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Typeform to HighLevel (Migration Guide)
#1. What are the key components I need to migrate from Typeform to HighLevel?

You need to migrate the following components to ensure a smooth transition from Typeform to HighLevel: forms, contacts, automations, domains & QR codes, and reports. This comprehensive approach ensures you retain all your critical data and functionality.

First, document all form questions, including form logic, calculations, email validation, and notifications within Typeform. Then, recreate the form questions as custom fields in HighLevel under Contacts > Settings > Custom Fields. Finally, recreate the forms in HighLevel using the form builder, replicate the design and branding, and add any necessary automations. Be sure to test the forms thoroughly.

In Typeform, export the form responses as a CSV file from the Results section. Before importing into HighLevel, ensure that all date fields are in YYYY-MM-DD format and the file uses UTF-8 character encoding. Remove any line breaks or special characters from the CSV. Then, in HighLevel, navigate to the Contacts section and use the Import Contacts button to upload the CSV file. Map the fields correctly and assign tags or lists as needed. Finally, review the imported data in HighLevel to ensure accuracy.

You should only export form responses from Typeform that include both phone and email fields to migrate to HighLevel contacts. HighLevel requires these fields for contact creation, so filtering your Typeform data ensures a clean and functional import.

First, review all existing automations in Typeform to understand their logic and triggers. Then, in HighLevel, use automation workflows to recreate similar sequences, including follow-up emails and CRM actions based on form responses. Thoroughly test each automation to ensure it triggers correctly and performs as expected.

First, document your Typeform custom domain in the admin settings. Then, remove the custom domain from Typeform. Next, set up a 301 redirect in HighLevel under Sites > URL Redirects to point the old Typeform domain to the new HighLevel form. Finally, rebrand the forms with the domain in HighLevel under Settings > Business Profile.

In Typeform, get the QR code from the Share panel by clicking the last icon for the QR code. Then, in HighLevel, go to Sites > QR Codes > Create QR code. Add a name, select "Website" as the QR type, and attach your HighLevel form URLs. Remember to test and share the new QR code and monitor analytics in HighLevel.

Before canceling your Typeform subscription, export all necessary reports from Typeform by generating a report in the Results panel and saving it as a PDF. Upload this PDF to cloud storage for safekeeping since access to Typeform reports may be lost after cancellation. If needed, recreate the report as a form submissions dashboard widget.

#2. How do I migrate forms from Typeform to HighLevel?

#3. What is the correct way to export contacts from Typeform and import them into HighLevel?

#4. Since Typeform doesn't require email or phone for every submission, how do I handle contact migration to HighLevel?

#5. How do I recreate automations and follow-ups in HighLevel?

#6. What steps are involved in migrating a custom domain from Typeform to HighLevel?

#7. How can I migrate QR codes from Typeform to HighLevel?#8. How do I handle reports and data from Typeform after migrating to HighLevel, especially if I cancel my Typeform subscription?

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Zoho to HighLevel (Migration Guide)
Frequently Asked Questions: Migrating from Zoho to HighLevel

