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.

If you have any questions about moving from one tool to another in CommCare, please don’t hesitate to reach out to info@dimagi.com.

Why Transition to CommCare?

Step-by-Step Transition Instructions

In each section, we also provide an overview of features available on higher-tier software plans. These additional tools can make transitions easier and faster, and are particularly useful for larger programs, more technical migrations, or organizations looking to streamline their setup.

1. Prepare for your Transition

2. Re-Build Form(s) in CommCare

Option 1: Recreate your forms Manually

Option 2: Upload your XML forms into CommCare

For added convenience, the Standard Plan also allows you to upload existing form files (like XLSForms), speeding up the application building process.

3. Set up Case Management

If your program involves tracking ongoing interactions with individuals, households, or other entities, CommCare's case management features are crucial.

4. Create Users

5. Migrate Existing Data into CommCare

To ensure a seamless transition and avoid data loss, you'll likely need to migrate existing data from your previous system into CommCare. The Standard Plan offers options for basic data import:

6. Access & Analyze Data & Reports

7. Program Monitoring

Advanced Tools for Your CommCare Transition

Need Support With This Transition?

General Transition Guide