How to Migrate from FluentCRM to SureContact

This tutorial provides a step-by-step guide on how to migrate contacts, tags, lists, and custom fields from FluentCRM to SureContact. It covers two primary methods: a seamless automated sync using a WordPress plugin and a manual CSV export/import for simpler setups. The guide also offers strategic advice on how to handle the transition of active marketing automations, which cannot be automatically imported.

Key Takeaways

Plugin Integration: The first step is to download and install the SureContact WordPress plugin to bridge your website data with your SureContact account.
Automated Syncing: By enabling the FluentCRM integration within SureContact, you can automatically sync lists and tags during the migration process.
Data Mapping: You must manually map standard fields (like name and email) in the Contact Fields section to ensure data lands in the correct place.
Custom Field Support: Use the "pull custom fields" feature to bring over unique data points; these will appear in SureContact with an "FC" prefix.
Manual Export/Import: For users with very few tags or simple lists, exporting a CSV from FluentCRM and uploading it to SureContact's CRM import tool may be easier.
Automation Limits: Currently, there is no way to automatically import workflows or automations; these must be manually rebuilt within SureContact.
Migration Strategy: To ensure a smooth transition, rebuild your workflows in SureContact first, point your lead sources (like webhooks) to the new system, and wait for existing contacts to finish their current FluentCRM sequences before the final push.
Trigger Precautions: When importing contacts, be careful with tag-based triggers to avoid accidentally starting automated emails; it is recommended to pause automations during the data transfer.