ActiveCampaign to GoHighLevel Migration Guide

Migrating from ActiveCampaign to GoHighLevel can feel complex, especially if you also use tools like ClickUp to manage your projects and task tracking. This guide walks you step by step through exporting your data from ActiveCampaign and importing it into GoHighLevel so you preserve your contacts, tags, lists, and key configurations.

Follow the sequence below carefully, verify each import, and always keep a backup of your original ActiveCampaign data before making changes in your new GoHighLevel account.

Before You Start Your GoHighLevel Migration

Proper preparation reduces the risk of missing data or mismatched fields during your move from ActiveCampaign to GoHighLevel.

• Confirm that you have admin access to both ActiveCampaign and GoHighLevel.
• Decide which lists, tags, and fields you still use and want to migrate.
• Schedule the migration during a low-activity period so data changes are minimal.
• Create a simple checklist (for example in ClickUp or a spreadsheet) to track each migration step.

Step 1: Export Contacts from ActiveCampaign

The first stage is to export all relevant contacts from ActiveCampaign so they can be imported into GoHighLevel.

1. Log in to your ActiveCampaign account.

2. Navigate to Contacts.

3. Use filters or segments if you want to export only certain groups (optional).

4. Click the Export option and choose CSV as your file format.

5. Download the exported CSV file and store it in a safe folder.

Repeat this process for any additional contact groups you want to move into GoHighLevel.

Step 2: Export Tags, Lists, and Other Data

ActiveCampaign structures data using tags, lists, and custom fields. These elements should be captured before configuring GoHighLevel.

Export ActiveCampaign Tags

1. Go to the Contacts > Manage Tags section.

2. Copy or export the full list of existing tags.

3. Save them in a document or spreadsheet so you can recreate them later inside GoHighLevel.

Export ActiveCampaign Lists

1. Open the Lists area in ActiveCampaign.

2. Note the exact names and purposes of each list.

3. Export list membership using the export function if you want separate CSVs per list.

Export Custom Fields and Settings

1. Review Lists > Fields (or equivalent) to see all your custom fields.

2. Document field names, types (text, date, dropdown, etc.), and typical values.

3. Review any key automation conditions that depend on these fields so you can rebuild them in GoHighLevel later.

Step 3: Prepare Your CSV Files for GoHighLevel

Before importing into GoHighLevel, clean and standardize the CSV files you exported from ActiveCampaign.

• Open each CSV in a spreadsheet editor (such as Excel, Google Sheets, or LibreOffice).

• Remove columns you no longer need to migrate.

• Check for duplicate contacts based on email address and delete duplicates as needed.

• Standardize date formats so they are consistent across all rows.

• Ensure that column headers clearly describe the data (for example, First Name, Last Name, Email, Phone, Tag).

Clean data makes mapping smoother and reduces errors when you import into GoHighLevel.

Step 4: Import Contacts into GoHighLevel

Once your CSV files are ready, you can start bringing contacts into GoHighLevel.

1. Log in to your GoHighLevel account.

2. Go to the Contacts section for the location where you want to import.

3. Click the Import or Upload button.

4. Select the prepared CSV file exported from ActiveCampaign.

5. Map each CSV column to the corresponding GoHighLevel field (for example, Email to Email, First Name to First Name).

6. Create new custom fields in GoHighLevel if you have important data that does not match an existing field.

7. Start the import and wait for it to finish without closing the window.

After the import completes, spot-check several contacts inside GoHighLevel to verify that names, email addresses, phone numbers, and custom fields imported correctly.

Step 5: Rebuild Tags and Lists in GoHighLevel

Your ActiveCampaign tags and lists need a clear structure inside GoHighLevel so that segmentation and automation work as expected.

Create GoHighLevel Tags

1. Open the Contacts or Settings area where tags are managed in GoHighLevel.

2. Recreate your key ActiveCampaign tags using the list you exported earlier.

3. Keep tag names consistent with your old system wherever possible to maintain clarity.

4. Apply tags to contacts during the import (if included in your CSV) or by running bulk actions inside GoHighLevel after importing.

Recreate Lists or Segments in GoHighLevel

GoHighLevel may use different terms such as smart lists, segments, or saved filters, but the goal is the same: group contacts based on conditions.

1. Identify the important lists you used in ActiveCampaign.

2. Create equivalent smart lists or segments inside GoHighLevel based on tags, fields, or other conditions.

3. Verify that contacts appear in the correct lists by checking random records.

Step 6: Rebuild Automation in GoHighLevel

After importing contacts, tags, and lists, work through your key automations from ActiveCampaign and rebuild them inside GoHighLevel.

1. In ActiveCampaign, review each crucial automation workflow and document the logic, triggers, and actions.

2. In GoHighLevel, open the Workflows or Automation section.

3. Create new workflows corresponding to each important automation.

4. Recreate triggers, such as tag added, form submitted, or contact added to a list.

5. Add actions like sending emails, updating tags, or creating tasks to mirror your ActiveCampaign behavior.

6. Test each workflow with a test contact to confirm that it runs properly from start to finish.

Step 7: Validate Data and Deliverability in GoHighLevel

Once your import and workflow setup is complete, confirm that everything in GoHighLevel is working as intended.

• Check several sample contacts for accurate field values, tags, and list membership.

• Send test emails from GoHighLevel to confirm that they deliver successfully and render correctly.

• Monitor initial campaign metrics and adjust content or send settings if needed.

• Keep the ActiveCampaign account available for a transition period until you are confident everything runs smoothly inside GoHighLevel.

Troubleshooting Common Migration Issues

During a move from ActiveCampaign, a few typical issues can appear in GoHighLevel. Here is how to handle them:

• Missing fields: If some data did not import, confirm that those columns existed in the CSV and were correctly mapped to fields in GoHighLevel.

• Incorrect tags: Check whether tags were separated correctly in your CSV (for example, comma-separated) and that GoHighLevel is configured to read them.

• Duplicate contacts: Use the contact management tools in GoHighLevel to merge or remove duplicates based on email address.

• Automation not firing: Verify that the workflow triggers in GoHighLevel match the events you expect, such as correct tags or form actions.

Additional Resources for GoHighLevel Users

To go deeper into the exact screens and options referenced in this GoHighLevel migration process, refer to the official guide based on ActiveCampaign data:

Official ActiveCampaign to HighLevel migration guide

If you want expert help planning or executing a full migration, technical agencies such as Consultevo can assist with data mapping, automation rebuilding, and GoHighLevel optimization.

Conclusion: Move Confidently Into GoHighLevel

By exporting your contacts, tags, lists, and fields from ActiveCampaign and then carefully importing and rebuilding them inside GoHighLevel, you can maintain data integrity while gaining access to a powerful all-in-one platform. Use this guide as a checklist, test thoroughly at each stage, and keep a backup of your original data until you are fully satisfied with the new GoHighLevel setup.

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