All switching guides
GoHighLevelUpStack
Moving from GoHighLevel, step by step
GoHighLevel snapshots only load into GoHighLevel, so plan to rebuild your assets by hand.
Packs and moves
- Contacts with names, emails, phones and tags
- Custom field values you include in the file
Rebuild on arrival
- Funnels and websites as pages
- Workflows as automations
- Calendars and forms
- Email and text templates
The route
- 1
Start a free trial
The trial is free for 14 days and needs no card, so you can test the move before you commit.
- 2
Export from GoHighLevel
Export your contacts from the contacts list as a CSV file.
- 3
Import into UpStack CRM
Upload the file, match the columns and add a tag that names where the batch came from. Spot-check a few contacts afterward.
- 4
Rebuild what does not move
Start with the one page or automation that earns the most, test it, then do the next.
- 5
Cancel the old tool
Keep GoHighLevel for a month in case you need to look something up, then cancel.
Comparing first? Read UpStack CRM vs GoHighLevel, or see how to import contacts cleanly.
