an administrator. Chatwoot’s API shows an agent only the inboxes the agent belongs to, so Yuva needs the access token of a user who is an administrator of the account. Yuva refuses a token of an agent.
• Copy the access token. In Chatwoot, open Profile Settings (your avatar, bottom left), scroll to Access Token and copy it. Chatwoot’s page: API.
• Find the account number. It is the number after /app/accounts/ in the address bar while you are in Chatwoot, for example 1 in https://app.chatwoot.com/app/accounts/1/dashboard.
• On the Connect step, enter the address of your Chatwoot (https://app.chatwoot.com, or the HTTPS address of your own install), the account number and the access token, and press Test connection. A self-hosted address must be reachable from the internet; a server on a private address is refused unless the operator of Yuva allowed it.

Chatwoot has no read-only token, so the token could change data. Yuva’s connection is what keeps it read-only: it sends Chatwoot nothing but read requests, and sends the token only to the address you entered.

What is copied

Chatwoot	Yuva
Conversations	Conversations, with all their messages
Incoming messages	Messages in
Outgoing messages	Messages out
Private notes	Notes, which only your team sees
Activity lines (assigned, resolved, label added)	Nothing
Status: open	Open
Status: pending and snoozed	Pending
Status: resolved	Closed
Conversation labels	Labels, as you map them (or none)
Agents	Team members, as you map them; others are kept by name
Assignee	The assignee, when the agent is mapped
Contacts	Contacts, with name, e-mail address and phone
Inboxes	Inboxes, one per Chatwoot inbox as you map them
Attachments	Files on the messages

Conversations take their original times and arrive quietly.

What is not copied

Canned responses, automation rules, macros, teams, custom attributes, CSAT ratings, the Help Center and reports. Yuva copies only what the table above lists.

Attachments

Chatwoot gives every attachment a link on its own storage (your install, or the storage service behind it). Yuva fetches the file from that link without the token. A file larger than the server’s attachment limit stays behind.

Limits

Chatwoot reports no limit. It throttles requests per IP address, with a figure the operator of an install sets and Chatwoot Cloud does not publish. Yuva sends at most 60 requests a minute, waits as long as Chatwoot asks when it answers 429 Too Many Requests with a Retry-After header, and a minute without one. A large account therefore takes a while: each conversation takes at least one request for its messages, and one more for each twenty messages.

The cutover

Today your support address reaches Chatwoot, through an e-mail inbox there or a forwarding rule at the mail provider that hosts it. On the Switch step, copy the channel’s forwarding address and change that so the support address reaches Yuva instead. Until you do, Yuva reads Chatwoot every two minutes, so no conversation is lost. Replies sent from Yuva go out from the channel’s address.

Then press Send a test message: it works when the message reaches Yuva by the new route. After a quiet period, or when you press Finish now, the migration finishes (how).

After it finishes

Reset your access token: in Chatwoot, Profile Settings → Access Token → Reset. Yuva deletes its copy when the migration ends but cannot revoke it in Chatwoot, so resetting is what ends its access. Keep the forwarding as it is, and keep Chatwoot as an archive if you like.