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ElevateAI

Migration guide

Switch from Skool to ElevateAI.

Keep the community and courses. Add the CRM that grows them.

What changes for you

  • Community and courses, plus a CRM

    Memberships live next to pipelines, so you can see who joined, who paid, and who went quiet.

  • Signups get nurtured

    Email and SMS sequences onboard members and win back lapsed ones automatically.

  • One flat price

    Community, courses, funnels, campaigns, and payments in the same subscription.

crm.elevatenext.ai/settings/import

ElevateAI / Import workspace

skool-export.csv

Uploaded · columns matched automatically

  • Contacts1,284
  • Tags37
  • Deals212

Sample data

From Skool

5 of 6 mapped
  • CommunityCommunities & groups
  • Classroom & coursesCourses & memberships
  • MembersCRM with smart lists
  • Invites & signup pagesFunnels & websites
  • AnnouncementsEmail/SMS campaigns

Everything has a home

Where your Skool stuff lives in ElevateAI

Skool features mapped to ElevateAI features
In SkoolIn ElevateAI
CommunityCommunities & groups
Classroom & coursesCourses & memberships
MembersCRM with smart lists
Invites & signup pagesFunnels & websites
AnnouncementsEmail/SMS campaigns
SubscriptionsPayment integrations + Text-2-Pay

Your switching checklist

Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.

  • Contacts & tags, via CSV import
  • Pipelines & deals
  • Email templates & campaigns
  • Forms
  • Landing pages
  • Calendars

Timeline

Most switchers are fully moved in within their first week.

  1. 1

    Open your tool's guide

    Exactly what to export and where it goes.

  2. 2

    Bring your data over

    Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.

  3. 3

    Go live supported

    Stuck anywhere? Chat or Zoom with our team, anytime.

Questions about switching

Will I lose anything from Skool?

No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.

How long does switching take?

Most switchers are fully moved in within their first week. You follow the Skool guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.

What does switching cost?

Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.

We set you up 1-on-1 in your first week, then stay on live chat and Zoom.

Coming from another tool?

Ready to leave Skool behind?

Follow the guide, import your contacts, and lean on our team whenever you need us.

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