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== Step-by-Step Instructions == Here are the steps to successfully migrate data to ActiveCampaign: === Step 1: Review Migration Resources === Before you start, it's essential to familiarize yourself with the available resources. ActiveCampaign offers a comprehensive **Migration Guide** which will walk you through the entire process from importing contacts to transferring workflows. === Step 2: Prepare Your Data === Ensure that your existing contact and workflow data are well-organized and formatted. This will help minimize complications during import. Commonly, data should be in CSV format with clean columns for contact names, email addresses, and any other relevant information. === Step 3: Import Contacts === To add contacts to your ActiveCampaign account: 1. Navigate to the **Contacts** section of your ActiveCampaign dashboard. 2. Click on the **Import** button. 3. Follow the prompts to upload your prepared CSV file. 4. Map your existing data fields to the corresponding fields in ActiveCampaign. This is crucial to ensure that all data is placed correctly. === Step 4: Transfer Workflows === Workflows need to be recreated in ActiveCampaign. Take the time to outline how your previous workflows functioned and try to replicate them within the ActiveCampaign platform. For support with workflows, refer to the resources provided for detailed guidance on setting up automation in ActiveCampaign. === Step 5: Verify Data Integrity === Once you have completed the import and setup of workflows, itβs important to check that all data has been transferred accurately. Review your contacts and test your workflows to ensure they are functioning as expected.
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