Keap to GoHighLevel Migration Guide

This step-by-step guide explains how to move your data from Keap into GoHighLevel. If you have used ClickUp or other project tools to track migrations before, you can follow a similar checklist approach here. You will learn what to export, how to import files, and which GoHighLevel settings to review so your CRM, pipelines, and automations work correctly after the move.

Before you begin, review your Keap account, clean up old records, and ensure you have admin access in both systems. This will make your GoHighLevel migration faster and reduce the chance of errors.

Before You Start Your GoHighLevel Migration

Prepare both Keap and your new GoHighLevel account so the transfer is smooth and organized.

Pre-migration checklist for GoHighLevel

• Verify you can log into Keap and GoHighLevel with admin permissions.
• Check your Keap subscription status so your data is still accessible.
• Remove or merge duplicate contacts in Keap where possible.
• Standardize common fields such as first name, last name, email, and phone.
• Decide which lists, tags, and automations you still need in GoHighLevel.

Completing these tasks first reduces manual cleanup after the data has been imported into GoHighLevel.

Step 1: Export Data from Keap for GoHighLevel

The first main step is exporting your information from Keap so it can be imported into GoHighLevel in CSV format.

Export contacts from Keap

1. Log in to your Keap account.
2. Navigate to your contacts list.
3. Use filters to select the contacts you want to move.
4. Choose the export option and select CSV as the file type.
5. Include standard and custom fields you need in GoHighLevel, such as tags or lead sources.
6. Download and save the exported CSV file to your computer.

Keep this file organized and avoid renaming columns until you understand how they will map in GoHighLevel.

Export additional data where available

Depending on your Keap plan, you may also be able to export:

• Companies or organizations associated with contacts
• Notes or tasks tied to each record
• Opportunities or deals
• Tags and saved segments

Export each data type as a separate CSV so you can later decide which information can be recreated in GoHighLevel.

Step 2: Prepare Your Files for GoHighLevel

Now that you have your CSV files, you need to prepare them so they match the fields in GoHighLevel as closely as possible.

Clean up your Keap CSV files

• Open the CSV in a spreadsheet tool.
• Check that each column has a clear and consistent header.
• Remove columns you do not plan to use in GoHighLevel.
• Fix obvious data issues such as broken email addresses or missing names.
• Make sure phone numbers use a consistent format.

These simple edits make it easier to map fields correctly during the GoHighLevel import process.

Match fields for GoHighLevel mapping

Next, decide how each column in your Keap file will connect to a field in GoHighLevel.

• Identify required fields in GoHighLevel, such as name and email.
• Match Keap fields like tags or status to similar fields in GoHighLevel.
• Create a reference list of custom fields that need to be added to GoHighLevel before importing.

Having a clear mapping plan prevents you from losing important data when you upload your CSV into GoHighLevel.

Step 3: Import Contacts into GoHighLevel

Once your CSV files are ready, you can start importing them into your new CRM.

Upload your CSV to GoHighLevel

1. Log in to your GoHighLevel account.
2. Navigate to the section where you manage contacts.
3. Look for an import or upload contacts option.
4. Select your prepared CSV file from your computer.
5. Proceed to the field mapping screen in GoHighLevel.

Do not rush through the mapping step. This is where you connect each CSV column to a field in GoHighLevel.

Map Keap fields to GoHighLevel fields

• For each CSV column, select the appropriate GoHighLevel field.
• Map standard fields like name, email, and phone first.
• Map tag or segment columns to similar features in GoHighLevel where available.
• Create new custom fields in GoHighLevel if a key Keap field has no direct match.
• Save or confirm the mapping and start the import.

When the import finishes, spot check a sample of records in GoHighLevel to confirm that fields appear correctly.

Step 4: Rebuild Automations in GoHighLevel

Keap campaigns, follow-up sequences, and rules do not transfer automatically, so you need to recreate them using the automation tools available in GoHighLevel.

Review existing Keap campaigns

• List your most important Keap automations, such as new lead nurture or onboarding sequences.
• Document triggers, actions, delays, and tags used in each sequence.
• Note which campaigns are still active and which can be retired.

This overview helps you decide what should be rebuilt in GoHighLevel and in what order.

Recreate workflows inside GoHighLevel

1. Open the automation or workflow area in GoHighLevel.
2. Create a new workflow that matches one of your key Keap campaigns.
3. Add triggers based on form submissions, tags, or pipeline stages.
4. Insert emails, SMS messages, and tasks according to your documented sequence.
5. Set delays, conditions, and branching logic that match your original Keap design.
6. Test the workflow with internal contacts before activating it fully.

Repeat this process for each important sequence until your automation system in GoHighLevel is fully operational.

Step 5: Configure Pipelines and Opportunities in GoHighLevel

If you used Keap to track sales opportunities, you will want similar pipelines in GoHighLevel.

Set up sales pipelines in GoHighLevel

• Identify the stages you used in Keap, such as new lead, qualified, proposal, and closed.
• Open the pipeline or opportunities section in GoHighLevel.
• Create a new pipeline and add each stage in your preferred order.
• Adjust the stage names if needed so your team can understand them clearly.

Once pipelines are set, you can assign contacts and deals to these stages inside GoHighLevel to mirror your previous sales process.

Link contacts and deals

• For important accounts, manually create opportunities in GoHighLevel based on your Keap records.
• Attach the right contact and company information to each deal.
• Set values, expected close dates, and notes so your pipeline remains accurate.

Over time, new opportunities will be created directly in GoHighLevel, and you will no longer rely on historic Keap data.

Step 6: Validate Your GoHighLevel Setup

After importing data and rebuilding key assets, you should verify your new CRM environment thoroughly.

Test key functions in GoHighLevel

• Create a test contact and confirm it appears correctly.
• Add the test contact to a workflow and verify each step runs.
• Send yourself test emails and SMS messages.
• Move a test deal through the pipeline stages.

If something does not work as expected, adjust your settings and run another test until you are confident GoHighLevel is configured correctly.

Train your team on GoHighLevel

• Show team members how to find contacts, opportunities, and workflows in GoHighLevel.
• Explain differences between the Keap interface and the new system.
• Provide simple scripts or checklists for daily use.
• Encourage feedback so you can refine settings as needed.

As your team becomes comfortable with GoHighLevel, you can disable or cancel your Keap subscription when appropriate.

Additional Resources for GoHighLevel Users

For more advanced setup and optimization support, you can find consulting services and implementation help at Consultevo. To review the original Keap migration reference, see the official documentation at this GoHighLevel help article.

By following these steps carefully, you can move from Keap to GoHighLevel with minimal disruption to your contacts, sales process, and automations, while setting a strong foundation for future growth.

Need Help With GoHighLevel?

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