Wix to Chat To Clients CRM (Migration Guide)

This comprehensive guide is intended to help you through the migration process from Wix to Chat To Clients CRM, ensuring a smooth and efficient transition. By following the steps outlined in this document, you will be able to transfer your website content, e-commerce data, contacts, forms, automations, and social planning from Wix to Chat To Clients CRM.

Whether you’re looking to optimize your marketing efforts, streamline customer management, or take advantage of Chat To Clients CRM’s advanced features, this SOP provides the detailed instructions needed to successfully complete the migration.

IMPORTANT: Make sure you address all of the following components when migrating from Wix to Chat To Clients CRM.

1. Contacts
2. Pipelines
3. Products
4. Forms
5. Websites and Pages
6. Social Posts
7. AI Tools and Custom Integrations

TABLE OF CONTENTS

• Migrate Contacts
• Recreate Pipelines (Wix Workflows)
• Migrate Products (Wix Stores)
• Migrate Forms and Submission Data
• Recreate Websites and Connect Domains 
• Recreate Wix Automations
• Recreate Social Posts and Marketing
• Recreate AI Tools and Content
• Exporting and Recreating Other Data

Migrate Contacts

When a lead submits a contact form, subscribes to a newsletter, makes a purchase, or engages with the site in other ways, Wix automatically adds them to the user's Contact List, including the information they provided.

Step 1: Exporting Contacts from Wix

• Log in to Wix: Access your Contacts dashboard by logging into your Wix account.
  
  
• Export Contacts: Click the More Actions icon and click Export contacts. Select the option By Label to select a contact group, or select All Contacts.
  
  
• Save the CSV: Save the CSV file for future import into Chat To Clients CRM.

Step 2: Prepare CSV for Chat To Clients CRM Import

• Check Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with Chat To Clients CRM.
  
  
• Encode Special Characters: Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters.
  
  
• Clean Up Data: Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors.
  
  
• Recreate Custom Fields:  Log in to Chat To Clients CRM and navigate to Contacts > Settings > Custom Fields. Add custom fields to store contact data in a similar way to how they were stored in Wix.

Step 3: Import Contacts into Chat To Clients CRM

• Log in to Chat To Clients CRM: Navigate to the Contacts section using the left-hand menu.
  
  
• Start Import Process: Click the Import Contacts button.
  
  
• Upload CSV File: Select and upload the prepared CSV file.
  
  
• Map Fields: Chat To Clients CRM will prompt you to map the fields from the CSV file to the corresponding fields in Chat To Clients CRM. For example, map “First Name” in the CSV to “First Name” in Chat To Clients CRM.
  
  
• Assign Tags and Lists: During the import process, you can assign contacts to specific lists and apply tags. Consider applying a tag that indicates the source of the contacts, such as “Imported from Wix.”
  
  
• Complete Import: After mapping all fields and setting tags/lists, click Import. Chat To Clients CRM will process the import, and the contacts will be added to your account.

Field Mapping Tip: Ensure all required fields are correctly mapped. If a field in your CSV does not have a corresponding field in Chat To Clients CRM, you may need to create a custom field in Chat To Clients CRM before proceeding.

Recreate Pipelines (Wix Workflows)

A Wix Workflow is a board that displays all of the steps of a project so you can easily keep track of contact cards in every column. Wix workflows cannot be exported and must be recreated in Chat To Clients CRM Pipelines & Opportunities.

IMPORTANT: When migrating pipelines, the naming conventions are slightly different.

Workflow (Wix)  ➡️  Pipeline (Chat To Clients CRM)
Column (Wix)  ➡️  Pipeline Stage (Chat To Clients CRM)
Cards (Wix)  ➡️  Opportunity Cards (Chat To Clients CRM)

Step 1: View Wix Workflows(Pipelines)

• Log in to Wix: Go to Workflows in your site's dashboard. View All Pipelines and their columns.

Step 2: Recreate Pipelines in Chat To Clients CRM

• Log in to Chat To Clients CRM: Go to Opportunities on the left sidebar. Select Pipelines.
  
  
• Add Pipelines: Click Add Pipeline. Recreate the pipelines stages to match the stages in Wix.

Migrate Products (Wix Stores)

Users can export up to 5,000 physical products to a CSV file. Each product has media files available in the Wix Media Manager.

Step 1: Export Product Data from Wix

• Log in to Wix: Access your Wix Stores dashboard by logging into your Wix account.
  
  
• Export Products: Go to the Products section, click on More Actions, and select Export. Save your product list as a CSV file, then choose what you want to export. To finalize your export, click the More Actions (dropdown) then click Export.
  
  
  • Export all products: Select the checkbox at the top left.
    
    
  • Export a category or other filtered products: Click filter, select the type of products you want to export, and click Done.
    
    
  • Export selected products: Select the checkboxes next to the products you want to export.

Step 2: Download Product Media from Wix

• Log into Wix
  
  
• Go to Wix Media Manager
  
  
• Hold the Command / Control key on your keyboard.
  
  
• Click the files you want to download.
  
  
• Click Download in the panel on the right in Wix Media Manager to ensure you have all necessary product visuals.

Step 3: Prepare Wix Products CSV for Import

• Clean up Data: Ensure the Wix Product CSV has the same headers and organization as in the Chat To Clients CRM Sample CSV. Click here to download a sample product .csv file

IMPORTANT: There must be EXACTLY 29 columns in your CSV

Step 4: Add Payment Gateway in Chat To Clients CRM

• Set Up Payment Gateways: Integrate your preferred payment gateways within Chat To Clients CRM, and configure product pricing, taxes, and shipping options to match your Wix store settings.

