Kartra to Adaptive AI (Migration Guide)

This comprehensive guide outlines the steps necessary for migrating from Kartra to Adaptive AI. The process includes transferring contacts, courses, websites, automation, and other key assets to ensure a smooth transition and full utilization of Adaptive AI’s advanced marketing and CRM features.

Migration Preparation

Step 1: Review Current Kartra Setup

• List all the essential assets in Kartra, including leads/contacts, automations, courses, and websites.
• Note down all automation rules, sequences, and communication setups that are critical for ongoing operations.
• Determine the amount of content (videos, documents, etc.) and data (contacts, sequences) to be migrated.

Step 2: Define Migration Objectives

• Focus on migrating the most essential features first to ensure continuity in your operations.

Step 3: Prepare Backup

• Export all necessary data, including contact lists, emails, and course materials.
• Ensure that all exported data is securely backed up before beginning the migration process.

Export Contacts

Step 1: Export Contacts

• Go to.
• Select the leads/contacts you wish to export by ticking the checkboxes.
• From the dropdown menu, choose to download the contacts as a CSV file. Ensure the export includes important fields such as email addresses, phone numbers, and custom fields.
• Review the CSV file to ensure all necessary contact data, including custom fields, tags, and lists, have been exported.

Step 2: Prepare CSV for Adaptive AI Import

• Ensure all date fields follow the YYYY-MM-DD format for compatibility with Adaptive AI.
• Make sure the file uses UTF-8 character encoding to handle special and accented characters.
• Remove any unnecessary characters (e.g., line breaks, emojis) and empty columns to prevent import errors.

Step 3: Import Contacts into Adaptive AI

• Navigate to.
• Select and upload the CSV file. Ensure that all required fields, such as first name, last name, email, and phone number, are properly mapped to the corresponding fields in Adaptive AI.
• If Kartra includes any custom fields, create those fields in Adaptive AI by navigating to before importing the data.
• Use Adaptive AI's tagging and list functionalities to organize contacts according to Kartra’s segmentation structure, such as tags.

Click here to learn more about Troubleshooting Bulk Imports Via CSV

Migrate Courses

Step 1: Export Course Content from Kartra

• In Kartra, go to to locate course content.
• Download all video lessons and documents from the Memberships section to ensure you have all the necessary content for migration. Back up these files for safekeeping.
• If your courses contain quizzes or assessments, document or manually export these to replicate them in Adaptive AI.

Step 2: Prepare Course Materials for Adaptive AI

• Start the migration during off-hours to reduce any disruption for learners and keep the process smooth.
• Group exported content by module, making it easier to recreate in Adaptive AI.
• Ensure media files (e.g., MP4 for videos, PDF for documents) are compatible with Adaptive AI’s upload limits and formats

Migrate Offers and Automations

Step 1: Review Existing Kartra Offers and Automations

• Ensure you have a clear record of all automation rules, such as email sequences, tags, and trigger-based actions.

Step 2: Recreate Offers in Adaptive AI

• In Adaptive AI, manage offer access by assigning them to specific contacts or groups, mirroring the setup in Kartra.

Migrate Calendars

Step 1: Review Existing Calendars

• Compile a comprehensive list of all current calendar events, including:

Step 2: Recreate Calendars in Adaptive AI

• Navigate to. Set up each calendar to match those in Kartra, ensuring all settings align with your previous configurations, such as reminders, assigned users, and meeting locations.
• Go to to sync your Google or Outlook calendars with Adaptive AI, facilitating seamless management of appointments across platforms.
• For repeating events, manually configure recurrence rules in the Adaptive AI calendar settings to match the existing setup in Kartra.
• Verify that your new calendars work as expected by comparing them with the existing Kartra setup, ensuring that all functionalities are intact.
• Ensure that event blocks are displaying in Adaptive AI calendar accurately, taking into account time zones and availability.
• Include essential information for each event, such as:

Step 3: Customize Your Adaptive AI Calendars

• Adaptive AI offers various configurations to tailor your calendars to your needs.
• Use this setup if you want to distribute appointments among multiple team members.
• Configure calendars for group sessions or classes to manage collective appointments effectively.
• Set up recurring sessions for ongoing meetings or classes, ensuring consistency in scheduling.
• Adjust colors, availability, and user permissions to fit your organizational needs.
• For more detailed instructions on setting up these calendar types, visit the Adaptive AI help center and search for to access comprehensive guides and tips.

Migrate Integrations

Step 1: Review Existing Integrations in Kartra

• Download videos, PDFs, and other course materials from the Memberships or Products sections in Kartra.

Step 2: Recreate Automations in Adaptive AI

• Go to > in Adaptive AI and recreate the automations from Kartra, using Adaptive AI’s triggers, conditions, and actions to achieve similar results.
• Thoroughly test all recreated workflows to ensure they function correctly and adjust any settings as necessary.

Migrate Websites and Funnels

Step 1: Recreate Website Pages in Adaptive AI

• Use Adaptive AI’s Website Builder to recreate all key pages from Kartra, including sales pages, landing pages, and checkout pages. Ensure that the design and content match your original pages as closely as possible.
• Import all relevant text, images, videos, and other media into your Adaptive AI pages to fully replicate your Kartra site.

Step 2: Recreate Funnels

• Navigate to in Adaptive AI and recreate the funnels you had in Kartra, including all landing pages, opt-in forms, and email sequences.
• Use Adaptive AI’s drag-and-drop editor to customize funnel pages, ensuring they align with your previous setup in Kartra.

Final Checks and Training

Step 1: Perform Final Data Validation

• Verify that all data has been successfully migrated, including contacts, course materials, and automations.
• Ensure that all workflows and automations are operational in Adaptive AI.

Step 2: Train Team Members

• Provide necessary training to your team on using Adaptive AI’s CRM, automation, and course management tools.
• Encourage your team to use Adaptive AI’s support resources for continuous learning and troubleshooting.

Step 3: Monitor and Optimize

• Continuously monitor the performance of your Adaptive AI setup, making adjustments as needed to optimize operations.
• Regularly review your setup to ensure it meets your evolving business needs.

Decommissioning Kartra

Step 1: Transition Period

• Consider running both Kartra and Adaptive AI in parallel during the transition to ensure no disruptions in operations.
• Slowly reduce reliance on Kartra as you become more comfortable with Adaptive AI.

Step 2: Cancel Kartra Subscription

• Ensure that all necessary data is securely backed up before canceling your Kartra subscription.
• Follow Kartra’s process to cancel your subscription and terminate any associated services.

Step 3: Post-Migration Review

• Evaluate the success of the migration, documenting any challenges faced and lessons learned.
• Keep an eye on your Adaptive AI setup post-migration to catch and resolve any issues promptly.