You can migrate from ActiveCampaign to Adaptix. This guide walks through the key steps to move your contacts, custom fields, tags, deals (pipelines), email templates, forms, landing pages, campaigns, and automations—then test everything to confirm it’s working correctly.

ActiveCampaign & Adaptix Terminology

Before you migrate from ActiveCampaign to Adaptix, it helps to align the terminology used in each platform.

Export contacts from ActiveCampaign

Contacts are the core of your marketing and CRM data. Start by exporting your contact records to a CSV so you can import them into Adaptix.

1. Log into your ActiveCampaign account.
2. Navigate to Contacts.
3. Click the Export option.
4. Select the fields you want to include. Recommended fields include: Email, First Name, Last Name, Phone, Tags, and any important custom fields.
5. Name the export file and download the CSV when it’s ready.

Prepare your CSV for import

Cleaning your file reduces import errors and keeps your data organized after migration.

• Confirm required fields: Ensure every record has an email address (or whichever identifier your instance requires).
• Check date formats: Keep date values consistent across rows.
• Remove unnecessary columns: Keep only fields you need so mapping is simpler.
• Avoid special characters: Remove emojis, line breaks, and unusual symbols that may cause parsing issues.
• Keep UTF-8 encoding: If you have special characters or accents, UTF-8 helps preserve them correctly.

Import contacts from ActiveCampaign to Adaptix

Once your CSV is ready, import it into Adaptix and map your columns to the correct fields.

1. In Adaptix, go to Contacts > Manage Contacts.
2. Click Import.
3. Click Choose File and select your CSV.
4. On the mapping screen, map each CSV column to a field in Adaptix using the dropdown.
5. If a matching field doesn’t exist, click [Add Custom Field] to create it.
6. Optional: Apply a tag to indicate source (example: activecampaign-import).
7. Optional: Select the segment(s) you want to add contacts to.
8. Optional: Enable Don’t overwrite value if already exists if you are importing in batches and want to protect existing data.
9. Click Import Now.

When finished, you can view your import results.

Migrate tags and custom fields

Tags and custom fields typically come across through your CSV import as long as you export those columns and map them correctly. If you are importing in multiple batches, use consistent tags (for example: import-batch-1, import-batch-2) so you can validate results quickly.

Recreate forms

Forms generally need to be recreated manually. Document the fields and actions your ActiveCampaign forms used (add tag, add to list, start automation), then rebuild them in Adaptix.

• List the fields and required validations
• Document what happens after submit (tags, segments, automation entry)
• Rebuild the form in Adaptix and test submissions

Recreate landing pages

Landing pages usually can’t be “ported” perfectly between platforms. The fastest approach is to document the structure and content, then rebuild it using Adaptix landing pages.

• Capture the layout (screenshots) and copy
• Document tracking scripts (analytics/pixels)
• Rebuild and publish in Adaptix
• Verify links, forms, and tracking events

Recreate email templates

Email templates should be recreated so your branding stays consistent. Choose a base template in Adaptix and match your colors, fonts, header/footer, and layout.

• Rebuild your core templates (newsletter, announcement, promo, transactional-style)
• Test rendering on desktop and mobile
• Send test emails to verify formatting and links

Recreate campaigns and automations

Campaign emails can be recreated as one-off sends in the Emails area. Automations should be rebuilt by documenting the entry triggers, actions, delays, and conditions—then rebuilding the same logic inside Adaptix Automations.

Document your ActiveCampaign automations

• Entry trigger (form submit, tag added, segment membership, etc.)
• Actions (send email, add/remove tag, update field, notify team)
• Delays/timing (wait 1 day, wait until date, etc.)
• Conditions (if/else branches)
• Goal states (what “done” means)

Rebuild in Adaptix

1. Create a new automation in Adaptix.
2. Set the entry trigger to match your original automation.
3. Add actions in the same order (emails, tags, field updates, waits, conditions).
4. Recreate branching logic and end conditions.
5. Save and test with a controlled test contact.

Test your migrated setup

Testing is the final step to ensure your migration was successful and nothing critical was missed.

• Forms: Submit test entries and confirm the contact record updates correctly.
• Landing pages: Verify page layout, links, and tracking scripts.
• Email templates: Send test emails and confirm formatting and deliverability.
• Automations: Trigger each automation path with test contacts and confirm actions fire as expected.