Migrate from Thryv to HighLevel

Thryv's Client object is the primary contact record and maps directly to GoHighLevel Contact. Standard fields (first name, last name, email, phone, address) transfer cleanly. Custom fields on Client records map to GoHighLevel Contact custom fields, and tag assignments migrate as multi-select values or Topics. Thryv's client ID is preserved as a custom field thryv_client_id__c for audit and cross-reference.

Thryv's flat Company structure maps to GoHighLevel Company records. The key migration step is resolving the lookup relationship: we extract Thryv Company-to-Client associations from the API, then during GoHighLevel import, we create Company records first, then link each Contact to its associated Company via the Company lookup. Any Thryv Client without an explicit Company association creates an orphan-free Company record named after the Client's company name or a placeholder.

Thryv Opportunities map to GoHighLevel Opportunities with stage names, monetary values, and pipeline assignments preserved. Custom pipeline stages in Thryv require explicit mapping to GoHighLevel Pipeline stages during scoping. Opportunity status (open, won, lost) maps to GoHighLevel status values. Thryv's opportunity ID is preserved as thryv_opportunity_id__c.

Thryv appointments (date, time, duration, service type, assignee) map to GoHighLevel Calendar Events. Recurring appointment series in Thryv may need flattening during extraction if GoHighLevel's Calendar module does not natively support the same recurrence pattern. If appointments are billable, we link them to the related GoHighLevel Opportunity as an activity record.

Thryv Invoice records (line items, totals, payment status, client association) migrate as GoHighLevel Invoice records or as custom object records if the destination account does not have the Payments module enabled. Paid/unpaid status, total amount, and line item detail transfer as structured records. Invoice PDFs do not migrate; we export the data for re-rendering in GoHighLevel's document tools. ThryvPay merchant account configuration does not transfer and must be replaced with a GoHighLevel Payments or Stripe integration post-migration.

Thryv's freeform tagging system creates tag proliferation that requires deduplication and normalization during migration. We extract all unique tags, identify duplicates and near-duplicates (case variations, hyphen vs space), and build a normalized tag vocabulary before mapping to GoHighLevel multi-select custom fields on Contact or as Topics. The customer chooses the tag strategy during scoping: multi-select dropdown for structured categorization or Topics for flexible content association.

Thryv custom fields (Pro limit 100, Max limit 150 per contact or company) map to GoHighLevel Contact or Opportunity custom fields. Field types require type-matching: Thryv radio buttons map to GoHighLevel dropdowns; Thryv checkboxes map to multi-select; Thryv text areas map to GoHighLevel long text. We check the destination GoHighLevel account's existing custom field count during scoping to avoid conflicts. Custom field API names in GoHighLevel follow a different naming convention (snake_case or camelCase depending on creation method), and we preserve the Thryv field label and original field_id for documentation.

Thryv user records (name, email, role) map to GoHighLevel Users. We resolve by email match. Thryv permission levels and access controls do not transfer and must be reconfigured manually in GoHighLevel's User management settings. Any Thryv user without a matching GoHighLevel User account goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Thryv email and SMS communication logs (Keap tier) migrate to GoHighLevel Contact activity records on the timeline. Each log entry is created as a GoHighLevel activity with type, timestamp, content preview, and direction (sent/received). Full message content transfers as activity notes. Thryv's communication metadata (open status, click status) maps to GoHighLevel activity custom fields if available.

Thryv Automation Builder sequences are not accessible via API and cannot be migrated programmatically. We include a pre-migration documentation sprint where we help identify and record the most critical automations (triggers, conditions, actions, delays). We deliver a written inventory with each automation mapped to an equivalent GoHighLevel Workflow trigger and action pattern. The customer's admin rebuilds automations in GoHighLevel's Workflows module post-migration. ThryvPay payment automation does not transfer.