ConvertKit to HighLevel (Migration Guide)

Moving an established email program from ConvertKit to GoHighLevel is a big decision. Done right, you consolidate tools, gain a full CRM, and unlock smarter automation. Done poorly, you risk broken automations, lost tags, and deliverability issues.

This step-by-step playbook walks you through a safe, structured migration from ConvertKit to HighLevel, with practical checklists you can follow as you work.

If you’d rather have experts handle this for you, Revset Labs – an AI automation and marketing agency – can plan and implement a done-for-you migration, including workflow redesign and QA inside GoHighLevel.

Who this migration guide is for

This guide is for you if:

• You’re currently running email marketing, basic funnels, or simple products in ConvertKit.
• You want GoHighLevel’s all-in-one CRM, pipelines, automations, and reporting without losing what already works.
• You care about keeping tags, segments, and deliverability intact during the move.

We’ll migrate your ConvertKit setup into HighLevel in seven logical chunks, mirroring how your current system works today:

1. Visual automations → Workflows
2. Subscribers & tags → Contacts & Smart Lists
3. Forms → HighLevel Forms
4. Landing pages → Funnels / Websites
5. Broadcasts → Email Campaigns
6. Commerce → Products & Payment Links
7. Final exports, QA, and cutover

If you haven’t created your GoHighLevel account yet, start with a free trial so you can build and test as you go: Start your GoHighLevel free trial.

How to approach your ConvertKit → HighLevel migration

Before you touch any settings, decide on your migration strategy:

• Big-bang cutover: You move everything in a defined window and then fully switch to GoHighLevel. Best when your list is smaller and your automations are simple.
• Parallel run: You run ConvertKit and GoHighLevel side by side for a short period, gradually routing new leads to HighLevel while keeping old automations live in ConvertKit.

For most businesses, a short parallel run (2–4 weeks) is safest. You can test new workflows, monitor deliverability, and switch off ConvertKit once you’re confident everything works.

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Step 1 – Migrate visual automations into GoHighLevel Workflows

In ConvertKit, your funnels and sequences live inside Visual Automations. In GoHighLevel, these become Workflows. This is the brain of your marketing system, so start here.

1.1 Inventory your existing automations

Create a simple tracking sheet (or use your project tool) and, for each visual automation in ConvertKit, capture:

• Name & purpose – e.g. “New Lead Nurture”, “Webinar Registration Follow-Up”.
• Entry points – Form submitted, tag added, product purchased, manual add, etc.
• Key actions – Emails sent, tags added/removed, custom fields updated, webhooks, delays.
• Exit conditions – When a contact should leave the automation.

Take screenshots of each automation’s flow so you can easily replicate the logic in HighLevel.

1.2 Rebuild automations as HighLevel Workflows

In GoHighLevel:

1. Go to Automation → Workflows.
2. Click Create Workflow and choose a blank workflow.
3. Add Triggers to mirror each ConvertKit entry point:
   • Form submitted
   • Tag added
   • Contact created
   • Purchase made, etc.
4. Add Actions and conditions to rebuild the flow:
   • Send email
   • Wait / delay
   • If/Else branches
   • Add/remove tag
   • Update opportunity / pipeline stage
   • Add to or remove from workflow

As you rebuild, look for opportunities to simplify. GoHighLevel workflows can often replace multiple overlapping ConvertKit automations.

1.3 Test workflows before sending real traffic

For each new workflow:

• Create a test contact with your own email.
• Manually apply the trigger (e.g. add a tag, submit a form) and watch the contact move through the workflow.
• Confirm:
  • Emails send on schedule.
  • Tags and custom fields update correctly.
  • Branching logic behaves as expected.

Run a Test: Set up a test contact to run through the workflow and verify that all steps function correctly, including email sends, tagging, and conditional branches.

Pro tip: This is a natural checkpoint to invite GoHighLevel specialists in. Revset Labs can audit your existing automations and redesign them in HighLevel to improve conversion, not just mirror the old system.

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Step 2 – Migrate subscribers and tags into HighLevel Contacts

Next, bring your audience over from ConvertKit while preserving segmentation.

2.1 Export subscribers from ConvertKit

1. In ConvertKit, go to Subscribers.
2. Filter or select All subscribers (use the “select all” link if you have more than one page).
3. Choose Bulk Actions → Export.
4. Download the CSV once it’s ready.