Step 5: Import Products into Chat To Clients CRM

• Log in to Chat To Clients CRM: Log in to Chat To Clients CRM and navigate to Payments> Products, then select Import as CSV.
  
  
• Import Products: Manually enter product details into Chat To Clients CRM, or use the CSV import feature if available. Re-upload product images and assign them to the corresponding products.

Migrate Forms and Submission Data

Users can embed customizable Wix Forms directly to their site for visitors to fill out (e.g. Contact forms or Get a Quote forms) or share standalone forms with unique URL. By default, when someone submits a form, an email is automatically sent to the site owner notifying them about the submission.

Step 1: Export Form Data from Wix

• Log in to Wix: Access Forms & Submissions dashboard by logging into your Wix account.
  
  
• Export Submissions: Navigate to Forms & Submissions, click on More Actions, and select Export. Save the form submissions as a CSV file for future use.

Step 2: Recreate Forms in Chat To Clients CRM

• Create Forms in Chat To Clients CRM: Log in to Chat To Clients CRM, navigate to Sites > Forms and create a new form. Rebuild the form by adding custom fields that match those from your Wix forms.
  
  
• Configure Form Actions: Set up automated actions in Chat To Clients CRM, such as form notifications or conditional logic in forms, to replicate the functionality from Wix.

Recreate Websites and Connect Domains

Wix does not offer direct export options for full website content. In order for Wix sites to work properly, it needs to be hosted and operated on Wix's servers. Therefore, you will need to manually copy text, images, and other media files to rebuild sites and online stores in Chat To Clients CRM.

Step 1: Export Content from Wix

• Log in to Wix: Begin by logging into your Wix account and accessing your Wix dashboard.
  
  
• Export Website Content: Download images, videos, and documents from the Wix Media Manager to ensure you have all the necessary content for your migration.
  
  
• Save HTML/CSS: If you have used custom code on your Wix site, copy the HTML, CSS, and any custom scripts to preserve the design and functionality of your website. 

Step 2: Rebuild Your Website in Chat To Clients CRM

• Log in to Chat To Clients CRM: Access your Chat To Clients CRM account and navigate to Sites > Funnels or Sites > Websites, depending on your website’s structure.
  
  
• Rebuild Pages: Manually recreate each page by pasting the copied content and re-uploading media files into Chat To Clients CRM. Utilize Chat To Clients CRM’s drag-and-drop editor to design your pages and add forms similarly to your Wix site.
  
  
• Add Custom Code: If you used custom HTML/CSS in Wix, you can add this code to the relevant sections in Chat To Clients CRM to maintain the original functionality and design.

Step 3: Disconnect your Domain from Wix

• Log in to Wix
  
  
• Go to the Domains page.
  
  
• Click the Show More icon next to the relevant domain and select Unassign from This Site.

Step 4: Connect your Domain to Chat To Clients CRM

• Login to Chat To Clients CRM: Go to Settings > Domains > Add Domain. Enter the domain you need for your newly created site.
  
  
• Log in to Wix: Go to the Domains page. Click the Domain Actions icon next to the relevant domain. Select Manage DNS records.
  
  
• Add DNS Records to Wix: Scroll to the record type you'd like to add (e.g. CNAME, TXT) and click + Add Record.

Recreate Wix Automations

Wix does not offer direct export options for automations. Wix Automations streamline website tasks like sending emails, reminders, and user assignment.

Step 1: Review Wix Automations

• Log in to Wix: Go to Automations in your site's dashboard.
  
  
• View Active Automations: Scroll down to the Your automations section to view all of your automations across 2 tabs. Filter for active automationsin each tab.
  
  
  • Created by you: Active automations you've created here or directly through an app.
    
    
  • Installed for you: Active created automatically when you've installed Wix apps.

Step 2: Recreate Triggers and Actions in Chat To Clients CRM

• Log in to Chat To Clients CRM: Go to Automation > Workflows.
  
  
• Set up Triggers and Actions: Configure similar triggers and actions in Chat To Clients CRM using the Workflow feature, ensuring that all essential automations, such as email sequences and task assignments, are replicated. Click here to learn more about creating Workflows in Chat To Clients CRM.

Recreate Social Posts and Marketing

Wix does not offer a way to export social posts. We must connect their social accounts to Chat To Clients CRM's Social Planner and download social posts.

Step 1: Download Social Posts from Wix

• Log in to Wix: Access your Social Media Marketing dashboard by logging into your Wix account. Click Your Social Posts.
  
  
• Download Social Posts: Manually download the content of your social posts, including scheduled date and time of the post, captions, images, and links, to prepare them for re-creation in Chat To Clients CRM.

Step 2: Recreate Social Posts in Chat To Clients CRM

• Create Social Posts: Log in to Chat To Clients CRM and navigate to Marketing > Social Planner. Recreate your social posts using the copied content from Wix.
  
  
• Schedule or Publish: Depending on your marketing calendar, schedule the posts to be published at a future date or publish them immediately.

Recreate AI Tools and Content

Step 1: Recreating AI-Powered Content

• Review Wix AI Tools: Identify the AI-generated content you have used in Wix, such as text, images, and SEO tags.
  
  
• Get Familiar with Content AI Tools in Chat To Clients CRM: Use Chat To Clients CRM’s AI tools to generate text and images. Manually copy the generated content from Wix or recreate any custom AI prompts using Chat To Clients CRM AI as needed. 

Exporting and Recreating Other Data

• Export Other Data: Manually export or copy any additional data or configurations from Wix, such as blog posts, or analytics data, that are not covered by the previous sections.
  
  
• Recreate in Chat To Clients CRM: Manually input or upload this data into the relevant Chat To Clients CRM sections, ensuring that all important information is transferred.