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Home › Migration guides
Migration guides

Software migration guides: how to actually switch

232 switching guides across 31 categories, built from each vendor’s own import documentation. Each one covers what transfers automatically, what you rebuild by hand, the migration steps in order, both tools’ pricing side by side, and an adjustable switching-cost estimate with its assumptions shown.

By Bill Belcamino · Last updated September 23, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Software migration guidesVerified Sep 23, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: How hard is it to switch business software, and when should I start?

It depends on the exact pair, which is why there are 150 guides across 31 categories, each splitting what transfers automatically from what you rebuild by hand.

Direction matters too: Asana to ClickUp and ClickUp to Asana are separate pages with different answers. The date that decides your plan is the old tool's renewal, not the new tool's trial. Work backwards from it, leaving time to clean the data, rebuild what won't import and run both systems side by side for a couple of weeks, because a switch that overruns the renewal means paying for two tools. Take a full export before you cancel anything, since access to the old account and its history can end with the subscription. Then open the guide for your pair and set the switching-cost estimate to your own team.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

AI Assistants Compare AI Assistants pricing →

ChatGPT to ClaudeUpdated September 19, 2026ChatGPT to GeminiUpdated September 19, 2026ChatGPT to Microsoft 365 CopilotUpdated September 19, 2026Claude to ChatGPTUpdated September 19, 2026Claude to GeminiUpdated September 23, 2026Claude to Microsoft 365 CopilotUpdated September 23, 2026Gemini to ChatGPTUpdated September 19, 2026Gemini to ClaudeUpdated September 23, 2026Microsoft 365 Copilot to ChatGPTUpdated September 19, 2026Microsoft 365 Copilot to ClaudeUpdated September 23, 2026Perplexity to ChatGPTUpdated September 27, 2026ChatGPT to PerplexityUpdated September 27, 2026

Accounting Software Compare Accounting Software pricing →

FreshBooks to QuickBooksUpdated September 16, 2026FreshBooks to XeroUpdated September 18, 2026QuickBooks to FreshBooksUpdated September 16, 2026QuickBooks to XeroUpdated September 16, 2026Xero to FreshBooksUpdated September 18, 2026Xero to QuickBooksUpdated September 16, 2026

Agency & Funnel Software Compare Agency & Funnel Software pricing →

ClickFunnels to GoHighLevelUpdated September 16, 2026GoHighLevel to ClickFunnelsUpdated September 16, 2026GoHighLevel to KartraUpdated September 16, 2026GoHighLevel to KeapUpdated September 16, 2026GoHighLevel to VendastaUpdated September 16, 2026Kartra to GoHighLevelUpdated September 16, 2026Keap to GoHighLevelUpdated September 16, 2026Vendasta to GoHighLevelUpdated September 16, 2026

B2B Sales Outreach Compare B2B Sales Outreach pricing →

Instantly to OutreachUpdated September 23, 2026Instantly to SmartleadUpdated September 16, 2026Instantly to WoodpeckerUpdated September 16, 2026Outreach to InstantlyUpdated September 23, 2026Outreach to SalesloftUpdated September 16, 2026Salesloft to OutreachUpdated September 16, 2026Smartlead to InstantlyUpdated September 16, 2026Smartlead to WoodpeckerUpdated September 16, 2026Woodpecker to InstantlyUpdated September 16, 2026Woodpecker to SmartleadUpdated September 16, 2026Instantly to SalesforgeUpdated September 27, 2026Salesforge to InstantlyUpdated September 27, 2026

Business Backup Compare Business Backup pricing →

Backblaze to CarboniteUpdated September 19, 2026Backblaze to IDriveUpdated September 19, 2026Carbonite to BackblazeUpdated September 19, 2026Carbonite to IDriveUpdated September 19, 2026IDrive to BackblazeUpdated September 19, 2026IDrive to CarboniteUpdated September 19, 2026

Business Email & Office Compare Business Email & Office pricing →

Google Workspace to Microsoft 365Updated September 19, 2026Google Workspace to Zoho WorkplaceUpdated September 19, 2026Microsoft 365 to Google WorkspaceUpdated September 19, 2026Microsoft 365 to Zoho WorkplaceUpdated September 19, 2026Zoho Workplace to Google WorkspaceUpdated September 19, 2026Zoho Workplace to Microsoft 365Updated September 19, 2026

