Migrating from Infusionsoft to Keap: A Realistic 2026 Guide

First: should you migrate?

Move to Keap Pro if:

• ●Your campaigns are mostly linear (welcome, nurture, post-purchase) and you do not use decision diamonds.
• ●You want pipeline, appointments, quotes, and invoices in one place without bolt-ons.
• ●Your team finds Max Classic intimidating and only uses a small part of it.

Stay on Keap Max Classic if:

• ●You rely on multi-branch campaign logic, decision diamonds, or conditional goals.
• ●You have mature integrations through the legacy API.
• ●Your tag and campaign setup took years to build and still works.

A migration is not a button. If you only need a cleaner interface, an audit and rebuild inside Max Classic is usually cheaper and lower risk than a full platform move.

What moves in a migration

Nothing transfers itself. Every item below either goes through an export and import, or gets rebuilt by hand in the new account. What Keap's own tools and support will move for you changes over time, so confirm the current list with Keap before you plan around it. The split I usually see:

Can be exported and imported, with checking:

• ●Contacts and custom fields. Field types do not always match one to one, so map them before the import and spot-check records after.
• ●Tags. Review the list on the way over; most accounts carry tags applied by campaigns that no longer exist.
• ●Companies.
• ●Email broadcast history, as records for reference, not as reusable templates.

Does not move and needs a rebuild:

• ●Campaigns (the canvas does not exist in Pro the same way)
• ●Order forms and shopping cart
• ●Legacy email templates with HTML quirks
• ●Web form embeds (URLs change)
• ●Affiliate centre data
• ●Reports and saved searches

The phases of a migration

The order matters more than the calendar. How long each phase takes depends on how many campaigns are still live, how many integrations point at the account, and how clean the contact data is. The scope, not a universal schedule, sets the dates.

• ●Audit. Inventory every campaign, tag, integration, and form. Decide what survives.
• ●Rebuild the must-have automations in Keap Pro. Welcome, nurture, post-purchase, win-back.
• ●Migrate contacts, tags, and custom fields. Test with a small segment first.
• ●Re-wire integrations. Forms, calendar, payments, course platform.
• ●Run both accounts in parallel. Confirm nothing is broken with no alert before cancelling the old plan. Agree how long that overlap lasts and what counts as done.
• ●Decommission Max Classic, archive exports, train the team.

A small account with a handful of campaigns moves through these phases much faster than a mature account with dozens of live campaigns and a real contact history. Anyone selling you a migration in a fixed number of days without seeing the account is moving contacts and leaving the automation logic behind. This is the scope I cover as a Keap and Infusionsoft consultant.

What I usually catch on a Keap migration

• ●Duplicate contacts already in Max Classic. Dedupe before, not after.
• ●Tags applied by campaigns that no longer exist. Strip them or you will rebuild ghosts.
• ●Order forms tied to legacy product IDs. Map them deliberately, not in bulk.
• ●Email deliverability. A migration is a good moment to set up SPF, DKIM, and DMARC properly.
• ●Webhook URLs in Zapier, Make, or custom code. Every single one needs updating.

What should a migration quote include?

A migration quote should identify the records and configuration in scope, the cleanup needed beforehand, field mapping, workflow rebuilding, integration work, testing and handover. It should also explain any period when both systems need to remain available.

Ask what can be transferred directly, what needs rebuilding and what cannot be carried over. Agree on the cutover conditions and how outstanding issues will be handled. The price and timeline should follow that scope rather than a universal migration estimate.

For an Infusionsoft to Keap move, the scope lines I expect to see on a quote are:

• ●Records in scope: contacts, companies, custom fields, tags, and any order or subscription history you need to keep.
• ●Cleanup before the move: duplicates, dead tags, unused fields, and bounced addresses.
• ●Field mapping: which Max Classic fields land where, and what happens to types that do not match.
• ●Workflow rebuild: which campaigns are rebuilt in Keap Pro, which are retired, and who signs off each one.
• ●Integration work: forms, calendars, payments, course platforms, Zapier or Make scenarios, and custom code that calls the API.
• ●Testing: a small segment first, then the full import, with a checklist of what was verified.
• ●Parallel running and cutover: how long both accounts stay live, who watches for errors, and what has to be true before the old plan is cancelled.
• ●Handover: exports archived, documentation of the new setup, and training for the people who will run it.