Migrate from LocaliQ to HighLevel

Discovery and LocaliQ access coordination

We audit the LocaliQ account to inventory Dash leads, marketing contacts, companies, campaign records, pipeline stages, review history, and custom fields. Because LocaliQ lacks a documented bulk-export API, we coordinate authenticated access through Campaign Central or direct API credentials provided by the customer. We assess which data types require dashboard-based export versus API retrieval, and flag any data likely to be inaccessible. The discovery output is a written migration scope with record counts per object and a LocaliQ-specific export plan.

GoHighLevel schema pre-creation

Before any records move, we create the GoHighLevel schema to receive them. This includes creating custom fields for Dash AI attributes (lead score, lifecycle stage, engagement source), configuring Opportunity pipeline stages to match LocaliQ Dash stages, setting up custom fields for any LocaliQ contact and company properties, and configuring the Reputation Inbox for review import. GoHighLevel's custom field limits (unlimited on all plans) and Custom Objects (10 per location as of October 2025) are verified against the inventory. We build in a GoHighLevel Sandbox location first for validation.

LocaliQ data extraction via coordinated export

We execute the LocaliQ export using a combination of authenticated API access and structured dashboard exports. For Dash leads, we pull AI-scored attributes, lifecycle stages, and engagement timestamps. For contacts and companies, we export via the LocaliQ dashboard or API where available. We perform data profiling to identify duplicates, missing required fields, and formatting issues (phone number formats, date formats, custom field data types) before transformation. Review history is exported from the LocaliQ reputation dashboard. All export files are stored in an encrypted staging environment.

Data transformation and deduplication

We transform LocaliQ records into GoHighLevel import format. Dash lead scores map to custom Contact fields; lifecycle stages map to a custom picklist. Companies map to the Company field on Contact. Pipeline stages map to GoHighLevel Opportunity stage values. We run deduplication on email address as the primary key, flagging duplicates for the customer's review before import. Any records with missing required fields receive placeholder values pending admin confirmation. Ad account connection references are documented for re-authentication at the destination.

Import sequencing and verification

We import records into GoHighLevel in dependency order: Contacts first (with company associations resolved), then Opportunities (with stage and owner resolved), then Campaigns, then Reviews. Each phase emits a reconciliation report comparing import count to source count. We spot-check 25-50 records per object against the LocaliQ source data and resolve any mapping discrepancies before the next phase. GoHighLevel's API rate limits and bulk import throttling are handled with exponential backoff and batch chunking.

Cutover, review re-connection, and automation handoff

We freeze LocaliQ writes during cutover, run a final delta import of any records modified during the migration window, then enable GoHighLevel as the system of record. We document re-connection steps for Google Ads, Yelp Ads, and review monitoring sources in GoHighLevel's integrations. We deliver the automation inventory document covering every LocaliQ workflow and AI agent configuration with a step-by-step GoHighLevel Workflow equivalent. Post-migration hypercare covers one week of reconciliation support. We do not rebuild LocaliQ workflows as GoHighLevel workflows inside the migration scope; that is documented separately for the customer's admin.