CRM migration
Field-level mapping, validation, and rollback between Listrak and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
Listrak
Source
HighLevel
Destination
Compatibility
6 of 8
objects map 1:1 between Listrak and HighLevel.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Listrak is a retail-focused cross-channel marketing platform built around Journey Hub automations, unified contact profiles, and SMS subscriber management with Tier 1 carrier relationships. GoHighLevel is an all-in-one CRM and marketing automation platform designed for agencies and service-based businesses, combining CRM, pipeline management, email and SMS marketing, funnels, and workflow automation in a single subscription. The primary migration driver is cost: Listrak starts at $250 per user per month with annual total costs of $6,000 to $60,000 for small teams, while GoHighLevel's Starter plan at $97 per month includes CRM, email, SMS, funnels, and booking with unlimited contacts. We migrate Contacts and Mobile Subscribers with opt-in status preserved, load suppression lists before any active record import to protect compliance posture, and flag Journey Hub automations as non-transferable objects requiring documentation and rebuild in GoHighLevel's automation builder.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Listrak object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Listrak
Contact
HighLevel
Contact
1:1Listrak Contact records map to GoHighLevel Contact with email as the primary dedupe key. We preserve the original opt-in date, lifecycle stage, and channel subscription status (email and SMS opt-in separately) as Contact custom fields in GoHighLevel. Suppression status is loaded before Contact import to ensure opted-out records do not activate on the destination side.
Listrak
Mobile Subscriber
HighLevel
Contact
1:1Listrak mobile subscribers map to GoHighLevel Contact with mobile phone as a required field. Listrak requires mobile_number in text data type on export; we validate field type before loading and flag any numeric-only exports that lack country code prefix. SMS opt-in date migrates as a custom Contact field. We also validate the A2P 10DLC registration status in GoHighLevel before loading SMS-capable contacts.
Listrak
Suppression List
HighLevel
Contact (unsubscribe flags)
lossyListrak suppression and unsubscribe lists load first, before any active contact import, setting the HasOptedOutOfEmail flag and SMS opt-out status on GoHighLevel Contacts. This prevents the platform from sending to contacts that exercised opt-out in Listrak. Listrak's own onboarding documentation requires written confirmation that the suppression list has been scrubbed before mobile export, a condition we validate before processing.
Listrak
Custom Properties (Contact level)
HighLevel
Contact Custom Fields
lossyListrak contact custom properties map to GoHighLevel Contact custom fields created in Settings > Custom Fields. Field types map as follows: text to Text, number to Number, checkbox to Multi-select Checkbox, date to Date. Listrak supports up to 50 custom profile fields for SMS contacts; we map these alongside email contact properties using the contact identifier as the join key.
Listrak
Segments (Audiences)
HighLevel
Contact Tags or Smart Lists
1:1Listrak audience segments defined by email behavior, SMS engagement, and channel subscription status map to GoHighLevel Contact Tags or Smart Lists depending on segment complexity. Static segments where all members are manually added migrate as GoHighLevel Tags. Dynamic segments defined by filter criteria map to GoHighLevel Smart Lists using equivalent filter logic. Filter syntax differs between platforms; we document the original segment definition and its equivalent GoHighLevel condition during migration.
Listrak
Email Templates
HighLevel
Email Templates (rebuild)
1:1Listrak email templates export as raw HTML or must be manually rebuilt in the destination's editor. The platform's native drag-and-drop Experience Builder is not portable. We recommend rebuilding templates for mobile responsiveness and deliverability optimization rather than raw HTML import, which often carries over rendering inconsistencies. We provide a template inventory document listing every Listrak template with its content summary for rebuild in GoHighLevel's email builder.
Listrak
Journey Automations
HighLevel
Workflows (documented for rebuild)
1:1Listrak Journey Hub automations including cart abandonment, browse recovery, replenishment sequences, and welcome series represent multi-step, multi-channel logic that does not export as a transferable object. We document the full automation tree: triggers, conditions, time delays, channel sequence, and escalation rules. This document maps each Listrak Journey step to an equivalent GoHighLevel Workflow trigger and action sequence for manual rebuild. The trigger event (abandoned cart, purchase, browse) maps to GoHighLevel workflow triggers on Opportunity stage change, contact tag applied, or custom field value change.