• What key components should I migrate from Zoho to HighLevel?
• You should migrate the following components to ensure a smooth transition: Contacts, Users, Calendars, Opportunities, Forms, Contracts, Sites, Automations, and Analytics. It's crucial to address each of these elements to maintain data integrity and functionality in HighLevel.
• How do I export contacts from Zoho, and what preparation is required before importing them into HighLevel?
• In Zoho, go to Setup, then Data Administration, and select Export. Choose Contacts, select the fields you want to export (including email or phone number), and download the CSV file. Before importing into HighLevel, ensure date formats are in YYYY-MM-DD, use UTF-8 character encoding, clean up any special characters, and recreate any custom fields in HighLevel under Contacts > Settings > Custom Fields.
• What is the process for migrating users from Zoho to HighLevel, and what do I need to consider?
• Export user data from Zoho via Setup > Data Administration > Export, selecting the necessary fields. Unlike contacts, users need to be manually added in HighLevel by navigating to Settings > Team > + Add Employee. When adding users, consider the user type and role (agency or sub-account user, admin or regular user) and assign appropriate permissions and subaccounts. Breakdown users by teams to efficiently copy permissions across users in HighLevel.
• How do I migrate calendars from Zoho Bookings to HighLevel?
• Export appointment data from ZohoBookings via Setup > Data Administration > Export. Then, manually recreate calendars in HighLevel under Sub-account Settings > Calendars. You'll need to reconfigure calendar settings, user assignments, meeting locations, and integrations. Calendar Syncing can be added in Subaccount Settings > Calendars > Connections.
• What's involved in migrating opportunities and pipelines from Zoho Deals to HighLevel?
• Export deals data from Zoho using the export function in the Deals module (Setup > Data Administration > Export > Deals). Recreate pipelines in HighLevel under Opportunities > Pipelines > + Add Pipeline, mirroring the stages and custom fields from Zoho. Prepare your Zoho export as a CSV and then import it into HighLevel.
• How do I move forms and contracts from Zoho to HighLevel?
• For Zoho Forms, manually export form responses as CSV files. In HighLevel, navigate to Sites > Forms and rebuild each form, matching the fields and labels from Zoho. Configure form actions in HighLevel to replicate Zoho functionality. For Zoho Contracts, download copies of your contracts. Recreate these in HighLevel under Payments > Documents & Contracts, adding custom fields, text, and signature elements.
• What are the steps for migrating a website from Zoho Sites to HighLevel?
• Since there's no direct export option from Zoho Sites, you must manually copy website content. Save HTML/CSS files or download media files. In HighLevel, go to Sites > Funnels or Sites > Websites and recreate each page, replicating the content, media, and SEO settings. After the site is rebuilt, disconnect the domain from Zoho and connect it to HighLevel under Settings > Domains > Add Domain.
• How do I migrate automations and analytics from Zoho to HighLevel?
• For Zoho Automations, document all workflow rules, autoresponders, and lead scoring rules by navigating to Setup > Automation. In HighLevel, recreate these automations under Automation > Workflows, setting up similar triggers and actions. Replicate lead scoring in Subaccount Settings > Manage Scoring > + Add New Rule. For Zoho Analytics, manually export data. In HighLevel, recreate reporting in Dashboard Widgets to match Zoho analytics (Pro Plan Users Only).

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Calendly to HighLevel (Migration Guide)

#1: What is the purpose of this migration guide?

This guide provides a comprehensive overview and step-by-step instructions for migrating your scheduling and appointment functionalities from Calendly to HighLevel. The primary goal is to facilitate a smooth transition, ensuring that all scheduling features, along with associated automations, are successfully moved while leveraging the expanded capabilities of HighLevel.

The migration requires a careful transfer of the following key components: Users, Calendar Configurations, Availability Settings, Video Conferencing setup, Payment Collection methods, Calendars (Event Types), Workflows (Automations), and Contacts. Ensuring each of these is properly migrated will ensure seamless operation within HighLevel.

First, export a list of your Calendly users as a CSV file by logging into Calendly, navigating to Account > Users, and selecting Export. Then, log in to HighLevel, go to Agency Settings > Team, and add any missing users using the "+ Add Employee" button. Refer to the Calendly export to determine each user's appropriate role in HighLevel.

Before connecting your calendar to HighLevel, disconnect your Google Calendar, Outlook, or iCloud calendar from Calendly via Account > Calendar Sync. Then, in HighLevel, navigate to Settings > Integrations, connect your calendar, and configure sync preferences in Calendars > Calendar Settings > Connections. After connecting, test the calendar sync to ensure that booked events appear correctly in HighLevel and that existing busy events in your connected calendar are respected.

First, disconnect Zoom from Calendly via Integrations > Zoom. Next, in HighLevel, navigate to Settings > Calendar > Connections and connect your Zoom account, authorizing HighLevel to access it. Finally, in your calendar settings in HighLevel, set Zoom as the default location for your appointments, if applicable.

First, disconnect Stripe from Calendly on the Integrations page. Be aware that disconnecting Stripe from Calendly will make all event types accepting payments free. Next, log into your HighLevel subaccount and add the payment gateways from the Payments Tab > Integration. You can then connect your payment solution to HighLevel calendars.

In Calendly, document all your Event Types, including their name, duration, location, and associated settings such as buffer times, minimum notice, and daily limits. Then, in HighLevel, navigate to Calendars > Calendar Settings and create a new calendar for each event type, configuring appointment details to match the Calendly settings. Custom fields used in Calendly can be recreated as custom fields in HighLevel Forms. Finally, test the booking process after setting up to verify settings.

From your Calendly home page, document existing workflows, including triggers and actions. In HighLevel, navigate to Automation > Workflows and create new workflows, matching the conditions and actions documented from Calendly, selecting triggers and customizing messages using HighLevel's variables. Be sure to test the workflow execution by creating a test appointment and observing whether the workflows trigger as expected.

