Kajabi Migration Checklist: Everything to Prepare Before You Move

Introduction

Moving to Kajabi is easier when the decisions are made before anything is rebuilt. Without a clear inventory, you can miss an email, assign the wrong access, or change a URL that brings in search traffic.

Before migrating to Kajabi, prepare your website copy and media, course files, contact data, products, offers, access rules, emails, automations, URLs, DNS records, integrations, and tracking details. Clean and map everything first, then test the full journey from sign-up or purchase to member login before switching off your current platform.

Kajabi Migration Checklist: What to Prepare Before You Move

Before migrating to Kajabi, prepare your content, customer data, integrations, domain settings, and automations. A thorough checklist helps prevent data loss, broken links, or disruptions to your courses and business operations.

Audit Your Current Platform and Decide What Is Moving

Start with a full account audit. List everything that is live, hidden, archived, or still connected to an active customer journey. Then decide whether each item will be moved, rebuilt, improved, or retired.

Create one migration sheet with columns for:

• Current asset name and location
• Owner or person responsible
• Destination in Kajabi
• Customer access or payment dependency
• New URL and redirect
• Test status and notes

Include drafts and old automations too. An unpublished form may still sit on a live page.

Prepare Your Website Pages, Copy and Media

Kajabi does not automatically turn an external website into a finished Kajabi website. Pages must be rebuilt, so collect the original assets instead of relying on screenshots.

Prepare:

• Final copy for every page, including button labels and form messages
• Original images, logos, icons and downloadable files
• Font names, brand colors and basic style rules
• Page titles, meta descriptions and social-sharing images
• Navigation, footer links and legal pages

Remove duplicate pages and out-of-date offers rather than copying them into the new account.

Organise Your Course and Membership Content

External courses cannot be imported into Kajabi as complete courses with their structure intact. According to Kajabi’s guidance, they must be recreated using modules and lessons.

Build a content list for each course or membership:

• Module and lesson order
• Lesson titles, copy, video and audio files
• Worksheets, PDFs, quizzes and assessments
• Drip schedules and prerequisite rules
• Categories, member resources and community links
• Completion messages and next-step instructions

Download original media wherever possible; links from the old platform may stop working after closure. Record important learner progress separately.

Export and Clean Your Contacts and Customer Data

Keep one untouched export, then make a working copy for cleaning. A tidy file makes field mapping and access setup safer.

Before importing:

• Remove obvious duplicates and invalid addresses
• Standardise names, phone numbers and custom fields
• Keep marketing consent status accurate
• Separate leads from paying customers
• Group customers by the product or membership they own

Importing somebody as a contact differs from creating a customer with an offer. Offer grants can trigger customer and access emails, so test a small internal batch first.

Map Your Products, Offers, Pricing and Member Access

In Kajabi, the product contains the course or membership content. The offer controls how somebody buys or receives access to that product. One product may have several offers with different prices, payment terms, or access conditions.

Create a simple access matrix showing:

• Existing product or plan
• Kajabi Product
• Kajabi Offer
• One-off, subscription or payment-plan price
• Access start, expiry or drip rules
• Tags and onboarding sequence
• Existing customers who should receive it

Document Your Forms, Emails, Tags and Automations

Open every live form, email sequence and automation and write down what starts it, what happens next and when. Names alone rarely explain the full journey.

For each workflow, record:

• Trigger, such as a form submission, purchase or tag
• Emails sent and the delay between them
• Tags added or removed
• Offers granted or revoked
• Internal notifications
• Conditions, branches and exclusions
• The page or email containing the original entry point

This map also exposes duplicated tags, abandoned sequences, and links to expired offers.

Map Your URLs, Redirects, Domain and SEO Details

Export or crawl your URLs and give each one a destination. Keep paths unchanged where practical; otherwise, redirect to the closest relevant page.

• Old URL and new Kajabi URL
• Redirect required and testing status
• Page title, meta description and main heading
• Canonical details where relevant
• Pages receiving useful backlinks or organic visits
• Current DNS records and domain login details

Record all DNS settings, especially email-related MX records. Kajabi advises allowing up to 48–72 hours for propagation, so test before launch day.

List Your Integrations, Analytics and Tracking Setup

List every service that sends data to or receives data from the current platform.

• Payment processors
• Email, webinar and scheduling tools
• Zapier or other workflow connections
• Google Analytics and advertising pixels
• CRM, bookkeeping and community tools
• API keys, webhooks and notification addresses

Record where each script appears and what it tracks. Confirm that visits, leads and purchases are recorded once.

Final Checks Before You Move to Kajabi

Run each journey from start to finish and fix any issues while your existing platform is still available.

Test Website Pages, Forms and Checkout

Check desktop and mobile. Submit every form with a fresh address and complete a test purchase for each main payment type. Review taxes, coupons, confirmation pages and notifications.

Check Course and Member Access

Use test accounts for each access level. Check products, locked content, drip timing, downloads, login emails, expiry, and cancellation behavior.

Do not test everything with an administrator account. Admin access can hide permission problems that a normal customer would experience.

Review Automations and Customer Journeys

Test as a new lead, new buyer, existing customer, and cancelled member. Check triggers, delays, tags, email links, and offer grants.

Pay close attention to the points where one action starts another. For example, confirm that buying an offer grants the right product, applies the intended tag, and starts the correct onboarding sequence.

Keep Your Existing Platform Live Until Testing Is Complete

Keep the old platform available during testing and cutover. Cancel it only after the new site, access, payments, redirects, and tracking have been checked.

Conclusion

A useful Kajabi migration checklist is more than a list of pages to copy. It connects each old asset to its new location, customer access rule, URL, and acceptance test.

Put that information in one working sheet, keep clean backups, and move in controlled batches. If you need help deciding what should be moved, rebuilt, or improved, Kajabi Developers provides Kajabi migration services for websites, courses, memberships, customer data, funnels, and automations.