Migrating from Loom to Pendo
Loom scores 4.7/5 on G2 — 0.3 points ahead of Pendo (4.4/5). If you're making the switch, here's how to migrate your team from Loom to Pendo step by step.
At a Glance
- Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
- Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
- Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
- Retroactive analytics — captures all user interaction data from install without requiring pre-defined event tagging, so PMs can answer questions about past behavior immediately
- No-code in-app guide builder allows PMs to create onboarding walkthroughs, tooltips, and announcements without engineering involvement
- Combined analytics + feedback + in-app guidance in a single platform reduces tool sprawl compared to using separate point solutions
You gain with Pendo
- +roadmapping
- +workflow automations
- +custom fields
You leave behind
- −mobile app
Migration Steps
Audit and export your current workspace
Before touching Pendo, document what lives in Loom: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any workflow automations that your team relies on daily.
Set up your Pendo workspace
Create your Pendo workspace and replicate your project structure using tasks and projects. Start with the free tier — it covers the core workflow before you commit to a paid plan. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Pendo equivalent for each Loom feature your team relies on. projects and tasks in Loom maps to tasks and projects in Pendo. Pendo supports custom fields — recreate your Loom field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Pendo supports CSV import for tasks and projects and has 27+ native integrations. After importing, rebuild your key automations — Pendo's automation engine can replicate most rules you had in Loom. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the project hierarchy.
Run Loom in parallel for two weeks
Keep Loom read-only while your team works primarily in Pendo. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Loom, archive the workspace and make Pendo the official home.
Ready to switch?
Read the full Pendo review for pricing, integrations, and team fit details.