Articles on: Manage your customers with ShopBase Creator

Migrate customers from other platforms

At ShopBase Creator, we understand that moving your customer data from one platform to another can be a daunting task. That's why we've created this guide to help make the process as seamless as possible.

If you're currently using platforms such as Kajabi, Podia, Samcart, Gumroad, or Lemonsqueezy, don't worry. You can easily migrate your customer data to ShopBase Creator with just a few simple steps.

Here's a summary of the process:

First, export your customer data from your current platform in the form of a CSV file. Make sure to include all relevant information, such as customer name, email, and any other important details.

Next, format the CSV file to ensure that it's compatible with ShopBase Creator. Our platform has specific fields that need to be matched in order for the import to work smoothly.

Once your CSV file is ready, import it into ShopBase Creator. Our platform makes it easy to map the fields and ensure that all of your customer data is properly organized.

After the import is complete, be sure to notify your customers of the migration and provide them with clear instructions on how to access their accounts on ShopBase Creator.

Finally, update any integrations or settings that were used in the previous platform to the new platform, this will help you to utilize the features of ShopBase Creator to the fullest.

We understand that migrating customer data can be a complex process, but we're here to help. If you have any questions or need assistance, please don't hesitate to reach out to our customer success team. We're always happy to help!

Please note that if you are using any other platform which is not listed here, you can always reach out to our customer success team for assistance. We will do our best to help you migrate your customer data to ShopBase Creator and make the process as smooth as possible.

Export customers data from your current platform in the form of a CSV file



We have few articles will help you on specific platform. Feel free to check articles below

Export customers from Kajabi
Export customers from Gumroad
Export customers from Podia
Export customers from SamCart
Export customers from Lemonsqueezy
Export customers from Thinkific
Export customers from Teachable

Don't see the platform you need? Ping us at [support email]

Format & Upload the CSV file



After you got the CSV file from above platforms, you don't need to format the CSV file, instead you can upload the file directly to ShopBase Creator. We'll handle the formating part and pick the correct fields.

You can check this article for more detail

How to import customers using CSV file

Notify customers of the migration and provide instructions on how to access their accounts on ShopBase Creator



The next step is to notify your customers how to access their accounts on ShopBase Creator

In the above step, you have the option to "Send a notification email to customers." This means that when you create a new account for them, they will receive an email with all the details.

When your customers try to access their accounts, they will simply need to enter their email address. ShopBase Creator will then send a magic link to their inbox. By clicking on that link, your customers will be logged in automatically, without the need to remember their old passwords. This makes it more convenient for both you and your customers.

Update any integration or settings that were used in the previous platform to ShopBase Creator



At the moment, ShopBase Creator has integration for Klaviyo and Mailchimp. These integrations allow you to send email marketing campaigns to your customers directly from ShopBase Creator. If you're interested in using one of these services, here are the helpdocs links to guide you through the integration process:

How to send email marketing via Klaviyo with ShopBase Creator
How to send email marketing via Mailchimp with ShopBase Creator

With Klaviyo or Mailchimp integration, you can easily create and send email campaigns to your customers, segment and target specific groups of customers, and track the performance of your campaigns. Plus, with ShopBase Creator, you can easily access and manage your customer data in one place.

Updated on: 17/01/2023

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