How to Migrate from ClickFunnels| Kartra| or Teachable to Systeme.io Without Losing Data

Switching marketing platforms is a lot like moving houses. It’s exciting because you are moving to a better (and often much cheaper) neighborhood, but the actual process of packing up your boxes—your funnels, email lists, courses, and automations—can be terrifying.

The fear of losing data is real. What if your email tags disappear? What if your course videos don’t transfer? What if your sales funnel breaks?

You are likely reading this because you’ve realized that platforms like ClickFunnels, Kartra, and Teachable are becoming prohibitively expensive, especially when Systeme.io offers comparable features for a fraction of the price (or even for free).

This comprehensive guide will walk you through the migration process step-by-step. We will cover how to safely export your data, how to rebuild your assets in Systeme.io, and how to ensure your business doesn’t skip a beat during the transition.

Table of Contents

1. Why Are So Many Entrepreneurs Switching to Systeme.io?
2. Phase 1: Preparation and The “No-Data-Loss” Audit
3. Phase 2: Migrating from ClickFunnels to Systeme.io
4. Phase 3: Migrating from Kartra to Systeme.io
5. Phase 4: Migrating from Teachable to Systeme.io
6. Phase 5: Importing Contacts and Mapping Tags
7. The “Secret Weapon”: Leveraging Systeme.io’s Free Migration Service
8. Post-Migration Checklist
9. Conclusion
10. Frequently Asked Questions (FAQ)

Why Are So Many Entrepreneurs Switching to Systeme.io?

Before we dive into the technical “how-to,” it helps to understand the “why.” Most users migrate for two reasons: Cost and Simplicity.

Legacy platforms often charge separately for email marketing, course hosting, and funnel building. Systeme.io is an “all-in-one” solution. Here is a quick comparison of why the switch makes financial sense:

Note: Prices and plans are subject to change, but the trend remains the same: Systeme.io usually offers unlimited features at a price lower than competitors’ entry-level plans.

Phase 1: Preparation and The “No-Data-Loss” Audit

Do not cancel your current subscription yet!

The biggest mistake people make is canceling their ClickFunnels or Kartra account the moment they sign up for Systeme.io. You need an overlap period (usually 2-4 weeks) to ensure everything is transferred safely.

1. Audit Your Assets

Open a spreadsheet and list everything you currently have running. You cannot migrate what you don’t track. Create columns for:

• Funnels/Pages: Landing pages, Thank You pages, Sales pages.
• Digital Products: Ebooks, Courses, Video files.
• Email Lists: Total subscriber count.
• Tags/Segments: How are your lists organized? (e.g., “Buyer”, “Lead”, “Newsletter”).
• Automations: Email sequences and workflows.

2. Back Up Your Content

Platforms like Teachable and ClickFunnels generally do not allow you to “export” a website code directly to import elsewhere. You must back up the raw assets.

• Copy: Copy and paste your sales copy into Google Docs.
• Images: Save all funnel images to a folder on your computer or Google Drive.
• Videos: If your videos are hosted on the platform (like in Teachable or Kartra), download the original MP4 files. If they are on Vimeo/YouTube, ensure you have the links ready.

Phase 2: Migrating from ClickFunnels to Systeme.io

ClickFunnels users will find Systeme.io very intuitive because the drag-and-drop editor is remarkably similar.

Step 1: Rebuilding the Funnels

Unfortunately, there is no “Magic Button” to import a ClickFunnels funnel directly into Systeme.io via code. You have to rebuild them, but it is fast.

1. Open your ClickFunnels page in one monitor and the Systeme.io editor in another.
2. Select a Systeme.io template that closely matches your current layout.
3. Copy and paste your headlines, body text, and images.
4. Tip: Systeme.io blocks (Sections, Rows, Elements) work exactly like ClickFunnels.

Step 2: Exporting Your Contacts

1. Log in to ClickFunnels.
2. Navigate to Follow-Up Funnels > Contacts (or just Contacts in Classic).
3. Filter by date or tags if you want to segment them now.
4. Click “Download Contacts”.
5. This will send a CSV file to your email. Save this file safely!

Step 3: Handling Domains

You cannot have the same domain active on both platforms simultaneously for the same subdomain.

• Strategy: Build your new funnels on a Systeme.io subdomain (e.g., yourbrand.systeme.io) first. Once everything is perfect, you will change your DNS settings to point your custom domain to Systeme.io.

Phase 3: Migrating from Kartra to Systeme.io

Kartra is a heavy-duty automation tool. Migrating from Kartra requires careful attention to your Workflows.

Step 1: Mapping Automations

Kartra uses complex “If/Then” logic. Systeme.io handles this through “Workflows” and “Rules.”

• Action: Draw out your automation on paper. (e.g., If user buys Product A -> Tag as ‘Customer’ -> Subscribe to Campaign B).
• Rebuild: Go to Automations > Workflows in Systeme.io to recreate these visual paths.

Step 2: Moving Membership Sites

Kartra hosts videos and files well.

1. Download all your training videos from Kartra.
2. In Systeme.io, go to Products > Courses.
3. Create your Course structure (Modules and Lectures).
4. Upload your videos directly to Systeme.io (Video hosting is unlimited and included).

Step 3: Exporting Leads with Tags

Kartra allows detailed exports.

1. Go to My Communications > Leads.
2. It is best to export lists by Tag. For example, filter everyone with the tag “Newsletter” and export that as newsletter.csv. Then filter “Buyers” and export as buyers.csv.
3. This makes importing into Systeme.io much easier later.

Phase 4: Migrating from Teachable to Systeme.io

Teachable is specifically a Learning Management System (LMS). Systeme.io’s course builder is a robust alternative that looks very modern.

