Migration map

Keap to GoHighLevel migration map

Use this map before moving from Keap or Infusionsoft to GoHighLevel so contacts, fields, tags, campaigns, forms, offers, and access paths do not break.

What You Receive

A checklist for diagnosis, not a generic download.

Problem-specific checks

The checklist focuses on the real handoff behind this topic so you can inspect what should happen, what happens now, and where the path breaks.

Safe request context

The form asks for your tools and one plain-language issue. Do not send passwords, API keys, payment details, private exports, or customer records.

Audit trigger guidance

The notes help separate a self-check from a deeper audit need, especially when leads, payments, access, reporting, ads, or client delivery are at risk.

Next page routing

Each checklist connects to the related service page, Learning Cave guide, and Systems Audit path so the next step matches the actual problem.

Checklist preview

Inventory the source system

  1. Export or document fields, tags, lists, products, forms, campaigns, and active integrations.
  2. Mark which tags control access, campaigns, reporting, or customer state.
  3. Identify old objects that should not move forward.

Map the destination in GHL

  1. Map fields and tags to GHL custom fields, tags, workflows, and pipelines.
  2. Define which campaigns become workflows and which should be retired.
  3. Plan forms, offers, calendars, payments, and notifications before importing.

Protect access and payments

  1. List membership, course, and payment dependencies.
  2. Check failed payment, cancellation, upgrade, and access rules.
  3. Decide what must be tested before launch.

Stage the migration

  1. Move a small test set first.
  2. Validate records and workflow behavior.
  3. Document rollback or recovery steps.
  4. Launch in phases where risk is high.

Request-Fit Decision

Use this request when the checklist can reveal the real handoff.

LM-KEAP-001

Decision context

Use this request when Keap or Infusionsoft tags, fields, campaigns, forms, products, payments, access rules, reports, or integrations need to move without breaking customer paths.

Why Arif fits this request

Arif maps the old Keap dependency structure into a staged GHL path before import, so active campaigns, access rules, payment logic, and reports are protected.

What you learn before a call

The buyer learns what must not break, what should migrate, what should retire, what needs testing, and where rollback or phased launch notes are required.

Audit trigger

Escalate to a migration plan when live customers, launch deadlines, active campaigns, payments, membership access, reporting, or integrations still depend on Keap.

No-fit boundary

This is not a fit for a one-time contact export, blind import, or migration request with no automation, access, payment, reporting, or customer-path dependency.

Get the checklist

Send me the map and your migration risk.

Share what you are moving from Keap or Infusionsoft into GHL and what must not break. I will route the request to the migration follow-up sequence.

What happens after you request this map

Use the map to inventory fields, tags, campaigns, forms, offers, payments, and access dependencies before importing. If the migration has a deadline or live customers, reply with the main risk and the tools connected to Keap today.

  • Best fit: tags, fields, campaigns, products, forms, access rules, or reporting need to survive a Keap to GHL migration.
  • Not a fit: you only need a one-time export with no automation or customer-path dependency.

Do not include passwords, API keys, payment details, private contact exports, customer records, or customer lists. A source-system summary and one sanitized risk example is enough.

Checklist FAQ

Use the checklist to decide whether the issue needs a deeper audit.

Is this checklist a replacement for a Systems Audit?

No. The checklist helps you inspect one problem path yourself. Use the Systems Audit when the issue touches live leads, payments, access, reporting, migration, ads, or more than one tool.

What should I write in the request form?

Share the tools involved, what should happen, what happens now, and whether there is a launch, ad spend, client delivery, payment, access, or reporting risk. Do not send passwords, API keys, payment details, private exports, or customer records.

When should I use the related service page?

Use the related service page when the checklist shows that the problem is active, customer-facing, or hard to isolate. The service page explains the audit, repair, migration, tracking, or support path for the same issue.

What happens after I request the checklist?

The request is routed by topic so the right checklist and follow-up notes can be sent. If your message shows audit intent, the next reply should point to the relevant audit path or ask one clarifying question.