Drift Migration Guides

Before migrating data from Drift, you need to connect your account to the Help Desk Migration Wizard. This requires creating a private Drift app and generating an API access token with the necessary permission scopes.

How to Connect the Drift Platform to Help Desk Migration Wizard

To connect Drift as a Source in the Help Desk Migration Wizard, you need to create a private Drift app and generate an API access token with the required permission scopes.

How to Create a Drift App?

1. Log in to your Drift account.

2. Go to https://dev.drift.com

3. Under Your Apps, click Build Your App.

Enter the application details:

• App Name
• Description (optional)
• Icon (optional)

5. Save the application.

How to Configure Required Permission Scopes?

1. Open your newly created app.

2. Navigate to OAuth & Permissions.

3. Scroll down to the Permission Scopes section.

4. Add the following scopes:

• conversation_read
• all_contact_read
• user_read

These permissions allow the Help Desk Migration tool to access conversations, contacts, and user information required for the migration.

How to Install the App?

1. Open the Activate Your App section.

2. Click Install App to Drift.

3. Drift will generate a permanent access token for your account.

How to Copy the Access Token?

1. After installation, copy the generated token.

2. Store it securely.

3. Use this token when configuring your Drift migration.

The token is used as a Bearer Token and grants access according to the permission scopes assigned to the app.

Once you've generated the access token, enter it in the Drift connection settings to proceed with your migration.