4 Steps to Import Contacts into Kajabi

Before you dive into migrating your website to Kajabi, there’s one crucial step you don’t want to skip—saving your contact list!

You’ve put in the work to grow your audience, and now it’s time to bring them along to your new Kajabi home.

If you haven’t already, go ahead and export your contact list from your current platform. Save it as a CSV file, and you’ll be all set to move it into Kajabi.

Ready to import? Here’s just four steps to get your contacts into Kajabi:

Step 1: Navigate to the Contacts Section

On your Kajabi dashboard, look over to the left sidebar. You’ll see the Contacts section—click on it, then select “Add Contacts” followed by “Import CSV.”

Step 2: Upload Your CSV File

You’ve got two options here: you can either upload your CSV file directly or copy and paste the information from it. Just a heads-up, make sure that the first and last names in your Excel file are in the SAME column before you import. You can also type in contact information separated by a comma, but copying and pasting or uploading a file will be much faster!

Step 3: Map Your Columns

Now, let’s tell Kajabi what’s what. After importing, you might see some red text saying “# unrecognized columns.”

No stress—this just means Kajabi needs a little help identifying what’s in each column. Simply select the column, then choose what it represents from the dropdown (names, emails, etc.). Do this for all your columns, then click “Continue.”

Step 4: Set Up Bulk Actions

Here’s where you can make some magic happen. I suggest subscribing your contacts to your marketing emails and adding a tag like “Import [date].” You can also subscribe them to newsletters or even grant them an Offer right off the bat.

Quick Tips for a Smooth Import

• Combine first and last names into the SAME column in your Excel file.
• Save your Excel file as a CSV before importing.
• Check the box to subscribe your contacts to marketing emails.
• Add a tag like “Imported [date]” to keep everything organized.

And that’s it! Importing your contacts into Kajabi is simple when you know what to do.

If you hit any bumps along the way, don’t hesitate to reach out to me at [email protected] —I’m here to help!