Migrate from Ascent360 to HighLevel

Ascent360 guest Profiles migrate one-to-one into GoHighLevel Contacts. Standard fields (name, email, phone, address) map directly. Enrichment attributes appended by Ascent360's daily processing (loyalty tier, lifetime value, last stay date) migrate as custom Contact fields that we pre-create in GoHighLevel before import. The Ascent360 profile ID is preserved in a custom field (ascent360_profile_id__c) as a cross-reference for audit and reconciliation. The migration uses Ascent360's platform-assisted export, which we request during discovery and typically receive within 3-10 business days.

Ascent360 Segments (audiences defined by criteria like purchase history, lifetime value, stay frequency, and demographics) do not export as executable rules. We extract the segment criteria during discovery, document the full filter logic, and reconstruct each segment as a GoHighLevel Smart List using equivalent filter conditions. The customer reviews and approves the Smart List logic before cutover. Segment membership is applied at migration time so contacts land in the correct audience groups from day one.

Ascent360 allows customers to define custom fields on guest Profiles, but these are sometimes excluded from standard bulk exports unless specifically requested. We run a pre-migration field audit against a sample export to identify all active custom properties before mapping. Each custom property is created as a typed custom field in GoHighLevel Contacts (text, number, date, dropdown, etc.) and populated during the profile import. Any fields missing from the initial export are flagged and a corrected export is requested before migration begins.

Profile tags migrate as GoHighLevel Contact tags. Tags assigned to segments carry over alongside the Smart List reconstruction so that audience groupings built around tag-based classification survive the transition intact. Tags used for content classification or contact classification are preserved as-is; the customer validates tag consistency post-migration.

Open rates, click rates, delivery rates, and conversion data from Ascent360 campaigns are extracted as a structured export and imported into GoHighLevel as campaign records with custom performance fields. GoHighLevel's native reporting layer does not automatically import external historical data, so the metrics are stored as read-only custom fields on campaign records for reference. The customer can also import the metrics into a separate reporting tool for longitudinal analysis.

Ascent360 direct mail campaigns use enriched Profile address data for physical mail delivery. Address fields (street, city, state, zip, country) migrate to GoHighLevel Contact address fields. The direct mail campaign association is preserved by tagging contacts who were in a direct mail campaign with the campaign name. Physical mail assets (design files, templates) are held in Ascent360 and are not portable; we document the active direct mail campaigns so the customer can order reprints from their print vendor.

Abandoned cart recovery in Ascent360 is tied to eCommerce integration events (Shopify, WooCommerce). The campaign logic does not export. We migrate the integration event log and flag which contacts were in an active abandoned cart campaign by setting a custom field (last_abandoned_cart_date__c) and tagging them with the campaign name. GoHighLevel's workflow builder rebuilds the abandoned cart trigger using the eCommerce integration's webhook events.

Active automation sequences (birthday emails, anniversary reminders, pre-arrival campaigns, win-back flows) are stored as platform-native workflow objects in Ascent360 with no documented export mechanism. We do not migrate automations. We document every active automation during discovery — trigger conditions, audience logic, message content, timing, and channel — and deliver a written automation-rebuild guide that maps each Ascent360 automation to a GoHighLevel Workflow equivalent. The customer's team rebuilds the automations in GoHighLevel's visual workflow builder using this guide.