Make sure the export includes:

• Email address (required)
• First name / last name
• Tags
• Custom fields you rely on for segmentation (plan, interest, lifecycle stage, etc.)

2.2 Clean your CSV before import

Open the file in Google Sheets or Excel and:

• Remove obvious bounces, test contacts, and junk addresses.
• Standardize values for key custom fields (e.g. ensure “Pro”, “pro”, and “PRO” are consistent).
• Check for blank columns you don’t need.

Cleaning now makes your HighLevel database substantially more valuable.

2.3 Import subscribers into GoHighLevel

In GoHighLevel:

1. Go to Contacts → Import Contacts.
2. Upload your cleaned CSV.
3. Map each column to the right field in HighLevel (Email, Name, Phone, Tags, Custom Fields).
4. Decide which tags or custom fields you want to use for Smart Lists later.

Once the import completes, spot-check a few contacts to confirm tags, fields, and values look correct.

2.4 Recreate key segments using Smart Lists

Use Smart Lists in HighLevel to mirror your most important ConvertKit segments, such as:

• Engaged subscribers (opened or clicked in last 30–60 days)
• Customers vs. prospects
• Interest-based segments (e.g. "Course buyers", "Agency owners")

These lists will power your campaigns and automations going forward.

Verify Import: Review the imported contacts in HighLevel to ensure that all data has been correctly mapped and segmented.

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Step 3 – Migrate forms into HighLevel Forms

Forms are often the first touchpoint for new leads. Recreate them carefully so your funnels keep capturing the right data.

3.1 Document existing forms

In ConvertKit, list your active forms and for each note:

• Where it lives (website page, popup, landing page).
• Fields collected.
• What happens after submission (thank-you page, email incentive, tag added, automation started).

3.2 Rebuild forms in GoHighLevel

In GoHighLevel:

1. Go to Sites → Forms → Builder.
2. Click Create New Form.
3. Add fields to match (or improve on) your existing forms.
4. Under Options, configure:
   • Post-submit action (thank-you page or redirect URL).
   • Tags to apply.
   • Workflows to trigger.

3.3 Embed and test

• Replace ConvertKit embed codes on your website with the new HighLevel form embeds.
• Submit test entries from multiple devices.
• Verify that:
  • Contacts are created in HighLevel.
  • Tags/fields are applied.
  • The correct workflows fire.

Test Form Submissions: Submit a test entry through each form to verify that the data is correctly captured and triggers the appropriate workflows.

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Step 4 – Rebuild landing pages inside GoHighLevel Funnels

ConvertKit’s landing pages can be recreated – and often upgraded – using GoHighLevel Funnels & Websites.

4.1 Audit existing landing pages

List your live ConvertKit landing pages and capture:

• URL and traffic source.
• Core offer or lead magnet.
• Form and thank-you behavior.
• Any tracking scripts or pixels.

4.2 Create funnels to mirror (or improve) each page

In GoHighLevel:

1. Go to Funnels & Websites → Funnels.
2. Click Create New Funnel and start with either a blank template or a similar prebuilt layout.
3. Recreate your key landing pages as funnel steps.
4. Drop in your new HighLevel forms and any relevant CTAs.

Use this as an opportunity to tighten copy, improve social proof, and align your brand visuals.

4.3 Test layouts, forms, and tracking

Before sending traffic:

• Verify mobile responsiveness.
• Submit test opt-ins and ensure contacts land in the right workflows and Smart Lists.
• Confirm your analytics and ad pixels are firing.

Preview and Test: Preview the landing page and run a test to ensure that all elements work as expected, including form submissions and redirects.

If you’re planning a larger funnel redesign as part of this move, Revset Labs can help you map out the full funnel strategy and build it directly inside GoHighLevel.

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Step 5 – Move email broadcasts to GoHighLevel campaigns

Your past and future broadcasts should live in GoHighLevel so you can see full-funnel performance.

5.1 Collect your best-performing broadcasts

In ConvertKit:

• Identify campaigns with high open and click-through rates.
• Export or copy the subject lines and body content.

5.2 Recreate campaigns in GoHighLevel

In GoHighLevel:

1. Go to Marketing → Emails.
2. Create email templates that mirror your best-performing designs.
3. Build campaigns using those templates and attach the correct Smart Lists or tags.

Use this moment to standardize your from-name, footer, and branding.

