Migrate Klaviyo to GoHighLevel — Complete Agency Guide

Switching from Klaviyo to GoHighLevel is one of the smartest moves agencies make when they're ready to consolidate their tech stack. Klaviyo is excellent for email marketing, but it leaves you juggling multiple platforms for CRM, automation, landing pages, and client management. GoHighLevel brings everything into one unified system—contacts, email, SMS, automation, funnels, and reporting—all at a fraction of the cost of running separate subscriptions.

If you're managing client campaigns or running your own agency, this migration doesn't have to be complicated. In this guide, I'll walk you through the entire process, from auditing your Klaviyo account to setting up your first automations in GoHighLevel. You'll preserve all your contacts, segments, and campaign history while unlocking powerful features built specifically for agencies.

Ready to see what's possible? Start your free 30-day GoHighLevel trial (double the standard trial) to test the platform before committing.

Step 1: Audit Your Klaviyo Account and Plan Your Migration

Before you export a single contact, take time to understand what you're moving. Log into your Klaviyo account and document:

• Total contact count — knowing your database size helps you estimate import time
• Active lists and segments — how many do you actually use versus archive?
• Email templates — which campaigns are evergreen and worth preserving?
• Automation workflows — screenshot or document the logic of key flows
• Custom fields and properties — these need to map to GoHighLevel fields
• Integration connections — which apps are synced (Shopify, Zapier, etc.)?

This audit typically takes 1-2 hours but saves days of troubleshooting later. You'll identify which automations are critical versus nice-to-have, and which custom properties can be consolidated in GoHighLevel.

Step 2: Export Contacts and Segments from Klaviyo

Klaviyo's export process is straightforward. Navigate to Audience > People, then use the filter options to select the contacts you want to export. You can export:

• All contacts across all lists
• Specific lists or segments
• Contacts with certain properties or engagement levels

Click the Export button and choose CSV format. Klaviyo will include all custom fields, email addresses, phone numbers, and property data. Download the file and verify the data looks complete before proceeding.

For segments, document each one's definition (e.g., "purchased in last 30 days") rather than trying to export the segment rules directly. GoHighLevel segments work differently, so you'll rebuild these based on your notes.

Step 3: Import Contacts into GoHighLevel

In your GoHighLevel account, navigate to Contacts > Import. GoHighLevel's import wizard accepts CSV files and maps your Klaviyo columns to GHL fields automatically.

Here's what to do:

1. Upload your exported CSV file
2. Review the field mappings — ensure email addresses, phone numbers, and first/last names are correctly matched
3. Map custom fields to GoHighLevel's custom field structure (you may need to create new fields first)
4. Select which pipeline or contact list to assign these contacts to
5. Choose to either create new contacts or merge with existing ones
6. Click Import and monitor the progress

GoHighLevel typically processes 10,000 contacts in 5-10 minutes. You'll receive a confirmation email when the import completes.

Step 4: Recreate Segments and Lists in GoHighLevel

Klaviyo and GoHighLevel handle segmentation differently. In Klaviyo, segments are dynamic based on behavior. In GoHighLevel, you use Tags and custom properties to organize contacts.

To recreate your segments:

1. Create tags that match your Klaviyo segment names (e.g., "vip-customers", "abandoned-cart")
2. Use automation rules to automatically tag contacts based on their actions or properties
3. Build contact lists for static segments that won't change often
4. Set up workflows that apply tags when specific conditions are met

For example, if you had a "High-Value Customers" segment in Klaviyo, you'd create a GoHighLevel automation that tags anyone with lifetime value over $500. This keeps your segments active and responsive to new data.

This is built into GoHighLevel. Try it free for 30 days →

Step 5: Rebuild Automations and Email Flows

This is where GoHighLevel shines. Open Automations > Workflows and start building your email sequences. GoHighLevel's workflow builder is drag-and-drop, making recreation faster than you'd expect.

For each Klaviyo automation, create a corresponding GHL workflow by:

1. Setting the trigger (contact added to list, form submitted, tag applied, etc.)
2. Adding delay steps to match your original timing
3. Inserting email actions — either copy your Klaviyo template copy into a new email, or redesign using GHL's templates
4. Adding conditional branches for opens, clicks, or custom properties
5. Setting exit criteria to prevent over-sending or duplicate messages

GoHighLevel's built-in email builder includes drag-and-drop functionality, making template recreation simple. You can also import HTML directly if you have coded templates from Klaviyo.

Step 6: Migrate Forms and Landing Pages

If you used Klaviyo forms, you'll want to replace them with GoHighLevel forms for seamless integration. GoHighLevel forms automatically:

• Capture contact information
• Add contacts to your database
• Trigger automations immediately
• Track conversions and form submissions

Create new forms in Forms & Pages > Forms. Map your fields to match your previous Klaviyo form structure, then embed or link the new forms on your website. Update any Klaviyo form embeds to point to your GoHighLevel forms.

For landing pages, GoHighLevel includes a built-in page builder. You don't need a separate tool—build everything within the platform and track conversions natively.

Step 7: Set Up Analytics and Reporting

Once your automations are running, configure your reporting dashboard. GoHighLevel gives you real-time visibility into:

• Email metrics — open rates, click rates, unsubscribes
• Automation performance — how many contacts flow through each step
• Pipeline progression — where prospects are in your sales funnel
• Campaign ROI — revenue tied to specific automations or campaigns

Build custom dashboards by navigating to Reporting > Dashboard and selecting the widgets that matter to your business. Use these insights to optimize your email sequences and improve conversion rates.

Migration Checklist and Best Practices

Before you turn off Klaviyo, verify:

• ✅ All contacts imported successfully (spot-check 10-20 records)
• ✅ Custom fields mapped correctly and data is complete
• ✅ Critical automations rebuilt and tested in GoHighLevel
• ✅ Forms updated to point to new GoHighLevel forms
• ✅ Email templates recreated or imported
• ✅ API integrations reconfigured if applicable
• ✅ Team members trained on new platform
• ✅ Historical data documented for future reference

Best practices for a smooth migration:

• Run parallel systems for 7-14 days — keep both platforms live while you test GoHighLevel workflows
• Don't migrate inactive contacts — clean your list and only import engaged subscribers
• Test all automations before going live — use test contacts to confirm email delivery and flow logic
• Document your setup — keep notes on automation triggers, segment definitions, and integrations
• Schedule deactivation strategically — turn off Klaviyo after confirming GoHighLevel is capturing new signups