ConvertKit to GoHighLevel Migration

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ConvertKit to GoHighLevel Migration Guide

If you are moving from ConvertKit and tools like ClickUp into a unified marketing and CRM system, this guide will walk you through each step to migrate your data into GoHighLevel. Follow the instructions carefully to ensure your subscribers, tags, and forms are successfully transferred and ready to use in your new automation workflows.

This article is based on the official ConvertKit to HighLevel migration documentation and is designed to help you complete the setup with minimal disruption to your campaigns.

Before You Start: Prepare for GoHighLevel Migration

Before importing anything into GoHighLevel, you should first prepare your ConvertKit account and confirm what data you want to move. The platform primarily supports migrating subscribers and their associated tags or segments.

From ConvertKit you can typically move:

  • Subscribers (with email addresses and basic fields)
  • Tags used to organize your audience
  • Segments that group subscribers by conditions

You should also verify that you have the correct access level in your GoHighLevel account so you can import contacts and create tags or campaigns as needed.

Step 1: Export Subscribers from ConvertKit

The first step is to export your existing subscribers from ConvertKit so you can later import them into GoHighLevel. Use the native export options available in your ConvertKit dashboard.

  1. Log in to your ConvertKit account.
  2. Navigate to the Subscribers section.
  3. Apply any filters or segments you want to export (for example, active subscribers only).
  4. Click the option to export subscribers as a CSV file.
  5. Download and save the CSV file to your computer in an easily accessible folder.

Repeat this process for any specific segment or group of subscribers that you want to keep separate when bringing data into GoHighLevel.

Step 2: Export Tags and Segments from ConvertKit

To maintain your audience organization inside GoHighLevel, you should export subscriber lists by tag and by segment from ConvertKit. This makes it easier to recreate the same structure.

  1. In ConvertKit, go to the Subscribers area.
  2. Select a specific Tag from the list of tags.
  3. Export subscribers associated with that tag as a CSV file.
  4. Rename the CSV file to clearly reflect the tag name.
  5. Repeat these steps for each tag you intend to migrate.

For segments:

  1. Open the Segments section in ConvertKit.
  2. Choose a segment you want to move.
  3. Export the subscribers in that segment as another CSV file.
  4. Name the file after the segment so that it is easy to identify later.

Once complete, you should have a collection of CSV files that represent your full list, tags, and any segments you want to rebuild in GoHighLevel.

Step 3: Prepare CSV Files for GoHighLevel Import

Before importing into GoHighLevel, it is a good idea to clean and format your CSV files. This prevents errors and helps you map fields correctly.

Review each CSV and check for:

  • Proper column headers (such as Email, First Name, Last Name).
  • Duplicate contacts you may want to remove.
  • Blank or corrupted email addresses.
  • Unnecessary columns that you do not plan to use.

If you plan to use tags in GoHighLevel, you can either:

  • Create tags manually inside GoHighLevel before the import, or
  • Add a column in your CSV named Tags and list the tag (or tags) you want each subscriber to have.

Save each cleaned CSV file so it is ready for upload.

Step 4: Import Contacts into GoHighLevel

Now that your data is ready, you can begin importing subscribers into GoHighLevel. This will move your contacts into the CRM, where you can use them in automations, pipelines, and email campaigns.

  1. Log in to your GoHighLevel account.
  2. Navigate to the Contacts area.
  3. Click the option to Import contacts.
  4. Select the CSV file you exported from ConvertKit.
  5. Map each column from the CSV to the appropriate GoHighLevel contact field (for example, Email to Email, First Name to First Name).
  6. If you have a Tags column, map it to the tags field in GoHighLevel.
  7. Confirm your mappings and start the import process.

Repeat the import process for additional CSV files representing other lists, tags, or segments from ConvertKit. GoHighLevel will merge contacts with the same email address, so you can safely import multiple files without creating unnecessary duplicates.

Step 5: Recreate Tags and Segments in GoHighLevel

After importing your contacts, you will want to recreate the structure you previously had in ConvertKit. GoHighLevel supports tags and various ways to group contacts so that you can continue targeted marketing.

To manage tags inside GoHighLevel:

  1. Go to the Contacts section.
  2. Open an individual contact to confirm that tags were applied correctly during import.
  3. If needed, create any missing tags and apply them using bulk actions or automation workflows.

To mimic segments from ConvertKit, you can:

  • Use Smart Lists or filters in the contacts view.
  • Build conditions based on tags, fields, or activity.
  • Save these filters as views or use them within automations and campaigns.

This allows you to continue sending targeted broadcasts and automations with a structure similar to your previous system.

Step 6: Set Up GoHighLevel Automations and Emails

Once your contacts and tags are in place, you should configure your new marketing flows in GoHighLevel so that they replace your old ConvertKit sequences.

Typical actions include:

  • Creating new email templates that match your brand.
  • Building workflows or campaigns that send emails based on tags, form submissions, or pipeline stages.
  • Setting triggers that fire when a contact is added, tagged, or reaches a particular step.
  • Testing each automation with a sample contact to confirm everything works as expected.

Remember to stop any active sequences or automations in ConvertKit after confirming that your GoHighLevel workflows are fully operational to avoid double sending.

Step 7: Test and Validate Your GoHighLevel Migration

Before relying solely on your new system, validate that your migration from ConvertKit into GoHighLevel is accurate and complete.

Check the following items:

  • Total number of contacts matches your previous system within a reasonable margin.
  • Randomly open several contacts to verify their fields and tags.
  • Confirm that your main audience groups or segments exist and contain the expected subscribers.
  • Send test campaigns to small segments to confirm deliverability and formatting.

It is a good idea to run both platforms in parallel for a short period until you are confident that GoHighLevel fully covers your needs.

Resources and Further Help for GoHighLevel Users

If you need more detail on specific fields or technical limits during the ConvertKit migration, you can refer to the original guide at the official ConvertKit to HighLevel migration page. This resource provides the baseline information for moving your contacts and tags successfully.

For additional strategy, optimization, and implementation help around GoHighLevel and broader marketing operations, you can also explore consulting resources such as Consultevo, which focuses on systems, automation, and business process improvement.

Summary: Moving from ConvertKit to GoHighLevel

Migrating from ConvertKit into GoHighLevel involves exporting subscribers, tags, and segments, cleaning your CSV files, importing contacts, and then rebuilding your tagging and segmentation logic. After that, you can re-create your email campaigns and automations, test thoroughly, and decommission old sequences once you are satisfied with the new setup.

By following the steps in this guide and leveraging the official documentation, you can complete a smooth transition and take advantage of the broader CRM and automation capabilities available in GoHighLevel.

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