IMPORTANT: Make sure you migrate all of the following components when switching over from ActiveCampaign to Smart Squatch.
Contacts
Deals (Opportunities)
Email Templates
Landing Pages
Forms
Automations
TABLE OF CONTENTS
Migrate Contacts
Migrate Deals (Opportunities)
Migrate Email Templates
Recreate Landing Pages
Migrate Forms
Recreate Automations
Additional Migration Considerations
Frequently Asked Questions
Migrate Contacts
Contacts are the core of your marketing and CRM efforts. Migrating contacts involves exporting data from ActiveCampaign and importing it into Smart Squatch. This process includes ensuring the data format is compatible, mapping fields correctly, and handling any potential errors.
Step 1: Export Contacts from ActiveCampaign
Access Contacts: Log in to ActiveCampaign and navigate to the Contacts section via the left-hand menu.
Initiate Export: Click the Export button located at the top right of the Contacts page.
Select Fields: In the export options, select the fields you wish to include in the CSV file. Typically, you should include fields such as Email, First Name, Last Name, Phone Number, Tags, and any relevant custom fields.
Name the Export: Enter a name for the export file. Important: Avoid using special characters (e.g., !, #, $) as these may cause issues when importing into HighLevel.
Download Export: Click Export. ActiveCampaign will generate a CSV file which you can download once it’s ready. This file will contain all the selected contact information.