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What order should I migrate things in?
Funnel pages generally go first and contacts near the end. That is the order in all five of systeme.io's migration guides, which describe the migration its own team carries out, three of them in nine steps and two in fewer.
The order systeme.io uses
Five platform migration guides exist. Three of them lay out the same nine steps in the same sequence, and the other two run a shortened version of it.
| Step | What moves | What is carried with it |
|---|---|---|
| 1 | Sales funnel pages | Images, videos, audio files, titles and texts, then the links between the pages are tested |
| 2 | Blog pages and posts | Websites are generally migrated here too, by the same technical process |
| 3 | Courses | Modules, lectures and quizzes, imported course by course, then linked to their sales pages |
| 4 | Physical products | Name, description, SKUs, tax, currency, price and product images |
| 5 | Newsletters and campaigns | Every email, with its deadlines, custom fields and content: links, buttons, text and images |
| 6 | Contact lists and tags | The exported CSV, after the deliverability team has verified it |
| 7 | Automations | Rebuilt under Rules and Workflows to reach the same result, not copied |
| 8 | Domain integration and authentication | The old domain reused, URLs kept in the old structure, DKIM or SPF generated |
| 9 | Adding students to their courses | Enrolment by automation, driven by the tags the contacts carry |
Why funnel pages go first
systeme.io's stated reason is that sales funnels are at the heart of its customers' content, so they are generally migrated first to get them online quickly.
The step is not finished when the pages exist. Once a funnel's pages are built, the links between them are checked and tested, which is only possible when the whole set is there.
Where websites fit
Generally with the blog. Every guide that has a blog step says websites are generally migrated through it, using the same technical process as the funnel pages, rather than giving them a step of their own.
Why contacts go near the end
Importing the contact list is described as completed at the end of the migration, and there is a gate in front of it. The list goes to the deliverability team for verification first, and the contacts and their tags are imported once that is approved.
Emails and campaigns move at step five, one step ahead of the people they will be sent to. The content is rebuilt and tested internally before there is anybody in the account to receive it.
The two steps that depend on everything before them
The last two are last for a reason, and it is the same reason both times.
- The domain, at step eight. It is integrated once the content exists, so the old addresses can be reused and the URLs can keep the structure and links they had on the old platform. Authenticating it at the same time generates the DKIM or SPF records.
- Course access, at step nine. It needs the contact list imported and the URLs already updated with the domain. Students are then enrolled by automation, based on the tags their contacts carry.
That is the dependency worth keeping if you are moving yourself. Nobody can be enrolled in a course that has not been rebuilt, and a domain cannot be pointed at pages that do not exist.
Where the five guides differ
- The GoHighLevel guide has no blog step. It runs funnels, courses, physical products, emails, contacts, automations, domain, course access.
- The Podia guide has seven. It has no physical products step and no automations step of its own. Instead, the automations that send the newsletters and campaigns are created at the same time as those emails, in its fourth step.
- ClickFunnels, Kartra and Kajabi carry all nine, in the order in the table above.
Apart from Podia's automations, the steps the guides share come in the same order in all five. systeme.io still describes funnel pages as generally migrated first, and none of the five guides says the order has to be kept.
What that means in practice
Work forward through the table and stop at anything the business does not have. A course seller with no physical products and no blog runs seven steps, in the same relative order.
The one thing not to reorder is the tail. Contacts, then the domain, then course access, because course access is the step that needs both of the others done first.
How I checked this answer
Nothing on this site is written from memory. These are the sources I checked to write this answer, and the date I checked them.
- How to migrate your business from ClickFunnels to systeme.iohelp.systeme.io, article 2360
- How to migrate your business from Kartra to systeme.iohelp.systeme.io, article 2382
- How to migrate your business from Kajabi to systeme.iohelp.systeme.io, article 2384
- How to migrate your business from GoHighLevel to systeme.iohelp.systeme.io, article 2385
- How to migrate your business from Podia to systeme.iohelp.systeme.io, article 2383
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