Guide, migration

Migrate from Keap to GoHighLevel

To move from Keap to GoHighLevel, plan on a CSV migration. We did not find a native Keap importer in HighLevel's help center when this was written. Export contacts, companies and opportunities, map fields and tags, import contacts first, then rebuild Keap campaigns as HighLevel workflows, and test each one before switching.

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What maps to what?

KeapGoHighLevelHow
ContactsContactsCSV, fields mapped on import
TagsTagsA column in the contact CSV, applied on import
CompaniesCompaniesCSV
OpportunitiesOpportunitiesCSV, into a pipeline and stage
Campaign sequencesWorkflowsRebuilt by hand
Forms and landing pagesForms and funnelsRebuilt by hand

What is the safe order of work?

  1. 1List your tags, and retire the ones nothing uses.
  2. 2Create custom fields and pipelines in HighLevel.
  3. 3Import a small test file of contacts and check the result.
  4. 4Import all contacts, then opportunities.
  5. 5Rebuild campaigns as workflows, one at a time.
  6. 6Register A2P if you will send SMS, before you need it.
  7. 7Move sending over only once the workflows pass a test.

What are HighLevel's CSV import rules?

  • Each opportunity-only row needs a Contact ID, an Opportunity Name and a Pipeline.
  • Opportunity custom fields must exist under the Opportunity object before import, not the Contact object.
  • Opportunity CSV files must stay under 30 MB.
  • Contact notes import at one note per contact, up to 5,000 characters.
  • HighLevel's articles disagree on the contact file limit, 50 MB in one and 20 MB or 10,000 rows in an older one. Check your own import screen.
  • There is no one-click rollback for a completed opportunity import, so start with a small test file.

Frequently asked questions

Do Keap campaigns transfer?
No. We rebuild them as HighLevel workflows.
Can tags be applied during import?
Yes. HighLevel's migration guidance applies contact tags during import.

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