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Security & access: what changes when you switch

Security, offline and access rules that differ between Kartra and GoHighLevel. Rows where both tools are the same (1) are left out; the full side-by-side is on each tool’s page: Kartra, GoHighLevel.

What changesKartra (today)GoHighLevel (after)
SOC 2 reportNot publishedSOC 2 Type IIsource
ISO/IEC 27001Not publishedCertifiedsource
Other certificationsPCI DSSsourceNot published
HIPAA (BAA)Not publishedBAA availablePaid add-on (can’t be turned off once enabled)source
Single sign-on (SAML/OIDC)Not publishedYesAgency Pro (OpenID Connect only, not SAML)source
Two-factor authenticationYesEnforcement: All plans (at least one MFA method must stay active)sourceYesEnforcement: Not plan-gated in vendor docs (portal admin setting)source
Admin audit logNot publishedYessource
Data residency choicesNot publishedUS onlysource
EncryptionSSL/TLS on pages that transmit personal information; at-rest encryption not statedsourceAES-256 at rest; TLS 1.2+ in transitsource
Desktop appsNot publishedWindows, macOS, Linuxsource
Mobile appsNot publishediOS, Androidsource
Editorial assessment

Before you cut over

  • Set up single sign-on in GoHighLevel on Agency Pro (OpenID Connect only, not SAML) before you invite the team, so accounts are created through your identity provider rather than by hand.

Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

MARKETING AUTOMATION · MIGRATION GUIDE

Switching from Kartra to GoHighLevel

Businesses leaving Kartra’s funnel and course platform for GoHighLevel’s broader CRM-plus-automation suite are typically after native SMS, agency sub-accounts, or a more flexible sales pipeline.

Quick verdict: A logical move if you’ve outgrown Kartra’s single-business model and want SMS/voice, multi-client sub-accounts, or deeper pipeline automation; you’ll lose Kartra’s polished checkout and funnel-analytics experience in the process.

Why teams switch from Kartra to GoHighLevel

SMS and two-way conversations

GoHighLevel adds native SMS and call tracking that Kartra doesn’t offer, useful for businesses that follow up by text.

True sales pipelines instead of tag-based leads

GoHighLevel’s opportunity pipelines give a real deal-stage view that Kartra’s tag-based lead system doesn’t provide.

Agency and sub-account structure

Agencies managing multiple clients can use GoHighLevel’s sub-accounts and white-label options, which Kartra isn’t built for.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from Kartra to GoHighLevel, not just the subscription price.

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Estimated migration time
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Data friction rating
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Total hidden switching cost
Data mapping & cleaning labor—
Migration / cleaning tooling fees—
Team retraining overhead—
Switching friction buffer (10%)—
Assumes a blended $45/hr internal labor rate with no native importer available, so sequences/records are rebuilt largely by hand. Adjust the sliders to match your team.

How to migrate your data

GoHighLevel imports Kartra contacts via CSV only, so checkout and course/membership structures need a manual rebuild.

StepWhat happens
1Export contacts from KartraUse Kartra’s contact export to download leads as CSV.
2Clean and remap fieldsReconcile Kartra tags and custom fields with GoHighLevel’s contact fields and pipeline stages.
3Set up your GoHighLevel sub-accountCreate and configure the destination sub-account, including custom domains for any funnel pages you’ll rebuild.
4Import contacts via CSVUse GoHighLevel’s native CSV contact importer to bring records in.
5Rebuild funnels, checkout, and automationsRecreate Kartra funnels and checkout pages as GoHighLevel funnels and rebuild sequences as GoHighLevel workflows, since neither pages nor automation logic transfer.
6Test payments and go liveReconnect payment processors, test checkout flows end-to-end, and cut over custom domains.
What GoHighLevel’s importer doesn’t handle: GoHighLevel has no named Kartra importer — contacts move by CSV only, and Kartra’s checkout/order-bump logic and membership/course structures have to be rebuilt manually, since GoHighLevel handles course delivery less natively than Kartra does.

Pricing during the transition

GoHighLevel’s unlimited-contact tiers can look cheaper for larger lists once Kartra’s per-contact and transaction-fee structure is factored in.

PlanKartraGoHighLevel
Free planNo free trial (30-day money-back guarantee)No free tier (14-day trial)
Entry paid tier$119/mo billed monthly (Starter), or $59/mo Essentials with a 5% transaction fee$97/mo (Starter)
Mid tier$229/mo billed monthly (Growth)$297/mo (Unlimited)

GoHighLevel’s flat $97-$497 tiers include unlimited contacts, while Kartra prices by contact count, so high-volume lists can make GoHighLevel comparatively cheaper even before counting Kartra’s transaction fee on its entry plan.

Feature-parity checklist

GoHighLevel widens the toolkit with SMS and pipelines; Kartra’s checkout specialization is what gets traded away.

FeatureKartraGoHighLevel equivalent
Automations/workflowsSequence/tag-based automationBroader, more flexible visual workflow builder — a genuine upgrade for complex logic
CRM/pipelineTag-based leads, not a true pipelineReal opportunity pipelines, an upgrade for tracking a sales process
Funnels/landing pagesPolished checkout and funnel builderCapable but less checkout-specialized builder — a mild downgrade for heavy funnel/checkout sellers
Email/SMS marketingEmail onlyAdds native SMS/voice, a genuine upgrade for outbound-heavy businesses
ReportingFunnel-conversion analyticsMore CRM/operational reporting, less funnel-conversion focused — a downgrade for funnel optimizers

Frequently Asked Questions

Can GoHighLevel import my Kartra courses and memberships?

No, membership and course content have to be manually rebuilt in GoHighLevel’s own membership product; there’s no direct course importer.

What happens to my Kartra checkout pages?

They don’t transfer; you’ll rebuild checkout flows in GoHighLevel’s funnel builder and reconnect your payment processor.

Is contact import free-form or does it need cleanup?

Standard CSV cleanup is required: matching Kartra tags to GoHighLevel custom fields and pipeline stages is the main manual step.

Will I keep Kartra’s 0% transaction fee benefit?

That’s a Kartra-specific plan detail; GoHighLevel doesn’t charge the same kind of platform transaction fee, but you should confirm current payment processor fees either way.

How long should I budget for the switch?

Plan on a few days for contacts and a couple of weeks to properly rebuild funnels, checkout, and automations.

Sources

Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

Cite this page: HelpCompare, “Switching from Kartra to GoHighLevel: A Step-by-Step Migration Guide”, helpcompare.com/kartra-to-gohighlevel-migration/ (updated ).

Source links on this site are checked every month; last check . How sources are checked.

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About the author

Bill Belcamino

Founder and author, HelpCompare

Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

“I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 16, 2026. No paid sponsorships, no affiliate commissions.