Migrate from Delivra to HighLevel

Discovery and schema extraction

We audit the Delivra account across contacts, Custom Tables (including relationship types and foreign key fields), Segments, Campaigns, and engagement data volume. Since Delivra's API documentation requires support involvement, we submit the schema access request early and coordinate a response within the first five business days. We also extract SFTP configuration details if Delivra Support manages SFTP setup, since this is the primary bulk export path. The discovery output is a written scope document listing every object to migrate, the relationship diagram for Custom Tables, and the segment-to-tag translation plan.

GoHighLevel schema design

We design the GoHighLevel destination schema before any data moves. This includes creating Custom Object definitions (with field types matched to Delivra data types), configuring lookup relationships for 1:many Custom Tables, defining the junction strategy for many:many Custom Tables, setting up Tags matching the Delivra segment names, and configuring the Campaigns structure. Schema is designed in a GoHighLevel sandbox or trial account first and validated against a small sample import before full production migration begins.

Data export and transformation

We export Delivra data via SFTP bulk export (coordinated with Delivra Support) or API where available. The export produces CSV files for Contacts, Custom Table rows, Segments, and Campaigns. We run transformation steps: email deduplication on Contacts, foreign key resolution for relational Custom Tables, segment criteria evaluation to apply Tags, and date format normalization (YYYY-MM-DD for GoHighLevel compatibility). Any contact records without valid email are flagged in a reconciliation report for the customer to review before import.

GoHighLevel sandbox import and validation

We run a full import into a GoHighLevel trial or sandbox account using the production-like data volume to validate record counts, lookup resolution, tag application, and Custom Object relationships. The customer spot-checks 20-30 random contacts and all Custom Object records to verify data accuracy against the Delivra source. Any mapping corrections (field name mismatches, missing lookups, incorrect tag assignments) are corrected in the transformation scripts before the production import runs. This step typically takes three to five business days.

Production migration

We run the production migration in dependency order: Companies first (if created from contact company names), then Contacts with tag assignments, then Custom Object records with resolved Contact lookups, then Campaigns. Each phase emits a reconciliation report (record count in vs. record count out, duplicate count, error count). We use GoHighLevel's batch import API with rate-limit handling and exponential backoff. Any records that fail import are logged with error reasons and retried in a second pass before cutover.

Cutover and automation inventory handoff

We freeze Delivra write access during the cutover window, run a final delta migration of any records modified during migration, and enable GoHighLevel as the system of record. We deliver the workflow and automation inventory document listing every Delivra Automated Workflow, Lead Scoring model, Email Template, and Form with a recommended GoHighLevel equivalent. We support a three-day hypercare window to resolve import reconciliation issues. Workflow rebuilds in GoHighLevel are outside standard migration scope; we recommend a separate workflow rebuild engagement with the customer's admin or a GoHighLevel-certified partner.