Migrate from Symplify Communication to HighLevel

Symplify Contacts map directly to GoHighLevel Contacts. We extract all standard contact fields (email, firstName, lastName, phone, address) via the Symplify REST API and insert into GoHighLevel Contacts using the Contacts API endpoint. The Symplify originalId is preserved as a custom field symplify_original_id__c for reconciliation. Optout status migrates as a GoHighLevel contact tag (e.g., unsubscribed) and the HasOptedOutOfEmail field is set to true for compliance continuity.

DataDocs store relational data (purchase history, events, bookings) linked to contacts by originalId. We audit Document Types during discovery to identify which types have valid schema definitions. Valid DataDocs migrate to GoHighLevel as custom fields on Contact for flat data, or as Custom Objects with a lookup relationship to Contact for structured records. DataDocs without pre-existing Document Type definitions are flagged as orphaned and excluded from migration unless the customer resolves the type structure first.

Symplify Lists are static contact groupings. We export list membership and recreate list structures in GoHighLevel as Contact Tags (for ad-hoc segments) or Groups (for organizational grouping). The mapping preserves list names and member count for the customer to reapply segment logic in GoHighLevel's filtering UI.

Symplify Campaigns represent email/messaging sendouts with metadata (name, send date, channel). We export campaign metadata and map campaign names to GoHighLevel Campaign records. Campaign-level statistical summaries (total sends, opens, clicks) migrate as notes or custom fields on the GoHighLevel Campaign for historical reference. Active campaign logic does not migrate; we document the campaign structure for rebuild.

Symplify Messages are individual communication pieces within a campaign. Message content, send timestamps, and per-message statistics migrate as Campaign Activity records or custom fields on the associated GoHighLevel Campaign. If the destination GoHighLevel account does not use the Campaigns object, message metadata lands in Contact custom fields or a dedicated Custom Object.

Open events track per-message engagement with timestamp. We export open records by messageId and contactId, then associate them with the correct Contact in GoHighLevel via custom fields (e.g., last_email_open_date__c, email_open_count__c) or engagement tags. Full open event history migrates to a Custom Object (OpenEvents) with a Contact lookup if the customer requires granular timeline reconstruction.

Sent records track every dispatch per contact per message with delivery status. We export sent events with timestamps and delivery status codes. Hard bounce and soft bounce codes from Symplify normalize to GoHighLevel's contact suppression state (HasOptedOutOfEmail flag for hard bounces; bounce tag for soft bounces with code preserved in a custom field).

Click events track URL-level engagement within messages. We export click records with timestamps and URL, then associate with the correct Contact in GoHighLevel via custom fields (last_click_url__c, click_count__c) or a ClickEvents Custom Object with a Contact lookup for full click history reconstruction.

Hard bounce records mark permanently undeliverable contacts. We export hard bounce status by contact and set HasOptedOutOfEmail = true in GoHighLevel. The symplify_bounce_type__c custom field records 'hard' for audit. Hard-bounced contacts are excluded from future email sends in GoHighLevel by default.

Optout records track unsubscribe preferences. We export all optout events with timestamps and set HasOptedOutOfEmail = true in GoHighLevel, plus an optout_date__c custom field. This ensures compliance with unsubscribe requests is honored immediately on migration completion.