Migrate from Synerise to HighLevel

Discovery and scoping

We audit the Synerise workspace across Profile count, custom attribute list (flagging immutable naming conflicts), Brickworks schema definitions, catalog feeds, segment count and rule complexity, active workflow count and node graph structure, event volume and event type distribution, and campaign count and status. We pair this with a GoHighLevel edition assessment: Starter ($97/mo) covers CRM, pipelines, and automations; Unlimited ($297/mo) is required for Custom Objects and API access needed for bulk import; Agency Pro ($497/mo) only if white-label SaaS mode is the target. The discovery output is a written migration scope, a Brickworks-to-GoHighLevel schema translation map, and a workflow inventory list.

Schema preparation in GoHighLevel

Before any data loads, we prepare the GoHighLevel workspace schema. This includes creating all custom fields on Contact (mapped from Synerise custom attributes with naming conflict resolution applied), provisioning Custom Objects for any Brickworks schemas that require standalone record structures, configuring lookup relationships between Custom Objects and Contacts, and setting up tag categories that mirror Synerise's tag taxonomy. Schema preparation happens in the customer's live GoHighLevel sub-account with a parallel test sub-account used for validation.

Synerise export in chunked jobs

We run Synerise exports using the Profile Management API and Data Management API. Single export jobs are capped at 10 million profiles and 5GB output file size. Large workspaces require multiple export jobs segmented by segment membership, date range, or attribute filters. We plan chunked export jobs during scoping, run them sequentially with deduplication checks, and produce a master export manifest with record counts per chunk. Events export separately from profiles to allow the event-to-task transformation step to run in the staging environment before loading.

Data transformation and staging validation

We transform exported data in a staging environment. Profile records are mapped to Contact fields with custom attribute values written to the corresponding GoHighLevel custom fields. Company-linked profiles are grouped, deduplicated by company identifier, and loaded as Account records with Contact children. Events are transformed into Task records grouped by ContactId and sorted by timestamp. Catalog feeds are transformed into GoHighLevel Products. We run a validation pass against a sample of 50-100 records checking field mapping accuracy, custom field data type compliance, and lookup resolution before running the full load.

Bulk import into GoHighLevel

We load data into GoHighLevel using bulk CSV import and API-level insertion where bulk import does not support the target object type. Load order respects dependency constraints: Accounts first (because Contacts require AccountId), then Contacts (with AccountId resolved), then Custom Objects (with ContactId or AccountId lookups resolved), then Products, then Activity history (Tasks from Events). Each phase emits a row-count reconciliation report. GoHighLevel does not publish explicit per-object API rate limits, but we implement exponential backoff and batch sizing of 200 records per request to avoid throttling on the destination API.

Cutover, validation, and workflow handoff

We freeze Synerise writes during cutover, run a final delta migration of any records modified during the migration window, then enable GoHighLevel as the system of record. We validate record counts in GoHighLevel against the Synerise export manifest, spot-check 25-50 records for field-level accuracy, and confirm that lookup relationships resolved correctly. We deliver the workflow and campaign inventory document to the customer's admin team for manual rebuild in GoHighLevel. We support a one-week hypercare window where we resolve any reconciliation issues. We do not rebuild Synerise workflows as GoHighLevel automations inside the migration scope; that is a separate engagement or an internal admin task.