5.3 Warm up deliverability on GoHighLevel

To keep deliverability strong as you switch platforms:

• Start by sending to your most engaged segments first.
• Avoid blasting your entire list immediately.
• Monitor open, click, and spam complaint rates, and adjust sending patterns if needed.

Send Test Email: Send a test email to verify the design and content, ensuring it renders correctly across different email clients.

When you’re ready to go all-in on GoHighLevel, you can manage everything – broadcasts, automations, SMS, and pipelines – from one place. Activate or upgrade your GoHighLevel account here.

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Step 6 – Recreate commerce and payments in GoHighLevel

If you sell products or services through ConvertKit Commerce, you’ll want equivalent (or better) setups in GoHighLevel.

6.1 Document current products and pricing

From ConvertKit, list:

• Each product name and price.
• Whether it’s one-time, subscription, or payment plan.
• Associated delivery (course access, download link, onboarding email series).

6.2 Configure products and payment links in GoHighLevel

In GoHighLevel:

1. Go to Payments → Products.
2. Recreate each product with the right pricing model.
3. Generate payment links or inject products directly into funnel checkout pages.

6.3 Test checkout flows end-to-end

For each key offer:

• Run a test purchase using a low test price or coupon.
• Confirm that:
  • Payment processes correctly.
  • The right workflows fire (tagging, onboarding sequences, access emails).
  • Any membership or course access is correctly granted.

Test Purchase Flow: Perform a test purchase to ensure the payment is processed correctly, and the product is delivered as intended.

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Step 7 – Export additional data and run QA

To fully close the loop on your migration, export any remaining data from ConvertKit and run a structured QA pass.

7.1 Request additional exports from ConvertKit

From the ConvertKit account owner:

• Request a full data export from account settings if you want an archive.
• Download any reports that matter for historical analysis (revenue, broadcast stats, etc.).

7.2 Run a structured QA checklist in HighLevel

Before you fully switch off ConvertKit, verify:

• Workflows: Each major automation has been triggered and tested.
• Contacts & segmentation: Random samples show correct tags and fields.
• Forms & funnels: Every key opt-in path has been tested on desktop and mobile.
• Emails: Templates render well in major email clients and dark mode.
• Commerce: Test purchases work and trigger the right access and follow-up.

Use the migration flowchart visual in this article as a quick at-a-glance checklist while you review.

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Additional considerations for a smooth migration

A few strategic decisions can turn this from a risky move into a growth lever:

• Clarify your new "source of truth" – Once GoHighLevel is live, treat it as the primary CRM; resist running parallel systems long-term.
• Take the chance to simplify – Don’t blindly copy every legacy automation. Consolidate overlapping sequences and remove outdated campaigns.
• Add multi-channel follow-up – HighLevel makes it easy to layer in SMS, calls, and pipelines alongside email. Use the migration as your moment to upgrade follow-up, not just move it.
• Plan your cutover announcement – If you’re changing sending domains or from-name, let subscribers know what to expect to reduce spam complaints.

If you want a partner to design this entire migration, Revset Labs can help you:

• Audit your current ConvertKit setup.
• Design optimized workflows and funnels inside GoHighLevel.
• Implement, test, and monitor the cutover so you don’t lose revenue along the way.

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FAQs: Moving from ConvertKit to HighLevel

Will I lose my tags and segments when I move from ConvertKit to HighLevel?

No – as long as you include tags and key custom fields in your CSV export and carefully map them during import, your segmentation can come across cleanly. Use Smart Lists in HighLevel to recreate your most important segments.

How long does a ConvertKit to HighLevel migration usually take?

For a simple list and a few automations, you can often migrate in a weekend. For more complex setups with multiple funnels, products, and team members, plan on 2–4 weeks for rebuild, testing, and a short parallel run.

Can I run ConvertKit and HighLevel at the same time?

Yes. Many teams route new leads into HighLevel while keeping legacy automations live in ConvertKit for a short transition period. Just be intentional about when you fully switch broadcasting and automations over so you don’t double-email subscribers.

Do I need a developer to migrate from ConvertKit to HighLevel?

Most migrations can be completed without a developer using the native tools in both platforms. However, if you rely on lots of custom scripts or complex integrations, it can be helpful to have a technical partner or an agency like Revset Labs oversee the migration.

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Ready to centralize your marketing, sales, and automation in one place? Spin up your account and start implementing this playbook inside GoHighLevel: Get your GoHighLevel free trial.