#2: What are the key components that need to be migrated from Calendly to HighLevel?#3: How do I migrate users from Calendly to HighLevel?#4: How do I ensure my calendar availability is accurately reflected in HighLevel?#5: How can I set up video conferencing with Zoom in HighLevel after migrating from Calendly?#6: How do I transfer payment collection from Calendly to HighLevel?#7: How do I migrate my Calendly Event Types to HighLevel?#8: How do I recreate my Calendly workflows in HighLevel?convert_to_textConvert to source

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Wix to HighLevel (Migration Guide)
FAQ: Migrating from Wix to HighLevel

1. What types of data and content can I migrate from Wix to HighLevel?

You can migrate a variety of data and content, including contacts (name, email, phone, etc.), Wix Workflows (recreated as Pipelines), product information from Wix Stores, form submissions and forms, website and landing page content, social media posts, and content generated by Wix AI tools. You'll need to manually move website design elements and some automation settings since direct export isn't available for everything.

2. How do I export contacts from Wix and import them into HighLevel?

First, log in to your Wix account and export your contacts to a CSV file. When exporting from Wix, you can choose to export all contacts or a specific group. Then, prepare the CSV by ensuring date formats are YYYY-MM-DD and using UTF-8 character encoding. In HighLevel, navigate to the Contacts section and use the "Import Contacts" feature, mapping the CSV fields to the corresponding HighLevel fields. You can also assign tags and lists to the imported contacts during this process (like "Imported from Wix"). Make sure you have created any necessary custom fields in HighLevel prior to importing the data.

3. How are Wix Workflows translated into HighLevel?

Wix Workflows, which are boards that display steps of a project, are recreated as Pipelines in HighLevel. A "Workflow" in Wix becomes a "Pipeline" in HighLevel. Wix Workflow "Columns" become "Pipeline Stages" in HighLevel, and Wix Workflow "Cards" are recreated as "Opportunity Cards" in HighLevel. You will need to manually recreate your Wix Workflows as Pipelines in HighLevel.

4. What are the steps involved in migrating product information from Wix Stores to HighLevel?

First, export your product data from Wix Stores into a CSV file (up to 5,000 products at once). Simultaneously, download the product media (images, videos) from the Wix Media Manager. Next, prepare your product .csv file for upload into HighLevel, ensuring there are exactly 29 columns. Then, in HighLevel, you must set up your payment gateway in HighLevel. Finally, you can import this CSV file to HighLevel and re-upload your media assets.

5. Since Wix doesn't offer direct website export, how do I rebuild my website in HighLevel?

Manual recreation is required. Log in to Wix and download all your media (images, videos, documents) from the Wix Media Manager. Copy the text and save any custom HTML/CSS code you used. Then, log in to HighLevel and use the funnel or website builder to recreate each page. Re-upload your media, paste the copied text, and add custom code to preserve the original design and functionality. After your site is recreated, disconnect your domain from Wix and connect it to HighLevel.

6. How do I handle Wix Automations during the migration?

Similar to website content, Wix Automations cannot be directly exported. Review your active Wix Automations, noting the triggers and actions involved. Then, in HighLevel, use the Workflows feature to set up equivalent triggers and actions, replicating the functionality of your Wix automations (email sequences, task assignments, etc.).

7. What's the process for migrating social media posts from Wix to HighLevel?

Wix does not offer a direct way to export social posts. You need to manually download social media content from Wix by clicking on "Your Social Posts" on Wix. For each post, note the scheduled date and time, caption, images, and links. Next, in HighLevel's Social Planner, recreate these posts using the copied content and either schedule them for future publication or publish them immediately.

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Keap to HighLevel (Migration Guide)

What are the main steps involved in migrating from Keap to HighLevel?

The migration process involves several key steps: preparing for migration (reviewing your Keap setup, defining objectives, and backing up data), migrating contacts and custom fields, migrating pipelines and deals, migrating automations and campaigns, migrating landing pages and forms, migrating appointments and calendars, performing final checks and training, and finally, decommissioning Keap.

Preparation is crucial. Start by reviewing your current Keap setup, identifying key assets (contacts, fields, automations, etc.), and documenting your existing workflows. Define your migration objectives, prioritizing the most critical features to ensure uninterrupted operations. Critically, export all necessary data from Keap and back it up securely before starting the migration.

First, export your contacts from Keap as a CSV file. Then, in HighLevel, import the CSV file, mapping the Keap custom fields to their corresponding fields in HighLevel. You'll also need to manually recreate any custom fields within HighLevel's settings. Finally, manually recreate any tags that were used in Keap.

Review all active automations in Keap, documenting the flows and triggers using screenshots or detailed notes. Then, rebuild these automations as workflows in HighLevel, utilizing HighLevel's automation tools to replicate the same logic and functionality. Thoroughly test all recreated workflows to ensure they are functioning correctly after the migration.

