Before you migrate contacts into ActiveCampaign, you will first need to export them from your Infusionsoft account. This export needs to be a CSV file that contains each contact's email address and any other valuable information you wish to keep, such as first name, last name, company, etc. This file can also help you determine what automation, campaign, or segments your contacts should belong to in your ActiveCampaign account.
Both platforms refer to a "contact" as one entry containing an email address. In addition, it's not possible to have a contact in ActiveCampaign without an email address.
1. From Infusionsoft, go to your CRM tab then Contacts section
You can either select a saved search if you want to work with a specific group of contacts, or, you can start over if you want to search for a new group of contacts. Once you have selected a search, you will see all the contacts that you can export.
2. Select the action you want to perform.
Click the "Actions" dropdown on this page then select "Export."
3. Select the fields you want to include on the export
In the left column of the current page, you will see several check boxes. Mark the ones that you want to include on your export. ActiveCampaign uses the email address as the unique identifier for each contact. You won’t need the ID from Infusionsoft, but you can export if you think you will need it.
4. Choose how you want to get your file
You have 2 ways of obtaining your CSV file:
- By viewing & downloading on your browser
- Getting it by email
If you are working with someone to setup your ActiveCampaign account, you can use the latter to send them the file.
5. Complete the export
To complete the export, click "Process" and then "Ok."
6. Log into your ActiveCampaign account
Go to the Contacts overview page. Click the "Import" button located on the top right of this page, then click "Import from File." Once you have done that, a new screen will appear where you can select the CSV file you exported from Infusionsoft. This could take a few seconds to process.
7. Map the data from the CSV file
In the next screen, you can map the data from your CSV file with fields in your ActiveCampaign account. If you do not have fields created, you can create them on the fly. You will have to do this just once per import.
8. (Optional) Add contacts to a list
Select the list(s) you wish to add your contacts to. Lists are used to organize your contacts (Eg, by region, by agent, etc). Please note that if you have autoresponders or active automations in your account, adding contacts to list(s) will trigger them to run.
If you don't want autoresponders or automations to run when you import contacts, see these help articles:
9. (Optional) Apply tag(s)
You can also add tags to contacts during an import. This can be helpful in many ways, for example, to determine where the contacts came from. Much like lists, please be aware that adding tags can trigger any automation that you may have set up.
10. Determine the status of your new contacts
Next, choose between these two options:
- Import as Contact
Use this option if the contacts are still subscribed to receive your content
- Import as Excluded
Use this option if the contacts are not subscribed to your email list anymore but you want to keep their entries in ActiveCampaign
11. Complete the migration
To finish the import, click the ‘Import Now’ button. If you mark the checkbox ‘Update existing contacts while importing’, this will look for existing contacts and update the contact with new values.