CRM migration
Field-level mapping, validation, and rollback between Marketing 360 and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
Marketing 360
Source
HighLevel
Destination
Compatibility
8 of 9
objects map 1:1 between Marketing 360 and HighLevel.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Marketing 360 to GoHighLevel is primarily a CRM consolidation migration. Marketing 360's Contact model with custom fields, tags, assignees, and type taxonomies maps cleanly to GoHighLevel's Contact object and custom fields interface. The main structural gap is UXi website content: the export tool produces XML of Posts, Pages, and Testimonials but not layout files or theme assets, which GoHighLevel's own website and funnel builders handle differently. Marketing 360 automation journeys are not API-accessible and must be documented and rebuilt manually in GoHighLevel's visual Workflow builder. We flag payment processing configuration separately because Marketing 360 bundles its own payment layer with distinct fee structures that do not live in the CRM data model. Engagement history migrates through GoHighLevel's CSV import pipeline with field-to-field mapping for timestamps and assignee references.
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 Marketing 360 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.
Marketing 360
Contact
HighLevel
Contact
1:1Marketing 360 Contact records map to GoHighLevel Contact. The API exposes id, firstName, lastName, email, phone, contactName, customerId, and organizationId. We map these to GoHighLevel's standard contact fields (firstName, lastName, email, phone, company name) and resolve any organizationId reference to a GoHighLevel Company record. Custom field values migrate into GoHighLevel custom fields created at the destination before import.
Marketing 360
Custom Fields
HighLevel
Custom Fields
1:1Marketing 360 exposes a dedicated Custom Fields API with id-value pairs per contact. GoHighLevel provides a Custom Fields interface under Settings where fields are created per object (Contact or Opportunity). We extract the full custom field taxonomy from Marketing 360, create equivalent fields in GoHighLevel with matching types (Short Text, Long Text, Dropdown, Date Picker, Phone, Email, Radio Select, Checkbox Group, URL), and map values during import. Note: GoHighLevel custom fields are object-scoped and cannot be switched between objects after creation.
Marketing 360
Tag
HighLevel
Tag
1:1Marketing 360 contacts carry tag arrays with id and tag name. We extract the full tag taxonomy and apply tag memberships to migrated contacts in GoHighLevel. GoHighLevel supports tags on contacts and uses a flat tag list rather than Marketing 360's id-name pair structure. The tag taxonomy is preserved in full; duplicate tag names are deduplicated at import. GoHighLevel's import CSV supports tag assignment via a dedicated tag column.
Marketing 360
Assignees
HighLevel
User
1:1Marketing 360 stores assignees as username, fullName, and email nested under contact records. We map assignee references to GoHighLevel User records by email match. GoHighLevel's user model includes name, email, and role permissions. Where no matching User exists in the destination, we assign to a migration service account and flag the contact for admin reassignment post-migration.
Marketing 360
Statuses and Types
HighLevel
Custom Fields or Dropdown
lossyMarketing 360 uses arbitrary name-id pairs for contact Statuses and Types. We extract the full taxonomy from the API and map these to GoHighLevel custom fields, typically as dropdown or radio-select type fields with the original Marketing 360 values as options. The customer selects the field type during scoping. If GoHighLevel does not have an equivalent lifecycle-stage analog, the taxonomy is preserved as a labeled custom field rather than a native property.
Marketing 360
Website Posts and Pages
HighLevel
Posts and Pages
1:1The UXi export tool produces XML containing Posts, Pages, Testimonials, and Media content. We extract text content, categories, tags, and media references from the XML. GoHighLevel's site and funnel builder does not import UXi XML directly; content is manually pasted or rebuilt using GoHighLevel's editor. This is a manual rebuild workstream, not an automated migration. We flag this explicitly in scoping and deliver the extracted content as a structured CSV with media URLs for reference.
Marketing 360
Testimonials
HighLevel
Testimonials
1:1Testimonials export from UXi XML as structured records with author name, content, and media URLs. We extract this data and prepare it for GoHighLevel's testimonials or reputation management module. Content migrates as structured text; author attribution migrates as contact references where possible. Media files require separate download and re-upload to GoHighLevel's media library.
Marketing 360
Automation Journeys
HighLevel
Workflows
1:1Marketing 360 automation and journey logic (trigger conditions, time delays, branch rules, subscriber entry points) are stored in the application layer and not exposed via the public REST API. We cannot migrate automations automatically. During migration scoping we document all active journeys from the Marketing 360 UI and provide a manual rebuild checklist mapped to equivalent GoHighLevel Workflow features (trigger types, conditions, actions, delays). The customer's admin rebuilds workflows in GoHighLevel's visual Workflow builder post-migration.