Begin by identifying all active pipelines in Keap, including the stages and associated deals. Within HighLevel, create corresponding pipelines with the same stages. You will then need to manually transfer deal information (deal value, stage, associated contacts) for each deal from Keap to the new HighLevel pipelines.

Use HighLevel's Funnel & Website Builder to recreate your Keap landing pages, ensuring the design and content closely match the originals. Recreate any public forms used in Keap within HighLevel, customizing the form fields and settings to capture the necessary information. Ensure form submissions in HighLevel trigger the appropriate tags and workflows, mimicking your Keap setup.

Before canceling your Keap subscription, run both systems in parallel for a transition period to ensure a smooth handover and no disruption to operations. Make a final backup of all your Keap data. Once you are comfortable with HighLevel, officially cancel your Keap subscription. After migration ,evaluate the success of the migration, documenting any challenges faced and lessons learned.

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Skool to HighLevel (Migration Guide)

1. Why should I consider migrating from Skool to HighLevel?

Migrating to HighLevel offers several benefits, including advanced CRM integration, comprehensive marketing automation capabilities, and a unified platform for community building and course management. HighLevel streamlines operations and enhances member engagement by centralizing various functionalities.

2. What steps are involved in preparing for the migration?

Preparation involves several critical steps. First, review your current Skool setup by identifying key assets like community members, courses, content, events, and automation workflows, and assess the volume of data to be migrated. Next, define clear migration objectives, prioritizing essential features such as community engagement, course content, and member management. Finally, prepare a complete backup of your Skool data, exporting all relevant information (member lists, course content, community posts) into CSV or other suitable formats and securely store all exported files and documentation.

3. How do I export my data from Skool?

To export your data from Skool, navigate to the "Members" section and use the export function to download the member list as a CSV file, including names, emails, and custom fields. Download course content, including video links, descriptions, and resources, ensuring all course materials are saved. Manually copy or export important community posts, discussions, and pinned content that you want to recreate in HighLevel.

4. How do I import data into HighLevel and recreate my community and courses?

In HighLevel, import your member list by going to Contacts > Import Contacts and uploading the CSV file exported from Skool, ensuring proper field mapping during the import process. Recreate courses in the Courses section by uploading previously exported content, including videos, descriptions, and resources. Use HighLevel’s community tools to recreate discussions and posts, using the Featured Posts feature to pin important announcements. Set up community channels in HighLevel for each discussion group, invite members via email, structure courses with sections and modules, and assign course access permissions to mimic Skool's settings.

5. How do I rebuild events and automation workflows in HighLevel?

To rebuild events, use HighLevel’s calendar feature to recreate events previously scheduled in Skool. Set up recurring events and configure automated email and SMS reminders to ensure high member participation. For automation workflows, navigate to Automations > Workflows to recreate Skool’s automation processes, such as welcome messages, course completion notifications, and event reminders. Thoroughly test these automations to ensure they function correctly.

6. What kind of testing and validation should I perform after migrating?

After migration, perform end-to-end testing by simulating member interactions to ensure everything functions as intended, including joining channels, accessing courses, and participating in discussions. Validate data integrity by cross-checking imported data like member lists, course content, and community posts to confirm accuracy and accessibility. Run test scenarios for each event and automation workflow to verify triggers and actions, and ensure all communication actions, including emails and SMS, execute properly within the workflows.

7. What kind of team training is necessary for this transition?

Conduct comprehensive training sessions to familiarize team members with HighLevel’s interface, focusing on community management, course setup, and automation tools. Provide user guides and Standard Operating Procedures (SOPs) tailored to HighLevel’s functionalities to support team members during the transition.

8. What is involved in decommissioning Skool after the migration?

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ClickFunnels to HighLevel (Migration Guide)

1. What key components should I migrate from ClickFunnels to HighLevel?

When transitioning from ClickFunnels to HighLevel, ensure you migrate the following: Courses & Products, Payment Integrations, Forms, Websites & Funnels, Store Funnels (E-commerce), Email Marketing, and Contacts. This comprehensive approach helps to preserve your business's functionality and maximize HighLevel's marketing capabilities.

2. How do I migrate my courses from ClickFunnels to HighLevel?

First, document the structure of your courses in ClickFunnels, noting modules, lessons, quizzes, and downloadable files, along with settings like course status and member access. Then, recreate the courses within HighLevel. After migration, test course access to ensure users can access the content correctly and that completion tracking works.

3. How do I migrate my products from ClickFunnels to HighLevel?

In ClickFunnels, navigate to your list of products and export your products as a CSV file. Within HighLevel, import the CSV into the "Products" section of the Payments tab.

