Switch from Totango in an afternoon, not a quarter.
Bring your Totango export — or point us straight at your warehouse. See your accounts, health, and renewals live in Velsano the same day, with no services fee and no rollout project.
Start your free 14-day trial · Book a concierge switch
Leaving Totango shouldn't mean another onboarding project
| Totango migration | Velsano | |
|---|---|---|
| Time to live | Weeks of setup + onboarding calls | Same afternoon — self-serve import |
| Cost to switch | Onboarding + services fees | $0 required services fee — self-serve, or concierge if you want it |
| Getting data in | Their team, on their timeline | CSV import — or point us at your warehouse |
| Pricing model | Per-seat, annual, sales-led | Flat $299/$799 per month, published |
| AI | Add-on / higher tier | Churn prediction + priorities in the core |
Exactly what comes over — no surprises
| Data | How | Notes |
|---|---|---|
| Accounts / customers | Auto-mapped | Name, ARR, industry, renewal date, CSM owner |
| Contacts | Auto-mapped | Linked to their account by name |
| CSM ownership | Auto-mapped | Account team + primary CSM assignment |
| Usage & product data | CSV or SQL | Point Velsano at a warehouse table — Totango-style |
| SuccessPlays, tasks, goals | CSV import | Bring the open work; we load it via templates |
| Health scores | Recomputed | We score on YOUR scorecard — and show the math |
Why we recompute health instead of importing it: a health score is only as good as the scorecard behind it. Velsano recalculates health from your imported data using your scorecard, and every score shows the factors behind it — so you see exactly why an account is flagged, not a number you have to take on faith.
Four steps, one sitting
- Export from Totango — Pull your Accounts, Contacts, and assignment data to CSV from Totango's standard exports. Already syncing usage into a warehouse? You can skip CSV entirely (step 3).
- Start a free Velsano trial — Self-serve signup gives you a live workspace in seconds, pre-configured with health scoring, playbooks, and success-plan templates on day one.
- Import — CSV or SQL-as-source — Run the guided "Switch from Totango" panel for CSV, with an ID-match preview so child records resolve their parent. Or connect Postgres and point Velsano at a read-only query against your data — no export at all.
- See your book of business — Health recomputes on load. Within minutes you're looking at your at-risk accounts, your next-90-day renewals, and an AI summary of any account — your data, working.
Frequently asked questions
- How do I move my data from Totango to Velsano?
- Import your accounts via CSV, or point Velsano at an exported/replica warehouse table using the SQL-as-source connector — the same warehouse-driven approach Totango teams already use.
- Are there onboarding or services fees to switch?
- No required services fee. Import yourself self-serve, or we can help over a call. Pricing is a published flat $299 or $799 per month.
- Is AI included or an add-on?
- Churn prediction and AI-ranked priorities are built into the core Velsano product, not a higher-tier add-on.