mailerlite to highlevel

How to Migrate from MailerLite to HighLevel (Step-by-Step Guide)

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mailerlite to highlevel

Switching from MailerLite to HighLevel? Whether you’re looking for better automation, a more integrated CRM, or just a platform that can do more, making the move is easier than you might think. But, as with any migration, a little planning goes a long way.

This guide walks you through the entire process, ensuring a smooth transition with minimal disruption to your marketing efforts.

Why Move from MailerLite to HighLevel?

MailerLite is a great platform for email marketing, but HighLevel is designed to go beyond that. With built-in CRM, automation, sales funnels, and multi-channel marketing, HighLevel allows you to consolidate all your marketing and sales tools into one system.

Here’s what you gain by switching:

  • Advanced Automation – HighLevel offers workflow automations that go far beyond email sequences, incorporating SMS, calls, and more.
  • CRM & Sales Pipeline – HighLevel is a full-fledged CRM, making it easier to track and nurture leads.
  • Landing Pages & Funnels – Unlike MailerLite, HighLevel has a built-in funnel builder for lead generation.
  • SMS & Voicemail Drops – Communicate with leads beyond just email marketing.
  • White-Label Options – Ideal for agencies looking to offer branded services to clients.

If you’re ready to make the switch, here’s how to do it right.

Step 1: Export Your Data from MailerLite

Before you cancel your MailerLite account, you’ll want to ensure all your critical data is backed up and ready for migration.

Exporting Contacts:

  1. Go to the Subscribers tab in MailerLite.
  2. Click ‘Export’ and choose CSV format.
  3. Download the file and save it for later.

Exporting Email Campaigns:

MailerLite doesn’t provide a direct export option for email campaigns, so you’ll need to copy and paste your emails into a Google Doc or Word document manually.

Exporting Automation Workflows:

There’s no export feature for automation workflows, but you can take screenshots of key steps or document them manually.

Step 2: Set Up HighLevel

If you haven’t already, sign up for HighLevel and set up your account. Here’s what you’ll need to configure:

Once your HighLevel account is ready, it’s time to move your data.

Step 3: Import Contacts into HighLevel

Now, let’s bring your contacts over.

  1. Go to Contacts in HighLevel.
  2. Click ‘Import Contacts’ and upload your CSV file from MailerLite.
  3. Map the fields to ensure all data (name, email, phone number, tags, etc.) is correctly assigned.
  4. Review & Confirm the import.

Once the import is complete, double-check that all contacts have transferred successfully.

Step 4: Recreate Automations in HighLevel

Since there’s no direct way to migrate automation workflows from MailerLite, you’ll need to rebuild them inside HighLevel.

  1. Go to ‘Workflows’ in HighLevel.
  2. Recreate your email sequences using HighLevel’s workflow builder.
  3. Add additional automation steps such as SMS, voicemail drops, or pipeline triggers.

If you had multiple automation sequences in MailerLite, take this opportunity to optimize and improve them using HighLevel’s advanced automation features.

Step 5: Rebuild Email Templates

Since MailerLite doesn’t offer an email template export, you’ll need to recreate them manually in HighLevel.

  1. Go to Marketing > Emails in HighLevel.
  2. Create a new email template and match it to your existing designs.
  3. Copy & paste the email content from your MailerLite campaigns.
  4. Test the email to ensure formatting looks correct.

Step 6: Set Up Your Funnels & Landing Pages

MailerLite has basic landing pages, but HighLevel provides full funnel-building capabilities. If you were using MailerLite for lead generation, you’ll need to move your pages over.

  1. Go to Funnels & Websites in HighLevel.
  2. Recreate your landing pages using the drag-and-drop builder.
  3. Update forms & CTAs to ensure leads flow into the right pipelines.
  4. Test the pages to confirm everything works correctly.

Step 7: Test & Go Live

Before shutting down MailerLite, run a few tests to ensure everything is working smoothly.

  • Check email deliverability – Send test emails to make sure they land in inboxes.
  • Test automation workflows – Run through your sequences to confirm they trigger correctly.
  • Verify contact data – Ensure all customer information imported correctly.

Once you’re confident everything is working, you can officially transition to HighLevel.

Step 8: Cancel MailerLite

After confirming everything is live in HighLevel, you can cancel your MailerLite subscription.

  1. Go to ‘Billing’ in MailerLite.
  2. Select ‘Cancel Subscription’ and follow the prompts.
  3. Keep an eye on email unsubscribes to ensure your HighLevel setup maintains good deliverability.

Final Thoughts

Moving from MailerLite to HighLevel might seem like a big task, but with the right steps, it’s a smooth transition. The key is to plan ahead, test everything, and take advantage of HighLevel’s advanced automation tools.

If you need help migrating your email marketing, workflows, and automation sequences, book a Discovery Call with Julian to discuss your specific requirements in detail.

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I highly recommend Julian. - He has been invaluable! .

Paul Greig-Smith Greig-Smith Travels

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