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.

It’s also recommended to check the box for Reset All. This will delete any WP Fusion settings configured on:

• Posts, pages, and other content (i.e. access rules)
• Memberships
• Courses
• Products
• And everywhere else in the database (currently limited to the wp_options and wp_postmeta tables)

However, if you are switching between two CRMs that support dynamic tagging (see below), you can elect not to check Reset All, and in this case the tags configured on the rest of your content will be saved and can be used with your new CRM (the only settings that will be reset are the main options page).

#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

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.

For a list of platforms that support “Add New Tags in WordPress” (i.e. Dynamic Tags), see the compatibility table.

Switching between any two platforms that support Dynamic Tags does not require any additional reconfiguring of your products or access rules— all of your tags will copy over automatically (as long as Reset All isn’t selected when doing the reset).

If you are switching between CRMs with tag IDs, like Infusionsoft or HubSpot, then you will need to update your settings to use the new tags. If unknown tags are saved to a setting, the dropdown will be highlighted in red and the data from the database will be displayed in a banner beneath to help in debugging.

#Switching to a self-hosted CRM

If you are switching from a cloud to a self-hosted CRM like Groundhogg, FluentCRM, FunnelKit, or Mautic, you have some extra flexibility when moving your tags and access rules, since you have access to the database.

If you can export a list of tag names and their IDs from your source CRM, you can then import these to the tags database table in the destination CRM, preserving the IDs. As long as the tag IDs stay the same, you won’t need to update any WP Fusion settings.