Migrate from Engage Messaging to HighLevel

Engage Messaging Contact records map to GoHighLevel Contact. We transfer phone number (as primary identifier), opt-in status, email, tags, custom properties, and the original contact creation timestamp. GoHighLevel Contact uses phone or email as the dedupe key; we run dedupe by phone number first and email second before insert to avoid duplicate records.

Engage Messaging conversation threads map to GoHighLevel Conversations linked to the corresponding Contact record. Thread metadata (start time, last activity, status, assigned agent) transfers as conversation attributes. Agent assignment from Engage Messaging maps to GoHighLevel user assignment on the conversation, though customer admins should verify user provisioning before migration.

Individual SMS, MMS, and RCS messages from Engage Messaging map to GoHighLevel Activity records with direction (inbound/outbound) and delivery status preserved. Timestamps migrate as-is for conversation ordering. Rich media from MMS messages (pictures, audio, video) are downloaded separately and re-attached to the message record at the destination to preserve conversation context.

Engage Messaging tags applied to Contacts migrate to GoHighLevel tags on the Contact record. Tags used for segmentation purposes transfer as flat label assignments. We do not recreate Engage Messaging segment definitions as GoHighLevel smart lists; the tag inventory serves as the building block for the customer's segmentation rebuild.

Engage Messaging Segments define contact grouping criteria (engagement history, tag combinations, custom criteria). Segment definitions export as a human-readable criteria list. GoHighLevel uses tags and smart list filters as the equivalent segmentation mechanism. We provide a segment-to-smart-list mapping document so the customer can recreate equivalent segments in GoHighLevel's filter builder.

Engage Messaging automation sequences (triggers, delays, conditional branches, CRM actions) do not export as executable logic. We export the sequence structure as a written workflow map: trigger type, step sequence, conditions, actions, and estimated volume. The customer rebuilds sequences in GoHighLevel's workflow builder using this map as the specification. No automation code transfers.

Engage Messaging dedicated and toll-free numbers are locked to the platform and cannot be transferred. We extract the full active number inventory (number, type, region, monthly cost) and provide a re-provisioning checklist. The customer coordinates number porting or new provisioning with GoHighLevel's LC Phone system or Twilio integration before the cutover window. This step must complete before GoHighLevel SMS routing is activated.

Engage Messaging custom contact properties (beyond phone, email, name) migrate as GoHighLevel custom fields on the Contact object. We map property names to GoHighLevel field API names, preserving data types (text, number, date, dropdown). Custom field definitions are created in GoHighLevel before contact migration begins.