Migrate from Right On Interactive to HighLevel

Right On Interactive Contacts migrate 1:1 to GoHighLevel Contacts. Standard fields (name, email, phone, address) map directly. Lifecycle stage label from Right On Interactive maps to a GoHighLevel custom text field (roi_lifecycle_stage__c). The three 3D scoring sub-dimensions (behavioral, demographic, firmographic) map to separate GoHighLevel numeric custom fields (roi_score_behavioral__c, roi_score_demographic__c, roi_score_firmographic__c) with the aggregate 3D score mapped to a fourth field (roi_score_total__c) for use in GoHighLevel workflow triggers.

Right On Interactive Account records map to GoHighLevel Company records. The account domain becomes the Company Website field and serves as the dedupe key during import. Company records are imported before Contact import to satisfy the lookup relationship. Right On Interactive firmographic data used in 3D scoring (company size, industry, revenue tier) migrates to GoHighLevel custom fields for use in segmentation and workflow filters.

Right On Interactive Lead records sync from CRM integrations and are imported into GoHighLevel as Contact records with a lifecycle stage of Prospect or a custom stage label. If the customer uses GoHighLevel's built-in Lead feature for unqualified prospects, we import leads separately and flag them for manual assignment to GoHighLevel Contacts post-migration. Lead source attribution from Right On Interactive migrates to a custom field on the GoHighLevel Contact.

Right On Interactive Opportunity data syncs from CRM integrations and contributes to lifecycle stage transitions. Opportunities migrate to GoHighLevel Opportunities inside a Pipeline. The Right On Interactive opportunity stage maps to a GoHighLevel Pipeline stage; we create the Pipeline and stage structure in GoHighLevel before migration. Expected value, close date, and owner migrate to GoHighLevel standard fields with custom fields carrying any additional Right On Interactive properties.

Right On Interactive Campaign records include program assets, budgets, and multi-channel assignments. We migrate campaign metadata (name, status, start and end dates, budget) as GoHighLevel Contact tags and custom fields rather than native campaign records, since GoHighLevel's native Campaign object serves attribution tracking more than program management. The customer's team recreates program structure in GoHighLevel using Opportunities, Tags, and custom fields.

Right On Interactive lifecycle stages are account-configured custom labels, not a fixed platform schema. We capture the complete stage label set during discovery, create a GoHighLevel custom text field (roi_lifecycle_stage__c) for each unique stage name, and map the label values during migration. This preserves the behavioral segmentation logic while respecting the account-specific naming that Right On Interactive uses.

Right On Interactive's 3D scoring produces three sub-scores (behavioral, demographic, firmographic) that combine into an aggregate. GoHighLevel has no native multi-dimensional scoring model, so we create four numeric custom fields and import the values from Right On Interactive. These fields can be used in GoHighLevel workflow triggers with threshold conditions, though the aggregate score requires a formula field if the customer wants automatic rollup in GoHighLevel.

Right On Interactive engagement events (email opens, link clicks, form submissions, calls, meetings) migrate as GoHighLevel Tasks with activity type recorded in a custom field. Email open and click events from Right On Interactive's tracking become Note records on the GoHighLevel Contact. Meeting and call records become Task records with type and duration fields. We preserve the original engagement timestamp for activity timeline ordering.

Right On Interactive event and webinar registrations, including invitation status and attendance records, migrate as GoHighLevel Contact tags (event name, registration date, attendance status) and custom fields. Follow-up sequences tied to event attendance migrate as a migration playbook entry documenting the trigger conditions so the customer's team can rebuild the automation in GoHighLevel's workflow builder.

Right On Interactive social listening data including mention counts and sentiment scores migrate to GoHighLevel custom numeric and text fields on the Contact record. Raw social stream data requires separate export handling and does not migrate as a contact activity; we flag this in the migration scope for the customer's team to configure a replacement social listening integration post-migration.