Listrak
Analytics Reports
HighLevel
Opportunity or Campaign reporting (documented)
1:1Listrak exports historical campaign performance as flat CSV reports on a nightly SFTP schedule, not a real-time push API. This means engagement data may be up to 24 hours stale at cutover. We capture the scheduled export configuration and extract any historical reports that exist before the migration window closes. GoHighLevel does not have a native equivalent to Listrak's retail-focused cross-channel analytics reports; we recommend setting up GoHighLevel Opportunities and pipeline reporting to replace Listrak campaign attribution reporting, with the historical Listrak reports preserved as downloadable PDFs in a shared archive.
| Listrak | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Mobile Subscriber | Contact1:1 | Fully supported | |
| Suppression List | Contact (unsubscribe flags)lossy | Fully supported | |
| Custom Properties (Contact level) | Contact Custom Fieldslossy | Fully supported | |
| Segments (Audiences) | Contact Tags or Smart Lists1:1 | Mapping required | |
| Email Templates | Email Templates (rebuild)1:1 | Mapping required | |
| Journey Automations | Workflows (documented for rebuild)1:1 | Mapping required | |
| Analytics Reports | Opportunity or Campaign reporting (documented)1:1 | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Listrak gotchas
Auto-renewing contracts trap brands into unintended multi-year commitments
Opt-out scrubbing is mandatory before Listrak mobile export
Nightly SFTP exports use flat file format not real-time API
Email templates require rebuild rather than direct transfer
Journey automations are not portable objects in Listrak's export
HighLevel gotchas
Sub-account architecture creates isolated data silos per client
Usage-based telecom and AI costs are not in the subscription price
Workflows have no native equivalent in most destination CRMs
API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
White-label configuration and branding assets do not export via API
Pair-specific challenges
Migration approach
Discovery and data audit
We audit the Listrak portal across contacts, mobile subscribers, suppression lists, audience segments, Journey Hub automations, custom properties, and analytics report configuration. We identify opt-in status distribution, mobile number format (numeric-only vs. text with country code), and any records with ambiguous suppression status requiring manual review. We also map the active Journey Hub automations to document the rebuild scope. The discovery output is a written migration scope with record counts per object and a Journey automation inventory.
Suppression list pre-load and compliance validation
We export Listrak's suppression and unsubscribe lists and load them into GoHighLevel before any active contact import. This sets HasOptedOutOfEmail and any SMS opt-out flags on the destination platform first, ensuring that any subsequently imported contact with matching email or mobile number does not override suppression status. We validate that the suppression export is complete by spot-checking records known to have opted out in Listrak.
Custom field schema creation in GoHighLevel
We create GoHighLevel Contact custom fields to match every Listrak contact custom property, using the correct GoHighLevel field type (Text, Number, Multi-select Checkbox, Date) based on Listrak's field definition. We resolve any ambiguity between Contact-level and Opportunity-level field placement before schema creation. Field API names are matched to Listrak's property names for traceability. Schema is validated in GoHighLevel's Settings before data import begins.
Contact and mobile subscriber migration
We migrate Listrak Contacts and Mobile Subscribers in two phases. Email contacts load first using email as the dedupe key, with opt-in date, lifecycle stage, and all custom field values mapped. Mobile subscribers load second, with mobile phone validated for text data type and country code prefix before insert. We resolve any duplicate contacts by matching on email address and merge SMS opt-in data onto the existing Contact record in GoHighLevel.
Segment and tag mapping
Listrak audience segments are translated to GoHighLevel Tags for static membership lists and Smart Lists for filter-based dynamic segments. Each Listrak segment filter condition is documented with its equivalent GoHighLevel filter logic. We deliver a segment mapping table alongside the migrated data so the customer's team can verify segment membership in GoHighLevel after migration.
Cutover, automation handoff, and validation
We freeze Listrak writes at cutover, run a final delta migration for any records modified during the migration window, and enable GoHighLevel as the system of record. We deliver the Journey Hub automation inventory document to the customer's admin team with each automation's recommended GoHighLevel Workflow equivalent. We support a one-week hypercare window for reconciliation issues. Workflow rebuild in GoHighLevel's builder is outside standard migration scope and is handled by the customer's team or a GoHighLevel implementation partner.
Platform deep dives
Listrak
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Listrak and HighLevel.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Listrak: Not publicly documented in standard developer documentation.
Data volume sensitivity
Listrak exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
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FAQ
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