Switching Between Infusionsoft and Keap

Tags: Keap-Pro

This article applies to:

Some features are either not yet available in Keap or are not backwards-compatible with Infusionsoft.

Visually identify your version


Infusionsoft

Keap


These features are backward-compatible

The following features exist in both versions and the data associated with that feature will be consistent between the two versions. Essentially, this means that Keap is backward-compatible with the following features:

  • Contacts
  • Tags
  • Custom Fields
  • Appointments
  • Emails
  • Tasks
  • Notes
  • Lists (saved searches)
  • Broadcasts
  • Campaigns**

**Warning! The following campaign goals and sequence processes are not yet available in Keap:

Campaign Goals:

  • Landing Page Submitted (legacy)
  • Note Applied
  • Internal Forms
  • Lead Score Achieved
  • Product Purchased
  • Quote Status
  • Opportunity Stage Moved

Campaign Sequence Processes:

  • Voice
  • Fax
  • Legacy Action Sets
  • Letter
  • Fulfillment List
  • Create Opportunity


These features are not backward-compatible

The following features and the data associated with these feature will NOT be consistent between the two versions. This means that either the feature does not exist in Keap or the feature does exist, but the data is not backward-compatible with Infusionsoft.

  • Opportunity records - The new Pipeline feature in Keap is a brand-new system that is not backwards compatible with Infusionsoft Opportunities. This includes the Sales Pipeline and Opportunity records.
  • Order Forms
  • Shopping Cart
  • Sales Pipeline
  • Invoices
  • My Day
  • Email history - A list of emails sent to a contact in Infusionsoft will not display on that contact record in Keap
  • Activity Feed - The Activity Feed in Keap will not display activities created while in Infusionsoft.  A Task that was created in Infusionsoft, for example, will still show up as a Task in Keap, just not in the Activity Feed.