If you already have a website on another platform, you may be wondering how to tackle the migration and bring it into your Ivorey
account. Unlike contacts or email lists, websites are not typically transferred directly between platforms. Instead, they are typically rebuilt or integrated gradually.
This guide provides a clear, step-by-step process for migrating your website to Ivorey. It is designed to remove guesswork and ensure your move is completed in the correct order, so your website works properly from day one.
This guide is perfect if you want to:
Move your website from platforms such as WordPress, Wix, Squarespace, or similar to Ivorey
Replace existing tools on your external website such as forms, booking calendars, and payment systems with Ivorey features
Gradually rebuild your website inside Ivorey
Ensure your website migration happens in the correct order to avoid downtime or broken functionality
toolsThis is the simplest and most common starting point.
If you already have a website that you love, you can keep it where it is and still be able to make use of Ivorey's features. For example, you can link or embed your Ivorey forms and calendars onto your existing website so the data flows seamlessly into your Ivorey CRM.
Starting with Option 1 allows you to begin using Ivorey immediately without needing to rebuild your entire website first, while also giving you the opportunity to start cancelling other tools and subscriptions.
Some members prefer to recreate their website directly inside Ivorey so everything lives in one platform.
Rebuilding your website inside Ivorey may take a little more time initially, but it can simplify your tech stack in the long run and save you time and money.
ToolsThe first step is to recreate the core tools your website relies on inside Ivorey. These steps apply whether you keep your external website or rebuild it inside Ivorey.
Recreate your website’s forms (e.g. contact forms, newsletter opt-ins, enquiry forms) inside Ivorey so that new leads who complete your forms are automatically stored in your CRM.
Visit our All About Forms Master Help Guide for step-by-step instructions on how to build forms inside Ivorey.
Done means:
Your key website forms have been created inside Ivorey
Once the above is done, go ahead and progress to Step 2.
If your website allows visitors to book appointments or consultations, you can recreate these booking tools using Ivorey’s Calendars.
Visit our All About Calendars Master Help Guide for step-by-step instructions.
Done means:
Your booking calendars are set up inside Ivorey
Once the above is done, go ahead and progress to Step 3.
Recreate Your Offerings
Recreate each of your offerings inside Ivorey using the platform’s built-in tools (eg. courses or communities).
Choose a Sales Method
Ivorey provides multiple ways to sell, depending on your business: funnels, checkout pages, payment links, calendars, or online stores.
Review your offerings and decide which selling method fits each one best
Visit our Choose How to Sell Through Ivorey Guide for a full overview
Done means:
You’ve recreated your offerings inside Ivorey
You’ve created the relevant sales elements for each offering
Depending on how your site is structured, this can be done by:
linking buttons such as “Contact,” “Book Now,” or “Buy Now” to your Ivorey forms, calendars, funnels, or checkout pages
embedding forms or calendars directly onto your website pages
Done means:
You have linked or embedded your Ivorey forms, calendars, and sales tools in your external website
Leads, bookings, and purchases are now flowing into Ivorey
Once the above is done, you can continue using your external website, or move on to Option 2: Rebuilding Your Website Inside Ivorey if you would like everything to live in one platform.
Export Website Content: Download/screenshot and save analytics, images, videos, and documents. Copy and save website copy and content. Save your SEO information somewhere such as your SEO titles and meta descriptions.
Save HTML/CSS: If you have used custom code on your existing site, copy the HTML, CSS, and any custom scripts to preserve the design and functionality of your website.
Done means:
You saved everything you will need to ensure a complete and successful migration and any important information you’d like to keep
Once the above is done, go ahead and progress to Step 2.
.The next step is to rebuild your website directly inside Ivorey. Visit our All About Websites Master Help Guide for step-by-step instructions.
Done means:
Your website and all required pages has been rebuilt inside Ivorey
You’ve followed the guide linked to configure all pages and key settings
Once the above is done, go ahead and progress to Step 3.
The next step is to connect the core tools you created (forms, calendars and sales elements) to your new website.
This can be done by:
linking buttons such as “Contact,” “Book Now,” or “Buy Now” to your Ivorey forms, calendars, funnels, or checkout pages
embedding forms or calendars directly onto your website pages
Done means:
You have linked or embedded your Ivorey forms, calendars, and sales elements in your website
Once the above is done, go ahead and progress to Step 4.
Before launching your new website, it is important to test that everything is functioning correctly.
Review your site and confirm that:
forms submit successfully
workflows trigger correctly
booking calendars work properly
funnels link correctly from your website pages
any automated emails are working correctly
all buttons and navigation links work
all content is accurate and correct content placement
your site is responsive
your site is optimised for mobile
use tools like Google Search Console to ensure your new site is indexed properly and that all SEO metadata has been transferred correctly
Done means:
All of the above has been tested
Once the above is done, go ahead and progress to Step 5.
Once your website is fully built and tested, the final step is to connect your domain to Ivorey, publish your site and cancel your previous website platform subscription.
Visit our All About Domains Master Help Guide for step-by-step instructions.
Done means:
Your domain is connected to Ivorey
You have cancelled your other website platform subscription
Your website is now live inside Ivorey.
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here
