If you’re using AccessAlly Managed (as your CRM) and would like to switch to ActiveCampaign, ConvertKit, Keap, or Ontraport – follow the steps outlined in this article.
If you’re using already using a CRM system, and want to migrate to a different CRM, see this article.
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Step 1: Put Your AccessAlly Site in Maintenance Mode
Your site will need to be placed in maintenance mode so clients are not visiting the site while making this switch.
Go to AccessAlly > Settings > General Setup > Migration Tools tab
Follow each step shown in this section.
Step 2: Add All Tags to Your CRM
Go to AccessAlly > Settings > Tags tab
For each tag shown in your tags tab, you will manually add the same tag to your CRM system. This step needs to be completed before switching from AccessAlly Managed.
Step 3: Get CRM API Keys
When making the switch you will need to add your CRM API keys. Not sure how to find these?
Step 4: Switch to CRM
Navigate to AccessAlly > Settings > CRM Integration tab.
Once here you will see AccessAlly Managed in the dropdown. Select the CRM system you are moving to from the dropdown.
Add API keys before saving the switch from AccessAlly Managed to your new CRM.
Step 5: Review Additional CRM Setup Steps
Upon hitting “SAVE” you will need to follow the steps based on your CRM system. This ensures all settings are correct for your chosen CRM.
How to integrate AccessAlly with a CRM system
Step 6: Review Existing Tag Based Items
You’ll review all offerings, forms, custom operations, progressally events, and directories to ensure tags are matched to your CRM system.
- Permissions Tab – match each item to the tag in your CRM system (save to apply to pages in your offering)
- Forms Tab – review each order form and/or opt-in form match each tag to your CRM system (save to apply tags to all forms in your offering)
- Protected Content Files – review each file to add tags from your CRM system (save to connect tags to your protected content files)
- Custom Operations – review all custom operations to add tags from your CRM system (save to connect tags to your custom operations)
- ProgressAlly Events – review all ProgressAlly events to apply tags from your CRM system (save to connect tags to your ProgressAlly events)
- Directories – review all Directories to apply tags from your CRM system (save to connect tags to your Directories)
Step 7: Review and Add CRM Automations
Now you’ll review and add any tag-based CRM automations. You can continue using AccessAlly Emails (if you would like) or move to CRM automations.
You’ll find details for setting up CRM automations under:
AccessAlly > Offerings > Select an Offering > Automations tab
Step 8: Use AccessAlly User Migration Wizard Importer Tool
This tool will link existing users in AccessAlly Managed to the corresponding contact in your CRM by matching the email address. Make sure all contacts have been imported to your CRM before performing this step.
AccessAlly User Migration Wizard Importer
Step 9: Review All Subscription Payment Plans
If your site has active subscription payments being processed through Stripe and PayPal, you will need to match these to the new Contact ID number in your CRM.
To do this you’ll use the Order Contact ID updater plugin, click here to download it.
Step 10: Test
Test, test, and then test again.
Migrating is a massive endeavor. There will always be unexpected issues, and the more you test, the less “bumps” you’ll hit when you go live.
