Migrate from Loyalistic to HighLevel

Loyalistic Contacts map directly to GoHighLevel Contacts. Standard fields (first name, last name, email, phone, address) migrate 1:1. We perform field-level sampling during discovery to identify all active custom properties on the Contact object and map each to a GoHighLevel custom field pre-created in Settings before migration. Any enrichment metadata from Loyalistic's Customer Profile layer attaches as custom fields on the GoHighLevel Contact.

Loyalistic Customer Profiles aggregate contact details with enrichment data (company size, revenue range, source attribution). We extract the underlying profile fields and attach them as GoHighLevel custom fields on the Contact record. Enrichment provenance (which data provider sourced the enrichment) is noted in a custom field for audit. Customer Profile aggregation logic does not carry forward; the flat contact record is the target.

Loyalistic Segments define group membership based on behavioural or demographic criteria. We export segment names and the full member contact list, then apply each segment name as a GoHighLevel tag on the matching Contact records. The segment membership logic (the rule that defined who belongs) cannot migrate; it must be recreated as a GoHighLevel Workflow trigger or tag-based filter in the destination system.

Loyalistic Campaigns include title, status, timing, and engagement events. Campaign titles migrate as GoHighLevel Opportunity names if the campaign is revenue-bearing, or as tags on Contacts for awareness/nurture campaigns. Engagement events (opens, clicks, sends) extract as activity-level data and attach as Task records linked to the Contact in GoHighLevel. Campaign logic (triggers, delays, A/B tests) does not migrate.

Survey definitions and response data exist as distinct objects in Loyalistic. We preserve response records as a GoHighLevel custom object (Survey_Response__c) with a Contact lookup linking to the originating contact. Question branching logic requires manual reconstruction in GoHighLevel's form builder. Survey templates export as content for manual recreation.

Loyalistic supports custom fields on the Contact object. We perform field-level sampling during scoping to identify all active custom properties, their data types, and value distributions. Each custom field is pre-created in GoHighLevel under Settings > Business Info with the matching field type before the Contact import phase begins. This avoids import rejection from missing destination fields.

Tags in Loyalistic are flat labels applied to contacts for grouping. We export all tag names and apply them directly as GoHighLevel tags on the matching Contact records with a 1:1 mapping. Tag grouping or taxonomy hierarchies in Loyalistic flatten into a single tag namespace in GoHighLevel unless the customer specifies a hierarchy scheme during scoping.

Loyalistic engagement data tracks contact interactions with content and campaigns (opens, clicks, conversions). We extract event-level data and attach them as GoHighLevel Task records linked to the Contact. The original event type, timestamp, and campaign source migrate as task fields. Note records capture any text-based engagement content (email body, form submission details) with ContentDocumentLink for attachments.

Loyalistic Report configurations define saved views and filter criteria. We export report metadata (name, filters, column configuration) as a written report inventory document. Rendered report data is extracted as CSV and can be re-imported as static records or linked as custom objects in GoHighLevel. GoHighLevel reports must be rebuilt from scratch; we provide the configuration reference for your admin.