Migrate from APSIS One to HighLevel

APSIS One Profile is the central entity carrying Attributes, Tags, and Event history. We map it to GoHighLevel Contact as the primary record. Each Contact receives the Profile's email address as the unique identifier and dedupe key. Standard Attributes (first name, last name, email) map to GoHighLevel's native Contact fields; custom Attributes map to Custom Fields that we pre-create in GoHighLevel before import. Tags preserve as Contact Tags in GoHighLevel.

APSIS One user-defined Attributes have no enforced schema, so we flag each one during field-level mapping against GoHighLevel's supported field types (text, number, date, dropdown, checkbox, email, phone). Duplicate attribute names are deduplicated; type mismatches are resolved to GoHighLevel's closest equivalent. Attributes that cannot map (e.g., multi-value arrays) are stored as JSON strings in a fallback text Custom Field with a naming prefix ao_ to indicate APSIS One origin.

APSIS One Tags export as a flat string list per Profile. We preserve the full tag set exactly and recreate tag associations in GoHighLevel using GoHighLevel's native Tag system. Tag strings with special characters are sanitized to GoHighLevel's allowed character set during transform. The complete original tag vocabulary is delivered in a CSV reference file alongside the migration.

Behavioral events logged against a Profile (type, timestamp, optional payload) map to GoHighLevel Activity records. We set the Activity type to Task for behavioral events and Note for event payloads with structured content. APSIS One event histories are subject to the two-year lookback window per APSIS One migration guidance; events older than two years are excluded unless the customer requests a date-range extension during scoping. Event type names preserve as Activity subject or description.

APSIS One dynamic and static Segments export via the Profiles in Segment Report endpoint. We rebuild each Segment's rule logic in GoHighLevel as a Smart List (dynamic) or recreate the static membership as a Static List. Complex multi-condition Segment rules are documented in the mapping spec with GoHighLevel filter equivalents so the admin can validate the list post-migration.

APSIS One Marketing Automation Canvas Flows have no public API export. We capture flow screenshots, trigger conditions, branch logic, and action sequences during the discovery call and deliver a written Workflow rebuild inventory. Each Flow gets a GoHighLevel Workflow equivalent specification including trigger type, conditions, actions, and wait/delay settings. Complex multi-branch flows are prioritized in the inventory for admin rebuild.

APSIS One Consent 2.0 stores consent flags and timestamps per channel (email, SMS) as Profile Attributes. We preserve consent records exactly as Custom Fields (consent_email__c boolean, consent_sms__c boolean, consent_email_date__c date, consent_sms_date__c date) and as Contact Tags with the channel and date encoded. Re-permissioning is avoided by exact record preservation.

APSIS One Sections organize Segments and Flows within the account. We map Sections to GoHighLevel Locations (Locations sub-account or team structure) or Folders within the CRM tab, depending on the destination account's organizational structure. Section names become Location names or Folder names in GoHighLevel.

APSIS One's bidirectional CRM sync with webCRM, Efficy Enterprise, Microsoft Dynamics 365, and Lime CRM cannot be exported as a stateful configuration. We export the current integration settings and profile-to-record mapping during discovery. Post-migration, we re-establish the CRM pairing in GoHighLevel using the destination's native connectors or Zapier/Make paths, then trigger a full resync to repopulate sync metadata in GoHighLevel. The customer must provide CRM credentials for both platforms during re-pairing.