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Importing Contacts via the AccessAlly User Migration Wizard

Staging Sites

I you are migrating from a WordPress course and membership plugin to AccessAlly you can create a staging site if you’d like to keep your existing content.

Migration Process

This is a simple breakdown of the steps when migrating to AccessAlly. These steps are covered in more detail in our free AccessAlly 101 training.

Step 1: Install AccessAlly – set up and install the AccessAlly plugin

Step 2: Add Offerings – this is where the content of your courses in Kajabi is recreated in AccessAlly.

Step 3: Create Emails – create CRM or AccessAlly Emails to deliver the content to your existing students.

Step 4: Import Students (covered in this article) – import students from a CSV file from your CRM (ActiveCampaign, ConvertKit, Drip, Keap, or Ontraport) or as a CSV spreadsheet (AccessAlly Managed Contacts)

Import Students

Now it’s time to get your existing contacts added to your AccessAlly site and connected to a valid contact ID number. You’ll do this with the AccessAlly Migration Wizard plugin.

Why the Contact ID number is so important.

Each user on your AccessAlly site needs to be added as a user to WordPress, assigned a unique Contact ID number, and be synced with relevant tag(s) and information needed by AccessAlly.

When should you run the AccessAlly User Migration plugin?

This plugin works best after you’ve installed the AccessAlly on your site and created your first offering.

When you create an offering in AccessAlly the tags needed for a user to access the content are created for you. And… you’ll want the users to have the correct content and correct tags the moment they’re imported into your site.

Especially if you’re using CRM automations!

Where is the Contact ID number located?

The answer is… it depends!

If you’re using one of our supported CRM systems… the Contact ID number is assigned by your CRM system. These CRM systems are:

  1. Infusionsoft/Keap
  2. Ontraport
  3. ActiveCampaign
  4. ConvertKit
  5. Drip

If you’re using AccessAlly Managed contacts… the Contact ID number is assigned when you import your first batch of contacts. The AccessAlly User Migration plugin will create the WordPress users, assign the Contact ID numbers, and apply the first tag (to help you filter and sort your members) – without a CRM.

Audit Contacts

It’s a great idea to audit your contacts by each offering you are migrating the content for into your AccessAlly site. This allows you to review smaller batches of existing contacts with less room for error! If you’re using AccessAlly Managed contacts you can skip to the Download step below.

If your contacts are not in a CRM (and you’re using Infusionsoft/Keap, Ontraport, ActiveCampaign, ConvertKit, or Drip) you’ll export your contacts – from your course or membership plugin or platform so you can import them into your CRM.

You can tag these contacts with tag(s) you’d like them to have for offering(s) on your AccessAlly site.

Ready to Migrate Existing Users?

Download the AccessAlly User Migration Wizard plugin.

Updated on November 16, 2023
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