CRM migration
Field-level mapping, validation, and rollback between RedEye and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
RedEye
Source
HighLevel
Destination
Compatibility
6 of 10
objects map 1:1 between RedEye and HighLevel.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from RedEye to GoHighLevel crosses two platform architectures: RedEye is a B2C lifecycle marketing platform centred on a unified contact view with multi-channel campaign orchestration, while GoHighLevel is an all-in-one CRM, marketing automation, and sales platform that consolidates CRM, pipelines, workflows, and communications in one interface. The primary migration challenges are semantic: RedEye's Customer Journeys are proprietary visual workflow definitions that require reconstruction in GoHighLevel's Automation builder, its company associations are lighter-weight than GoHighLevel's Account model, and its reporting dashboards do not export. We preserve all contact properties, campaign metadata, and event history while flagging contact-count ceilings before migration to avoid tier-upgrade surprises. Workflows, automations, and native dashboards do not migrate as code; we deliver a written inventory for the customer's admin to rebuild.
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 RedEye 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.
RedEye
Contact
HighLevel
Contact
1:1RedEye Contacts migrate to GoHighLevel Contacts with all standard properties (name, email, phone, address) and custom fields preserved. RedEye's behavioural enrichment signals (engagement scores, lifecycle stage values) migrate as custom fields on the GoHighLevel Contact record. We deduplicate by email address during import and flag any contacts exceeding the pre-flight record count for customer review before import begins.
RedEye
Company
HighLevel
Account
1:1RedEye's lighter-weight company associations migrate to GoHighLevel Accounts. Since RedEye's B2C model treats Contacts as the primary record, company linkage migrates as a custom property on the GoHighLevel Contact and a corresponding Account record created for each distinct company domain. The Account-Contact relationship is established during the import phase after Account records are inserted.
RedEye
Deal
HighLevel
Opportunity
lossyRedEye Deals migrate to GoHighLevel Opportunities with the pipeline configured in GoHighLevel before migration. We create a GoHighLevel pipeline matching the RedEye deal stages, map stage values, and configure the Opportunity record type. Deal value, close date, and owner migrate directly. Any custom deal properties become custom fields on the GoHighLevel Opportunity.
RedEye
Campaign
HighLevel
Workflow or Campaign
1:1RedEye Campaigns migrate as GoHighLevel Workflows with channel assignments and timing rules preserved. Campaign metadata (name, description, status, start and end dates) migrates directly. Channel assignments (email, SMS, etc.) require reconfiguration in GoHighLevel because RedEye's channel format is not directly portable. We document the channel assignments in the scoping deliverable for manual configuration.
RedEye
Customer Journey
HighLevel
Automation (Workflow)
lossyRedEye Customer Journeys are visual workflow definitions with branching logic tied to contact behaviours and lifecycle stages stored in a proprietary format that cannot be directly exported. We extract the journey tree structure as a structured rule document during the scoping phase and rebuild it in GoHighLevel using equivalent triggers, conditions, and branches in the Automation builder. The rebuild requires a mapping session with the customer to confirm behavioural trigger equivalence between platforms.
RedEye
Event
HighLevel
Task (Activity log)
1:1RedEye behavioural events (website actions, email opens, purchase triggers, custom events) migrate as GoHighLevel Tasks in the contact activity timeline. Event type, timestamp, and associated contact identifier are preserved. GoHighLevel's activity timeline supports custom Task types, so we create type-labelled task records matching the RedEye event taxonomy.
RedEye
Product
HighLevel
Product
1:1RedEye Product records (SKU, name, pricing, category) migrate as GoHighLevel Products. Unlimited product records are supported on both platforms, so no tier constraint applies. Product catalogue hierarchies from RedEye migrate as GoHighLevel product categories.
RedEye
Tag
HighLevel
Tag
1:1RedEye contact and campaign tags migrate as GoHighLevel Tags on the corresponding record. Tag names are mapped exactly. Any tag characters unsupported by GoHighLevel's schema are flagged during scoping for customer review and renaming before import.
