Switching
Moving to UpStack CRM from another tool
Contacts come over with a spreadsheet import. Pages, emails and automations get rebuilt. These guides say which is which.
- From GoHighLevelGoHighLevel snapshots only load into GoHighLevel, so plan to rebuild your assets by hand.
- From HubSpotKeep your HubSpot account for a month so you can look up old activity.
- From KajabiDownload your video files from your own source if you have them before you cancel.
- From ClickFunnelsRebuild one funnel first and test it with a small amount of traffic before moving the rest.
- From ActiveCampaignRemove contacts who unsubscribed before you import, so they stay unsubscribed.