CRM Platforms Compare CRM Platforms pricing →

GoHighLevel to HubSpotUpdated September 16, 2026HubSpot to GoHighLevelUpdated September 16, 2026HubSpot to PipedriveUpdated September 16, 2026HubSpot to SalesforceUpdated September 13, 2026HubSpot to Zoho CRMUpdated September 17, 2026Pipedrive to HubSpotUpdated September 16, 2026Pipedrive to SalesforceUpdated September 23, 2026Pipedrive to Zoho CRMUpdated September 23, 2026Salesforce to HubSpotUpdated September 13, 2026Salesforce to PipedriveUpdated September 23, 2026Salesforce to Zoho CRMUpdated September 23, 2026Zoho CRM to HubSpotUpdated September 17, 2026Zoho CRM to PipedriveUpdated September 23, 2026Zoho CRM to SalesforceUpdated September 23, 2026HubSpot to AttioUpdated September 27, 2026Attio to HubSpotUpdated September 27, 2026

Cloud Storage Compare Cloud Storage pricing →

Box to Dropbox BusinessUpdated September 23, 2026Box to Google WorkspaceUpdated September 23, 2026Dropbox Business to BoxUpdated September 23, 2026Dropbox Business to Google WorkspaceUpdated September 23, 2026Dropbox to Google DriveUpdated September 16, 2026Google Drive to DropboxUpdated September 16, 2026Google Drive to OneDriveUpdated September 25, 2026Google Workspace to BoxUpdated September 23, 2026Google Workspace to Dropbox BusinessUpdated September 23, 2026OneDrive to Google DriveUpdated September 25, 2026

Customer Support Compare Customer Support pricing →

Freshdesk to IntercomUpdated September 23, 2026Freshdesk to ZendeskUpdated September 13, 2026Intercom to FreshdeskUpdated September 23, 2026Intercom to ZendeskUpdated September 16, 2026Zendesk to FreshdeskUpdated September 13, 2026Zendesk to IntercomUpdated September 16, 2026

Design Tools Compare Design Tools pricing →

Adobe Express to CanvaUpdated September 19, 2026Adobe Express to FigmaUpdated September 19, 2026Canva to Adobe ExpressUpdated September 19, 2026Canva to FigmaUpdated September 19, 2026Figma to Adobe ExpressUpdated September 19, 2026Figma to CanvaUpdated September 19, 2026

E-Signature Compare E-Signature pricing →

Adobe Acrobat Sign to DocuSignUpdated September 16, 2026Adobe Acrobat Sign to PandaDocUpdated September 23, 2026DocuSign to Adobe Acrobat SignUpdated September 16, 2026DocuSign to PandaDocUpdated September 16, 2026PandaDoc to Adobe Acrobat SignUpdated September 23, 2026PandaDoc to DocuSignUpdated September 16, 2026PandaDoc to SignNowUpdated September 25, 2026SignNow to PandaDocUpdated September 25, 2026DocuSign to Dropbox SignUpdated September 25, 2026Dropbox Sign to DocuSignUpdated September 25, 2026PandaDoc to Zoho SignUpdated September 25, 2026Zoho Sign to PandaDocUpdated September 25, 2026

E-commerce Platforms Compare E-commerce Platforms pricing →

BigCommerce to ShopifyUpdated September 23, 2026BigCommerce to WooCommerceUpdated September 23, 2026Shopify to BigCommerceUpdated September 23, 2026Shopify to WooCommerceUpdated September 16, 2026WooCommerce to BigCommerceUpdated September 23, 2026WooCommerce to ShopifyUpdated September 16, 2026

Email Marketing Compare Email Marketing pricing →

Constant Contact to MailchimpUpdated September 18, 2026Mailchimp to Constant ContactUpdated September 18, 2026beehiiv to MailchimpUpdated September 27, 2026Mailchimp to beehiivUpdated September 27, 2026

Inventory Management Compare Inventory Management pricing →

Sortly to Zoho InventoryUpdated September 19, 2026Sortly to inFlow InventoryUpdated September 19, 2026Zoho Inventory to SortlyUpdated September 19, 2026Zoho Inventory to inFlow InventoryUpdated September 19, 2026inFlow Inventory to SortlyUpdated September 19, 2026inFlow Inventory to Zoho InventoryUpdated September 19, 2026

