Migration from Keap (Infusionsoft) to HighLevel

If you’re considering migrating from Keap (formerly Infusionsoft) to HighLevel, you’re not alone. With more and more businesses seeking streamlined automation, better CRM integration, and scalable marketing tools, HighLevel has emerged as a powerful alternative to legacy platforms like Keap CRM.

At VA Matters, we specialize in helping business owners and digital agencies seamlessly transition from Keap to HighLevel, ensuring minimal downtime, zero data loss, and a fully functional CRM setup tailored to your business needs.

In this guide, we’ll walk you through:

Why businesses are switching from Keap to HighLevel
What you need to know before migrating
A step-by-step Keap CRM Migration checklist
Common pitfalls and how to avoid them

How VA Matters can help you migrate efficiently

Why Migrate from Keap to HighLevel?

While Keap (Infusionsoft) has long been a go-to for small businesses looking for CRM and marketing automation, many users find it overly complex, expensive, and limited in newer marketing trends.

Here’s why HighLevel is quickly becoming the top Keap alternative:

All-in-one platform (CRM, funnels, calendars, SMS, email, pipelines, memberships)
More affordable pricing
Built for agencies and VAs
Advanced automation features
Easier client management
Better integrations and white labeling

HighLevel offers simplicity without sacrificing power a major reason why so many are choosing to switch from Infusionsoft to HighLevel.

Preparing for the Migration: What to Know

Before diving into the actual CRM migration, take the time to assess your setup inside Keap. Ask yourself:

What data do I need to export? (Contacts, tags, campaigns, notes, custom fields)
What automations and workflows will need rebuilding?
Are all current email and SMS sequences still relevant?
What integrations am I using that will need updating in HighLevel?

Pro Tip: Clean up your data before migration. Remove old or inactive contacts, unused tags, and outdated automations to simplify the process.

Step-by-Step: Migrating from Keap to HighLevel

Here’s a simplified CRM migration checklist to guide your switch from Keap to HighLevel:

Step 1: Export Your Keap Data

Go to Keap’s admin settings
Export Contacts, Companies, Tags, Notes, Campaign Data, and Tasks
Save files as CSV format

Step 2: Import into HighLevel

Use HighLevel’s import wizard for contacts and custom fields
Recreate tags and segmentation rules in HighLevel
Rebuild pipelines and workflows using HighLevel’s visual builder

Step 3: Rebuild Automations

Map Keap campaigns to HighLevel workflows
Set up email and SMS sequences
Reconfigure form submissions, triggers, and follow-ups

Step 4: Set Up Integrations

Reconnect tools like Stripe, Google Calendar, Zoom, or any webhooks
Test all integrations using sandbox or test contacts

Step 5: Test Everything!

Send test emails and SMS messages
Run through mock workflows
Monitor analytics and performance for 7–14 days

Avoid These Common Mistakes

Many businesses rush the switch and lose important functionality. Don’t make these mistakes:

Skipping a data backup from Keap
Failing to map custom fields accurately
Not testing email deliverability in HighLevel
Overlooking workflows that trigger based on specific tags or actions

Working with a CRM migration expert can help avoid these costly errors.

Why Work With VA Matters?

At VA Matters, we understand the intricacies of both platforms. We’ve helped countless businesses migrate from Keap to HighLevel quickly and safely with:

Done-for-you data export and import
Workflow rebuilding in HighLevel
Custom dashboard setup
Integration support
Staff training and onboarding

Whether you’re a solo entrepreneur or a growing digital agency, we make the switch stress-free so you can focus on what matters most growing your business.

Final Thoughts

Migrating from Keap to HighLevel doesn’t have to be a headache. With the right strategy, tools, and support, you can unlock the full power of HighLevel’s automation and CRM capabilities in no time.

If you’re ready to move from Infusionsoft to HighLevel, let VA Matters guide you every step of the way.

Contact us today for a free Migration Consultation!