Migration Guide

Loom to Vidyard

Step-by-step guide to migrate from Loom to Vidyard in 2026. Everything you need for a smooth switch.

Medium difficultyPT4H6 steps

Quick Answer

How to migrate from Loom to Vidyard: Medium difficulty, PT4H, 6 steps. Migrating from Loom to Vidyard is a common transition in the communication space.

Overview

Migrating from Loom to Vidyard is a common transition in the communication space. This guide covers every step of the process, from exporting your Loom data to getting your team fully productive in Vidyard. Whether you're switching for better features, pricing, or team fit, a well-planned migration minimizes disruption.

Before You Start

Before starting your migration, audit your Loom usage thoroughly. Document active projects, key integrations, custom configurations, and team workflows. Clean up unused data to keep your Vidyard workspace organized from day one. Notify your team at least a week in advance and designate migration leads for each department.

How to Migrate from Loom to Vidyard

1

Export data from Loom

PT30M

Use Loom's built-in export tools to download your data. Most platforms offer CSV, JSON, or API-based export options.

2

Set up your Vidyard account

PT30M

Create your Vidyard workspace, configure settings, and set up the organizational structure to mirror your current setup.

3

Map features and data fields

PT30M

Review how Loom concepts translate to Vidyard. Document the mapping for custom fields, statuses, and workflows.

4

Import data into Vidyard

PT45M

Use Vidyard's import tools, CSV upload, or a third-party migration service to bring your data from Loom.

5

Recreate automations and integrations

PT45M

Review your Loom automations, integrations, and custom workflows. Rebuild them using Vidyard's native automation features.

6

Verify data and train your team

PT30M

Check that all critical data transferred correctly. Provide training sessions and documentation to help your team adjust to Vidyard.

Feature Mapping: Loom vs Vidyard

FeatureLoomVidyard
ChannelsLoom ChannelsVidyard Channels
Direct MessagesLoom Direct MessagesVidyard Direct Messages
Video CallsLoom Video CallsVidyard Video Calls
File SharingLoom File SharingVidyard File Sharing
IntegrationsLoom IntegrationsVidyard Integrations

Data Transfer Checklist

Transfers successfully

  • Channel/group messages
  • Direct messages (with export)
  • Files and attachments
  • User list
  • Channel structure

Needs manual work

  • Custom integrations
  • Bot configurations
  • Message reactions
  • Custom emoji

After Migration

After migrating, keep Loom accessible for at least 30 days as a reference. Monitor team adoption and gather feedback on the Vidyard experience. Set up a dedicated help channel for migration questions. Track key productivity metrics to ensure the switch is successful.

Our Verdict

The migration from Loom to Vidyard is manageable with proper planning. The biggest factor in a successful switch is thorough preparation and giving your team adequate time to adjust to the new platform.

Loom to Vidyard Migration FAQ

A typical migration takes 3-5 hours for the technical setup. Larger organizations with extensive data may need additional time. We recommend a 1-2 week transition period for full team adoption.
Most core data can be transferred using export/import tools. However, some platform-specific features like custom automations and plugin data may need to be manually recreated in Vidyard.
Yes, we recommend running both tools in parallel for 1-2 weeks. This gives your team time to adjust and ensures nothing is missed during the transition.
Both are strong options in the communication space. Vidyard may offer different strengths depending on your team's needs. We recommend evaluating your specific requirements and taking advantage of any free trial before committing.

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