Getting Started with Contacts
Importing Contacts using a CSV file
This article shows you how to import contacts into Adaptive AI using a CSV file. You’ll learn how to upload, map, and confirm your data, and optionally…
Read guideAdaptive AI · By Adaptation Living LLC
Import & Export
Import contacts and their fields or tags by CSV, then export clean data when needed.
27 guides in this area
Step-by-step library
Guides for Import & Export
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Custom Objects
Bulk Import Custom Object Records (CSV) with Bulk Actions
Bulk importing Custom Object records lets you quickly onboard large datasets while maintaining clean, conflict-free records.
Read guideSmart Lists
CSV File Format for Importing Objects
This article will help you format your CSV file correctly before importing it into Adaptive AI.
Read guideSmart Lists
Troubleshooting Bulk Imports Via CSV
This article will help you resolve errors you may encounter when importing contacts through a CSV file in Adaptive AI.
Read guideSoftware Migration Guides
ActiveCampaign to Adaptive AI (Migration Guide)
This is a comprehensive guide to migrating key components from ActiveCampaign to Adaptive AI.
Read guideSoftware Migration Guides
ClickFunnels to Adaptive AI (Migration Guide)
This is a comprehensive guide for migrating your sales funnels, websites, courses, and other digital assets from ClickFunnels to Adaptive AI.
Read guideSoftware Migration Guides
ConvertKit to Adaptive AI (Migration Guide)
This comprehensive guide is intended to help you migrate your email marketing, subscriber management, and automation workflows from ConvertKit to Adaptive AI.
Read guideSoftware Migration Guides
Hubspot to Adaptive AI (Migration Guide)
This is a comprehensive guide for migrating your business processes, data, and workflows from HubSpot to Adaptive AI.
Read guideSoftware Migration Guides
Jotform to Adaptive AI (Migration Guide)
This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to Adaptive AI.
Read guideSoftware Migration Guides
Kartra to Adaptive AI (Migration Guide)
This comprehensive guide outlines the steps necessary for migrating from Kartra to Adaptive AI.
Read guideSoftware Migration Guides
Klaviyo to Adaptive AI (Migration Guide)
This comprehensive guide provides detailed instructions for migrating from Klaviyo to Adaptive AI, covering the transfer of contacts, segments, automations,…
Read guideSoftware Migration Guides
MailChimp to Adaptive AI (Migration Guide)
This comprehensive guide outlines the process for migrating from Mailchimp to Adaptive AI, focusing on transferring email campaigns, contact lists, forms,…
Read guideSoftware Migration Guides
Pipedrive to Adaptive AI (Migration Guide)
This is a comprehensive, step-by-step guide for migrating data and operations from Pipedrive to Adaptive AI, ensuring a seamless transition of CRM data,…
Read guideSoftware Migration Guides
Salesforce to Adaptive AI (Migration Guide)
This article outlines the steps necessary to migrate data, operations, and workflows from Salesforce to Adaptive AI.
Read guideSoftware Migration Guides
Skool to Adaptive AI (Migration Guide)
This is a comprehensive guide for migrating online communities, courses, and related content from Skool to Adaptive AI.
Read guideSoftware Migration Guides
Squarespace to Adaptive AI (Migration Guide)
This comprehensive guide outlines the process for migrating websites, content, and customer data from Squarespace to Adaptive AI.
Read guideSoftware Migration Guides
Typeform to Adaptive AI (Migration Guide)
This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to Adaptive AI.
Read guideSoftware Migration Guides
Wix to Adaptive AI (Migration Guide)
This comprehensive guide is intended to help you through the migration process from Wix to Adaptive AI, ensuring a smooth and efficient transition.
Read guideOrders, Subscriptions, and Transactions
Export or Download Orders as CSV
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…
Read guideOrders, Subscriptions, and Transactions
Export or Download Subscriptions as CSV
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
Read guideOrders, Subscriptions, and Transactions
Export or Download Transactions as CSV
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line…
Read guideInvoices & Estimates
Import Invoices Using CSV
Importing invoices using a CSV file provides a range of efficiency and accuracy benefits that streamline operations and eliminate redundant data entry.
Read guideOrders, Subscriptions, and Transactions
Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.
Read guideBulk Actions
Importing Contacts and Opportunities via CSV
Importing contacts and opportunities in bulk using a CSV file is an essential feature in Adaptive AI that helps streamline data entry and organization.
Read guideGetting Started with Opportunities
Importing Opportunities using a CSV file
This article will guide you through importing opportunities into Adaptive AI using a CSV file.
Read guideQR Codes
Bulk QR Code Creation
Bulk QR Code Creation lets you generate multiple QR codes at once. Simply drop in a CSV file and Adaptive AI will create a QR Code for each instance.
Read guideEmail Marketing
Exporting Email Marketing Data
Exporting Email Marketing Data in Adaptive AI allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.
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