Migrating contacts from Keap (Infusionsoft)

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Migrating Contacts from Keap (Infusionsoft)

Migrating contacts from Keap (previously known as Infusionsoft) to ActiveCampaign is a straightforward process that ensures you can transition seamlessly to your new email marketing and automation platform. This feature is particularly significant for users seeking to retain essential contact data, including email addresses and associated metadata like names and tags. Transitioning to ActiveCampaign facilitates the reconstruction of crucial elements such as opt-in forms, landing pages, automation workflows, and email templates, all while ensuring you do not lose any crucial information.

How to Access This Feature

To begin migrating your contacts from Keap, you will first need to access your Keap account to export your contact data, followed by importing this data into your ActiveCampaign account. The migration tool is available directly within the user interface of both systems and can be utilized by users from various ActiveCampaign plans.

Step-by-Step Instructions

Export Contacts from Keap

1. **Navigate to the CRM**: From your Infusionsoft dashboard, go to the CRM tab and then select Contacts. 2. **Select Contacts**: You may either use a saved search or create a new search to filter the contacts you wish to export. Once a search is made, all relevant contacts will appear. 3. **Export Contacts**: Click on the Actions dropdown menu, and then select Export. 4. **Choose Export Fields**: A window will appear allowing you to select the specific fields you wish to include in your export file. 5. **Select Fields**: In the left column, check the boxes next to the fields (e.g., email address, first name, last name, company) that you want to include. Note that ActiveCampaign requires the email address to identify contacts uniquely, while the Infusionsoft ID is not mandatory. 6. **Download CSV**: Select your method of receiving the CSV file:

  * By viewing and downloading it via your browser,
  * Or by having it sent to your email.

7. **Complete the Export**: Click Process and then Ok to finish the export process.

Import Contacts into ActiveCampaign

1. **Navigate to Contacts**: Log in to your ActiveCampaign account and click on Contacts located in the left-hand menu. 2. **Initiate Import**: Click the Import button. 3. **Select Import from File**: Choose the Import from File option. 4. **Upload the CSV File**: A file browser will appear; navigate to and select the CSV file you exported from Infusionsoft. 5. **Mapping Fields**: As your file processes, you will be redirected to an import screen. Here, you will need to map the columns in your CSV file to the corresponding fields in your ActiveCampaign account. For each field, click the dropdown and select the matching field. If you wish to exclude any data from the import, select Do Not Import this Field.

  * If you need to create a new field, you can click [Add New Field] and follow the prompts.

6. **Select Contact Lists**: Optionally, choose all the lists you want these contacts to be added to. You can distribute contacts across multiple lists if needed. 7. **Add Tags**: Optionally, enter tags that you wish to apply to all newly imported contacts. Implementing tags can facilitate tracking and bulk actions on segments later. 8. **Import Options**: Click the Import Options dropdown menu and select Import As Active Contact. 9. **Update Existing Contacts**: Optionally, check the Update Existing Contacts box. This option allows ActiveCampaign to match email addresses already in your account and enrich those records with data from your import file. 10. **Finalize Import**: Once all settings are configured to your satisfaction, click the Import Now button to complete the process.

Configuration Options and Settings

During the import process, several key configuration options will guide your setup:

- Import as Active Contact: This option ensures that the contacts you are importing are actively recognized within your ActiveCampaign account. - Update Existing Contacts: By selecting this option, you enable the system to update information for contacts whose email addresses match those in your existing database. - Tags: Adding tags to your imported contacts is a best practice for segmenting and identifying them in your account.

Best Practices and Tips

- **Prepare Your Data**: Before exporting from Keap, ensure your data is clean and organized. Remove any duplicates and make sure all required fields (notably email addresses) are populated. - **Mapping Accuracy**: During the import, carefully map columns to ensure that all data is aligned correctly with ActiveCampaign fields. - **Testing**: Consider performing a test import with a smaller batch of contacts to identify any potential issues before conducting a full migration. - **Use Tags Proficiently**: Implementing tags that reflect the source of migration (e.g., "Migrated from Keap") can streamline future actions and identifying contact segments.

Troubleshooting

If you encounter issues during your migration, consider the following troubleshooting tips:

- **CSV Format**: Ensure your CSV file is formatted correctly, with commas separating each entry. Issues often arise due to incorrect formatting. - **Field Mapping Errors**: Double-check that you have correctly mapped all fields during the import process, as missing mappings can lead to data not being imported. - **Email Address Validation**: Verify that all email addresses in your CSV file are valid, as ActiveCampaign cannot import contacts without a proper email format.

Related Features

For further assistance regarding managing your contacts and optimizing your campaigns, you may find these features useful:

- Automation - User Groups - Contact Lists - Reports

FAQ

1. Can I migrate only specific contacts from Keap?

Yes, you can choose to export and import specific contacts by applying filters in Infusionsoft during the export process.

2. What happens if a contact already exists in ActiveCampaign?

If you choose the Update Existing Contacts option, any existing contact records that match will be updated with the information from your import.

3. Are there any limitations on the number of contacts I can import?

There is no strict limit, but it is advisable to break up large imports into smaller batches for more effective processing.

4. How long does the import process take?

The duration depends on the number of contacts being imported; however, smaller batches typically process within minutes.

5. Is my data safe during the migration process?

Yes, ActiveCampaign prioritizes data security during the import process, employing various measures to ensure your data is protected.

6. Can I revert back after migration if I encounter issues?

Once you import contacts into ActiveCampaign, you cannot reverse the action directly. Always keep a backup of your original data for reference.

7. What should I do if I need help with the migration?

If you need assistance, consider reaching out to ActiveCampaign support for guidance throughout the migration process.

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