Migration questions that show what customers lose on the way to you
Ask customers who switched from another tool how the move went, what came across and what they had to leave behind. Each question below comes with when to ask it and what the answer tells you.
What data migration survey questions tell you
Data migration survey questions ask customers switching to your product what they are leaving, how easy it was to bring their data across, how long the move took and what stayed behind in the old tool. A hard move can stall a new customer for weeks, and the answers show which step of the move to fix.
Ask the first questions when the customer starts the import, and the rest a week or two after the move, inside the product or by email to the person who ran it. Pick five or six per survey, and keep the sample export upload for customers whose import ran into trouble.
Each response gets an owner and a status in the inbox, so a customer with missing records can get help before the old tool is switched off. Written answers get a theme and a sentiment, and uploaded export files arrive in a gallery with the answer.
- Questions
- 15
- Best asked
- A week or two after the move
- Industry
- SaaS
- Where to find them
- From library in the Usertick survey editor, on every plan
The 15 switching from another tool questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
Where customers are coming from
Start with the old tool and who did the work, so every other answer can be read per source and per team.
- 01Multiple choice
What are you moving away from?
One choice for what the customer is leaving, from a spreadsheet to an in-house build. The donut shows where your new customers come from and which import paths deserve the most work.
- 09Multiple choice
Who did the migration work?
One choice for who did the migration work, from the customer alone to a partner. A large Nobody yet share shows customers who signed up and haven't moved yet.
- 15File upload
Upload a sample export from the tool you are leaving
The customer uploads a sample export from the old tool. Your team can test the import against a real file before the full move. File upload is on every plan, 1 per survey on Free.
How the move went
Effort, time, the size of the import and the grid show which step of the move costs customers the most.
- 02Customer effort
How easy was it to bring your old data across?
A customer effort score for bringing old data across. Select the low scores in Results to read what those customers found hardest about the move.
- 03Ruler
How many weeks did the move take from start to finish?
The length of the move in weeks, on a ruler up to twenty-six. The median gives sales and onboarding a realistic timeline to share with new customers.
- 05Yes / No
Did you run both tools side by side for a while?
Asks whether both tools ran side by side for a while. A high share of Yes suggests customers don't trust the move yet; read it with how much of the setup came across.
- 06Number
How many records did you import?
Records imported, typed as a number. The median and the middle half show the typical import size, useful when you test the import for speed and limits.
- 13Matrix
Rate each step of the move
Rates export, import, checking the data and training the team on one grid. The heat map shows which step of the move pulls the experience down.
What came across and what didn't
Ask these before the old tool is switched off, while missing data can still be recovered.
- 08Stars
How well did the import handle your data?
Five stars for how well the import handled the customer's data. A low average with many custom fields left behind points to field mapping as the fix.
- 10Big scale
How much of your old setup made it across?
How much of the old setup made it across, on a ten-step scale. Low scores are worth a call from onboarding before the customer switches the old tool off.
- 04Multiple choice
What did you have to leave behind in the old tool?
Lets customers pick everything they had to leave behind, from old reports to user accounts. The bars show which gaps in your import to close first.
Priorities and timing
These show what customers value in a move and when the old tool goes, which sets the pace of your follow-up.
- 11This or that
During a move, which matters more?
Two pairs: every record or live fast, a clean start or an exact copy. The split bars show which import option to make the default.
- 12Date
When do you plan to switch off the old tool?
The date the customer plans to switch off the old tool, picked on a calendar. Results shows the picked dates, so onboarding knows which accounts to check on first.
What would make the move easier
End with the two open questions, which give onboarding a list of fixes in the customer's words.
- 07Text
What was the hardest part of the move?
An open question for the hardest part of the move. Each answer gets a theme, so problems with exports, field mapping and training can be filtered apart.
- 14Text
What help would have made the move easier?
An open question for the help that would have made the move easier. The answers can name a guide, a mapping template or a call, a direct list for your onboarding team.
Tips for asking about switching from another tool
Small choices that get honest, useful answers.
- 01
Ask before the old tool goes
Send the survey while the customer can still go back to the old tool for missing data, a week or two after the import.
- 02
Ask the person who did the work
The admin or partner who ran the import knows what went wrong. Send the survey to them by email or link.
- 03
Act on missing data quickly
Give every low score on what came across an owner in the inbox, and offer help before the switch-off date.
- 04
Learn from each source tool
Select each source in the first question in Results to read the answers per tool, so each import path gets its own fixes.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about switching from another tool
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
A week or two after the import, while the old tool is still on. Usertick sends by email now or on a date up to 30 days ahead, so schedule the send for the week after each import.
The person who ran the move, such as an admin, IT or a partner. Send it to them by email or link, and ask the wider team about training in a separate survey.
Yes, on every plan. The file upload question (1 per survey on Free) takes an export file with the answer, and it arrives in the inbox for your onboarding team.
Five or six. Start with what they are leaving and the import effort score, add what was left behind and the switch-off date, and end with the help they needed.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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