Migrate from Lucep to HighLevel

Lucep Leads are the primary migration object. Each record carries capture timestamp, source channel (website form, Facebook Lead Ads, click-to-call widget), routing assignment, response timestamp, and qualification status. We map these to GoHighLevel Contacts, preserving the original capture source in a custom contact field and the response SLA (seconds-to-first-contact) as a numeric field. The Lucep lead ID is preserved in a custom field for cross-reference. Where Lucep and GoHighLevel both hold records from a shared CRM sync, we de-duplicate by email address.

Lucep Callback records represent the click-to-call interaction: timestamp, originating channel, assigned agent, and outcome (answered, missed, voicemailed). We map these as GoHighLevel Notes attached to the parent Contact, with the outcome type and duration stored in custom fields on the note or as activity records. Callback frequency per contact is aggregated as a contact custom field if the customer uses it for prioritization. The activity timeline in GoHighLevel reflects the callback history in reverse chronological order.

Lucep's automatic qualification across AI voice, WhatsApp, and SMS channels produces a qualification score and status per lead. These are stored as custom fields in Lucep but may use non-obvious internal names. We extract every qualification-related field, map the score to a GoHighLevel numeric custom field (lucep_qualification_score__c), and map the qualification status to a picklist custom field (lucep_qualification_status__c). GoHighLevel Workflows can reference these fields for routing and scoring in the new environment.

Lucep assigns leads to users or teams via its routing engine. We extract the user-to-lead assignment relationship at migration time and map it to GoHighLevel's native Contact owner field. Lucep user records may not carry full profile information, so we match by email where available and flag any Lucep user without an email for manual resolution. GoHighLevel team structure is set up post-migration using the assignment data we document.

Lucep supports tagging and segmentation of leads. We extract tags as flat string labels and map them to GoHighLevel's native Contact Tag feature. If the customer uses Lucep segments for campaign targeting, we document the segment membership in a supplemental CSV alongside the contact import so the customer can recreate Smart Lists in GoHighLevel.

Lucep ingests leads from Facebook Lead Ads via integration guides, mapping Facebook form fields to Lucep's lead object. The field names from Facebook are non-standard and the mapping to Lucep's internal field names may be opaque. We trace the full field chain from Facebook form through Lucep to GoHighLevel and flag any fields that lose meaning in translation. Custom Facebook form fields with no Lucep equivalent are preserved as custom contact fields with a lucep_facebook_ prefix for manual review post-migration.

Lucep's routing logic assigns leads to team members or queues based on custom algorithms. These rules are platform configuration, not per-record data, and cannot be exported as records. We document every active routing rule during discovery: trigger conditions, assignment logic, priority tiers, and SLA timers. We produce a routing-rebuild specification that maps each Lucep rule to an equivalent GoHighLevel Workflow trigger, filter condition, and action step. The customer's admin implements the workflows post-migration using this specification.

AI Voice Agent conversations generate call transcripts and disposition data. These may not be fully accessible via the Lucep public API. During scoping, we test API access to transcript endpoints. If they are gated or unavailable, we advise the customer to export transcripts manually from the Lucep dashboard before cutover and we handle the file import as a supplemental data load. Where API access is available, we import transcripts as Notes attached to the parent Contact with disposition, duration, and AI confidence score in custom note fields.