Migration Guide

Vidyard to Loom

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

Medium difficultyPT4H6 steps

Quick Answer

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

Overview

Migrating from Vidyard to Loom is a common transition in the communication space. This guide covers every step of the process, from exporting your Vidyard 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 Vidyard 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 Vidyard to Loom

1

Export data from Vidyard

PT30M

Use Vidyard'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 Vidyard 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 Vidyard.

5

Recreate automations and integrations

PT45M

Review your Vidyard 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: Vidyard vs Loom

FeatureVidyardLoom
ChannelsVidyard ChannelsLoom Channels
Direct MessagesVidyard Direct MessagesLoom Direct Messages
Video CallsVidyard Video CallsLoom Video Calls
File SharingVidyard File SharingLoom File Sharing
IntegrationsVidyard 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 Vidyard 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 Vidyard 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.

Vidyard 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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Switching from Vidyard to Loom? StackTidy automatically detects both subscriptions so you know exactly when to cancel the old one.

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