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MARKETING AUTOMATION · MIGRATION GUIDE

Switching from Klaviyo to Keap

Keap’s implementation packages include data import and migration services for a fee.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 23, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Klaviyo to KeapVerified Sep 23, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: What should a store check before moving from Klaviyo to Keap?

Check what the paid migration actually covers, because Keap's implementation packages include data import and migration services for a fee, and we found no published figure for that fee.

The rest of the bill is clear: Keap is $299/mo with 2 users included and $39/mo per extra user, against Klaviyo's $20/mo for 500 profiles. You also lose the native Shopify sync and per-send revenue attribution, which is why keeping Klaviyo alongside for store reporting is a fair option. Get the onboarding scope in writing before you pay: which records they import, whether tags and custom fields get mapped, and whether rebuilding automations is included or left to you. Then hand over a clean file, deduped, with bounces and long-silent contacts removed, because a paid import of a dirty list just buys you a tidy-looking mess.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Klaviyo to Keap

    CRM, invoicing and payments included

    Features Klaviyo does not offer.

    One platform for the whole operation

    Not just email/SMS.

    Appointment scheduling

    Built in.

    How the migration actually works

    You lose Klaviyo’s native e-commerce event sync and per-send revenue attribution — Keap’s marketing automation is not built around that.

    StepWhat you do
    1Export your contact listExport contacts, tags and segments as CSV from the old tool.
    2Create your Keap accountCreate your Keap account; its implementation package includes data import and migration services.
    3Set up your pipeline, invoicing and schedulingConfigure Keap’s sales pipeline, invoicing, checkout forms and appointment scheduling alongside its marketing automation.
    4Rebuild automationsRecreate email sequences, triggers and automation rules by hand — these do not transfer automatically.
    5Reconnect integrationsReconnect your website forms, e-commerce store, payment processor or CRM sync to the new tool.
    6Run a real send before cancellingSend one real campaign through the new tool and confirm deliverability before cancelling the old plan.

    What this path doesn’t do for you:

    Klaviyo’s native Shopify sync and revenue attribution have no Keap equivalent — consider keeping Klaviyo running alongside for e-commerce-specific reporting.

    Pricing side by side

    PlanKlaviyoKeap
    Pricing basisPer active-profile tierFlat, 2 users included
    Entry priceEmail $20/mo (500 profiles)$299/mo ($39/mo per extra user)
    CRMNone — event/profile data onlyIncluded
    Invoicing/paymentsNot offeredIncluded

    Standard list prices checked on each vendor’s pricing page on September 23, 2026. HubSpot price is the $20/seat standing rate, not its current new-customer promo.

    Feature parity check

    CapabilityKlaviyoKeap
    CRMNoneIncluded
    Invoicing/paymentsNot offeredIncluded
    Revenue attributionBuilt inNot core
    Price$20/mo (500 profiles)$299/mo (2 users)

    Going the other direction, or want the full comparison first?

    Read the Keap vs Klaviyo comparison Switching from Keap to Klaviyo instead?
    Verified data

    Security & access: what changes when you switch

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

    What changesKlaviyo (today)Keap (after)
    SOC 2 reportSOC 2 Type IIsourceNot published
    ISO/IEC 27001CertifiedsourceNot published
    Other certificationsISO/IEC 27017, PCI DSSsourcePCI DSSsource
    HIPAA (BAA)Not supportedsourceBAA availablesource
    Single sign-on (SAML/OIDC)YesPaid planssourceNot published
    SCIM user provisioningYesPaid planssourceNot published
    Two-factor authenticationYesEnforcement: Mandatory on all paid plans; Owner can require it on free accountssourceYesEnforcement: All plans (2FA mandatory for every user)source
    Admin audit logYessourceNot published
    Data residency choicesUS onlysourceNot published
    EncryptionEncrypted at rest and in transit ('strong encryption'; algorithm not stated)sourceNot published
    Mobile appsNot publishediOS, Androidsource
    Editorial assessment

    Before you cut over

    • You have single sign-on in Klaviyo but we found none documented for Keap. Plan how people will sign in, and how you will remove leavers, before cut-over.

    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

    Frequently Asked Questions

    Does Keap import Klaviyo data?

    Yes, through its paid implementation/migration services.

    Will it cost more?

    Yes, substantially, but you gain CRM, invoicing, payments and scheduling.

    Do I lose revenue attribution?

    Yes, Keap does not attribute revenue per send the way Klaviyo does.

    Do my automations and workflows carry over?

    No. Automation logic, workflows and segmentation rules are specific to each platform’s builder and are rebuilt by hand in the new tool; only contact data moves via export/import or a migration service.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    KlaviyoPricing, free plan, AI cost & every comparison›KeapPricing, free plan, AI cost & every comparison›
    Keap vs KlaviyoHead-to-head comparisonActiveCampaign vs KeapHead-to-head comparisonActiveCampaign vs KlaviyoHead-to-head comparisonHubSpot vs KeapHead-to-head comparisonHubSpot vs KlaviyoHead-to-head comparisonKeap vs MailchimpHead-to-head comparison
    Keap to KlaviyoSwitching guideHubSpot to KeapSwitching guideHubSpot to KlaviyoSwitching guideKeap to HubSpotSwitching guideKlaviyo to HubSpotSwitching guideKeap to MailchimpSwitching guide

    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 Klaviyo to Keap”, helpcompare.com/klaviyo-to-keap-migration/ (updated ).

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

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    01 · CompareWhich tool fits your team, side by side.133 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    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 23, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill