Migrate from Promio to HighLevel

Export coordination and scoping discovery

FlitStack AI submits a formal data export request to Promio on the customer's behalf and tracks the response timeline. While awaiting the export, we conduct a scoping call to inventory active campaigns, lead volumes, custom properties visible in Promio's UI, active landing pages, linked ad accounts, and lifecycle segmentation logic. We also document any call recordings that exist in Promio's system so the customer can initiate their pre-cutover download. The scoping output is a written migration scope document and a data export checklist that the customer must complete before extraction begins.

Data extraction, inspection, and field mapping design

We receive and validate the CSV export from Promio, inspect column headers to identify all standard and custom properties, and design the GoHighLevel custom field schema accordingly. This includes creating Contact custom fields in GoHighLevel for Promio's lifecycle segmentation labels (New, Active, At-Risk, Lapsed, Lost), lead source attribution fields, call-tracking metadata fields, and any custom properties discovered in the export. GoHighLevel's Settings > Custom Fields page is configured in the destination sub-account with field types matched to the Promio source data (text, number, date, checkbox, dropdown).

GoHighLevel sub-account and pipeline configuration

We configure the GoHighLevel destination environment to receive the migrated data. This includes setting up the primary pipeline with stages mapped to the customer's business process, configuring GoHighLevel's LC Phone settings if call tracking is being re-enabled post-migration, and setting up reputation management connections to the customer's review aggregator accounts. If the customer operates multiple locations or franchise branches, we configure sub-accounts per location and map Promio's campaign data to the appropriate sub-account.

Sandbox validation and reconciliation

Before production migration, we run a full data load into a GoHighLevel test environment or the primary sub-account with a representative data sample. We reconcile record counts between the Promio export and the GoHighLevel import, spot-check 25-50 records for field accuracy, and verify that custom field values (lifecycle labels, lead source, call metadata) appear correctly in GoHighLevel Contact records. Any mapping corrections are made before production migration. This step also surfaces any Promio export gaps (missing fields, truncated data) that require the customer to request a corrected export from Promio.

Production migration and cutover

We execute the production migration in record-dependency order: Contacts (Leads and Customers merged into GoHighLevel Contact records with custom field mapping applied), engagement history and notes (imported via GoHighLevel's bulk import or API), and campaign attribution data (as custom fields on Contact records). During the cutover window, we freeze Promio writes, run a final delta migration of any records modified during the migration window, and mark GoHighLevel as the active system of record. Call recording links are preserved in the exported data and delivered to the customer as a separate file for manual GoHighLevel re-upload if desired.

Rebuild requirements handoff and post-migration support

FlitStack AI delivers a written rebuild requirements document covering Promio automations and lifecycle campaign logic (which does not migrate to GoHighLevel's automation engine), a complete landing page inventory with URL, form fields, and lead source for rebuild in GoHighLevel's funnel builder, and an ad account re-onboarding checklist for Google Ads and Bing reconnection. We include a GoHighLevel-specific automation rebuild guide that maps Promio's lifecycle campaign triggers to GoHighLevel workflow conditions so the customer's team or a GoHighLevel-certified partner can rebuild automations efficiently. We do not rebuild automations or landing pages as part of the migration scope.