Welcome! Let's Import Your Data from Keap
Making the switch to Smackdab? We're thrilled to have you! We've designed a simple migration tool to bring all your valuable data over from Keap, so you can get up and running in no time.
This guide will walk you through the entire process, from getting your Keap credentials to finalizing your data in your new Smackdab account.
1. Before You Start - Get Your Keap Credentials
First, you'll need two key pieces of information from your Keap account: your API Key and your App ID. Grabbing these beforehand will make the import process a breeze.
How to Get Your Keap API Key:
Log in to your Keap account and navigate to Settings.
Under the "Integrations" section, select API.
Click on New Key.
Give the key a descriptive name (like "Smackdab Migration") and click Create Key.
Keap will generate a long token. Copy this token and save it somewhere safe for the next step. This is your API Key.
How to Find Your Keap App ID:
In Keap, click on your profile icon in the bottom-left corner.
In the menu that appears, you will see Current App: xxxxx.
The series of letters and numbers after "Current App:" is your App ID. Copy this as well.
Great! With your API Key and App ID in hand, you're ready to start the migration.
2. The Migration Process in Smackdab
Now, let's head into your Smackdab account and put those credentials to use.
Phase 1: Connect to Keap
In Smackdab, go to Settings and select Import Data.
Click on Start New Migration.
From the list of platforms, find the Keap tile and click the Import button.
You'll now be on the connection screen. Carefully paste your Keap API Key and App ID into the corresponding fields.
Click Next. Smackdab will securely connect to your Keap account.
Phase 2: Map Your Data
This is where you tell your data where to go in its new home.
Choose What to Import: On the "Select Objects" screen, you'll see a list of your data modules from Keap (like Contacts, Companies, and Deals). Check the boxes for all the data you want to bring over to Smackdab.
Map Your Fields: On the next screen, you'll map the fields from Keap to their new corresponding fields in Smackdab (e.g., Keap's "First Name" field maps to Smackdab's "First Name" field). Many of these will be mapped automatically, but you can review and adjust as needed. Click Next when you're done.
Phase 3: Launch and Finalize
You're at the final step!
Final Review: The "Start Migration" screen will show you a summary of everything you're about to import. This is your chance to double-check that everything looks correct. If you need to make changes, just use the "Back" button.
Begin the Import: If it all looks good, click the Start Migration button. Grab a coffee and relax—Smackdab will now securely transfer your data. You can watch the progress in real-time.
Verify and Finalize: Once the transfer is complete, you'll be taken to a screen to review the imported data and check for any potential errors. When you're satisfied, click the Finalize Data button.
And that's it! Your Keap data is now fully accessible in your Smackdab account. Welcome aboard!