Migrate from Ometria to HighLevel

Ometria Contact profiles map directly to GoHighLevel Contact records. All standard fields (email, first name, last name, phone) migrate directly. Custom attributes stored as Ometria dynamic properties map to GoHighLevel Contact custom fields. We pre-create the custom field schema in GoHighLevel before import, matching Ometria field types (string, integer, date, boolean) to GoHighLevel field types (text, number, date, checkbox). VIP flags, lifecycle stage, and favorite brand attributes stored as Ometria custom fields become custom fields on the GoHighLevel Contact.

Ometria Segments are dynamic rule-based groups. GoHighLevel does not import segment logic as executable code; instead, we export segment membership lists as CSV, and document each segment's rule definition (field conditions, time windows, event triggers) as a written specification for your admin to recreate as a GoHighLevel Smart List filter. Membership lists import as tag associations on GoHighLevel Contacts so that historical segment membership is preserved at the record level even if the Smart List rule is not yet rebuilt.

Ometria Lifecycle Programs are multi-step automation journeys with event triggers, delays, and conditional branches. These do not migrate as executable automation. We export the full program structure including steps, triggers, conditions, actions, and wait delays as a written inventory document. Your admin or a GoHighLevel partner uses this document to rebuild the logic in GoHighLevel's Workflow builder. Active program enrollments at migration time are recorded so that in-progress customer journeys can be re-enrolled manually post-migration.

Ometria broadcast campaign templates and campaign history migrate to GoHighLevel as Campaign records with associated Email Templates. The HTML template body transfers from Ometria to GoHighLevel's custom HTML template editor. Sending logs and delivery metrics (opens, clicks, bounces) export as separate CSV files for your records but do not replay inside GoHighLevel. Dynamic content blocks and personalisation tokens from Ometria require reconfiguration in GoHighLevel's merge field syntax. We run visual QA across desktop and mobile previews before finalizing.

Ometria suppression lists hold contacts blocked from receiving email for compliance or deliverability reasons. We export the full suppression list and apply it to GoHighLevel Contacts as Do Not Contact flags (for hard bounces and explicit unsubscribes) and as contact tags (for marketing suppression reasons). This ensures GDPR and CAN-SPAM compliance is maintained during and after migration. Consent timestamps and opt-in source from Ometria Subscribers map to GoHighLevel contact consent custom fields.

Ometria order records contain purchase history, revenue attribution, and order-level attributes. We map these to GoHighLevel Opportunities with order details stored as custom fields on the Opportunity record. Revenue figures from Ometria may differ from external analytics due to Ometria's own attribution model; we validate totals against Ometria's native reports rather than Google Analytics during reconciliation. Multiple orders per contact create multiple GoHighLevel Opportunities linked to the same Contact.

Ometria Events capture customer actions such as order_placed, email_opaced, page_viewed, and account-defined custom events. Event schema is customizable per Ometria account. We create GoHighLevel Custom Objects for account-specific event types, with each event type mapped to a custom object containing the relevant property fields. High-frequency events like page_viewed are aggregated or summarized rather than imported as individual records due to GoHighLevel API rate limits. Key lifecycle events (purchase, signup, churn) migrate as individual records.

Ometria Store records represent retail locations integrated as data sources. GoHighLevel does not have a native Store object. We map store metadata (location name, address, region) to custom fields on the Contact or to a Custom Object for multi-location businesses. Store-level suppression rules migrate as contact tags scoped by location.

Ometria Subscribers are contacts with explicit opt-in status. Consent records are migration-critical for compliance. We preserve subscription status, consent timestamp, and opt-in source, mapping these to GoHighLevel Contact custom fields and Do Not Contact flags. Opt-in status maps to HasOptedOutOfEmail (false for active subscribers) and consent source maps to a text custom field.

Ometria customer attributes are stored fields on a profile such as VIP flag, lifecycle stage, or favorite brand. Custom properties require field-type mapping because GoHighLevel uses different property type names. We map Ometria integer, string, boolean, and date attribute types to GoHighLevel number, text, checkbox, and date custom fields. Ometria allows up to 100 custom fields per field type; GoHighLevel custom field limits are governed by record limits and field size. We pre-create the full custom field schema before importing any contact records.