Migrate from Encharge to HighLevel

Encharge People records map directly to GoHighLevel Contact. Standard fields (email, first name, last name, phone, address) transfer 1:1. Custom person fields migrate to GoHighLevel Contact custom fields, which are available on all paid tiers. We run deduplication by email before insert to prevent duplicate Contact records at migration time. Behavioral properties (lifecycle stage, lead score) transfer as custom numeric fields if the customer uses them for segmentation in GoHighLevel Smart Lists.

Encharge Accounts map to GoHighLevel Company. The Account domain and billing address fields map to Company Website and structured address fields. Company custom fields migrate to GoHighLevel Company custom fields. We create Company records before Contact import so that the Contact-Company association (via company_name or domain match) is resolved at insert time rather than in a second pass.

Encharge Tags are flat string labels applied to People. We export the full tag assignment list and reapply Tags to GoHighLevel Contacts during import, preserving the per-contact tag history. Tags used for segmentation logic in Encharge are noted in the segment documentation for Smart List reconstruction.

Encharge Custom Objects (Deals, Orders, Invoices) are customer-defined schemas with arbitrary field structures. We perform field-level mapping against GoHighLevel Opportunity custom fields, which are available on all tiers. Complex relationship fields between Custom Objects are translated to Opportunity lookup relationships or stored as structured JSON in a custom text field if the destination schema does not support the relationship type natively.

Encharge Segments are dynamic filter-based groups of People using behavioral and firmographic criteria. We export the full segment definition including filter rules, operator logic, and the People count per segment. We reconstruct each segment as a GoHighLevel Smart List using the equivalent filter conditions. Some Encharge behavioral triggers (Stripe payment events, Segment user traits) have no direct GoHighLevel Smart List equivalent and are flagged for Workflow-based replacement.

Encharge Activities record email opens, page views, custom events, and behavioral signals. We map these to GoHighLevel Contact Activity Log entries, normalizing event names and timestamp formats. Custom events from Encharge (product-specific triggers) migrate as text entries in the activity timeline. Note: GoHighLevel does not have a native equivalent to Encharge's full behavioral event stream; we preserve what is available and flag the remainder in the migration report.

Encharge Email Templates are stored as HTML with subject lines, sender names, and metadata. We export templates as HTML files preserving inline styles and image URLs. We import them into GoHighLevel's Email Templates, where the customer or their designer reviews image embedding (GoHighLevel's email builder may reflow some HTML layouts). Subject lines and merge fields map to GoHighLevel template variables by field name match.

Encharge Flows cannot be exported. We document the full Flow tree during scoping, including trigger events, conditional branches, wait-step durations, and downstream actions. This documentation is delivered as a written rebuild checklist organized by Flow name. Each Flow in Encharge becomes one or more GoHighLevel Workflows, rebuilt by the customer or a GoHighLevel partner post-migration. Flows referencing Stripe events, Segment user traits, or custom Encharge events are flagged as requiring Webhook or API trigger setup in GoHighLevel.