Migration Guide

Loom to Screencastify

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

Medium difficultyPT4H6 steps

Quick Answer

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

Overview

Migrating from Loom to Screencastify 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 Screencastify. 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 Screencastify 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 Screencastify

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 Screencastify account

PT30M

Create your Screencastify 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 Screencastify. Document the mapping for custom fields, statuses, and workflows.

4

Import data into Screencastify

PT45M

Use Screencastify'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 Screencastify'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 Screencastify.

Feature Mapping: Loom vs Screencastify

FeatureLoomScreencastify
ChannelsLoom ChannelsScreencastify Channels
Direct MessagesLoom Direct MessagesScreencastify Direct Messages
Video CallsLoom Video CallsScreencastify Video Calls
File SharingLoom File SharingScreencastify File Sharing
IntegrationsLoom IntegrationsScreencastify 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 Screencastify 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 Screencastify 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 Screencastify 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 Screencastify.
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. Screencastify 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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