AccessAlly Migration Hub: Find Your Migration Path

AccessAlly Migration Hub

Choose Your Migration Path

Select the migration scenario that matches your situation:

🔄 Switching CRMs (Same WordPress Site)

Most common migrations (we have comprehensive guides for these):

• Drip → AccessAlly Managed ⭐ Most Common
  • 33% of all migrations follow this path
  • Estimated time: 8-12 hours
  • Key challenge: Email delivery works differently
  • Risk level: Medium-High (email workflow changes + contact ID issues)
• ActiveCampaign → Ontraport
  • 15% of all migrations
  • Estimated time: 6-10 hours
  • Key challenge: Order forms need manual tag updates
  • ⚠️ Critical: Must verify failed payment handling post-migration
  • Risk level: Medium (manageable with proper documentation)
• Keap → ActiveCampaign ⚠️ Complex
  • 11% of all migrations
  • Estimated time: 10-15 hours
  • 🚨 MAJOR CHALLENGE: Tag category prepending breaks all access
  • Risk level: High (significant tag remapping required)
  • Recommendation: Consider professional migration assistance for this path

Other CRM switches (basic guides available):

• Ontraport → ActiveCampaign
• Keap → AccessAlly Managed
• Ontraport → AccessAlly Managed
• ActiveCampaign → Kit (ConvertKit)

Can’t find your CRM combination?

• See our CRM Switch Matrix below
• Or contact support for guidance

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📥 Migrating TO AccessAlly

From other membership platforms:

• From Kajabi
• From MemberPress
• From WishList Member
• From Teachable
• From Thinkific
• From Other Platforms

What to expect when migrating TO AccessAlly:

• You’ll need to set up a CRM (if you don’t have one)
• Content migration (pages, lessons, downloads)
• Member data migration
• Payment system integration
• Access rule configuration

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📤 Migrating AWAY from AccessAlly

To other membership platforms:

• To MemberPress
• To ThriveCart Learn
• To Kajabi
• General Guide for Leaving AccessAlly

Payment system migrations:

• Migrating Payments to ThriveCart (keeping AccessAlly for access control)

What to export from AccessAlly:

• Member list (WordPress users)
• Order history
• Subscription data
• Content (posts, pages, lessons)
• Access rules documentation

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Before You Start Any Migration

Essential reading before any migration:

1. Pre-Migration Checklist ← Start here
   • Backup procedures
   • Site audit checklist
   • Staging site setup
   • Data mapping preparation
   • Downtime planning
2. Data Mapping Reference
   • Contact field mappings between CRMs
   • Tag structure differences
   • Subscription status mappings
   • Custom field considerations
3. Should I DIY or Hire Help?
   • Risk assessment for your migration
   • Time commitment estimates
   • Technical skill requirements
   • Decision tree

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After Migration is Complete

Post-Migration Verification Checklist

Critical checks within 24 hours:

• ✅ Contact data integrity (sample 10 random contacts)
• ✅ Member access verification (test each membership level)
• ✅ Tag functionality (check tag-based access rules)
• ✅ Payment & subscription linking
• ✅ Form testing (opt-in and order forms)
• ✅ Failed payment handling (CRITICAL – revenue/security issue)

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CRM Switch Matrix

Find your specific CRM combination:

From ↓ To →	ActiveCampaign	Ontraport	Keap	Drip	Kit	AA Managed
ActiveCampaign	—	View ⭐	View ⭐	View ⭐	View ⭐	View ⭐
Ontraport	View ⭐	—	View ⭐	View ⭐	View ⭐	View ⭐
Keap	View ⭐ ⚠️	View ⭐	—	View ⭐	View ⭐	View ⭐
Drip	View ⭐	View ⭐	View ⭐	—	View ⭐	View ⭐
Kit	View ⭐	View ⭐	View ⭐	View ⭐	—	View ⭐
AA Managed	View ⭐	View ⭐	View ⭐	View ⭐	View ⭐	—

Legend:

• View ⭐ – Comprehensive migration guide (6,000-7,000 words with complete step-by-step instructions, data mapping tables, troubleshooting scenarios, and migration timelines)
• ⚠️ – High-risk migration requiring extra caution and potentially professional assistance

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Migration Risk Assessment

Use this to determine if you should DIY or hire professional help:

🔴 High-Risk Migrations (Strongly Recommend Professional Help)

• Keap → ActiveCampaign
  • Tag category prepending requires extensive remapping
  • Migration tool may stall mid-process
  • Potential for ALL members to lose access if done incorrectly
• Drip → AccessAlly Managed
  • Email delivery mechanism completely different
  • Contact ID mismatch issues common
  • Team feature gaps may surprise you
• Large Site Migrations (1,000+ active members)
  • Scale amplifies every issue
  • Downtime costs are significant
  • Rollback is more complex

