Migrate from Smarketing Cloud to HighLevel

Smarketing Cloud Contact records map directly to GoHighLevel Contact. Standard fields (name, email, phone, address) migrate cleanly. Custom Contact properties are mapped to GoHighLevel Contact custom fields, which must be pre-created in the destination account before import. Smarketing Cloud's lifecycle stage values map to GoHighLevel Contact tags or a lifecycle custom field as agreed during scoping. Owner assignment is resolved via email match to GoHighLevel User records.

Smarketing Cloud Company records have no direct GoHighLevel equivalent. GoHighLevel stores business information as part of the Contact record or as a Location attached to a Contact. We discuss the preferred strategy with the customer: either map Companies to Locations (which creates a separate record type linked to a primary Contact) or flatten Company fields onto the primary Contact record. The Company-Contact linkage from Smarketing Cloud is preserved by linking the Location record to the primary Contact.

Smarketing Cloud Pipeline configurations map to GoHighLevel Pipelines configured under Settings > Pipeline > Add Pipeline. Stage names, ordering, and probability percentages are exported from Smarketing Cloud and entered into GoHighLevel as part of destination schema setup. Stage names are agreed with the customer before configuration to avoid confusion during record import.

Each Smarketing Cloud pipeline stage maps to a GoHighLevel Pipeline Stage with a Name, Status (Won, Lost, or Open), and probability percentage. We extract the full stage sequence from Smarketing Cloud and configure matching stages in GoHighLevel before any Opportunity records are imported. Any stage values not present in GoHighLevel are created as new stages during configuration.

Smarketing Cloud Campaign records migrate to GoHighLevel Campaign. We preserve Campaign membership — which Contacts were enrolled and when — as GoHighLevel Campaign members. Campaign send history (send date, recipient count) transfers as Campaign metadata fields rather than individual engagement records. Active Campaign sends should be paused during the data pull window to prevent inconsistent membership data.

Smarketing Cloud Campaign membership records map to GoHighLevel Campaign Members linked to Contacts. The enrollment date and status (enrolled, completed, bounced, unsubscribed) migrate as GoHighLevel Campaign Member fields. Membership status values are remapped from Smarketing Cloud's internal status codes to GoHighLevel's accepted Campaign Member statuses.

Smarketing Cloud activity logs (call records, email history, notes) linked to Contacts migrate to GoHighLevel Contact Activity records. We extract activity type, timestamp, owner email, and description text. Owner resolution uses email-to-User mapping. Note content migrates as GoHighLevel notes attached to the Contact record. Activity timeline ordering is preserved using the original Smarketing Cloud timestamp.

Smarketing Cloud custom objects migrate to GoHighLevel Custom Objects. The destination custom object schema (fields, field types, lookups) must be created in GoHighLevel before any records are imported, following GoHighLevel's custom object creation workflow. We export the full schema from Smarketing Cloud including field definitions, field types, and all record data, then coordinate sequencing so custom objects are created first and records land against an established schema.

Smarketing Cloud tags applied to Contacts and Companies map to GoHighLevel Tags. We export tag strings per record and reapply them as GoHighLevel Tags using a bulk apply operation. GoHighLevel stores tags as a separate data layer linked to Contact records, so the tagging structure is preserved without requiring a custom field.

Smarketing Cloud User records (name, email, role, team) map to GoHighLevel User records. We match by email address. Roles and team assignments are mapped to GoHighLevel permission sets and team structures. Inactive Smarketing Cloud users can be exported and reactivated in GoHighLevel at the customer's discretion.