Start with migration if:

  • You have an existing list of email subscribers that you want to start managing with Kartra
  • You are currently using one or more services that you want to replace with Kartra
  • You are ready to consolidate your day-to-day efforts and discover the power of an all-in-one solution

The Goal: Move your online business into Kartra so you can manage everyone in one account.

Introduction

Moving to a new business system can be a daunting prospect, especially when you have a lot of blood, sweat, and tears invested in the one you’ve outgrown. You know you need to move, but the task feels overwhelming.

Don't worry – Kartra’s migration guide was created just for you. In a few steps, we’ll walk you through everything you need to know about what records to file away and what you can migrate into your new Kartra account.


Before you begin

Take inventory of your existing service accounts and determine which ones can be replaced with Kartra.

It might be tempting to close the door on your old accounts as soon as you decide to move, but you will need to keep that access for a little while longer.

For example, you might have separate services for contacts and email marketing, calendar management, survey creation, and more.

Ask yourself these questions and make a list:

  • Where do I host my website?
  • Where do I host or store my products (courses, digital books, videos, etc)
  • Where do I manage my contacts and email subscribers?
  • Where do I create and send emails?
  • Think about any other content or business assets you have that are unique to you!

Keep all your old accounts active until you are sure you have everything you need from them and any active business processes running in them have ended.