To import your customer list, export a CSV of names and email addresses from your old platform, check that everyone on it agreed to hear from you, then upload the file on your new platform and choose what those people should get. On WithMe that happens on the Customers page: Add Customer, then Upload CSV. One file goes into one product or one lead capture.
WithMe is $25 per month billed annually (UK £25), with a 14-day trial and 0% WithMe commission. Stripe and PayPal fees still apply. More than 8,000 creators use it.
What should you export from your old platform?
Export before you cancel anything. The people list is the part you can take with you. These are the exports WithMe's own migration guides use:
- Kajabi: People, then Export. Names and emails for every member and subscriber.
- Stan Store: Settings, then Export. Customers and subscribers, names and emails.
- Skool: Admin, then Members, then Export CSV. Free and paid members are in the same file.
- Teachable or Thinkific: the student CSV, with names, emails and which course each person can open.
- Mailchimp, Kit and similar email tools: export your contacts as a CSV. Export each list or segment you want to keep separate as its own file.
- A note of who bought what, and who is on a paying subscription. You need it to split the list into one file per product.
What moves in a customer list, and what does not?
Names and email addresses move. That is what a CSV import is for, and it is all most platforms let you export in a usable form.
Card details and active subscriptions do not move between payment systems. No platform can lift a saved card out of Kajabi, Stan or Teachable and drop it into your Stripe account. Paying members restart payment on the new platform.
Email sequences, tags, notes, purchase dates and old email history stay behind. Screenshot your sequences before you leave so you can rebuild them.
Do you need consent to import a list?
Yes. Only import people who bought from you or signed up to hear from you. Bought, scraped or very old lists bounce and get marked as spam, and that damages the reputation of the address you send from.
Check what your local rules require. In the UK and EU, customers who bought a similar product from you can usually be emailed if they were given a way to opt out, while a list you bought cannot. This is general information, not legal advice.
WithMe asks you to confirm consent before every CSV import. The checkbox reads: I confirm these are real email addresses of people who agreed to receive emails from me. You cannot upload without ticking it, and WithMe records when it was ticked and by whom.
How does the CSV import work on WithMe?
The importer takes one column of email addresses. It finds a column headed Email, Email Address or similar, including the headers on Kajabi, Mailchimp and Kit exports, and it also reads a file with no header row. You do not map columns by hand.
- Open Customers and click Add Customer, then choose Upload CSV.
- Choose the product or lead capture the people in this file should join. Default Lead Capture puts them on your general list without a specific freebie.
- Choose your CSV file. For a lead capture, a name column is read as well.
- Tick the consent box, then click Check file. WithMe shows what will happen: how many people will be added, who already has access, and which addresses were refused.
- Click Import. The import runs in the background, so you can close the window and your customer list updates as it finishes.
- Repeat with the next file for the next product.
What are the limits?
- Files can be up to 2 MB.
- Up to 5,000 addresses per upload into a lead capture.
- Up to 1,000 addresses per upload into a product, and up to 2,000 people added to products in any 24 hours, because each one gets an access email.
- Addresses that are invalid or known to bounce are refused, not imported.
- Running the same file again is safe. Anyone who already has the product, or already has an invitation to it, is skipped and not emailed twice.
Will the people you import get an email?
It depends on where you import them. People added to a lead capture are not emailed by the import. Imported leads are marked as cold contacts. You email them when you are ready, with a broadcast to that lead capture.
People added to a product get an email that they now have access, the same as when you add one customer by hand. If they already have a WithMe account, access is immediate. If not, they get access when they sign up with that email address. Email sequences that start after a purchase can also start for them, so check those sequences before a big import.
Send your own note too. A short email that explains the move, with the date and the new link, stops people wondering why a new platform is writing to them.
What happens to paying members?
Importing someone into a membership or course gives them access. It does not set up a subscription or take payment. The usual path is to import names and emails, give the same access, and keep that access free until their next billing date on the old platform.
Then send one link so each member restarts payment on WithMe before the old platform charges again. Keep the old platform running until that has happened, and connect Stripe on WithMe first.
Can WithMe move the list for you?
Free migration of up to 10 GB of your courses and members comes with the yearly plan, once per creator. It is not included on monthly billing. Ask for a free check on the switch page. The migration guides for Kajabi, Stan Store, Skool and Teachable below go step by step.
What is not included?
There is no column mapping, so purchase dates, tags, notes and custom fields in your file are not imported. Only email and, for lead captures, name are read. One file goes into one product; split your list first. Messages products cannot be imported by CSV. Card details, active subscriptions and old email history do not move. There is no export button on the Customers page.
How much does WithMe cost?
WithMe is $25 per month billed annually (UK £25), with a 14-day trial and 0% WithMe commission. Stripe and PayPal fees still apply. Free migration of up to 10 GB of your courses and members comes with the yearly plan. One plan covers courses, memberships, community, coaching, webinars, digital products and email.
Customer list import questions
How do I import my customer list into WithMe?
On the Customers page, click Add Customer, then Upload CSV. Choose a product or lead capture, upload a CSV with an email column, tick the consent box, check the file, then import.
Can I import my Mailchimp or Kit list?
Yes. Export the contacts as a CSV and import them into a lead capture, up to 5,000 per upload. The importer recognises the email column on those exports. People imported into a lead capture are not emailed by the import.
Will my imported customers be emailed?
People imported into a product get an access email, the same as a single add. People imported into a lead capture do not.
Do paying subscriptions move with the list?
No. Card details and active subscriptions stay with the old platform. Give members free access until their next billing date, then send a link so they restart payment on WithMe.
Is there a free migration?
Yes, with the yearly plan: up to 10 GB of courses and members, once per creator. It is not included on monthly billing. WithMe is $25 per month billed annually (UK £25), with a 14-day trial and 0% WithMe commission.
Start your 14-day trial at https://www.withme.so/become-a-creator.
Related reading
- Start your 14-day trial
- How to migrate from Kajabi
- How to migrate from Stan Store
- How to migrate from Skool
- How to migrate from Teachable
- Creator platform with email marketing built in
- Mailchimp alternatives for creators
- How to write a welcome email sequence
- CRM for coaches
- How to grow an email list from Instagram
