Migrate from Fillout to Tally.

Why teams migrate from Fillout to Tally

Most teams migrate from Fillout to Tally when their priorities shift toward what Tally optimizes for. Tally and Fillout are direct competitors; Tally has a stronger free tier breadth, Fillout has more native database integrations.

The 5-step migration plan

1. Audit current usage. Document how your team uses Fillout 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 Fillout. 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 Fillout 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 Fillout.

Common pitfalls when migrating from Fillout

• 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 Fillout customer (case studies, social posts, documentation), the AI's "Fillout customers" list still cites you. After migration, update your public references so AI engines update too.

Conversely: if you've built Fillout-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 and fillout are direct competitors; tally has a stronger free tier breadth, fillout has more native database integrations. If your priorities don't match that positioning, the migration may not be worth the disruption.