Thinking about switching from Whatfix to Userorbit? This guide covers what changes, how to prepare your data, and what the migration process looks like.
How Whatfix compares to Userorbit
Whatfix provides enterprise digital adoption. Userorbit offers a modern alternative with product tours, checklists, surveys, feedback, and AI agents — easier to set up and manage.
How to export your data from Whatfix
Whatfix is an enterprise platform. Export flows from the Whatfix Dashboard → Content → Export area. Contact Whatfix support for full content migration.
How your data maps to Userorbit
Whatfix flows → Userorbit product tours. Whatfix task lists → Userorbit checklists. Whatfix surveys → Userorbit surveys.
Migration process
Create your Userorbit workspace — Sign up at app.userorbit.com if you have not already.
Export your Whatfix data — Use the export instructions above to download your data.
Review your export — Check that the export contains everything you need. Note any custom fields, tags, or configurations you want preserved.
Send us your export — Share your exported files with our team. We will map, import, and set up your Userorbit workspace to match your Whatfix configuration.
Review and go live — We will walk you through the imported workspace. Review everything, make adjustments, and switch over when you are ready.
Need help? Contact our support team — we have helped teams migrate from Whatfix before and will guide you through every step.