Switching platforms doesn't have to be a headache. In this guide, we'll show you how easy it is to migrate from Keap to ConvertKit in just a few steps!
Let's dive in.
Exporting and importing your subscribers
1. Identify which tags you want to bring over
In Keap, click on your Profile Icon in the top right of your dashboard, followed by Settings > Tags to see a list of all your tags. Make a list of each tag you want to export.
2. Export the contacts in each tag
Then go to Contacts and click on the filter icon to search for all the contacts grouped under a specific tag.
In the next screen, click “Select all” to select all the contacts in that tag. Next, click Export to download these contacts in a CSV file.
3. Create a tag in ConvertKit
In ConvertKit, go to the Subscribers page, then click + Create a Tag in the sidebar.
Give your tag a name (it can match the name of the tag you’re migrating from Keap).
4. Import the CSV file containing your contacts
Once you have saved your new tag, click on Add Subscribers in the sidebar, then Import a CSV.
In the “Import Subscribers” box, select the new tag you’ve created. Your contacts will be added to this tag after being imported. Then, upload the CSV file you exported from Keap (click and browse, or drag and drop it into the box).
Click the Import Subscribers button and wait. You'll receive an email once the import has completed, but it will usually finish within about a minute (unless it's a large list of subscribers). If you refresh the page, you'll see the subscriber count on your tag start to increase.
NOTE: By default, ConvertKit imports only the First Name and Email Address fields. If you want to import additional fields from Keap, you'll need to set those up as custom fields in ConvertKit before importing your contacts. We have a guide on adding custom fields to ConvertKit subscribers here!
5. Repeat the process for each tag in Keap
Once you go through the process of importing contacts in one tag the first time, it's pretty fast to do again. Just select a tag in Keap, export, create the same tag in ConvertKit, and hit import.
Also, don't worry about importing the same subscriber more than once if they had more than one tag in Keap. ConvertKit will just apply all the relevant tags to that subscriber and won't create duplicate subscribers.
Importing automated emails to ConvertKit sequences
In ConvertKit, we call our automated emails Sequences. Migrating those to ConvertKit is simply a matter of copying and pasting the content from one to the other. It can be laborious, but it's straightforward.
Instead of setting emails to “wait” for a certain period before being sent out like in Keap, you’ll set your sequence emails timing to "days since last email" in ConvertKit.
You can even change “days” to “hours” or even “immediately” for your initial emails.
This is a big one. If you just straight copy-paste your email’s images into ConvertKit, they're actually still being hosted on Keap’s servers.
What you want to do instead is download the image to your computer, and then re-upload it to ConvertKit. Images in ConvertKit emails look best when they are no wider than 600 pixels (standard email width).
In Keap, if you have an automation set up for a link, the entire structure of the link changes. Our link triggers are very similar. What you'll need to do is find the root link, e.g. https://convertkit.com and not, say, https://wha722.infusion-links.com/api/v1/click/1234567890123456/1234567890123456, and paste that to ConvertKit wherever needed.
Comparison of terms between ConvertKit and Keap
Definition (what you expect to happen)
Send your weekly newsletter to subscribers
Send a series of follow-up emails
Trigger actions based on subscriber behavior
Organize your subscribers for communications
A saved search of tags, forms and landing pages