Step 1: Download Course Content

This is the most time-consuming part. You need to go into your Teachable admin:

1. Go to Curriculum.
2. Download the video from every lecture.
3. Copy the text descriptions and downloadable PDFs.
4. Note: Organize these into folders on your desktop named “Module 1”, “Module 2”, etc.

Step 2: Recreate the Curriculum

1. In Systeme.io, navigate to Products > Courses > Add a new course.
2. Set up your modules to mirror your Teachable structure.
3. Systeme.io uses a visual builder for lecture pages, meaning you can add sales elements, countdowns, or upsells directly inside the lesson page—something Teachable struggles with.

Step 3: Exporting Student Data

1. In Teachable, go to Users > Students.
2. Select all students and click Export CSV.
3. Ensure the CSV includes the columns: Name, Email, and Enrolled Course Name.

Phase 5: Importing Contacts and Mapping Tags

This is the most critical step to ensure you don’t lose data. Systeme.io does not use “Lists” like AWeber or Mailchimp. It uses a Tag-based system.

Why Tags Matter

If you import all your contacts without tags, you will have one giant list and won’t know who bought your product vs. who just signed up for a freebie.

The Import Process

1. Create Tags First: Go to Contacts > Tags in Systeme.io. Create tags that match your old segments (e.g., “Import – Leads”, “Import – Buyers”).
2. Clean Your CSV: Open your exported CSV file (from CF, Kartra, or Teachable). Delete columns you don’t need (IP address, dates) to keep it clean. Ensure the header row says exactly Email, First Name, etc.
3. Import: Go to Contacts > Import Contacts.
4. Upload CSV: Select your file.
5. Map Data: Match the columns (Email -> Email).
6. Apply Tag: The system will ask, “Do you want to add tags to these contacts?” Select the relevant tag you created in step 1.
7. Click Import.

Repeat this process for different segments. Import your “Buyers” CSV and apply the “Buyer” tag.

Enrolling Students (For Teachable/Kartra Migrations)

If you imported students who have already paid for a course:

1. Go to Workflows.
2. Create a Trigger: Tag added -> select “Import – Student”.
3. Action: Enroll in Course -> Select the specific course and access level (Full Access).
4. This automatically grants them access to the Systeme.io version of the course without them paying again.

The “Secret Weapon”: Leveraging Systeme.io’s Free Migration Service

If the steps above sound overwhelming, here is the best news of the day.

Systeme.io offers free migration services if you subscribe to their Unlimited Plan (or any annual plan).

This is a massive value add. Their team will:

• Rebuild your sales funnels.
• Move your email campaigns.
• Migrate your courses.
• Import your contacts.

How to claim this:

1. Sign up for the annual plan or the Unlimited monthly plan.
2. Contact their support ticketing system.
3. Provide them access to your old platform (LastPass or temporary password).
4. They will give you a timeline (usually 1-2 weeks depending on complexity).

If you have a large business with complex assets, paying for the annual plan just to get the expert migration is often cheaper than hiring a freelancer to do it for you.

Post-Migration Checklist

Once your data is moved, perform these checks before shutting down your old account.

1. Domain Propagation: Update your DNS settings (CNAME records) to point to Systeme.io. Wait 24-48 hours for the SSL certificate to activate.
2. Test Opt-ins: Sign up for your own newsletter on the new page. Check if you received the welcome email.
3. Test Purchases: Create a $1 coupon or a test product and buy it yourself. Ensure the money hits your Stripe/PayPal account and that you get access to the course/download.
4. Check Mobile View: Sometimes elements shift during rebuilding. Check your pages on a smartphone.
5. Email Deliverability: Send a broadcast to a small segment of your list to “warm up” your sending reputation on the new platform.
6. URL Redirects: If you have old links floating around social media, ensure your new pages have the same URL slugs (e.g., /offer), or set up redirects if possible.

Conclusion

Migrating from platforms like ClickFunnels, Kartra, or Teachable to Systeme.io requires effort, but the long-term benefits are undeniable. You are moving to a platform that simplifies your tech stack and likely saves you over $1,000 per year.

The key to a successful migration without data loss is preparation. Tag your contacts before exporting, back up your video files, and take advantage of the tag-based import system.

And remember, if technical hurdles aren’t your strength, the annual plan’s free migration service is the ultimate safety net.

Have you already started your migration? What platform are you moving from? Share your experience in the comments below!

Frequently Asked Questions (FAQ)

1. Will I lose my SEO ranking when I switch?
If you use the same custom domain and keep the URL slugs (the text after the .com/) the same, your SEO impact should be minimal. However, there is always a slight fluctuation when changing hosting providers.

2. Can I import my email open rates and history?
No. You can import the contacts, but you cannot import the historical data of who opened which email in the past. You will start with a fresh slate of analytics in Systeme.io.

3. Does Systeme.io integrate with WordPress?
Yes, you can use Systeme.io solely for funnels and checkout while keeping your blog on WordPress. You can link them via menu items or use the Systeme.io plugin.

4. How long does the manual migration take?
For a simple business (1 funnel, 1 lead magnet, 500 contacts), it can take an afternoon. For a complex business with membership sites and automations, budget at least 3-5 days.

5. What happens to my subscriptions/recurring payments?
This is the trickiest part. Payment tokens (saved credit card info) usually cannot be transferred between payment gateways or platforms easily due to security (PCI compliance). You may need to ask members to re-enter their details, or keep the old platform running until the subscriptions expire. Note: If you used Stripe directly on the old platform, sometimes Stripe support can help migrate customers to a new subscription created in Systeme.io, but this is advanced.

6. Is the “Free Migration” really free?
Yes, but it requires a financial commitment to Systeme.io (usually the Unlimited plan or an Annual billing cycle). It is not available on the free monthly tier.

Fash ViRal

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