# Jotform to GHL Customer Care (Migration Guide) > This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to GHL Customer Care. The goal is to ensure a smooth… - Source: https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/jotform-to-ghl-customer-care-migration-guide - Section: Customer Support / Software Migration Guides - Reading time: 4 min - Images: 4, each explained below - Modified on Fri, 7 Mar, 2025 at 11:35 AM --- This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to GHL Customer Care. The goal is to ensure a smooth transition with minimal disruption, while fully leveraging GHL Customer Care’s integrated marketing and CRM capabilities. --- **TABLE OF CONTENTS** - [Preparation for Migration](#preparation-for-migration) - [Migrate Data](#migrate-data) - [Migrate Forms and Workflows](#migrate-forms-and-workflows) - [Migrate Integrations and Notifications](#migrate-integrations-and-notifications) - [Final Checks and Training](#final-checks-and-training) - [Decommissioning JotForm](#decommissioning-jotform) --- # **Preparation for Migration** ### **Step 1:** Review Current JotForm Setup - **Identify Key Forms and Data:** List all active forms in JotForm, including any associated data, such as submission entries, email notifications, and integrations. - **Document Form Workflows:** Record details of how each form interacts with your current workflows, email notifications, and any third-party integrations. - **Assess Data Volume:** Evaluate the amount of data (e.g., form submissions, contact information) to be migrated. ### **Step 2:** Define Migration Goals - **Set Clear Objectives:** Determine what you want to achieve by migrating to GHL Customer Care, such as enhanced automation, better integration with CRM tools, or cost savings. - **Prioritize Features:** Decide which forms and data are most critical to migrate first. ### **Step 3:** Prepare Backup - **Export Data from JotForm:** Export all necessary data from JotForm, including form submissions, templates, and configurations. - **Backup Data:** Ensure all data is securely backed up before beginning the migration process. ![Step 3: Prepare Backup (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034034712/original/kVW5hpkM6dq4K3Om70eEAAvLLPFXMJdasw.png) **Step 3: Prepare Backup (image 1 of 4)** This screenshot appears in the "Step 3: Prepare Backup" section of "Jotform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Export Data from JotForm: Export all necessary data from JotForm, including form submissions, templates, and configurations. Backup Data: Ensure all data is securely backed up before beginning the migration process. Immediately after, the guide continues: Export Form Submissions: Navigate to each form in JotForm, select the form submissions, and export them as CSV files. Export Form Templates: Save copies of your JotForm templates for reference during the recreation process in…. - What this covers: Export Data from JotForm: Export all necessary data from JotForm, including form submissions, templates, and configurations. Backup Data: Ensure all data is securely backed up before beginning the migration process. - Next: Export Form Submissions: Navigate to each form in JotForm, select the form submissions, and export them as CSV files. Export Form Templates: Save copies of your JotForm templates for reference during the recreation process in GHL Customer Care. Full procedure: 1. Export Data from JotForm: Export all necessary data from JotForm, including form submissions, templates, and configurations. 2. Backup Data: Ensure all data is securely backed up before beginning the migration process. --- # **Migrate Data** ### **Step 1:** Export Data from JotForm - **Export Form Submissions:** Navigate to each form in JotForm, select the form submissions, and export them as CSV files. - **Export Form Templates:** Save copies of your JotForm templates for reference during the recreation process in GHL Customer Care. ### **Step 2:** Import Data into GHL Customer Care - **Recreate Forms in GHL Customer Care:** - Navigate to Sites > Formsin GHL Customer Care. - Use the form builder to recreate your forms, ensuring that all fields match those from JotForm. - **Import Contacts:** If you have contact information stored in JotForm, import this data into GHL Customer Care by navigating to Contacts > Import Contacts and uploading your CSV files. - **Set Up Custom Fields:** In GHL Customer Care, create any necessary custom fields that match the data you were collecting in JotForm. ![Step 2: Import Data into GHL Customer Care (image 2 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034048080/original/ZD6ZYLtLVBFDFJOTbWC1GnbSUL8n7uyxGg.png) **Step 2: Import Data into GHL Customer Care (image 2 of 4)** This screenshot appears in the "Step 2: Import Data into GHL Customer Care" section of "Jotform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Recreate Forms in GHL Customer Care: Import Contacts: If you have contact information stored in JotForm, import this data into GHL Customer Care by navigating to Contacts > Import Contacts and uploading your CSV files. Set Up Custom Fields: In GHL Customer Care, create any necessary custom fields that…. The navigation path used here is Contacts > Import Contacts. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: List Active Workflows: Identify and document all workflows triggered by form submissions in JotForm, such as email notifications, data routing, and integrations with other tools. Evaluate Workflow Complexity: Assess the complexity of each…. - Path: Contacts > Import Contacts - What this covers: Recreate Forms in GHL Customer Care: Import Contacts: If you have contact information stored in JotForm, import this data into GHL Customer Care by navigating to Contacts > Import Contacts and uploading your CSV files. Set Up Custom Fields: In GHL Customer Care, create any necessary custom fields that match the data you were collecting in JotForm. - Fields: Recreate Forms in GHL Customer Care: - Next: List Active Workflows: Identify and document all workflows triggered by form submissions in JotForm, such as email notifications, data routing, and integrations with other tools. Evaluate Workflow Complexity: Assess the complexity of each workflow to determine how best to replicate it in GHL Customer Care. Full procedure: 1. Recreate Forms in GHL Customer Care: 2. Import Contacts: If you have contact information stored in JotForm, import this data into GHL Customer Care by navigating to Contacts > Import Contacts and uploading your CSV files. 