Moving to a new platform is exciting, but when you've already built up communities and posts, the last thing you want is to lose that work. Here's how to migrate your Skool communities into the CRM as smoothly as possible.

Navigate to the Community Groups tab inside the Memberships section and click "+ Create Group", or open one of your existing groups.

Inside your group, click "Settings" to see your group options.

Switch to the Import tab.

Enter your group details: your Skool URL (1), your Skool email address (2), and your Skool password (3). Then click Confirm.

Once you're ready, click "Confirm" to start the import.

The system will generate a .CSV file containing:

  • profileSlug
  • firstName
  • lastName
  • email (may be missing for some members)

Download the CSV, fill in any missing email addresses, then click Select File and upload the updated file. The system will automatically import valid members and show a count of successful and failed imports. Once the member import completes, the system will prompt you to import community posts, so you can bring across your existing content too.

FAQs

Q: Can I retry importing failed members?

Yes, just fix the CSV and click Try Again.

Q: What happens if I change the profile slug?

The system uses the profile slug to identify members, so changing it can disrupt the import and cause issues with subsequent imports.

Q: Are posts imported for members that were not successfully added?

No. Posts are tied to member IDs, so only those successfully imported will have their posts brought over.