Switching CRMs

Overview

The time may come when you need to move from one marketing automation platform to another. Thankfully WP Fusion makes this pretty easy. Here are the steps:

1. Move your data

To ensure that no data gets lost in the transfer, the best way to move your contacts over is to do an export of all contacts from your old CRM and import that data into the new CRM.

Make sure that your contacts’ tags get transferred over, as WP Fusion can’t migrate contact tags between platforms.

2. Reset WP Fusion

Go to Settings » WP Fusion » Advanced and check the box at the bottom for Reset Settings. Save the settings. You may need to reload the page once before the old settings are fully cleared out.

3. Connect

Select your new CRM from the dropdown, enter your API credentials, and click Test Connection. Once it’s connected save the settings.

WP Fusion will continue to work in the background on matching up your existing users with their new contact IDs in your new CRM, and loading their tags.

4. Update your settings

The only settings that have been completely reset are the main WP Fusion settings. You’ll want to go through those and re-associate any WordPress fields with custom fields in your new CRM, and generally make sure everything is configured how you’d like.

If you are using any of our form integrations, like Gravity Forms, make sure you edit your form feeds to use the new custom fields as well.

The next part depends on what you’re switching from, and what you’re switching to, and has to do with whether the CRM supports creating new tags “on the fly”.

  • For example in switching from ActiveCampaign to Drip, no additional configuration is required. Your products, membership levels, and courses will all continue to use the same tags from ActiveCampaign.
  • If you’re switching from a CRM with numeric tag IDs, like Infusionsoft or Ontraport, to one without, like Drip, then you will need to go through and update all of your tagging settings across all of your content. Until you do you will continue to see numeric IDs applied as tags instead of the new tag names. To troubleshoot any mystery tags being applied we recommend turning on WP Fusion’s activity logs.
  • If you’re switching between CRMs with numeric tag IDs, like from Infusionsoft to Ontraport, you will also need to update all your tagging settings.

If you need any help or encounter any issues during the migration, please contact our support.