Migrate from Wetroo CRM to HighLevel

Discovery and data audit

We audit the source Wetroo account across record counts (Leads, Contacts, Companies, Deals, Activities), pipeline configurations, custom field definitions, drip sequence count, WhatsApp conversation volume, and team size. We check the current Wetroo plan tier against the team size to identify whether a seat-tier upgrade is needed before migration can proceed. The discovery output is a written migration scope document covering record volumes, pipeline mapping requirements, custom field inventory, and the drip-sequence inventory request we send to the customer for manual documentation.

Destination schema design

We design the GoHighLevel destination schema before any data is extracted. This includes configuring Locations (or Companies) for the agency or business sub-account structure, setting up custom contact fields and opportunity fields, creating pipelines with their stages matching the Wetroo pipeline configuration, and mapping user roles and team structures. Custom fields are created with the correct field type (text, number, date, picklist) to match Wetroo's source field types. The schema design is validated in a GoHighLevel test sub-account before production migration begins.

Sandbox extraction and reconciliation

We run a scoped extraction from Wetroo using paginated API calls to pull representative record samples. The customer reviews the extracted data in GoHighLevel to validate that field mappings, pipeline stages, and activity records render correctly. Any field mapping corrections, picklist value adjustments, or pipeline stage naming changes are made before the full production extraction. This step reduces the risk of bulk re-import corrections in the production environment.

Full production extraction

We run the full production extraction from Wetroo using paginated API calls with rate-limit handling and exponential backoff. Each Wetroo record is assigned a GoHighLevel destination identifier (Contact, Company, Opportunity) during a pre-load mapping phase. We extract WhatsApp message content and timestamps separately from media files. The drip-sequence contact lists are exported as CSV for use in the GoHighLevel workflow rebuild phase. We generate a row-count reconciliation report against the Wetroo record counts for every object type.

Production import in dependency order

We run the GoHighLevel production import in dependency order: Locations (from Companies) first, then Contacts (linked to Locations), then Opportunities (linked to Contacts and Locations with owner and stage resolved), then Tasks for call logs, then activity records for WhatsApp message history. Each phase emits a row-count reconciliation report before the next phase begins. Custom field values are imported in the same pass as the parent record to avoid post-import field updates. WhatsApp media files are downloaded separately and handed off to the customer for manual re-attachment in GoHighLevel.

Cutover, validation, and automation rebuild handoff

We freeze Wetroo writes during the cutover window and run a final delta migration of any records created or modified during the migration window. We deliver the drip-sequence inventory document to the customer's team with a written map of each sequence's trigger, conditions, and actions and a recommended GoHighLevel Workflow equivalent. We support a one-week hypercare window where we resolve any reconciliation issues raised during initial GoHighLevel usage. We do not rebuild drip sequences, workflows, or automations inside the migration scope; that work is handled by the customer's team or a GoHighLevel implementation partner.