Switching to CommCare

Switching to CommCare from another tool?

Moving from a survey tool or another platform is easier than you think. Free, step-by-step guides bring your forms, data, and team across, at any technical level.

  • Free step-by-step guides
  • Any technical level
  • Your data comes with you
A stack of paper forms, an Excel spreadsheet, and another mobile app moving into CommCare

The Challenge

Hitting a wall with your current system?

A survey tool or spreadsheet is a great place to start. As programs grow past one-off data collection, teams tell us the same things:

  • We’re limited by surveys
  • We’re concerned about security
  • Our work has scaled and we need to better support all of our offices
  • We’ve hit a limit with data integrations
  • We need something more reliable in terms of performance and budget planning
A person leaning against a cracked wall, stuck with their current tool
WHY SWITCH

Why organizations move to CommCare

What teams gain when they move from a survey tool to CommCare.

Illustration of case records with history available offline on a phone

Offline case management

Track people and cases over time, and work fully offline when there is no signal.

See the platform
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Built for scale, priced to grow

Scale affordably from a pilot to a national rollout, with no price spikes as you grow.

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Enterprise-grade security

GDPR, HIPAA, and SOC 2 compliance keep sensitive data secure and audit-ready.

Explore security
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Open interoperability

Standards-based integrations connect CommCare to your existing systems, with structured data exports to Excel, JSON, and OData feeds.

Open source and integrations
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All-inclusive pricing

Hosting, security, support, and unlimited data storage all come included in your plan.

Estimate your cost
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Best-in-class support

A dedicated team and deep resources guide you from setup through complex rollouts.

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PARTNER VOICES

Teams that made the switch

Why organizations chose CommCare when a survey tool was no longer enough.

We searched for survey tool alternatives, but nothing had the full package of services that CommCare provides for the price. It’s the gold standard, providing the flexibility and capability we need to collect data effectively.
Jayson Simonson
Jayson Simonson
Director of Family Partnerships, New International
We chose CommCare for its flexibility to customize forms, its ability to have advanced case management for different types of clients, and its offline capability in the field.
Rewas Abdullah
Rewas Abdullah
Senior MEAL Manager, SEED Foundation
We struggled to find a system that could integrate our service delivery tools, data collection requirements and quality management processes into one cohesive platform. With CommCare, we have a one-stop shop which our young peer counsellors can use to plan, deliver and document the comprehensive support they provide for other children and adolescents.
Tanyaradzwa Napei
Tanyaradzwa Napei
Head of Strategic Information and Evaluation, Zvandiri
STEP-BY-STEP PLAYBOOK

Find your starting point

Whatever you use today, there’s a path across. Start with the general guide, or choose the specific tool you’re moving from. Each free guide covers form rebuilds, case management, and data migration, and works on the $100 per month Standard Plan.

However you collect data today, there is a clear path to CommCare. Teams make the switch when they outgrow a survey tool or spreadsheet and need to track people over time, work offline, and scale securely.

Don’t see your tool? Get in touch and our team will walk you through your situation.

FAQ

Questions about transitioning to CommCare

Making the switch

How is CommCare different from a survey tool?

Survey tools capture isolated form submissions. CommCare keeps a continuous case record, so a worker can open a client's full history before each visit, schedule follow-ups from past data, and hand cases between team members, even offline. It supports the whole program journey, from a simple survey to complex, long-term service delivery, with no-code customization and enterprise support.

Will we lose our existing data when we switch?

No. The transition guides walk you through rebuilding your forms and converting your existing exports into structured case records, so your data comes with you.

Do we need developers or technical staff to migrate?

No. Most teams move over on the no-code Standard Plan. CommCare's Form Builder is drag-and-drop, the guides are written for any technical level, and our team can help if you get stuck.

Do the transition guides cost anything?

No. The transition guides are free and work on CommCare's $100 per month Standard Plan. Most cover importing your existing forms and converting exports into structured case records.

Security, scale & support

How is our data kept secure?

CommCare provides encryption in transit and at rest, SOC 2 Type II certification, HIPAA-ready data handling, and GDPR alignment, along with audit logging and single sign-on.

Can CommCare scale to a national program?

Yes. CommCare runs everything from small pilots to national deployments with millions of records, with granular user management and release control for large, distributed teams.

What kind of support is available when we switch?

Dimagi provides step-by-step guides, tutorials, videos, and Dimagi Academy courses through its Help Site. CommCare onboarding packages add hands-on assistance from the Customer Success team at every stage.

Our current platform is shutting down. How quickly can we migrate?

We offer no-obligation consultations to map a rapid migration plan and keep your program running, giving you a stable, scalable, long-term alternative.

CommCare: A digital foundation that grows with you

  1. SurveysA frontline worker completing a survey form on a phone
  2. Case managementA worker carrying a phone that shows a list of case records
  3. Integrated systemsAn analyst reviewing dashboards and charts on a desktop computer
Get in Touch