Migrating into FluentCRM from Other Platforms

You can migrate to FluentCRM from your existing CRM or Email marketing pltform. In this article, you will learn the best practices to do the migration.

Prepare Your Data in CSV: #

No matter what CRM or email marketing service you are currently in, it will allow you to export your data in CSV format. Take a look into your service provider doc about how you can export your contacts as CSV. For example, for MailChimp, you can go to the Audience and the All Contacts. From there you can export all contacts as CSV.

migrating to fluentcrm from mailchimp

If you have multiple lists and tags, prepare a CSV for each of the list and tags so you can export the contacts and maintain the segmentations.

Import in FluentCRM: #

Before importing the CSV files into FluentCRM, go ahead and create the necessary lists and tags for your contacts. To create a list hover over Contacts and choose List from the dropdown. Now click on the Create List button to and name your list.

create list fluentcrm

Creating a tag is almost identical to creating a list. hover over Contacts and choose Tags from the dropdown. Now click on the Create Tag button to and name your tag.

create a tag fluentcrm

Go to the FluentCRM dashboard and choose the Contacts Tab from top and then click into Import from the top-right.

A popup will appear where you need to select the CSV as the contact source and then click next.

In the second step, you will be asked to Select Your CSV Delimiter, by default CSV delimiter is commas, but if you used semicolon you need to select it in the delimiter. Here I used Comma Separated. Now upload your CSV and again click next.

In the third step, you will need to configure the field mapping from your CSV file with Fluent CRM fields. My example CSV file has three simple fields which are Firstname, Lastname, and Email. Your CSV might have more. Map the fields accordingly. The left column has your CSV data and the right column is the FluentCRM fields.

Select the List & Tags for the imported contacts(Create the lists and tags first). You can also Update a Subscriber with new data from CSV if the contact is already existing. The email is a unique field and based on email FluentCRM determines if a contact is already existing. Lastly, you need to give the subscribers a status. You can select “subscribed” as the status but make sure that you have the permission to send them marketing.

Now click next and that’s it. Your contacts are suscessfully imported into FluentCRM.

If you imported multiple CSV file for seperate lists and tags, the import process for each CSV will be the same. You just need to choose your appropricate lists and tags while importing.

5 Comments

    1. Hi Bhagesh,
      We have introduced the export feature in the new version of FluentCRM. Thanks for your patience.

  1. This import option needs to be more dynamic.
    Lets suppose I have 4 lists (course 1, course 2, course3, course 4) and 3 tags (Not Enrolled, In Progress, Completed). And we have the same values coming in the headers (Course, Status). Then, there should be the provision to map list and tags to the values in headers Course and Status in one go. Otherwise, I need to create multiple csv’s with each combination of Course and Status. This is because, If I want to use it with Teachable, as of now there is not integration provided with teachable and I will frequently import the updated data into fluent CRM manually may be daily. I cannot afford everyday to create multiple csv’s anf import them one by one. Once I have import template created inside fluent CRM, I can peacefully import the contacts. I hope you have understood my point.

  2. When migrating, am I correct in thinking that, after I have uploaded all my contact, that for every individual tag I have in Mailchimp I have to save all contacts marked with each tag as a CSV and upload that to FluentCRM. And I need to do this for every single tag I have?

    My understanding is that each upload updates the existing contact record with the Tag field only, and this is why I need to upload for every single tag I have.

    Just want to check as I have 77 tags in Mailchimp!

    Thanks!

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