3. Set Up Custom Fields: In GHL Customer Care, create any necessary custom fields that match the data you were collecting in JotForm. --- # **Migrate Forms and Workflows** ### **Step 1:** Review Existing JotForm Workflows - **List Active Workflows:** Identify and document all workflows triggered by form submissions in JotForm, such as email notifications, data routing, and integrations with other tools. - **Evaluate Workflow Complexity:** Assess the complexity of each workflow to determine how best to replicate it in GHL Customer Care. ### **Step 2:** Recreate Workflows in GHL Customer Care - **Create Automation Triggers:** - In GHL Customer Care, navigate to Automation > Workflows. - Set up triggers for each form submission that replicates the logic from your JotForm workflows (e.g., sending notifications, updating contact records). - **Rebuild Actions and Conditions:** - Recreate actions such as sending confirmation emails, tagging contacts, or updating CRM records. - Set up any necessary conditions or branching logic to mirror your existing workflows. ### **Step 3:** Test Workflows - **Run Tests:** Before activating workflows, conduct thorough testing to ensure they function as intended. - **Adjust Settings:** Make necessary adjustments based on test results to ensure smooth operation. --- # **Migrate Integrations and Notifications** ### **Step 1:** Recreate Integrations in GHL Customer Care - **Identify Necessary Integrations:** Determine which third-party tools you were integrating with JotForm, such as payment gateways, email marketing tools, or CRMs. - **Set Up Integrations in GHL Customer Care:** - Use GHL Customer Care’s built-in integrations or Zapier to connect to external applications. - Go to Settings > Integrations to set up necessary connections. ### **Step 2:** Recreate Email Notifications - **Set Up Internal Notifications:** - In GHL Customer Care, navigate to Automation > Workflows and set up internal notifications for when a form is submitted. - **Configure Autoresponders:** If you were using autoresponders in JotForm, set these up in GHL Customer Care by creating automated email sequences that trigger upon form submission. ![Step 2: Recreate Email Notifications (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034034717/original/Yo-oSTos10DYgMLGJ7bczGQ9pbBf37BfvQ.png) **Step 2: Recreate Email Notifications (image 3 of 4)** This screenshot appears in the "Step 2: Recreate Email Notifications" section of "Jotform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Set Up Internal Notifications: Configure Autoresponders: If you were using autoresponders in JotForm, set these up in GHL Customer Care by creating automated email sequences that trigger upon form submission. Immediately after, the guide continues: Cross-Check Data: Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and GHL Customer Care records. Validate Forms and Workflows: Confirm that all forms and workflows are operational in…. - What this covers: Set Up Internal Notifications: Configure Autoresponders: If you were using autoresponders in JotForm, set these up in GHL Customer Care by creating automated email sequences that trigger upon form submission. - Next: Cross-Check Data: Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and GHL Customer Care records. Validate Forms and Workflows: Confirm that all forms and workflows are operational in GHL Customer Care. Full procedure: 1. Set Up Internal Notifications: 2. Configure Autoresponders: If you were using autoresponders in JotForm, set these up in GHL Customer Care by creating automated email sequences that trigger upon form submission. ![Step 2: Recreate Email Notifications (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034034718/original/xppqTbv0qo60i7wsDRIk16z5mKoanMW6ew.png) **Step 2: Recreate Email Notifications (image 4 of 4)** This screenshot appears in the "Step 2: Recreate Email Notifications" section of "Jotform to GHL Customer Care (Migration Guide)". The text alongside this image reads: Set Up Internal Notifications: Configure Autoresponders: If you were using autoresponders in JotForm, set these up in GHL Customer Care by creating automated email sequences that trigger upon form submission. Immediately after, the guide continues: Cross-Check Data: Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and GHL Customer Care records. Validate Forms and Workflows: Confirm that all forms and workflows are operational in…. - What this covers: Set Up Internal Notifications: Configure Autoresponders: If you were using autoresponders in JotForm, set these up in GHL Customer Care by creating automated email sequences that trigger upon form submission. - Next: Cross-Check Data: Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and GHL Customer Care records. Validate Forms and Workflows: Confirm that all forms and workflows are operational in GHL Customer Care. Full procedure: 1. Set Up Internal Notifications: 2. Configure Autoresponders: If you were using autoresponders in JotForm, set these up in GHL Customer Care by creating automated email sequences that trigger upon form submission. --- # **Final Checks and Training** ### **Step 1:** Perform Final Data Validation - **Cross-Check Data:** Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and GHL Customer Care records. - **Validate Forms and Workflows:** Confirm that all forms and workflows are operational in GHL Customer Care. ### **Step 2:** Train Team Members - **GHL Customer Care Training:** Provide training to your team on how to use GHL Customer Care’s form builder and automation tools, focusing on the differences from JotForm. - **Utilize GHL Customer Care Support:** Encourage team members to leverage GHL Customer Care’s support resources and community forums for ongoing learning. ### **Step 3:** Monitor and Optimize - **Monitor Performance:** Track the performance of your new setup in GHL Customer Care, making adjustments as necessary. - **Continuous Improvement:** Regularly review and refine forms, workflows, and integrations to ensure they align with business goals. --- # **Decommissioning JotForm** ### **Step 1:** Transition Period - **Run in Parallel:** Consider running JotForm and GHL Customer Care in parallel during the transition phase to ensure no critical operations are missed. - **Gradual Phase-Out:** Gradually reduce reliance on JotForm as GHL Customer Care becomes fully operational. ### **Step 2:** Cancel JotForm Subscription - **Final Data Backup:** Before canceling your JotForm subscription, ensure all data is securely backed up. - **Official Cancellation:** Follow JotForm’s process to cancel your subscription and terminate services. ### **Step 3:** Post-Migration Review - **Review Success:** Evaluate the success of the migration process and document any lessons learned. - **Continuous Monitoring:** Keep monitoring the system post-migration for any potential issues. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com