🟡 Medium-Risk Migrations (DIY Possible with Thorough Documentation)

• ActiveCampaign → Ontraport
  • Manageable if you follow order form update steps
  • Must verify failed payment handling post-migration
  • Tag remapping is straightforward
• Medium-Sized Sites (200-1,000 members)
  • Testing is manageable
  • Issues are discoverable before going live
  • Rollback is still feasible

🟢 Low-Risk Migrations (Good DIY Candidates)

• CRM switches where tags/fields stay identical
  • Simple contact data migration
  • Minimal configuration changes
• Small Sites (<200 members)
  • Quick to test thoroughly
  • Easy to fix issues
  • Fast rollback if needed
• Ontraport → AccessAlly Managed (no teams)
  • Straightforward if team features aren’t used
  • Email migration is manageable

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Common Migration Issues

The top 5 issues we see across all migration types:

1. Tag/Contact ID Mismatches

Symptom: Members can’t access content, orders aren’t linked to correct contacts

Solution: How to Fix Contact ID Mismatches

2. Failed Payment Handling Not Configured

Symptom: Subscriptions don’t cancel when payments fail (security/revenue issue)

Solution: Failed Payment Testing Section

3. Tag-Based Access Rules Need Manual Updates

Symptom: Confusion about which pages need tag updates after CRM switch

Solution: Updating Tag-Based Access Rules

4. Migration Tool Stalling/Stopping

Symptom: User Migration Tool stops mid-migration without error

Solution: Migration Tool Troubleshooting Guide

5. Order Forms Not Auto-Updating

Symptom: Order forms fail after migration due to old CRM tags

Solution: Updating Order Form Tags

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DIY vs. Professional Help Decision Tree

Answer these questions to determine if you should DIY or hire help:

Question 1: How many active members do you have?

• <200 members: DIY is feasible → Continue to Question 2
• 200-1,000 members: Consider professional help → Continue to Question 2
• >1,000 members: Strongly recommend professional help

Question 2: Which migration path are you following?

• Keap → ActiveCampaign: HIGH RISK – Recommend professional help
• Drip → AccessAlly Managed: MEDIUM-HIGH RISK – Consider professional help
• ActiveCampaign → Ontraport: MEDIUM RISK – DIY possible with good docs
• Other paths: Continue to Question 3

Question 3: Are you comfortable with:

• ✅ WordPress database backups and restores?
• ✅ Staging site setup and testing?
• ✅ CSV imports/exports?
• ✅ Following detailed technical instructions?
• ✅ Debugging when things don’t work as expected?

If you answered “no” to 2 or more: Consider professional help

If you answered “yes” to all: DIY is feasible with proper documentation

Question 4: Can you afford downtime?

• Downtime is OK (can schedule low-traffic window): DIY is more feasible
• Downtime is costly (active launches, high traffic): Professional help reduces risk

Question 5: Do you have a rollback plan?

• Yes, I have tested rollback procedures: DIY is safer
• No rollback plan: Professional help recommended

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Professional Migration Assistance

When to hire professional help:

• High-risk migration paths (Keap → AC, Drip → AA Managed)
• Large sites (1,000+ members)
• Business-critical timing (can’t afford delays or issues)
• Limited technical expertise
• No rollback plan or backup strategy

What professional migration includes:

• Pre-migration audit and planning
• Staging site migration testing
• Data mapping and verification
• Live migration execution
• Post-migration verification and fixes
• 30-day support window for issues

Contact AccessAlly to discuss professional migration assistance.

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Migration Support Resources

Need help during your migration?

• Contact Support – For technical questions and troubleshooting
• AccessAlly Community – Ask other users about their migration experiences
• Knowledge Base – Search for specific migration topics

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Migration Documentation Roadmap

This migration hub is growing based on real customer experiences.

Current status:

• ✅ Top 3 priority paths have complete guides (Drip → AA, AC → OP, Keap → AC)
• ✅ Foundation articles complete (checklist, verification, data mapping)
• 🔄 Additional CRM combinations in progress (basic guides)
• 🔄 Guide articles for less common paths

Can’t find documentation for your migration path?

• Check back monthly – we add new guides based on support tickets
• Contact support to share your migration experience
• Your feedback helps us prioritize which guides to create next

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💡 Pro Tip: Bookmark this hub and the Pre-Migration Checklist. Most successful migrations follow a pattern: thorough preparation, staged testing, careful execution, and systematic verification. The customers who skip steps are the ones who encounter the most issues.