Can we bring our existing data across?

What SaaS companies need to publish

Switching cost is usually the largest barrier to adoption, and it is felt as a time cost rather than a money one.

How customers actually ask it

The same intent arrives in wording your page probably does not use. All of these mean the same thing:

  • Can we bring our existing data across?
  • migration
  • import from a spreadsheet
  • can you help us switch
  • CSV import

What a complete answer contains

For SaaS companies specifically, an answer is only complete when it covers all 5:

  1. 1

    Which formats you accept, named

  2. 2

    Which competitors you have a direct importer for

  3. 3

    Whether migration is self-serve or assisted, and what assisted costs

  4. 4

    Realistic timeframe for a migration of typical size

  5. 5

    What cannot be migrated, stated up front rather than discovered mid-way

A worked example

Illustrative — not a real business

Import from CSV on any plan. Direct importers exist for three common tools. Migrations above 50,000 records are assisted free on annual plans and typically complete within five working days. Historical audit logs cannot be migrated.

Which page should own it

Migration guide, linked from pricing

What silence costs

Unstated migration effort is assumed to be large. That assumption ends more evaluations than price does.

More questions SaaS companies get

Related

Does your site answer this already?

Point RubyRep at your website and ask it this exact question. If it cannot answer, neither can your customers.

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