How to Migrate from FluentCRM to DoubleScale (Step-by-Step Guide)

DoubleScale extends what FluentCRM offers by adding a native sales pipeline, helpdesk, booking system, WhatsApp marketing, invoicing, and broader WooCommerce automation — all in a single plugin. This guide covers the full migration process.

What to Migrate

• Contacts (all subscribers with custom fields and tags)
• Email templates
• Automation sequences (rebuild in DoubleScale automation builder)
• Lists and segments

Before You Start

• Install DoubleScale on your WordPress site — keep FluentCRM active during migration
• Configure your SMTP provider in DoubleScale before migrating
• Export all FluentCRM data as a backup

Step 1: Export Contacts from FluentCRM

1. FluentCRM Contacts, All Contacts
2. Click Export, Export All
3. Download the CSV file

Step 2: Import Contacts into DoubleScale

1. Go to DoubleScale, Contacts, Import
2. Upload the FluentCRM CSV export
3. Map FluentCRM columns to DoubleScale fields
4. Assign imported contacts to a list (e.g., Migrated from FluentCRM)
5. Run the import

Step 3: Recreate Automations

Automations must be rebuilt manually. Document each FluentCRM sequence, then recreate in DoubleScale automation builder. Use equivalent triggers (FluentCRM Contact Enrolled in a List = DoubleScale Contact Added to List). Test each automation with a test contact before activating.

Step 4: Pause FluentCRM Automations

Before activating DoubleScale automations, deactivate all active FluentCRM automations. Having both active simultaneously will send duplicate messages.

Step 5: Go Live

1. Activate all DoubleScale automations
2. Set DoubleScale SMTP as the WordPress default
3. Send a test campaign to a small segment
4. Monitor the dashboard for 24-48 hours
5. Once satisfied, deactivate and eventually uninstall FluentCRM