Migrating from ConvertKit to FluentCRM

Moving your contacts from Kit (formerly ConvertKit) to FluentCRM is incredibly simple thanks to a direct API connection. This method allows the two systems to sync directly, so you don’t have to worry about manual downloads or messy spreadsheets.

Follow this friendly, step-by-step guide to bring your audience over in just a few clicks.

Step 1: Get Your Connection Keys from Kit

First, you need to grab two "keys" from your Kit account so FluentCRM has permission to securely access your contacts.

1. Log in to your Kit account.
2. Click on your Profile name in the top-right corner and select Settings.
3. On the left-hand menu, click on the Developer tab.
4. You will see a V3 Key section. Copy your API Key and click the "Show" button to copy your API Secret. Keep these handy for the next step.

Step 2: Start the Import in FluentCRM

Now, let's head over to your WordPress dashboard to start the migration.

1. Go to FluentCRM → Contacts and click the Import button at the top right.

2. A window will pop up. Select Import From Other Providers and click Next.

3. Select the Kit (formerly ConvertKit) logo and click Next (Connect).

Step 3: Connect the Two Systems

Now, paste the keys you copied from Kit to bridge the connection.

1. Paste your API Key into the first box.
2. Paste your API Secret into the second box.
3. Click Continue [Map Data]. FluentCRM will now pull in all your Kit tags and information.

Step 4: Organize Your Data (Mapping)

This is where you tell FluentCRM how to organize your Kit information.

• Mapping Tags: You will see a list of your Kit tags. You can toggle the Auto Create Tag? switch to have FluentCRM automatically recreate these tags for you.
• Automatic Sync: FluentCRM will automatically map your contacts' Email Addresses and First Names for you.
• Assigned List (Optional): You can pick a specific Assigned List (like "VIP Customers") to give to every contact being imported during this session to keep your move organized.

When you are ready, click Continue [Review and Import].

Step 5: Final Review and Finish

FluentCRM will show you a quick summary of what is about to happen (e.g., "Based on your selections, 14 tags and associate contacts will be imported").

1. If everything looks correct, click Confirm Import.
2. The system will process the data, and once finished, your Kit audience will be safely settled in their new home in FluentCRM!