Migrate from Userpilot

Userpilot migration is usually a structured rebuild, not a one-click import. Export analytics and metadata where possible, then recreate the flows, checklists, surveys, and help surfaces that still matter.

Userpilot is a broad product growth platform with onboarding, engagement, analytics, feedback, Resource Center, localization, and session replay capabilities depending on plan. A useful migration should respect that breadth while helping your team avoid recreating every old prompt.

Use this guide to move the active parts of your Userpilot setup into Userorbit.

1. Inventory current Userpilot assets

List:

• Flows, spotlights, banners, and driven actions

• Checklists and checklist tasks

• Resource Center modules

• Surveys and NPS

• Segments, events, user properties, and company properties

• Product analytics reports and dashboards

• Session replay dependencies

• Localization files and language coverage

• Integrations and webhooks

For each item, mark it as keep, rebuild, consolidate, archive, or defer.

2. Export available data

Preserve anything you may need for historical reference:

• Analytics exports

• User and company data

• Event data

• Lookup metadata for flows, banners, spotlights, surveys, Resource Center modules, and checklists

• Checklist performance CSVs where available

• Translation files if you use manual localization

These exports are useful for historical analysis and migration planning. They should not be treated as a complete visual-content import.

3. Document visual behavior

For every flow or checklist you plan to keep, capture:

• Screenshots of each step

• Copy, media, button labels, and actions

• Page rules and element targeting

• Segment logic

• Trigger behavior

• Completion criteria

• Dismiss behavior

• Checklist task actions

• Survey logic and follow-up routing

• Resource Center module targeting

This gives the migration team enough context to rebuild the experience in Userorbit instead of guessing from analytics exports.

4. Map Userpilot objects to Userorbit

5. Rebuild activation journeys first

Start with the few experiences that matter most:

1. New-user onboarding

2. First-value checklist

3. High-impact feature adoption flows

4. Current surveys or NPS programs

5. Resource Center entries that reduce support tickets

Do not rebuild every historical flow. Userpilot migrations are a good time to remove prompts that no longer match the product.

6. Recreate Resource Center content carefully

Resource Center migration should cover:

• Module type

• Targeting rules

• Page context

• Links and embedded videos

• Custom JavaScript dependencies

• Help content destinations

• Flow, checklist, or survey launch behavior

If a Resource Center module links to an external knowledge base, verify the destination still works well inside the new Userorbit experience.

7. Handle localization after base content is approved

If you use localized Userpilot flows or checklists:

• Export available translation files

• Rebuild the base-language experience first

• Approve copy and flow order before translating

• Recreate translations after final QA

• Validate language detection and fallback behavior

Do not translate stale flows simply because translations already exist.

8. Plan analytics and session replay expectations

Userpilot analytics, dashboards, and session replay history may not map one-to-one into Userorbit.

Before cutover:

• Export historical analytics that stakeholders still need

• Decide which metrics Userorbit should own going forward

• Mark the cutover date in reporting

• Decide whether another analytics or replay tool remains in the stack

Avoid mixing old and new instrumentation without a clear note in dashboards.

9. QA with overlap protection

In staging or a limited production cohort:

• Install Userorbit

• Identify users and companies

• Pass core traits and events

• Verify targeting rules

• Test checklist completion

• Test survey frequency

• Test Resource Center/help access

• Confirm translated content where applicable

• Disable or suppress overlapping Userpilot prompts for the same users

The most common migration bug is duplicate prompting, not missing copy.

10. Roll out and remove Userpilot safely

Use a staged rollout:

1. Internal users

2. Friendly customer accounts

3. New users

4. High-fit production segments

5. All eligible users

Remove the Userpilot script only after confirming no critical flow, checklist, Resource Center module, analytics export, or integration still depends on it.

Common questions

Can Userpilot flows import automatically?

Plan for a rebuild unless your team has a verified importer. Analytics and metadata exports can help, but visual flows, triggers, targeting, translations, and behavior need review.

Will we lose analytics history?

Export historical analytics and mark a cutover date. Userorbit should own forward-looking activation, adoption, survey, and feedback metrics after migration.

What about Userpilot session replay?

If your team relies on session replay, decide whether it remains in a separate analytics/replay tool. Do not assume every Userpilot capability has a direct Userorbit equivalent.

Should we move every checklist?

No. Rebuild the checklists tied to current activation milestones. Archive old lists that reflect outdated product flows.

Need more help? Compare Userpilot and Userorbit, book a demo, or contact our support team.