Migrate from Levitate to HighLevel

Levitate Contacts map directly to GoHighLevel Contacts. The standard fields (first name, last name, email, phone, company) map to GoHighLevel's Contact object properties. We extract contact records from Levitate's UI-based CSV export, enrich them with tag assignments from the contact profile, and import via GoHighLevel's Contact Import tool or API. Any contact notes extracted from Levitate Support are imported as GoHighLevel Contact Notes attached to the individual contact record.

Levitate Tags map to GoHighLevel Tags as the primary segmentation mechanism in both platforms. We preserve the full tag taxonomy during migration so that downstream GoHighLevel automations can reference the same tag triggers and conditions. Tags are applied during contact import via the tag column in GoHighLevel's bulk import template. The customer receives a tag inventory document listing all migrated tags and their contact counts.

Levitate Key Dates (birthday, renewal date, policy expiration, custom age milestones) are Levitate-specific custom fields that drive date-triggered automations. We create matching custom date fields in GoHighLevel (Contact custom fields with Date field type) before import, then map Levitate Key Date values into the corresponding GoHighLevel fields. Date-triggered automations in GoHighLevel reference these custom fields as workflow triggers. The customer confirms which Key Dates map to which GoHighLevel fields during discovery.

Levitate automations are server-side workflow sequences with email steps, delays, conditional branches, and tag actions. The automation logic is not exportable as portable JSON — only enrollment state is extractable. We deliver a written automation inventory documenting every active Levitate automation with its trigger, conditions, actions, and recommended GoHighLevel Workflow equivalent. The customer's admin rebuilds each automation in GoHighLevel's visual workflow builder using the inventory as a blueprint. Automation rebuild is outside standard migration scope.

Levitate Campaigns track group emails sent to segments with engagement data (opens, clicks, replies). We export campaign metadata (name, send date, recipient count) and aggregate engagement stats per contact as GoHighLevel Contact custom properties (e.g., last_email_open_date, total_campaign_opens, last_click_date). Individual email performance data is aggregated rather than preserved as separate campaign records because GoHighLevel's campaign model differs. The customer receives a campaign summary document listing all historical campaigns and their aggregate engagement metrics.

Levitate stores company data as properties on the Contact record (company name, website, address). GoHighLevel has a separate Companies object for organization-level records. If Levitate contacts include company data, we create GoHighLevel Company records during import and link contacts via the contact-to-company relationship. Company records are created first so the lookup relationship is satisfied at contact insert time.

Levitate does not have a native deal or pipeline object. If the customer has been tracking deal data informally (e.g., in custom fields or notes), we discuss whether to create GoHighLevel Opportunities during migration. If so, we create Pipelines and Stages in GoHighLevel before import, then map any deal-equivalent data to Opportunity records with values, stages, and OwnerId resolved via the user mapping.

SMS history in Levitate is stored per contact but export capability is limited to the recent message thread view. We migrate available SMS logs as GoHighLevel Contact activity entries or SMS log custom fields where feasible. Long message threads with full conversation history may be truncated. We flag SMS log completeness in the discovery audit and document any gaps in the migration deliverable.

Levitate user accounts (owner, admin, member roles) are listed but role definitions and permission scopes are not fully exportable. We map the primary owner and active user list by email match to GoHighLevel User records. Any Levitate user without a matching GoHighLevel User is placed in a reconciliation queue for the customer's admin to provision before record import resumes. Role-based permissions must be reconfigured in GoHighLevel separately.

Social media posts in Levitate are stored as template references with scheduling metadata rather than structured records. There is no documented export endpoint for social content. We do not migrate social media posts. The customer documents any active social scheduling workflows for manual rebuild in GoHighLevel's social media scheduling module if applicable.

Handwritten card orders in Levitate are managed through a third-party fulfillment integration and do not store recipient addresses as standalone contact data. Card order history is not accessible via export. We do not migrate handwritten card data. The customer should confirm whether the third-party fulfillment integration has its own export capability for order history if historical records are needed.