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Transitioning to CommCare

Transitioning to CommCare

This section provides a full set of resources to support organizations transitioning to CommCare. It includes a high-level overview of the transition process, guides for migrating from specific tools, and advanced guidance for more complex transitions.

If you have any questions or don't see a resource for your specific needs, please feel free to reach out to info@dimagi.com — we'd be happy to assist you.

 

General Transition Guide

This guide provides a straightforward overview for transitioning from another tool to CommCare. It is designed for smaller programs that are moving over — systems with limited data or content to migrate, and for users on CommCare’s $100/month Standard Plan, which this guide is specifically written to support. In addition, each section also provides additional information about how users on higher plans can leverage more technical resources for bigger and more complex transitions.

Advanced Data Migration Guide

Data migration is just one step in the multi-step process of transitioning to CommCare. For larger or more complex systems, it can be the most intensive. To support these cases, we created the CommCare Advanced Data Migration Guide.

  • Power Automate for Data Migration — For advanced users: Learn how to use Power Automate to migrate data from other platforms into CommCare with example scripts, detailed steps, and troubleshooting tips.
  • Azure Data Factory for Data Migration — For advanced users: Learn how to use Power Automate / Azure Data Factory to migrate data from other platforms into CommCare with example scripts, detailed steps, and troubleshooting tips.

Tool-Specific Transition Guides

The pages below provide specific guidance for transitioning to CommCare from alternative systems. Please read through these to see if a system you are transitoining from is included. For any questions, please email info@dimagi.com.

  • KoboToolbox to CommCare Transition Guide — This guide provides step-by-step instructions for transitioning from KoboToolbox to CommCare, using CommCare’s most affordable, $100 month Standard Plan.
  • Ona Data to CommCare Transition Guide — This guide provides step-by-step instructions for transitioning from Ona Data to CommCare, using CommCare’s most affordable, $100 month Standard Plan.
  • OpenSRP to CommCare Transition Guide — This guide provides step-by-step instructions for transitioning from Ona’s OpenSRP tool https://ona.io/home/ to CommCare, using CommCare’s most affordable, $100 month Standard Plan.