Knowledge Management Compare Knowledge Management pricing →

Coda to ConfluenceUpdated September 23, 2026Coda to NotionUpdated September 23, 2026Confluence to CodaUpdated September 23, 2026Confluence to NotionUpdated September 16, 2026Notion to CodaUpdated September 23, 2026Notion to ConfluenceUpdated September 16, 2026Notion to OneNoteUpdated September 24, 2026OneNote to NotionUpdated September 24, 2026

Marketing Automation Compare Marketing Automation pricing →

ActiveCampaign to GoHighLevelUpdated September 16, 2026ActiveCampaign to HubSpotUpdated September 16, 2026ActiveCampaign to KeapUpdated September 23, 2026ActiveCampaign to KlaviyoUpdated September 23, 2026ActiveCampaign to MailchimpUpdated September 23, 2026GoHighLevel to ActiveCampaignUpdated September 16, 2026HubSpot to ActiveCampaignUpdated September 16, 2026HubSpot to KeapUpdated September 23, 2026HubSpot to KlaviyoUpdated September 23, 2026HubSpot to MailchimpUpdated September 23, 2026Keap to ActiveCampaignUpdated September 23, 2026Keap to HubSpotUpdated September 23, 2026Keap to KlaviyoUpdated September 23, 2026Keap to MailchimpUpdated September 23, 2026Klaviyo to ActiveCampaignUpdated September 23, 2026Klaviyo to HubSpotUpdated September 23, 2026Klaviyo to KeapUpdated September 23, 2026Klaviyo to MailchimpUpdated September 16, 2026Mailchimp to ActiveCampaignUpdated September 23, 2026Mailchimp to HubSpotUpdated September 23, 2026Mailchimp to KeapUpdated September 23, 2026Mailchimp to KlaviyoUpdated September 16, 2026

POS Systems Compare POS Systems pricing →

Clover to Shopify POSUpdated September 19, 2026Clover to SquareUpdated September 19, 2026Shopify POS to CloverUpdated September 19, 2026Shopify POS to SquareUpdated September 19, 2026Square to CloverUpdated September 19, 2026Square to Shopify POSUpdated September 19, 2026

Paid Ads Management Compare Paid Ads Management pricing →

AdEspresso to MadgicxUpdated September 19, 2026AdEspresso to OptmyzrUpdated September 19, 2026Madgicx to AdEspressoUpdated September 19, 2026Madgicx to OptmyzrUpdated September 19, 2026Optmyzr to AdEspressoUpdated September 19, 2026Optmyzr to MadgicxUpdated September 19, 2026

Password Managers Compare Password Managers pricing →

1Password to BitwardenUpdated September 19, 20261Password to LastPassUpdated September 19, 2026Bitwarden to 1PasswordUpdated September 19, 2026Bitwarden to LastPassUpdated September 19, 2026LastPass to 1PasswordUpdated September 19, 2026LastPass to BitwardenUpdated September 19, 2026

Payment Processing Compare Payment Processing pricing →

PayPal to SquareUpdated September 23, 2026PayPal to StripeUpdated September 16, 2026Square to PayPalUpdated September 23, 2026Square to StripeUpdated September 23, 2026Stripe to PayPalUpdated September 16, 2026Stripe to SquareUpdated September 23, 2026Polar to StripeUpdated September 27, 2026Stripe to PolarUpdated September 27, 2026

Payroll & HR Compare Payroll & HR pricing →

Gusto to OnPayUpdated September 23, 2026Gusto to RipplingUpdated September 17, 2026OnPay to GustoUpdated September 23, 2026OnPay to RipplingUpdated September 23, 2026Rippling to GustoUpdated September 17, 2026Rippling to OnPayUpdated September 23, 2026

Project Management Compare Project Management pricing →

Airtable to ExcelUpdated September 24, 2026Asana to ClickUpUpdated September 13, 2026Asana to JiraUpdated September 23, 2026Asana to Monday.comUpdated September 17, 2026Asana to TrelloUpdated September 17, 2026ClickUp to AsanaUpdated September 13, 2026ClickUp to Monday.comUpdated September 16, 2026ClickUp to TrelloUpdated September 23, 2026Excel to AirtableUpdated September 24, 2026Jira to AsanaUpdated September 23, 2026Jira to LinearUpdated September 17, 2026Jira to Monday.comUpdated September 24, 2026Linear to JiraUpdated September 17, 2026Monday.com to AsanaUpdated September 17, 2026Monday.com to ClickUpUpdated September 16, 2026Monday.com to JiraUpdated September 24, 2026Trello to AsanaUpdated September 17, 2026Trello to ClickUpUpdated September 23, 2026Motion to AsanaUpdated September 27, 2026Asana to MotionUpdated September 27, 2026

