> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from ActiveCampaign

> Step-by-step guide to migrating contacts, automations, and email campaigns from ActiveCampaign to HoopAI.

This guide walks you through moving your email marketing and CRM from ActiveCampaign to HoopAI.

***

## 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

<Steps>
  <Step title="Export contacts from ActiveCampaign">
    Go to **Contacts → Export**. Export all contacts or specific lists. Download the CSV file.
  </Step>

  <Step title="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
  </Step>

  <Step title="Create custom fields in HoopAI">
    Set up matching custom fields in **Settings → Custom Fields** before importing.
  </Step>

  <Step title="Import contacts">
    Go to **Contacts → Import → CSV**. Upload, map columns, and import. See [CSV format guide](/contacts/csv-import-format).
  </Step>

  <Step title="Recreate lists as smart lists">
    ActiveCampaign lists become smart lists or tag-based groups in HoopAI. Create smart lists with matching criteria.
  </Step>

  <Step title="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
  </Step>

  <Step title="Set up email authentication">
    Configure SPF, DKIM, and DMARC for your sending domain.
  </Step>

  <Step title="Recreate lead scoring">
    Set up contact scoring rules in **Settings → Manage Scoring** to replicate your ActiveCampaign lead scores.
  </Step>
</Steps>

***

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Tags with special characters">
    Some tags with special characters may not import correctly. Clean tag names to use only letters, numbers, and hyphens.
  </Accordion>
</AccordionGroup>