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How to migrate to AccessAlly from another plugin or CRM with the AccessAlly Migration Wizard

This tutorial is helpful in two different use cases:

First, if you’re migrating your membership site to AccessAlly from another WordPress plugin.

Second, if you have an existing client base inside your CRM (whether that’s Infusionsoft, Ontraport, ActiveCampaign, ConvertKit, or Drip) that needs to be imported into a new AccessAlly site.

That’s why we created the super handy “AccessAlly Migration Wizard”. it’s a simple one-time use plugin that you can install and run to convert your members into AccessAlly users on your membership site.

On this page, you’ll see how you can use this simple migration tool to get up and running. It is applicable for both use cases listed above.

Step 1: Install the Migration Wizard on Your Website

Not sure how to install the Migration Wizard? Follow this tutorial to learn how to install it.

Press here to reveal

STEP 1: Install AccessAlly and Fill in Initial Setup System Integrations

If you have not yet installed AccessAlly, you can follow along with the detailed instructions for this initial set up here.

Migrating Existing Users

If you have any members who use a username other than their email address to login to your WordPress website, you’ll want to check off the “Username Field” checkbox and create a field in your CRM to store their username. In 99% of cases, members use their email as their username – so you won’t need to check this off.

You will also need to create a Custom Field to store the password of your members inside your CRM.

STEP 2: Install The User Migration Wizard Tool

The AccessAlly User Migration Wizard can only be used on a site that already has AccessAlly configured.

  1. Download the plugin zip file (you’ll be asked to log into your account in order to download the file).
  2. On your membership site, open the WordPress Dashboard, and go to Plugins -> Add New -> Upload Plugin
    migrating existing members
  3. Select the downloaded accessally-user-migration zip file, and click on “Install Now”
  4. Once installed, click on Activate Plugin

Step 2: Migrate Existing Members Into AccessAlly

Please review the tutorial for your CRM platform below.

INFUSIONSOFT

ONTRAPORT

ACTIVECAMPAIGN

CONVERTKIT

Step 1: Export List of ConvertKit Contacts

Inside ConvertKit, select the subscribers that you wish to add to your new AccessAlly account. When you’re satisfied with the list, click “Export”.

The email address associated with your ConvertKit account will receive the Exported CSV file as an email. When received, download the CSV file to your computer.

Step 2: Upload the CSV File To AccessAlly’s User Migration Wizard

Inside your WordPress site, navigate to the Migration Wizard. Here, use the “choose file” button to select the CSV file you’ve saved to your computer.

It’s a good idea to review the contact list one more time as its displayed inside AccessAlly. When you’re ready, click on the yellow “start” button to begin the migration.

Please note that this may be an extremely slow process, so do not turn off your computer or close out of the website until it has finished.

DRIP

Specific Tutorials

There are a couple of “special use cases” for migration. Please see the tutorials below to learn more:

Updated on August 23, 2018

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