4. How do I migrate my payment integrations from ClickFunnels to HighLevel?

In ClickFunnels, document your payment methods and gateways, such as Stripe and PayPal. Within HighLevel, connect to your preferred payment method by going to Payments > Integrations and following the authorization process.

5. How can I migrate my existing websites and funnels from ClickFunnels 2.0 to HighLevel?

Document the details of your funnels and pages within ClickFunnels including URLs, structure, content, tracking codes, and any integrated forms or payment gateways. In HighLevel, import the funnels using the URLs from ClickFunnels. This can be done by clicking "+ New Funnel," naming the funnel, and using the "Add New Step or Import" option to paste the ClickFunnels URL for each page. You must confirm you have permission to import the page.

6. How do I rebuild my e-commerce stores from ClickFunnels to HighLevel?

Document store funnel details in ClickFunnels, including product information, checkout pages, and payment integrations. Then, recreate these funnels in HighLevel. Perform a test purchase in HighLevel to ensure the checkout process and any upsells/downsells function correctly.

7. How do I migrate my email marketing campaigns from ClickFunnels to HighLevel?

List all email workflows and broadcasts in ClickFunnels, noting triggers, email content, and timing. Save copies of all email templates. Then, recreate these email sequences in HighLevel, leveraging HighLevel’s advanced automation and multi-channel engagement options.

8. How do I migrate my contacts from ClickFunnels to HighLevel?

In ClickFunnels 2.0, access your contacts and export them to a CSV file, ensuring you include essential fields like email, phone, name, and timezone. After verifying the data integrity in the CSV file, bulk import the contacts into HighLevel using the import feature.

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ActiveCampaign to HighLevel (Migration Guide) GHL Guide

1. What key components should I migrate from ActiveCampaign to HighLevel?

You should migrate your Contacts, Deals (Opportunities), Email Templates, Landing Pages, Forms, and Automations to ensure a smooth transition and maintain the integrity of your marketing and sales processes.

2. How do I migrate contacts from ActiveCampaign to HighLevel?

Export your contacts from ActiveCampaign as a CSV file, ensuring that you select all necessary fields (e.g., email, name, phone number, tags). Clean the CSV file by verifying date formats (YYYY-MM-DD), encoding special characters (UTF-8), and removing unnecessary characters. Then, import the prepared CSV file into HighLevel, mapping the fields correctly and assigning appropriate tags and lists. Finally, review the imported data to verify accuracy.

3. How are deals (opportunities) migrated from ActiveCampaign to HighLevel, and what's important to consider?

Export your deals from ActiveCampaign, filtering if needed. Ensure that the CSV includes crucial fields such as Deal Title, Value, Pipeline, Stage, and Contact Name. Prepare the CSV by ensuring data consistency, especially regarding Pipeline and Stage, which should align with HighLevel's structure. Then, import the CSV into HighLevel's Opportunities section, mapping the fields and assigning each deal to the correct pipeline and stage. Review the imported opportunities to confirm all data is accurate.

4. How do I migrate email templates from ActiveCampaign to HighLevel?

In ActiveCampaign, generate a share link for each email template you want to migrate. In HighLevel, import the template by pasting the share link into the provided field within the Email Templates section. Give the template a name in HighLevel and review/customize it as needed after importing.

5. How are landing pages and forms handled during the migration from ActiveCampaign to HighLevel?

HighLevel does not support direct import of landing pages and forms from ActiveCampaign. For landing pages, document the structure, content, and tracking codes from the ActiveCampaign page. Then, rebuild the landing page within HighLevel’s funnel/website builder using the drag-and-drop interface. Add tracking codes in HighLevel settings. For forms, document the form fields, actions, and settings in ActiveCampaign. Recreate the form in HighLevel's form builder, configure actions, and then embed the form on a HighLevel landing page or website.

6. How do I migrate automations from ActiveCampaign to HighLevel?

Document the details of your ActiveCampaign automations, including triggers, actions, conditions, and goals. In HighLevel, recreate these workflows within the Automation > Workflows section. Set up matching entry triggers, add actions and conditions, configure timing, and use conditional logic to mirror the ActiveCampaign automation. Thoroughly test and validate the new workflow in HighLevel.

7. What are the main advantages of using GoHighLevel compared to ActiveCampaign?

GoHighLevel is an all-in-one platform with a broader feature set, including CRM, funnel builder, website builder, SMS marketing, call tracking, reputation management, and more, eliminating the need for multiple third-party integrations, whereas ActiveCampaign focuses primarily on email marketing and requires additional tools for complete functionality. GoHighLevel is designed with agencies in mind with features such as white labeling.