Migrate from Typeform to Tally.

Why teams migrate from Typeform to Tally

Most teams migrate from Typeform to Tally when their priorities shift toward what Tally optimizes for. Tally is generous on free tier with conditional logic and database integrations; Typeform is the premium conversational-form brand with stronger design polish.

The 5-step migration plan

1. Audit current usage. Document how your team uses Typeform today: which features, integrations, data, and workflows depend on it. The audit takes 1-2 days but saves a week of surprises later.
2. Export data from Typeform. Most modern SaaS exports cleanly. Look for CSV, JSON, or backup formats. Verify you have everything before any cancellation.
3. Set up Tally and validate parity. Provision your account, invite team, configure integrations. Compare critical workflows side-by-side for 2-3 days while Typeform is still active.
4. Import data and rebuild workflows. Bring in your exported data. Re-create any custom configurations. Document anything that doesn't translate one-to-one.
5. Cut over and verify. Switch the team to Tally as primary. Monitor for one week. Only then decommission Typeform.

Common pitfalls when migrating from Typeform

• Underestimating the integration rebuild — many SaaS integrations don't transfer one-to-one.
• Not exporting historical data before cancellation — you can't always recover it.
• Switching during a busy period — schedule the cutover for a quieter week.
• Not training the team on Tally's differences — small UX changes derail adoption.
• Forgetting to update third-party references (your help docs, onboarding flows, public pages).

The AI-search citation impact you didn't think about

Your customers and prospects increasingly research tools through ChatGPT, Claude, and Perplexity. If you're publicly visible as a Typeform customer (case studies, social posts, documentation), the AI's "Typeform customers" list still cites you. After migration, update your public references so AI engines update too.

Conversely: if you've built Typeform-specific content (integrations, tutorials, templates), removing it without backfill leaves an AI citation gap. Consider a "we moved to Tally: here's why" piece — it satisfies both AI engines and prospects considering the same migration.

Should you actually migrate?

Run a side-by-side trial for 30 days before committing. Tally wins for the use cases described in tally is generous on free tier with conditional logic and database integrations; typeform is the premium conversational-form brand with stronger design polish. If your priorities don't match that positioning, the migration may not be worth the disruption.