Easy Guide to Migrating from ActiveCampaign to HighLevel

Easy Guide to Migrating from ActiveCampaign to HighLevel

Switching from ActiveCampaign to HighLevel? Don’t worry—we’ve broken the process into easy-to-follow tasks. Each section explains what you’re doing, what you need, and includes a checklist to ensure you don’t miss anything.

1. Migrate Contacts

Task Overview
Migrating your contacts is essential as they’re the backbone of your marketing and CRM. You’ll need to export contact data from ActiveCampaign, prepare it, and import it into HighLevel.

What You’ll Need

• Access to your ActiveCampaign account.

• A HighLevel account with permissions to import contacts.

• A spreadsheet tool (e.g., Excel) for cleaning and formatting your data.

Steps to Migrate Contacts

1. Export Contacts from ActiveCampaign:

   • Go to the Contacts section in ActiveCampaign.

   • Click the Export button and choose fields like Name, Email, and Tags.

   • Save the file as a CSV.

2. Prepare the CSV File:

   • Ensure dates are formatted as YYYY-MM-DD.

   • Remove special characters, line breaks, and emojis.

   • Verify all email addresses are valid.

3. Import Contacts into HighLevel:

   • In HighLevel, navigate to the Contacts section and click Import Contacts.

   • Upload your prepared CSV file.

   • Map fields (e.g., Email, Name) and apply relevant tags.

4. Review the Data:

   • Double-check that all contacts and fields imported correctly.

Checklist

• Exported contacts as a CSV.

• Cleaned and prepared the CSV file.

• Imported the CSV into HighLevel.

• Verified the data is accurate.

2. Migrate Deals (Opportunities)

Task Overview
Deals (called Opportunities in HighLevel) track potential sales. You’ll export deal data, ensure it matches HighLevel’s format, and import it into the appropriate pipeline.

What You’ll Need

• ActiveCampaign account access to export deals.

• A list of pipelines and stages already set up in HighLevel.

Steps to Migrate Deals

1. Export Deals from ActiveCampaign:

   • Navigate to the Deals section in ActiveCampaign.

   • Filter deals by status (Open, Won, Lost) or pipeline.

   • Export the filtered deals as a CSV.

2. Prepare the CSV File:

   • Ensure each deal has a corresponding contact in HighLevel.

   • Check that pipeline and stage names match HighLevel’s setup.

3. Import Deals into HighLevel:

   • Go to the Opportunities section in HighLevel and click Import Opportunities.

   • Map fields (e.g., Deal Title, Value) and assign deals to pipelines.

4. Review Imported Deals:

   • Verify that deals are in the correct pipeline and stages.

Checklist

• Exported deals as a CSV.

• Ensured data matches HighLevel’s structure.

• Imported deals into HighLevel pipelines.

• Checked all deals for accuracy.

3. Migrate Email Templates

Task Overview
Email templates are essential for automations and campaigns. You’ll transfer them from ActiveCampaign using a share link and import them into HighLevel.

What You’ll Need

• Access to your email templates in ActiveCampaign.

• HighLevel account with email template permissions.

Steps to Migrate Email Templates

1. Share Template from ActiveCampaign:

   • Navigate to Campaign Templates in ActiveCampaign.

   • Hover over the template, click the gear icon, and select Share.

   • Copy the generated share link.

2. Import Template into HighLevel:

   • In HighLevel, go to Marketing > Emails > Email Templates.

   • Click Create New Template and select Import Template.

   • Paste the ActiveCampaign share link and name the template.

3. Review and Customize Template:

   • Check the imported template for formatting and branding consistency.

Checklist

• Shared the email template from ActiveCampaign.

• Imported the template into HighLevel.

• Verified and customized the template.

4. Recreate Landing Pages

Task Overview
HighLevel doesn’t allow direct landing page imports, so you’ll recreate them manually. This involves documenting the page structure and rebuilding it using HighLevel’s page builder.

What You’ll Need

• Screenshots or notes about the existing landing page structure.

• HighLevel account access to the page builder.

Steps to Recreate Landing Pages

1. Document Landing Page Details:

   • Note the structure, content, and any tracking codes (e.g., Google Analytics).

   • Take screenshots of the page layout for reference.

2. Rebuild in HighLevel:

   • Navigate to Sites > Funnels/Websites and create a new page.

   • Recreate the structure using the drag-and-drop builder.

   • Add tracking codes under Settings > Tracking Codes.

3. Test the Page:

   • Publish the page and verify that links, forms, and tracking codes work.

Checklist

• Documented the original landing page.

• Rebuilt the page in HighLevel.

• Tested the published page for functionality.

5. Migrate Forms

Task Overview
Forms collect leads and trigger automations. Since forms can’t be directly transferred, you’ll need to rebuild them in HighLevel.

What You’ll Need

• Details of form fields and settings from ActiveCampaign.

• HighLevel account access to the form builder.

Steps to Recreate Forms

1. Document Form Details:

   • Note the fields, actions (e.g., apply tags), and integrations.

   • Capture any conditional logic or custom CSS used.

2. Rebuild in HighLevel:

   • Go to Sites > Forms in HighLevel and create a new form.

   • Add fields and configure actions to match the original form.

3. Test the Form:

   • Submit a test entry to ensure all actions are triggered correctly.

   • Verify that the form displays properly on all devices.

Checklist

• Documented the original form details.

• Recreated the form in HighLevel.

• Tested the form for accuracy and responsiveness.

6. Recreate Automations

Task Overview
Automations handle workflows like follow-ups and lead nurturing. Recreating them in HighLevel involves documenting each automation’s structure and rebuilding it step by step.

What You’ll Need

• Details or visual exports of your automations from ActiveCampaign.

• HighLevel account access to the Workflow builder.

Steps to Recreate Automations

1. Document Automation Details:

   • Note triggers (e.g., form submission), actions (e.g., send email), and conditions.

   • Identify key components like delays or if/else logic.

2. Rebuild in HighLevel:

   • Go to Automation > Workflows and create a new workflow.

   • Add triggers, actions, and conditions to match the original automation.

3. Test the Workflow:

   • Run test contacts through the workflow and monitor the process.

   • Adjust settings if any steps don’t work as expected.

Checklist

• Documented the original automation details.

• Rebuilt the workflow in HighLevel.

• Tested the workflow for functionality.

Follow these tasks step-by-step to migrate smoothly from ActiveCampaign to HighLevel. With checklists and clear instructions, you’ll have your systems running perfectly in no time!