Moving from Keap (Infusionsoft) to Doodali

1. Export from Keap (Infusionsoft)

1. In Keap, go to Contacts and select all contacts.
2. Choose Actions → Export, pick the fields, and export as CSV.
3. Download the file.

2. Import into Doodali

1. In Doodali, open the business you’re bringing across, then go to Settings → Import and export and press Import clients from a CSV (or press Import on the Clients page).
2. Choose the file. Doodali reads the column headings and matches them for you: company name, email, phone, address, VAT number, notes, and the contact’s name, email, phone and job title.
3. Check the matches. Anything Doodali couldn’t match is set to “Skip”: choose a field for it, or leave it out.
4. Press Import. Each row becomes a client with its main contact. More people at a company that’s already there are added as its contacts, and clients already in Doodali are skipped, so you can import again safely.

Tips for Keap (Infusionsoft)

• Map Company to Company name. Contacts with no company come across as a client in their own name.

What comes across

What stays behind

• Email marketing lists: import them into Doodali’s Newsletters mailing list instead, with their consent.