🔄 How to Migrate Contacts from Another Platform to WithMe
Switching to WithMe from another platform like Kajabi, Teachable, or Skool? Great choice! 🎉 One of the first things you'll want to do is bring your existing contacts along for the ride. Here's everything you need to know about migrating your people over.
📋 What Transfers (and What Doesn't)
When you migrate contacts to WithMe, here's what comes across:
✅ What transfers:
Contact name and email address
Product ownership (which products they purchased)
Any tags or segments you set up
❌ What doesn't transfer:
Payment or billing information (your clients will need to re-enter this if subscribing to a new plan)
Login credentials (clients will create fresh WithMe logins)
Course progress or completion data
💡 Pro Tip: Don't worry about payment info not transferring — WithMe handles all billing through Stripe, so your clients will be set up with a secure, seamless checkout experience! 💪
🚀 How to Import Your Contacts
Follow these steps to get your contacts into WithMe:
Export your contact list from your current platform as a CSV file. Most platforms (Kajabi, Teachable, Skool, etc.) have an export option in their contacts or audience settings.
Head to your WithMe dashboard and navigate to the Customers section from the left sidebar.
Click the Import button and upload your CSV file. WithMe will automatically map common fields like name and email.
Review the field mapping to make sure everything lines up correctly, then confirm the import! ✅
💡 Tips for a Smooth Transition
🧹 Clean up your list first! Before importing, remove any inactive or bounced emails from your CSV. Starting fresh on WithMe with an engaged list is the way to go.
📅 Give your clients a heads-up. A quick email or social media post letting them know about the switch goes a long way in keeping everyone in the loop.
🔗 Update your links. If you have links pointing to your old platform, update them to your new WithMe hub URL.
That's it — you're all set! 🎊 Migrating to WithMe is straightforward, and once your contacts are in, you'll have everything you need to keep growing your creator business. If you run into any hiccups, our support team is always here to help! 💬