Migrate from Dialytica - Marketing Automation Platform to HighLevel

Dialytica Contacts map 1:1 to GoHighLevel Contacts. Phone numbers, names, email addresses, and campaign assignment history transfer directly. Custom fields on Dialytica Contacts map to GoHighLevel Contact custom fields, which we provision during scoping. Any Dialytica contact-level notes or tags transfer as text fields or multi-select picklists in GoHighLevel.

Dialytica Call Campaigns map to GoHighLevel Campaigns. Campaign name, status (active/paused/complete), scheduling windows, and targeting criteria transfer as Campaign metadata. We preserve the campaign-level dial configuration as text fields in GoHighLevel's Campaign record since GoHighLevel handles dialing through integrations or manual assignment rather than native outbound dialer campaigns. Active call assignments against Contacts link via Contact custom fields.

Dialytica SMS Campaigns map to GoHighLevel Campaigns using the same target object as Call Campaigns, allowing the two campaign types to be reconciled under unified Contact records. SMS message content and scheduling transfer to GoHighLevel workflow sequences or Campaign actions. We flag any SMS templates that require rebuilding as GoHighLevel workflow steps.

Dialytica Call Records (duration, disposition, agent assignment, AI-evaluated metadata, timestamps) map to GoHighLevel Tasks with TaskSubtype set to Call. Call recording URLs store in a custom text field on the Task since GoHighLevel does not host recordings natively; the customer configures their own storage (S3, Dropbox, or similar) post-migration. We link each Task to the corresponding Contact record by phone number or contact ID lookup.

Dialytica's QA Review module stores supervisor scorecards tied to specific Call Records. GoHighLevel has no native QA Review object. We create a custom object (QA_Review__c) in GoHighLevel with fields for scorecard criteria, total score, supervisor notes, and a lookup to the related Task (Call Record). Alternatively, for simpler deployments, we embed the scorecard as a JSON blob in a long-textarea custom field on the Contact record. The customer selects the approach during scoping.

Dialytica SMS Activities (message content, delivery status, phone number, timestamps) map to GoHighLevel Tasks with TaskSubtype set to SMS. We link each SMS Task to the corresponding Contact record. Delivery status flags transfer to custom fields on the Task. GoHighLevel's built-in SMS functionality (using approved carrier integrations) replaces Dialytica's campaign-scoped SMS sending.

Dialytica Payments (transaction records, amounts, statuses, timestamps) have no direct GoHighLevel equivalent since GoHighLevel does not include native payment processing. We create a custom object (Payment__c) with fields for amount, status, contact reference, campaign reference, and timestamp. For teams using GoHighLevel's invoice or payment integration features, we map Payments to Opportunities with a product-line item or a custom invoice object per the customer's setup preference.

Dialytica Agent and User accounts map to GoHighLevel Users by email match. Roles and permissions transfer as GoHighLevel team role assignments. Any Dialytica agent-level schedules (shift configurations, availability windows) do not map to a native GoHighLevel object; we document the schedule data as a structured CSV for the customer to re-enter in GoHighLevel's availability settings or calendar integrations.

Dialytica SMS Templates (message body text and merge field placeholders) do not have a direct GoHighLevel equivalent template library for outbound SMS. We extract template body text and merge field structures and deliver them as a written reference for rebuilding in GoHighLevel's workflow message actions or as SMS templates in the Conversations inbox. Template content migrates as data; the GoHighLevel workflow steps require manual configuration.