Migration from Kajabi to PulseHub

This comprehensive guide will assist you in migrating from Kajabi to HighLevel, covering the necessary steps to transition your online courses, automations, offers, and other digital assets. It ensures you can fully utilize HighLevel’s marketing automation and CRM features.

Preparation for Migration

Step 1: Review Current Kajabi Setup

• Identify Key Assets: List all courses, offers, automations, and other digital assets in Kajabi.

• Document Workflows: Record details of Kajabi automations, email campaigns, and integrations critical to your operations.

• Assess Data Volume: Evaluate the content (e.g., videos, attachments) and data (e.g., contacts, orders) to be migrated.

Step 2: Define Migration Goals

• Set Clear Objectives: Determine your goals for migrating to HighLevel, such as enhanced CRM capabilities, integrated marketing automation, or cost savings.

• Prioritize Features: Decide which content and workflows are most critical to migrate first.

Step 3: Prepare Backup

• Backup Data: Ensure all data is securely backed up before starting the migration process.

Migrate Courses

HighLevel’s Kajabi Importer allows you to easily transfer courses, including videos, text, and images. Note that assignments and quizzes must be recreated manually within HighLevel.

Step 1: Setup for Success

• Create a Backup: Before starting, make a backup of your Kajabi themes and course content.

• Plan the Migration: Begin the migration during off-hours to minimize disruption for learners.

Step 2: Migrate Courses to HighLevel

• Use the Kajabi Course Importer: Go to Sites > Memberships in HighLevel and select Import from Kajabi.

• Authenticate Your Kajabi Account: Follow the steps to securely connect your Kajabi account.

• Select Courses to Import: Choose which courses to transfer. Ensure all content is live as only published lessons will be brought over.

• Start the Import: Click Import Course and wait for the process to complete.

Step 3: Recreate Assignments and Quizzes in HighLevel

• Choose a Product: Go to Sites > Memberships > Products in HighLevel.

• Create an Assessment: Enter a Title for your assessment and click Save.

• Set Passing Grade (Optional): Decide if the assessment needs a passing grade and set the minimum score required.

• Custom Messages: Create pass/fail messages based on student scores.

• Add Questions: Choose Single Choice or Multiple Choice, type your question, and mark the correct option(s).

• Save & Publish the Assessment: Click on the “Publish” option when the assessment is ready to go live.

Migrate Contacts

Step 1: Export Contact List from Kajabi

• Export Contacts: Navigate to the Contacts tab in Kajabi and export as a CSV file.

Step 2: Prepare CSV for HighLevel Import

• Check Date Formats: Ensure all dates are in the YYYY-MM-DD format.

• Encode Special Characters: Use UTF-8 character encoding.

• Clean Up Data: Remove any line breaks, emojis, and unnecessary special characters.

• Recreate Custom Fields: Log in to HighLevel and navigate to Contacts > Settings > Custom Fields.

Step 3: Import Contacts into HighLevel

• Start Import Process: Click the Import Contacts button in HighLevel.

• Upload CSV File: Select and upload the prepared CSV file.

• Map Fields: Ensure all required fields are correctly mapped.

Migrate Calendars

Step 1: Review Calendars Connected to Kajabi

• Calendar Integrations: View connected Google and Outlook calendars.

Step 2: Recreate Kajabi Calendars in HighLevel

• Create HighLevel Calendars: Set up each calendar to match those in Kajabi.

• Add Calendar Integrations: Sync your Google or Outlook calendars with HighLevel.

Migrate Offers & Automation

Step 1: Review Existing Kajabi Offers and Automations

• List Active Offers: Identify all offers in your Kajabi account.

Step 2: Import Email Templates from Kajabi

• Create New Email Template in HighLevel: Use the Import Templates feature.

Step 3: Recreate Offers in HighLevel

• Create the Offer: Enter the title, choose products, set the price, and publish.

Step 4: Recreate Automations in HighLevel

• Build New Workflows: Use HighLevel’s Workflows to replicate Kajabi automations.

Migrate Website and Funnels

Step 1: Recreate Website Pages and Funnels in HighLevel

• Access the Site Builder: Navigate to Sites > Funnels & Websites in HighLevel.

• Use the Template Library: Choose templates that match your Kajabi pages.

Step 2: Save, Draft, and Publish Your Pages

• Save and Publish: Ensure all changes are live when ready.

Step 3: Set up DNS Records

• Add an A Record: Use 162.159.140.166 for root domains or subdomains.

Step 4: Add the Domain to HighLevel

• Link the Domain: Select which funnel or website to associate with the domain.

Final Checks and Training

Step 1: Perform Final Data Validation

• Cross-Check Data: Ensure all data has been successfully migrated.

Step 2: Train Team Members

• HighLevel Training: Provide training on using HighLevel’s tools.

Step 3: Monitor and Optimise

• Monitor Performance: Track and adjust the setup as needed.

Cancel Kajabi Subscription

Step 1: Transition Period

• Run in Parallel: Consider a parallel run during the transition phase.

Step 2: Cancel Kajabi Subscription

• Final Data Backup: Ensure all data is backed up before cancelling.

Step 3: Post-Migration Review

• Review Success: Evaluate the migration and document any lessons learned.