Migration Guide

Screencastify to Loom

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

Medium difficultyPT4H6 steps

Quick Answer

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

Overview

Migrating from Screencastify to Loom is a common transition in the communication space. This guide covers every step of the process, from exporting your Screencastify data to getting your team fully productive in Loom. 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 Screencastify usage thoroughly. Document active projects, key integrations, custom configurations, and team workflows. Clean up unused data to keep your Loom 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 Screencastify to Loom

1

Export data from Screencastify

PT30M

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

2

Set up your Loom account

PT30M

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

3

Map features and data fields

PT30M

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

4

Import data into Loom

PT45M

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

5

Recreate automations and integrations

PT45M

Review your Screencastify automations, integrations, and custom workflows. Rebuild them using Loom'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 Loom.

Feature Mapping: Screencastify vs Loom

FeatureScreencastifyLoom
ChannelsScreencastify ChannelsLoom Channels
Direct MessagesScreencastify Direct MessagesLoom Direct Messages
Video CallsScreencastify Video CallsLoom Video Calls
File SharingScreencastify File SharingLoom File Sharing
IntegrationsScreencastify IntegrationsLoom 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 Screencastify accessible for at least 30 days as a reference. Monitor team adoption and gather feedback on the Loom 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 Screencastify to Loom 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.

Screencastify to Loom 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 Loom.
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. Loom 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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