Migrate from Simplero to HighLevel

Simplero Contacts migrate to GoHighLevel Contacts with name, email, phone, address, and subscription date preserved. Tags and segment assignments from Simplero migrate as GoHighLevel Contact Tags (flat string tags) plus custom Contact Fields for each active segment the customer uses—segment membership is stored as a multi-select picklist or comma-separated text field so it can drive GoHighLevel Smart Lists and Workflow filters. Custom Contact Fields require pre-creation in GoHighLevel before import; we flag the full list during scoping and the customer creates them in the destination before migration begins.

Simplero's flat key-value tag model maps directly to GoHighLevel Contact Tags. Each distinct tag value in Simplero becomes a tag string in GoHighLevel. We extract all unique tags from the contact export, deduplicate, and push as tag strings. Tags used for audience segmentation (e.g., buyer, cart_abandoner, course_member) map to Smart List membership in GoHighLevel for equivalent filtering without a schema change.

Simplero dynamic Segments (filter groups with conditions) do not have a native GoHighLevel equivalent. GoHighLevel Smart Lists function similarly but require manual recreation of the filter logic. We export the full segment membership (which contacts belong to which segment) and store it as a custom Contact Field during migration, preserving the historical membership. The customer recreates Smart List conditions manually in GoHighLevel using the exported membership as a reference.

Simplero Products (courses, memberships, digital downloads, coaching programs, 1:1 sessions) map to GoHighLevel Products. We preserve product name, pricing, product-type classification, and access rules. Simplero's access-rule structure (which Product a Member can access) maps to GoHighLevel's Memberships app access controls. Note that GoHighLevel's course builder is less granular than Simplero's enrollment tracking—complex prerequisite chains or drip-release schedules require manual rebuild in GoHighLevel's Memberships app.

Simplero Order records (product, price, date, payment gateway, refund status) map to GoHighLevel Opportunities with the order value stored as Opportunity Amount. We create one Opportunity per paid Order, with the Simplero product name as the Opportunity name and the close date set to the order date. Refund flags and partial payment status require value mapping—a custom Opportunity field tracks refund_status from Simplero. Payment gateway reference (Stripe, PayPal) migrates as a custom field. Orders without a linked Contact require reconciliation during scoping.

Simplero Members are Contacts with active Product access; Enrollments track which Contact has access to which Product and when. We migrate enrollment as a custom Contact Field or as a tag on the Contact record indicating active product access. GoHighLevel's Memberships app manages access controls at the product level, but the enrollment history (when a contact enrolled, when access expires) requires a custom field mapping since GoHighLevel does not store enrollment timestamp history in the same way Simplero does.

Simplero Sites (no-code built pages and landing pages) cannot be fully migrated as GoHighLevel Sites because the builder architectures differ. We export site page content as structured HTML or Markdown, preserve slug paths for URL redirect mapping, and deliver a URL redirect plan to the customer. Media assets (images, downloads) export as a media library zip for re-upload to GoHighLevel's Media Library. Complete page layout and design require manual rebuild in GoHighLevel's site builder.

Simplero blog posts export via WordPress XML/RSS format. We convert to RSS XML, ingest into GoHighLevel's Blog feature within the Sites app, and preserve post slugs for redirect mapping. Post content, author, date, categories, and tags migrate. Comments do not transfer automatically—GoHighLevel's blog commenting is handled via the embedded form builder or Disqus integration, which the customer configures post-migration.

Simplero help desk Tickets (available on Scale and above) migrate to GoHighLevel Opportunities with a dedicated pipeline for support cases. Ticket subject, status, assignee, and conversation thread migrate; conversation messages map as Notes or as Activity records. Simplero's ticket SLA tracking and child-account features (Skyrocket tier) have no GoHighLevel equivalent and are flagged for manual process adaptation.

Simplero Automation Flows have no export mechanism and cannot migrate as code. We document each active Flow during scoping: trigger event, step sequence, conditions, and actions. This Flow inventory is delivered to the customer as a written handoff document with recommended GoHighLevel Workflow equivalents. Rebuilding Flows in GoHighLevel Workflows is the customer's admin task or a separate engagement. Flows are not migrated by FlitStack AI.