SEO Software Compare SEO Software pricing →

Ahrefs to Moz ProUpdated September 23, 2026Ahrefs to SemrushUpdated September 17, 2026Moz Pro to AhrefsUpdated September 23, 2026Moz Pro to SemrushUpdated September 23, 2026Semrush to AhrefsUpdated September 17, 2026Semrush to Moz ProUpdated September 23, 2026

Sales Intelligence Compare Sales Intelligence pricing →

Apollo.io to LushaUpdated September 23, 2026Apollo.io to ZoomInfoUpdated September 16, 2026Lusha to Apollo.ioUpdated September 23, 2026Lusha to ZoomInfoUpdated September 23, 2026ZoomInfo to Apollo.ioUpdated September 16, 2026ZoomInfo to LushaUpdated September 23, 2026Apollo.io to ClayUpdated September 27, 2026Clay to Apollo.ioUpdated September 27, 2026

Scheduling Software Compare Scheduling Software pricing →

Acuity Scheduling to Cal.comUpdated September 23, 2026Acuity Scheduling to CalendlyUpdated September 16, 2026Cal.com to Acuity SchedulingUpdated September 23, 2026Cal.com to CalendlyUpdated September 23, 2026Calendly to Acuity SchedulingUpdated September 16, 2026Calendly to Cal.comUpdated September 23, 2026

Social Media Management Compare Social Media Management pricing →

Buffer to HootsuiteUpdated September 19, 2026Buffer to Sprout SocialUpdated September 19, 2026Hootsuite to BufferUpdated September 19, 2026Hootsuite to Sprout SocialUpdated September 19, 2026Sprout Social to BufferUpdated September 19, 2026Sprout Social to HootsuiteUpdated September 19, 2026

Team Communication Compare Team Communication pricing →

Microsoft Teams to SlackUpdated September 16, 2026Slack to Microsoft TeamsUpdated September 16, 2026

Time Tracking Compare Time Tracking pricing →

Clockify to HarvestUpdated September 19, 2026Clockify to Toggl TrackUpdated September 19, 2026Harvest to ClockifyUpdated September 19, 2026Harvest to Toggl TrackUpdated September 19, 2026Toggl Track to ClockifyUpdated September 19, 2026Toggl Track to HarvestUpdated September 19, 2026

Video Conferencing Compare Video Conferencing pricing →

GoToMeeting to ZoomUpdated September 16, 2026Google Meet to Microsoft TeamsUpdated September 23, 2026Google Meet to ZoomUpdated September 16, 2026Microsoft Teams to Google MeetUpdated September 23, 2026Microsoft Teams to ZoomUpdated September 16, 2026Webex to ZoomUpdated September 16, 2026Zoom to GoToMeetingUpdated September 16, 2026Zoom to Google MeetUpdated September 16, 2026Zoom to Microsoft TeamsUpdated September 16, 2026Zoom to WebexUpdated September 16, 2026

Website Builders Compare Website Builders pricing →

Squarespace to WixUpdated September 16, 2026Squarespace to WordPressUpdated September 23, 2026Wix to SquarespaceUpdated September 16, 2026Wix to WordPressUpdated September 16, 2026WordPress to SquarespaceUpdated September 23, 2026WordPress to WixUpdated September 16, 2026Lovable to WixUpdated September 27, 2026Wix to LovableUpdated September 27, 2026Framer to SquarespaceUpdated September 27, 2026Squarespace to FramerUpdated September 27, 2026

Workflow Automation Compare Workflow Automation pricing →

Make to ZapierUpdated September 16, 2026Make to n8nUpdated September 23, 2026Zapier to MakeUpdated September 16, 2026Zapier to n8nUpdated September 18, 2026n8n to MakeUpdated September 23, 2026n8n to ZapierUpdated September 18, 2026

Cite this page: HelpCompare, “Software Migration Guides”, helpcompare.com/migration-guides/ (updated ).

From shortlist to switched

Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

01 · CompareWhich tool fits your team, side by side.133 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
Bill Belcamino, founder of HelpCompare
About the author

Bill Belcamino

Founder and author, HelpCompare

Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

“I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 23, 2026. No paid sponsorships, no affiliate commissions.

Read Bill’s story How we verify pricingSpot an error? Tell Bill