Migrate from Contlo to HighLevel

Contlo Contacts map 1:1 to GoHighLevel Contacts. Standard properties (email, first name, last name, phone, address) migrate directly. We use email as the dedupe key. Custom fields on Contlo Contacts map to GoHighLevel custom fields with compatible data types (text, number, date, dropdown). Any complex or unsupported field types are stored as JSON-encoded text in a migration_notes custom field for manual reconfiguration after import.

Contlo Segments are behavioral groupings used to target automations. We preserve segment membership by applying GoHighLevel Tags to each Contact record during migration. The tag naming convention preserves the original segment name (e.g., 'Segment: Abandoned Cart' becomes tag 'abandoned_cart'). Segment rules (AND/OR logic, filter conditions) are exported as structured JSON in the migration deliverables. These rules must be recreated manually in GoHighLevel using the workflow builder and contact filtering tools.

Contlo campaign templates and message content migrate to GoHighLevel Email Templates and SMS Templates. We preserve template content, subject lines, sender settings, and any dynamic field placeholders. Delivery history (sends, opens, clicks, conversions) is exported as CSV linked to Contact IDs for reporting import. GoHighLevel's reporting dashboard requires manual configuration post-migration to display historical campaign metrics.

Contlo automation flows are exported as structured JSON documenting the trigger type, conditions, and action steps. GoHighLevel's workflow builder operates on a different logic model (CRM-triggered workflows, funnel-based triggers, and time-based actions) that does not accept direct migration. We deliver a written automation inventory with GoHighLevel Workflow rebuild guidance for each Contlo automation. The customer's admin rebuilds the automation logic in GoHighLevel post-migration. Active automation state (contacts currently enrolled) is preserved as tags for re-enrollment if needed.

Contlo custom fields on Contacts and Segments migrate to GoHighLevel custom fields. We map Contlo field types to GoHighLevel field types where direct equivalents exist (text, number, date, dropdown). Fields without a direct equivalent are stored as JSON in a migration_notes text field. We create the destination custom fields in GoHighLevel before import using the Custom Fields API. Fields with validation rules in GoHighLevel (required formats, conditional requireds) are flagged during schema design.

Contlo event-level data (opens, clicks, conversions, timestamps) is exported as CSV linked to Contact IDs by email. We import this data into GoHighLevel as contact activity records using the Contacts API. Historical campaign engagement is preserved for reporting and contact timeline display. GoHighLevel's native analytics dashboards do not auto-populate from imported CSV data; the customer's admin configures custom reports orfunnel analytics post-migration to visualize historical metrics.

Contlo Voice Agents are AI-driven phone agents built from Contlo's proprietary Voice Agent library. Agent configuration, voice settings, and routing logic are extracted as structured documentation. The agent logic itself is not portable to GoHighLevel, which does not offer a native Voice Agent builder equivalent. We document the Voice Agent setup as an action item for the customer to rebuild using GoHighLevel's LC Phone system or a third-party telephony integration.

Contlo's Brand AI Model is a platform-specific artifact trained on the customer's brand content and campaign data. It lives in Contlo's infrastructure and cannot be exported as a portable artifact. This is documented as a non-migration gap: the customer must create a new AI strategy in GoHighLevel using the AI Employee tools or third-party AI integration post-migration. We flag this clearly in the discovery deliverables so the customer understands the scope of AI capability loss before committing to migration.