Platform migration
There is no export button. Nothing you built in WalkMe transfers to Whatfix automatically — not the content, not the segmentation, not the analytics history. Anyone who tells you otherwise is selling something. What follows is what the work actually involves.
Can WalkMe content be migrated to Whatfix automatically?
No. There is no automated migration path between digital adoption platforms. Content models, element targeting and segmentation logic differ fundamentally, so every walkthrough, tip and launcher has to be rebuilt in the target platform. Migration is a rebuild with a reference, and should be budgeted as one.
The four reasons we actually see.
Cost at renewal. The most common trigger, and the one that most often turns out to be a false economy once rebuild effort is counted honestly. Do that arithmetic before you commit.
Maintenance burden. A powerful platform maintained by nobody in particular becomes a liability. Teams often want a simpler content model they can distribute across people who have other jobs. This is a legitimate reason and frequently the right call.
Scope shrank. The deployment was designed for an estate-wide programme that never happened. What remains is one system, and the platform is heavier than the need.
Nobody can use the editor. The original builders left. This one deserves scrutiny — it is a knowledge problem, and it will recur on the new platform unless the underlying ownership gap is fixed.
What actually carries over.
| Asset | Transfers? | Notes |
|---|---|---|
| Walkthrough content | No | Rebuild. The sequence and logic are reusable as a specification — that’s the real asset. |
| Element targeting | No | Selectors and recognition logic are platform-specific. |
| Segmentation rules | No | The underlying attributes carry; the rules must be re-expressed. |
| User attributes / data layer | Partly | If attributes are pushed from the host system, that integration is largely reusable. |
| Analytics history | No | Export what you need before the account closes. This is irreversible. |
| Governance model | Yes | Naming conventions, QA checklists and release process carry across unchanged, and are the most valuable thing you own. |
The reusable asset is the thinking, not the artefacts. A documented inventory of what exists, which items are actually used, and why each was built is worth more than the content itself — and most teams discover during migration that they never had that inventory.
Five stages, with guidance live throughout.
01 — Inventory and triage
Everything in the WalkMe account, with Insights usage data against it. In inherited accounts a substantial share is typically unused, duplicated or superseded. Migrating it would be paying twice for content that was already dead.
02 — Specification
The surviving items become platform-neutral specifications: process, trigger, audience, success condition. This is the artefact that makes the rebuild efficient and is worth writing even if you stay.
03 — Foundation on Whatfix
Injection, identification, segmentation and content model — set before any content is authored. Rebuilding the old structure faithfully is a common and expensive mistake; the migration is the one chance to fix what was wrong.
04 — Parallel build
Whatfix content is built and tested while WalkMe stays live. Users experience no gap. This is the stage most migration plans underestimate.
05 — Cutover and decommission
Switch by audience segment rather than all at once, so problems surface at a survivable scale. Export analytics before the WalkMe account closes.
Will users lose guidance during the migration?
Not if it is sequenced properly. WalkMe stays live while Whatfix is built and tested in parallel, and cutover happens by audience segment. Users should experience a change in styling, not an absence of help.
Should we migrate or fix what we have?
Often the second. If the deployment failed because of identification, ownership or release process, those causes travel with you and will reproduce the same outcome on the new platform. We’ll tell you when a migration is being used to avoid a governance problem, because that migration will disappoint you.
Before you commit to the rebuild.
We’ll audit the existing WalkMe account and tell you what is genuinely in use, what the rebuild would actually cost, and whether migrating is the right answer at all. Sometimes it isn’t, and we would rather say so early.