What transfers
| Data | Transferable? | Method |
|---|---|---|
| Contacts | Yes | CSV export/import |
| Tags | Yes | Included in CSV export |
| Custom fields | Yes | Map during import |
| Lists | Yes | Export per list → import as tagged groups |
| Automations | No | Rebuild as HoopAI workflows |
| Email templates | No | Rebuild in HoopAI email builder |
| Deals/pipelines | Partial | CSV → recreate pipelines manually |
| Campaign stats | No | Export reports for reference |
| Forms | No | Rebuild in HoopAI |
| Lead scoring | Partial | Recreate scoring rules in HoopAI |
Migration steps
Export contacts from ActiveCampaign
Go to Contacts → Export. Export all contacts or specific lists. Download the CSV file.
Clean and format the CSV
- Map ActiveCampaign fields to HoopAI fields
- Format phone numbers to E.164
- Remove bounced and unsubscribed contacts
- Include tags in a comma-separated column
Create custom fields in HoopAI
Set up matching custom fields in Settings → Custom Fields before importing.
Import contacts
Go to Contacts → Import → CSV. Upload, map columns, and import. See CSV format guide.
Recreate lists as smart lists
ActiveCampaign lists become smart lists or tag-based groups in HoopAI. Create smart lists with matching criteria.
Rebuild automations
Map ActiveCampaign automations to HoopAI workflows:
- AC triggers → HoopAI triggers (similar names)
- AC wait steps → HoopAI wait actions
- AC if/else → HoopAI if/else conditions
- AC goals → HoopAI goal events
Post-migration checklist
- All contacts imported with tags and custom fields
- Smart lists created to match ActiveCampaign lists
- Automations rebuilt as workflows
- Email templates recreated
- Lead scoring configured
- Email domain authenticated
- Forms rebuilt and embedded on website
- Test automations run and verified
- ActiveCampaign forms removed from website
Common issues
Automation logic differences
Automation logic differences
ActiveCampaign’s automation builder is similar to HoopAI’s but uses different terminology. “Goals” in AC map to “Goal Events” in HoopAI. “Wait until conditions” work similarly.
Lead score not importing
Lead score not importing
Lead scores do not transfer. Recreate your scoring rules and let scores accumulate naturally, or set an initial score via custom field import.
Tags with special characters
Tags with special characters