Simplero to Kajabi Migration: What to Know Before You Switch?

Introduction

A Simplero to Kajabi migration isn't just a matter of exporting files and hoping everything lands where it should. Courses, products, contacts, purchase records, emails, and automations may all be connected inside your current Simplero account. Kajabi can handle many of the same jobs, but it does not organize every part of the business in exactly the same way.

Before you switch, work out what each Simplero item does today and what will take over that job in Kajabi. That makes it much easier to spot gaps before customers run into them.

What Changes When You Move From Simplero to Kajabi?

Simplero can connect access and marketing actions to several different things. A product can provide content, a list can provide access, and triggers or automations can change what happens after a person subscribes, buys, clicks, completes something, or changes state.

When reviewing the account, separate the setup into three questions:

• Who is the person? Look at the contact, subscriber, purchaser, or participant involved.
• What are they entitled to? Identify the site, course, page, file, or other content they can use.
• Why did they receive it? Find the product, list, trigger, automation, or manual action that granted it.

This is a better starting point than recreating folders or labels. Kajabi needs to reproduce the relationship that matters, not the exact way Simplero displays it.

How Should Simplero Courses and Products Be Re-Structured in Kajabi?

Simplero can connect a product to downloadable content, a membership site, courses, pages, and automated actions. Lists can also be used to give people access. That can make one Simplero product look like a single object when it is really doing several jobs.

For each active Simplero product, write down:

• What the buyer is paying for
• Which site or course they can enter
• Whether specific pages, modules, or lessons are released later
• Whether a list also controls access
• Whether a trigger or automation changes access
• Whether the product has more than one price or customer type

The course itself belongs in the Kajabi product structure. The offer and access setup determines how someone buys or receives that content.

If one Simplero product currently unlocks several unrelated areas, it may be cleaner to separate those relationships rather than force the old arrangement into Kajabi.

What Happens to Simplero Lists, Tags, and Custom Fields?

Simplero lists, tags, and custom fields should not all be treated as interchangeable customer data. A list can represent a subscriber relationship. A tag may identify somebody or help a condition decide what happens next. A custom field can hold information that does not belong in either place. Before exporting data, ask what each item is actually used for.

Keep it when it answers a current business question, such as:

• Which program is this person connected with?
• Which type of customer are they?
• Did they choose a particular option?
• Does an active workflow still read this value?

Leave it behind when it only records an old campaign, retired launch, or internal naming system that Kajabi will never use. Pay special attention to list membership. Do not flatten a real subscriber relationship into a random tag simply because both can be used for segmentation.

Which Simplero Automations Need New Logic in Kajabi?

The easy mistake is to open Simplero’s Automations area, copy what you see, and assume the job is done. Simplero triggers can live in more places than that. They may be attached to products, lists, prices, links, worksheets, funnel steps, tags, or other account objects. A workflow can therefore be spread across several screens.

Audit events instead of automation names.

For every live outcome, ask:

1. What happened immediately before it?
2. Where is that event configured in Simplero?
3. Is there a condition attached?
4. What changes for the contact or participant afterwards?
5. Does another trigger fire because of that change?

A purchase at one price might add a tag, while another price starts an automation or gives different access. Rebuilding only the product would miss the rule attached to the price. Kajabi has its own automation logic, so reproduce the result in the cleanest Kajabi route available rather than copying every old step.

How Should Existing Simplero Purchases Be Mapped to Kajabi Access?

Simplero distinguishes between the billing contact on a purchase and the participant who receives the content. Often they are the same person, but not always. Someone may buy for another person, or one purchase may involve more than one participant.

For each active purchase type, confirm:

• Who paid
• Who actually receives the content
• Which product or course the participant can use
• Whether access is permanent, time-limited, or tied to an active purchase
• Whether access was granted manually

Do not assume the purchaser’s email is automatically the Kajabi member who needs customer access. This step is also where exceptions surface. A customer may have been manually added to content, given complimentary access, or moved between products without a new purchase.

What Simplero Customer Journeys Need to Be Rebuilt in Kajabi?

Do not start with a generic funnel diagram. Start with a real outcome in Simplero and work backwards. Take one active journey, such as a new member receiving course access. Find the exact chain that makes it happen.

It might involve:

Purchase → participant activated → trigger → automation → site or course access → email

Another journey may begin with a list signup. A third may depend on a link click or a particular price. Once you can see the chain, decide which parts still need to exist in Kajabi.

This step exposes hidden dependencies. A thank-you page may contain the only link to a member area. A price may start an automation that the main product does not. A list may be granting access that everyone assumed came from a purchase.

What Must Be Confirmed Before You Fully Switch to Kajabi?

The final check is not “Does Kajabi look finished?” It is “What still calls Simplero?” Search for dependencies that would break the moment the Simplero account is closed.

Check for:

• Emails that still link to Simplero-hosted pages or files
• Product or sales buttons that still open a Simplero checkout
• Thank-you pages that send customers back into Simplero
• External pages containing Simplero forms or links
• Automations or webhooks that still start from a Simplero event
• Customer access that still depends on a Simplero list, product, or participant state
• Files or records that are still needed but exist only in Simplero

Use the links and routes that a real lead, buyer, or member would use. You are ready to finish the switch when Simplero is no longer the hidden starting point for something the business still relies on.

Conclusion

The difficult part of a Simplero to Kajabi migration is finding the rules that sit between a customer action and the result they receive. Kajabi does not need to imitate every Simplero setting. It needs a clear replacement for each relationship the business still uses.

That gives you a useful finish line: when a customer can buy, receive access, get the right communication, and use the content without any step quietly depending on Simplero, the switch is genuinely complete.