Marketing 360
Email Subscribers and Lists
HighLevel
Contacts with Tag or List
1:1Email subscriber data and segment membership extract from the Marketing 360 CRM contact export. GoHighLevel does not have a separate Email Subscriber object; contacts carry email, phone, and tag associations. We import contacts with segment membership preserved as tags (e.g., original list names become GoHighLevel tags). Automated journey triggers tied to segment entry require review and manual reconfiguration in GoHighLevel Workflows.
| Marketing 360 | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Custom Fields | Custom Fields1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Assignees | User1:1 | Mapping required | |
| Statuses and Types | Custom Fields or Dropdownlossy | Mapping required | |
| Website Posts and Pages | Posts and Pages1:1 | Mapping required | |
| Testimonials | Testimonials1:1 | Mapping required | |
| Automation Journeys | Workflows1:1 | Not supported | |
| Email Subscribers and Lists | Contacts with Tag or List1:1 | 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.
Marketing 360 gotchas
UXi website export does not include layout files
Automation journeys are not accessible via API
Bulk contact export requires pagination over the CRM API
Payments configuration is outside the CRM data model
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 contact taxonomy audit
We audit the Marketing 360 portal to count Contact records, extract the full custom field taxonomy, capture the complete tag list, document assignee and type taxonomies, identify active automation journeys in the UI, and inventory the UXi website content available in the XML export. This output is a written migration scope covering record counts, field mapping, tag preservation strategy, and the explicit list of what cannot migrate automatically (workflows, website layouts, payment config). GoHighLevel account provisioning and sub-account structure are confirmed at this stage.
GoHighLevel schema setup
Before any data loads, we create the destination custom fields in GoHighLevel matching the Marketing 360 field types, configure dropdown options for type and status taxonomies, set up the GoHighLevel pipeline and stages mirroring the Marketing 360 deal pipeline structure, and provision user accounts for all assignees matched by email. If the customer plans to use GoHighLevel's integrated payments, we flag the payment configuration as a separate workstream. This phase runs in parallel with source-data extraction.
Source data extraction and transform
We extract contact records via paginated CRM API reads, chunked and sequenced with backoff. Custom fields, tags, assignee references, and type taxonomies are extracted as separate datasets. UXi XML is parsed for Posts, Pages, Testimonials, and Media. All datasets are validated against UI-visible record counts. The transform layer maps Marketing 360 field names to GoHighLevel field names, converts tag arrays to the GoHighLevel tag column format, and resolves assignee email references to destination User IDs.
Sandbox validation import
We run a test import into the GoHighLevel sub-account using a subset of production data covering the full field variety. The customer reconciles field values on 20-30 random contacts against the Marketing 360 source, confirms tag preservation, and validates type and status dropdown populations. Any field mapping corrections happen here before the production import. GoHighLevel's CSV import interface shows mapping previews; we correct field mismatches in the transform layer before proceeding.
Production migration and cutover
We run the full production import in record-dependency order: GoHighLevel Users (validated), Companies (from Marketing 360 organizationId where present), Contacts (with custom fields, tags, assignee references, and type values), then UXi content (as structured CSV for manual paste or rebuild reference). We freeze writes in Marketing 360 during cutover, run a final delta migration of any records modified during the window, then confirm GoHighLevel as the system of record. Row-count reconciliation reports are delivered at each phase.
Workflow rebuild handoff and post-migration support
We deliver the Automation Inventory document listing every active Marketing 360 journey with trigger type, conditions, actions, delays, and a recommended GoHighLevel Workflow equivalent. This is a written handoff for the customer's admin to rebuild in GoHighLevel's visual Workflow builder. We do not rebuild workflows as code inside the migration scope. We offer a one-week hypercare window to resolve any post-import reconciliation issues raised by the customer's team.
Platform deep dives
Marketing 360
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 Marketing 360 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
Marketing 360: Not publicly documented by Marketing 360.
Data volume sensitivity
Marketing 360 doesn't expose a bulk API — REST + parallelization used for high-volume runs.
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.
Category
FAQ
Answers to the questions buyers ask most during Marketing 360 to HighLevel migration scoping. Not seeing yours? Book a call.
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