All switching guides
KajabiUpStack
Moving from Kajabi, step by step
Download your video files from your own source if you have them before you cancel.
Packs and moves
- Contacts and the offers they bought, as tags
- Email addresses and names
Rebuild on arrival
- Course modules and lessons
- Sales pages and checkout
- Email broadcasts and sequences
- Membership access
The route
- 1
Start a free trial
The trial is free for 14 days and needs no card, so you can test the move before you commit.
- 2
Export from Kajabi
Export your people list as a CSV file from the contacts area.
- 3
Import into UpStack CRM
Upload the file, match the columns and add a tag that names where the batch came from. Spot-check a few contacts afterward.
- 4
Rebuild what does not move
Start with the one page or automation that earns the most, test it, then do the next.
- 5
Cancel the old tool
Keep Kajabi for a month in case you need to look something up, then cancel.
Comparing first? Read UpStack CRM vs Kajabi, or see how to import contacts cleanly.
