Migrate from Convertkit to HighLevel

ConvertKit Subscribers map directly to HighLevel Contacts. Email address serves as the primary key for deduplication, preventing duplicate entries during import. Unsubscribed state in ConvertKit maps to the unsubscribed flag in HighLevel so consent records carry over correctly. All standard subscriber fields including name, email, and phone transfer directly. Custom metadata like creation timestamps and acquisition source are preserved as custom contact fields to maintain full contact history within HighLevel's CRM structure.

ConvertKit tags replicate as HighLevel tags with identical names. Tags applied to multiple subscribers carry their association counts. If tags represent behavioral segments (e.g., 'purchased_2024'), those names are preserved verbatim for use in HighLevel Workflow conditions. HighLevel's tag-based segmentation can reference migrated tag names directly in Workflow triggers and conditions without requiring renaming or re-tagging of existing contacts.

Each ConvertKit custom field is created as a HighLevel custom contact field before import. Field label, key, and data type are matched — text to text, number to number, date to date, and pick-list values are mapped value-by-value. ConvertKit allows 140 custom fields maximum, which HighLevel's schema accommodates.

ConvertKit forms are exported as a structured reference document including field list, embed code, and styling notes for recreation in HighLevel's form builder. The form logic — hidden fields, tag-on-submit rules, confirmation messages — is documented as a setup guide your HighLevel admin follows when rebuilding. We provide a field-by-field map so the rebuilt form captures the same subscriber data and triggers the same tag actions as the original ConvertKit form.

ConvertKit landing pages are exported as URLs and screenshot references. HighLevel's funnel builder uses a different structure, so pages must be rebuilt using HighLevel's drag-and-drop builder. We provide a page-by-page map noting which ConvertKit pages correspond to which HighLevel funnels.

ConvertKit visual automations (entry points, conditions, actions, delays) cannot be transferred to HighLevel Workflows — the automation models are architecturally incompatible. We document every automation in a structured step-by-step format (trigger → condition → action) that maps directly to HighLevel Workflow triggers and actions for manual rebuild.

ConvertKit sequences (email drip series with time-delay steps) are documented by step order, delay interval, and email content summary. HighLevel's email sequence is handled within its Workflow builder using time-delay actions and Send Email steps. We provide a sequence-to-workflow map your team uses to rebuild drip logic in HighLevel.

ConvertKit broadcast history (past sends, subject lines, send dates) is preserved as reference metadata. HighLevel's Campaigns handle one-off sends prospectively. We export a broadcast log that your team uses to set up HighLevel campaigns that mirror your ConvertKit send cadence.

ConvertKit products map to HighLevel Products when your setup includes order tracking. For simple digital products, we create HighLevel products linked to Opportunity line items. Complex subscription products may need a custom object if your order history includes recurring billing records.

ConvertKit tracks per-subscriber open rate, click rate, and broadcast engagement counts natively. HighLevel's activity tracking starts fresh at go-live. We store your ConvertKit engagement history as a set of custom numeric fields on each contact (Last_Email_Open_Rate__c, Lifetime_Click_Rate__c) so historical data is accessible in HighLevel reports.

ConvertKit's Creator Profile is a public-facing landing page displaying subscriber-facing content with no direct HighLevel equivalent. We export Creator Profile settings including page layout, branding elements, and linked subscriber content as a configuration reference document. Your team uses this reference to rebuild the Creator Profile as a HighLevel landing page, Funnel page, or external redirect link.

ConvertKit stores subscription and purchase records per subscriber. These map to HighLevel Opportunities if you use HighLevel's deal tracking, or to a custom Purchase History object if the record structure requires date, product, amount, and subscriber linkage. We surface the appropriate model in the migration plan.