Switching to HighLevel

Updated 2026-09-19

Moving to HighLevel from another platform follows the same order no matter which tool you are leaving: warm a new sending domain, import contacts and tags, rebuild one pipeline, rebuild the calendar, rebuild one workflow, then run both tools side by side until a real enquiry has gone through the new one. The page for your current tool states what generally exports, what has to be rebuilt by hand, and how long the move tends to take.

The order that works for every tool

Set up the sending domain and start the warm-up. This runs in the background and takes 2 to 4 weeks, as at September 2026, so it should start before anything else.
Import contacts, tags and any custom fields your current tool can export.
Rebuild one pipeline with your real stages, not a sample one.
Rebuild the calendar and one booking page.
Rebuild one workflow: what happens when a new enquiry arrives.
Run both tools side by side until one real enquiry has gone through HighLevel end to end, then cancel the old tool.

What generally moves and what is rebuilt

Contacts, tags and basic custom fields are the parts most tools let you export as a CSV or a native sync. Automations, pages, funnels, email sequences and course content do not transfer between platforms. They get rebuilt inside HighLevel, using the export as a checklist rather than a copy job. History such as past automation performance or old click data generally stays behind in the tool you are leaving.

Why the domain comes first

A list emailed from a new, unwarmed sending domain on day one is the most common way a move damages the results it was meant to improve. The 2 to 4 week warm-up, as at September 2026, runs in the background, so starting it in week one and building everything else around it costs nothing and protects deliverability later. the email deliverability page covers the sending domain and the warm-up in full.

Who should not move yet

Moving is not free even when the export goes cleanly. It costs the hours to rebuild what does not transfer. Stay where you are if your current tool does the one job you need and nothing else, if nobody in your business will own the rebuild in the first month, or if a plan comparison alone is the reason you are considering it. when not to buy it has the fuller list of reasons to stay.

If you already know you are moving, the plan fit test checks which plan fits your business, and the start page has the setup order for the first week.

Questions people ask

How do I move to HighLevel from another tool?

Warm a new sending domain first, then import contacts and tags, then rebuild one pipeline, the calendar and one workflow before running the two tools side by side. The order matters more than the speed.

What can I import from my old tool?

Contacts, tags and custom fields generally export as a CSV or a native sync, depending on the tool. Automations, pages, funnels and course content do not transfer and are rebuilt inside HighLevel.

How long does a migration take?

Most moves fall between 2 and 8 weeks depending on how much has to be rebuilt, with the sending domain warm-up, as at September 2026, setting a 2 to 4 week floor regardless of how fast the rest goes. The tool-specific pages give a range for each platform, and the setup timeline tool builds a week-by-week plan for your case.

Should I run both tools at once?

Yes, until one real enquiry has gone through HighLevel end to end. Cancelling the old tool before that point removes your fallback while the new setup is still being tested.

Which tools have a guide on this site?

Kajabi, Ontraport, ClickFunnels, HubSpot, ActiveCampaign, Keap, Kartra and Systeme.io have pages below, with more added as they are written. the setup checklist works for any tool not yet covered.

Pages in this section

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