Typeform to Adaptive AI (Migration Guide)

This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to Adaptive AI. The goal is to ensure a smooth transition while maximizing the use of Adaptive AI’s comprehensive features such as CRM integration, marketing automation, and advanced analytics.

IMPORTANT: Make sure you migrate all of the following components when switching over from Typeform

to Adaptive AI. 1. Forms 2. Contacts 3. Automations 4. Domains & QR codes 5. Reports

Migrate Forms

Typeform helps user collect information through forms, surveys, and polls and all responses can be downloaded in a CSV.

Step 1: View TypeForms

• Log in to access your Workspace and manage all forms and surveys.
• Click on each form to view each form question on the left side of the form preview screen.
• Review any existing automation sequences in Typeform, including form logic, calculations, email validation, and notifications.

Step 2: Recreate Questions in Adaptive AI

• Go to.
• Add Custom Value Folders for all Form Questions. Manually add these as custom fields, matching their data types.

Step 3: Recreate Forms & Surveys in Adaptive AI

• Create Individual forms and surveys and add their corresponding questions.
• Use Adaptive AI’s customization options to match the design and branding of the original TypeForm.
• Replicate any existing automation sequences in Typeform, including logic, calculations, email/phone validation, and notifications. Several settings can be built within the form builder. Remaining automations are built at the Automation Step.
• Test Forms and ensure they perform correctly.

Migrate Contacts

Unlike Adaptive AI, Typeforms doesn't require email or phone for each form submission. You must only export form responses that have phone and email fields to migrate to Adaptive AI Contacts.

Step 1: Export Form Responses from Typeform

• Access their form in My Workspace, navigate to Results, and select Responses.
• Use the checkbox to select all responses. Click the download icon at the top right to download all form responses in CSV format for backup.

Step 2: Prepare CSV for Adaptive AI Import

• Ensure all date fields in the CSV are in the. This is essential for compatibility with Adaptive AI.
• Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters.
• Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors.
• Log in to Adaptive AI and navigate to. Add custom fields to store contact data in a similar way to how they were stored in Typeform.

Step 3: Import Contacts into Adaptive AI

• Navigate to the Contacts section using the left-hand menu.
• Click the Import Contacts button.
• Select and upload the prepared CSV file.
• Adaptive AI will prompt you to map the fields from the CSV file to the corresponding fields in Adaptive AI..
• During the import process, you can assign contacts to specific lists and apply tags. Consider applying a tag that indicates the source of the contacts, such as
• After mapping all fields and setting tags/lists, click Import. Adaptive AI will process the import, and the contacts will be added to your account.

Step 4: Review Imported Data

• Check that all data imported into Adaptive AI, including contacts and form submissions, is accurate and complete.
• Compare the data in Adaptive AI with the original Typeform data to ensure no discrepancies.

Migrate Automation and Follow-Ups

Automation in Typeform can be built in-app or by using Slack, Zapier, or webhooks.

Step 1: Review Existing Automations in TypeForm

• Access settings by clicking the gear icon. If they cannot be created in the Form Builder, may be created in Adaptive AI workflows, like follow up messaging, integrations, and webhooks.

Step 2: Recreate Automations in Adaptive AI

• Use Adaptive AI’s automation workflows to set up similar sequences that cannot be built inside form builder, such as sending follow-up emails or triggering CRM actions based on form responses.
• Ensure that each automation triggers correctly and performs as expected when forms are submitted.

Migrate Form Domains & QR Codes

You must migrate the domain so the customer can continue to use this for Adaptive AI forms and leads can access previous custom links. Forms can be shared with custom QR Codes. Recreate any QR codes for forms in Adaptive AI.

Step 1: Document and Remove TypeForm Domain

• Click the organization avatar in the upper left-hand corner and go to Admin settings.
• On the Admin settings page, click Change URL. Choose the Custom domain radio button and click Confirm.

Step 2: Add 301 redirect in Adaptive AI

• go to
• Test each form’s accessibility across various platforms and devices to ensure a smooth user experience.

Step 3: Add API Domain in Adaptive AI

• go to

Step 4: Document Forms with QR Codes in TypeForm

• To get to the Share panel, open up a form and click Share. The last icon gives you a QR code, which you can also use to share your form.

Step 5: Add QR codes in Adaptive AI

• go to. Add Name and Select as Website and click on Next.
• Add your Adaptive AI form URLs here. You can change this website URL later incase you want to redirect your users to a new link.
• For analytics related to QR codes, go to

Exporting and Generating New Data

Users who cancel their paid Typeform subscriptions will not be able to view or create reports after their plan cancellation goes into effect. This report only supports aggregated form responses. Contact Info, and Address question types are currently not supported.

Step 1: Export Reports from TypeForm

• Open your form from your Workspace, and click on the Results panel, and then Summary. Click Generate a report.

Step 2: Save the Report as a PDF

• A new tab will open in your browser with a option to Save as PDF. Upload this to Cloud Storage for safekeeping.

Step 3: Form Submissions and Dashboard Widget Reporting