RedEye
Segment
HighLevel
Smart List or Tag Group
lossyRedEye Segments (dynamic contact groups based on behavioural rules and demographic criteria) migrate as GoHighLevel Smart Lists with filter criteria rebuilt using GoHighLevel's equivalent conditional logic. We export segment definitions as rule sets and document them in the scoping deliverable for reconstruction in GoHighLevel's Smart List builder.
RedEye
Channel (configuration)
HighLevel
SMS / Email / Voice channels
lossyRedEye's up-to-nine channel configurations at the campaign level migrate as a configuration inventory. GoHighLevel supports built-in Email, SMS (via Twilio or LC Email), and Voice channels natively. Any RedEye channels not natively supported in GoHighLevel are flagged during scoping for manual configuration after migration.
| RedEye | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Opportunitylossy | Fully supported | |
| Campaign | Workflow or Campaign1:1 | Fully supported | |
| Customer Journey | Automation (Workflow)lossy | Fully supported | |
| Event | Task (Activity log)1:1 | Fully supported | |
| Product | Product1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Segment | Smart List or Tag Grouplossy | Fully supported | |
| Channel (configuration) | SMS / Email / Voice channelslossy | Fully supported |
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.
RedEye gotchas
Contact database size limits differ by pricing tier
Campaign journey logic does not export as a portable schema
Reports and dashboards are not exportable
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 scoping
We audit the source RedEye portal across tier (Essentials/Elevate), contact record count, campaign count, active journey definitions, event volume, custom fields, tag taxonomy, and channel assignments. We pair this with a GoHighLevel plan assessment: Starter ($97/month) covers most migrations with 3 sub-accounts and unlimited contacts; Unlimited ($297/month) adds unlimited sub-accounts and full API access for agencies managing multiple clients; Agency Pro ($497/month) is for white-label resale scenarios. The discovery output is a written migration scope, object inventory, and GoHighLevel plan recommendation.
Schema design and GoHighLevel pipeline configuration
We design the destination schema in GoHighLevel. This includes custom field creation matching RedEye's field schema, GoHighLevel pipeline and stage configuration for migrated Deals, tagging taxonomy setup, and Smart List rule documentation for each RedEye segment. We also document the channel inventory for manual reconfiguration in GoHighLevel's messaging settings. Schema design is validated in GoHighLevel before any data moves.
Journey rule extraction and automation documentation
We extract every active RedEye Customer Journey as a structured rule document covering triggers, conditions, time delays, and action sequences. This document is the primary handoff artefact for the customer's admin to rebuild journeys in GoHighLevel's Automation builder. We conduct a mapping session with the customer to confirm that RedEye behavioural triggers (email opens, event fires, stage changes) map correctly to GoHighLevel workflow triggers before finalising the documentation.
Contact pre-flight and data cleaning
We run a pre-flight count of all RedEye contact records. Any migration exceeding 150,000 contacts on the Essentials tier is flagged for customer review before export begins. We also identify duplicate email addresses, invalid formats, and any records with missing required fields for GoHighLevel import. The customer approves the cleaned export before import begins. Campaign assets (images, documents) are exported and prepared for re-upload to GoHighLevel's media library.
Production migration in dependency order
We run production migration in record-dependency order: Accounts (from RedEye companies), Contacts (with email dedupe and tag mapping), Opportunities (with pipeline and stage mapping), Products, Campaigns (with channel assignment documentation), Event history (as Activity Tasks), Segments (as Smart List rule documentation), and Tags. Each phase emits a row-count reconciliation report before the next phase begins. Special-character handling and UTF-8 encoding are applied throughout to prevent import errors in GoHighLevel.
Cutover, validation, and automation rebuild handoff
We freeze RedEye writes during cutover and run a final delta migration of any records modified during the migration window. We then enable GoHighLevel as the system of record and deliver the Customer Journey rule documentation to the customer's admin team for workflow reconstruction. We support a one-week hypercare window where we resolve any reconciliation issues. We do not rebuild RedEye journeys as GoHighLevel automations inside the migration scope; that work is handled by the customer's admin or a GoHighLevel specialist.
Platform deep dives
RedEye
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 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 RedEye and HighLevel.
Object compatibility
3 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
RedEye: Not publicly documented.
Data volume sensitivity
RedEye 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
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