Wix to Pinnacle Ai Migration Guide

This comprehensive guide is intended to help you through the migration process from Wix to Pinnacle Ai, 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 Pinnacle Ai.

Whether you’re looking to optimize your marketing efforts, streamline customer management, or take advantage of Pinnacle Ai’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 Pinnacle Ai:

• Contacts
• Pipelines
• Products
• Forms
• Websites and Pages
• Social Posts
• 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

Step 1: Exporting Contacts from Wix

1. Log in to Wix: Access your Contacts dashboard by logging into your Wix account.
2. 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.
3. Save the CSV: Save the CSV file for future import into Pinnacle Ai.

Step 2: Prepare CSV for Pinnacle Ai Import

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

Step 3: Import Contacts into Pinnacle Ai

1. Log in to Pinnacle Ai: Navigate to the Contacts section using the left-hand menu.
2. Start Import Process: Click the Import Contacts button.
3. Upload CSV File: Select and upload the prepared CSV file.
4. Map Fields: Pinnacle Ai will prompt you to map the fields from the CSV file to the corresponding fields in Pinnacle Ai.
5. Assign Tags and Lists: During the import process, assign contacts to specific lists and apply tags like “Imported from Wix.”
6. Complete Import: After mapping all fields and setting tags/lists, click Import. Pinnacle Ai will process the import, and the contacts will be added to your account.

Recreate Pipelines (Wix Workflows)

A Wix Workflow is a board that displays all of the steps of a project, and Wix workflows must be manually recreated in Pinnacle Ai.

Step 1: View Wix Workflows

1. Log in to Wix: Go to Workflows in your site's dashboard. View all pipelines and their columns.

Step 2: Recreate Pipelines in Pinnacle Ai

1. Log in to Pinnacle Ai: Go to Opportunities on the left sidebar. Select Pipelines.
2. Add Pipelines: Click Add Pipeline. Recreate the pipeline stages to match the stages in Wix.

Migrate Products (Wix Stores)

Step 1: Export Product Data from Wix

1. Log in to Wix: Access your Wix Stores dashboard.
2. Export Products: Go to the Products section, click on More Actions, and select Export. Save your product list as a CSV file.

Step 2: Download Product Media from Wix

1. Log in to Wix: Go to Wix Media Manager.
2. Download Media: Hold the Command/Control key and click the files you want to download. Click Download in the panel to save product visuals.

Step 3: Prepare Wix Products CSV for Import

Ensure the Wix Product CSV has the same headers and organization as required by Pinnacle Ai. Make sure there are exactly 29 columns in your CSV file.

Step 4: Add Payment Gateway in Pinnacle Ai

Integrate your preferred payment gateways in Pinnacle Ai and configure product pricing, taxes, and shipping options to match your Wix store settings.

Step 5: Import Products into Pinnacle Ai

1. Log in to Pinnacle Ai: Navigate to Payments > Products and select Import as CSV.
2. Import Products: Enter product details or use the CSV import feature. Upload product images and assign them to corresponding products.

Migrate Forms and Submission Data

Step 1: Export Form Data from Wix

1. Log in to Wix: Access the Forms & Submissions dashboard.
2. Export Submissions: Navigate to Forms & Submissions, click on More Actions, and select Export. Save the form submissions as a CSV file.

Step 2: Recreate Forms in Pinnacle Ai

1. Create Forms in Pinnacle Ai: Navigate to Sites > Forms and create new forms matching those from Wix.
2. Configure Form Actions: Set up automated actions like form notifications or conditional logic to replicate the functionality from Wix.

Recreate Websites and Connect Domains

Step 1: Export Content from Wix

1. Log in to Wix: Access your Wix dashboard.
2. Export Website Content: Download images, videos, and documents from Wix Media Manager. Copy any custom code used on the site.

Step 2: Rebuild Your Website in Pinnacle Ai

1. Log in to Pinnacle Ai: Access Sites > Funnels or Sites > Websites.
2. Rebuild Pages: Manually recreate each page by pasting content and re-uploading media files. Use Pinnacle Ai’s editor to design your pages and add forms.
3. Add Custom Code: Add any custom HTML/CSS code to maintain the original functionality and design.

Step 3: Disconnect your Domain from Wix

1. Log in to Wix: Go to the Domains page and unassign the relevant domain.

Step 4: Connect your Domain to Pinnacle Ai

1. Log in to Pinnacle Ai: Go to Settings > Domains > Add Domain. Enter the domain for your newly created site.
2. Update DNS Records in Wix: Add the required DNS records to Wix to complete domain connection.

Recreate Wix Automations

Step 1: Review Wix Automations

1. Log in to Wix: Go to Automations in your site's dashboard and view all active automations.

Step 2: Recreate Triggers and Actions in Pinnacle Ai

1. Log in to Pinnacle Ai: Go to Automation > Workflows.
2. Set up Triggers and Actions: Configure triggers and actions in Pinnacle Ai using the Workflow feature to replicate the Wix automations.

Recreate Social Posts and Marketing

Step 1: Download Social Posts from Wix

1. Log in to Wix: Access your Social Media Marketing dashboard and download your social posts, including all necessary information.

Step 2: Recreate Social Posts in Pinnacle Ai

1. Create Social Posts: Log in to Pinnacle Ai and navigate to Marketing > Social Planner. Recreate the posts using the content from Wix.
2. Schedule or Publish: Schedule the posts according to your marketing calendar or publish them immediately.

Recreate AI Tools and Content

Step 1: Recreating AI-Powered Content

1. Review Wix AI Tools: Identify the AI-generated content used in Wix, such as text, images, and SEO tags.
2. Use Pinnacle Ai Tools: Utilize Pinnacle Ai’s AI tools to recreate the AI-powered content from Wix.

Exporting and Recreating Other Data

1. Export Other Data: Manually export any additional data or configurations from Wix, such as blog posts or analytics data.
2. Recreate in Pinnacle Ai: Manually input or upload this data into the relevant Pinnacle Ai sections to ensure all important information is transferred.

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