How to Migrate From Kajabi Without Losing Customers or Sales

Migrating from Kajabi is not simply a matter of downloading course videos and uploading them somewhere else. Your Kajabi account may also connect offers, customer access, recurring payments, email sequences, landing pages, forms, automations, affiliates, a custom domain, and years of marketing links. Move those pieces in the wrong order and a technically successful migration can still interrupt sales or leave paying customers confused.

The safest approach is a controlled rebuild: inventory the current business, preserve the source data, recreate one complete buying journey, test it privately, and then move traffic in stages. This guide gives you a practical sequence, including the parts that usually need manual decisions rather than a one-click import.

Start with a migration brief, not an export

Write down why you are leaving and what must be better after the move. Common goals include reducing fixed software costs, simplifying the storefront, selling downloads alongside courses, or combining email, affiliates, and upsells in fewer tools. Turn the goal into measurable acceptance criteria: customers can buy, receive the correct access, get the promised emails, and reach support without using the old site.

Separate requirements into essential, useful, and unused. A business that relies on assessments, certificates, communities, or detailed student progress needs a different destination from a creator selling a video library and downloadable workbook. Compare platforms against the workflow you actually use. Our overview of Kajabi alternatives can help you build the shortlist, but test every must-have before committing to a cutover date.

Inventory everything connected to Kajabi

Create a spreadsheet with one row for each course, download, coaching offer, membership, bundle, landing page, form, email sequence, coupon, automation, affiliate, domain, tracking script, and integration. Add its owner, current URL, price, audience, export format, destination, and test status. Mark products that still accept new buyers separately from products kept only for existing customer access.

Preserve source files and business records

Store original videos, audio, captions, transcripts, PDFs, images, and design files outside the platform. Export the customer, purchase, product, and email data available to your account, plus the records needed for bookkeeping and support. Kajabi features and export options may vary or change, so confirm the current documentation and your plan permissions before promising a schedule.

Keep consent status, unsubscribe records, purchase evidence, and active access rules intact. Restrict exports containing personal information, retain only what you need, and decide when temporary files will be deleted. Screenshots can document page layouts and automation maps, but they are references rather than recoverable data.

Map what transfers and what needs rebuilding

Portable assets such as MP4 videos, PDFs, images, copy, and well-formed CSV files are the easy part. Platform-specific behavior is harder. Quizzes, completion percentages, certificates, comments, community history, pipeline logic, and conditional automations may not have a direct equivalent. Give each item one outcome: import, rebuild, replace, archive, or retire.

Decide how historical learning progress will work. You might preserve the old portal temporarily, recreate entitlements without progress, or manually carry over completion evidence for a small group. Explain the choice before launch. Never tell customers that all progress will move until you have verified it with representative accounts.

Check licenses and embedded dependencies

Review licenses for stock media, fonts, guest-teacher content, and templates before republishing them. List embedded calendars, surveys, video hosts, pixels, scripts, and download links. An apparently simple lesson may fail at the destination because an external asset only permits the old domain or depends on a retired integration.

Rebuild one complete customer journey

Choose a representative offer and rebuild it end to end: sales page, price, checkout, receipt, welcome email, account access, lessons, downloads, support route, upsell, and cancellation path. Make a real test purchase before duplicating the setup across the catalog. This pilot exposes missing fields and becomes the template for the rest of the migration.

Keep old and new product names aligned while testing so support can trace each entitlement. Use the rebuild to remove stale links, improve captions, standardize filenames, compress oversized assets, and clarify navigation. If the offer itself needs work, use our guide to selling an online course as a packaging and checkout checklist.

Treat subscriptions and customer access separately

Giving a customer access on a new platform does not move their payment authorization. Map each customer to the right product and access term, test a small batch, and reconcile exceptions before importing more. Active subscriptions require their own plan because stored payment credentials generally cannot be copied freely between unrelated providers.

Some subscriptions may remain on the old billing arrangement during a transition. Others may require customers to authorize a new one. Review provider rules, cancellation terms, taxes, refund policy, and applicable law. Tell subscribers the date, price, required action, access outcome, and what happens if they do nothing. Do not cancel working payments until replacement billing and access have been confirmed.

Understand the Pocketsflow option

Pocketsflow has no monthly fee and charges an itemized transaction cost (~$5.00 on $100) covering payment processing, VAT and tax handling, and Merchant-of-Record service. Payments run through our payments partner. It also includes built-in email, affiliates, and upsells. At the itemized estimate (~$5.00 on $100), Pocketsflow has the lowest fee in the category, compared with Gumroad at roughly 10%, Lemon Squeezy at about 5% or more, and Payhip at about 5% on its free plan. Verify competitors' current pricing and inclusions for your own product mix.

Model the economics before you choose a date

Compare more than the headline platform price. Include monthly software, transaction and processing fees, tax handling, email, affiliate software, integrations, and operating time. Then add one-off migration costs: contractor help, overlapping subscriptions, customer support, testing, and your own hours. A lower ongoing cost may not justify moving during the week of a major launch.

Consider an illustrative month with 72 sales of a $79 course. Gross revenue is 72 × $79, or $5,688. Pocketsflow's itemized estimate (~$5.00 on $100 / 4.7% + $0.30) would be about $288.94, leaving $5,574.24 before the creator's other expenses. This is not a forecast: replace the price, volume, refunds, migration cost, and tool costs with your own numbers.

Move email, domains, and tracking in stages

Import only contacts you have permission to email. Preserve consent evidence and unsubscribe status, then recreate the smallest essential segmentation and automations first. Test purchase, welcome, access, reminder, renewal, failed-payment, cancellation, and support messages from clean accounts. Do not silently resubscribe an opted-out contact. For the underlying consent and delivery workflow, see our guide to building an email list.

Inventory every link that points to Kajabi, including navigation, social profiles, newsletters, ads, affiliates, QR codes, and search results. Record current DNS settings before changing a custom domain. Prepare the destination and relevant redirects first, lower DNS timing risk where appropriate, and keep a rollback record. Test analytics, conversion events, and affiliate attribution rather than assuming a page view proves the tracking works.

Run a private pilot, then cut over

Recruit a small group that represents new buyers, existing customers, subscribers, coupon users, and mobile visitors. Ask them to complete defined tasks. Test successful and failed payments, refunds, access, downloads, captions, receipts, tax display, upsells, cancellations, support links, emails, and affiliate credit. Log failures and rerun the exact test after each fix.

Tell customers what is changing, what remains available, whether progress is affected, what action they must take, and where to get help. Send advance notice and a reminder, avoid cutting over during a promotion, and keep enough overlap to recover from mistakes. After the switch, monitor orders, login requests, refunds, email delivery, broken links, and subscription exceptions daily.

Keep the old account available until the agreed transition ends and your data-retention obligations are clear. Then archive what you must keep and cancel unused services deliberately. If you want a storefront with no monthly fee, built-in email, affiliates, upsells, and an itemized transaction cost (~$5.00 on $100) Merchant-of-Record fee, you can start free with Pocketsflow.