All switching guides
ActiveCampaignUpStack
Moving from ActiveCampaign, step by step
Remove contacts who unsubscribed before you import, so they stay unsubscribed.
Packs and moves
- Contacts, tags and custom fields
- Lead scores can be stored as a field
Rebuild on arrival
- Automations as workflows
- Campaign templates
- Forms and landing pages
- Deals on a pipeline
The route
- 1
Start a free trial
The trial is free for 14 days and needs no card, so you can test the move before you commit.
- 2
Export from ActiveCampaign
Export your contacts, including tags and custom fields, as a CSV file.
- 3
Import into UpStack CRM
Upload the file, match the columns and add a tag that names where the batch came from. Spot-check a few contacts afterward.
- 4
Rebuild what does not move
Start with the one page or automation that earns the most, test it, then do the next.
- 5
Cancel the old tool
Keep ActiveCampaign for a month in case you need to look something up, then cancel.
Comparing first? Read UpStack CRM vs ActiveCampaign, or see how to import contacts cleanly.
