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Advanced Import Services

We offer advanced solutions for your contacts and e-commerce.

Credit Card Import


This package provides a safe, secure, and easy import of credit card data so you don’t lose valuable sales.

  • This one-time import includes credit card data for new or existing contacts. We prioritize your customers’ security and privacy at all times.

  • To ensure your customers’ privacy, credit card data must be sent using Keap’s data encryption method.

  • Import time is 3-7 business days and data must be imported from CSV files.

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Advanced Data Import


This advanced package for growth-minded entrepreneurs offers a one time import of your data, including contacts, tags, tasks, appointments, and more. You’ll work directly with your project coordinator to choose the most reliable data import method.

  • Includes contacts, tags, companies, notes, tasks, appointments (Max Classic), opportunities (Classic only) and products

  • This one time CSV data import will be completed in 3-5 days.

Limited E-commerce Data Import


Need to import your e-commerce data? With our Limited Ecommerce package we can import orders, subscriptions and credit cards.

  • Import includes basic contact records, order history, subscriptions, credit card data, payment records and products.

  • If you also need help importing CRM data including, tags, companies, notes and tasks, check out the Complete Ecommerce Data Import which includes our Advanced Data Import.

  • This one time CSV data import will be completed in 3-7 days.

Complete E-Commerce Data Import


Includes Advanced Data Import

This package smoothly migrates your products, order history and payment records, customized for your e-commerce business, so that you don’t miss a single sale.

  • Includes everything from Advanced Data Import plus order history, subscriptions, spayment records, and file attachments.

  • This one time CSV data import will be completed in 3-5 days.

Data Import FAQs

  • What data can be imported?

    You'll see a few import differences based on the edition of your Keap app.

    Items you can Import:

    • Contacts (includes custom fields)

    • Companies

    • Tags

    • Notes

    • Tasks

    • Products

    • Order history

    • Subscription history

    • File attachments

    • Credit card data

    Max Classic edition only:

    • Appointments

    • Opportunities

    • Referral partner records

  • How long will my import take?

    Data imports can take anywhere from 3 to 7 business days to complete. The timeline can vary based on the complexity of the import and the amount of data being handled.

  • Which systems can you import from? Can you import from more than one system?

    As long as your data is in CSV format, we can import it. We don't restrict which systems you can move from. Some common systems include Hubspot, MailChimp, Ontraport, and Salesforce, as well as many others.

    You can move data from multiple systems at the same time—we simply need all the data up front in order to import.

  • Do I need to format my data any particular way in order to import?

    Most systems offer standardized formatting tools, which create a straightforward process.

    Generally speaking, all files must be in CSV format, and all data must be split into separate columns.

  • What if there are differences in how Keap functions compared to my previous system?

    The import process begins with a scoping call with one of our data specialists.You’ll review the data, how it can best be imported into the system, and solve any major concerns.

  • Can I use my application while the import is taking place?

    Absolutely. We encourage you to work in your application during the import period.

  • What if I have concerns about how the data was imported?

    When the import is complete, there will be a window to review everything and request up to one hour of changes.

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