Migrate from Wetroo to HighLevel

Discovery and Wetroo API scoping

We audit the Wetroo account via API extraction, cataloging Contacts, Leads, Deals, pipeline definitions, stage names, custom field schemas, owner assignments, and team membership structures. We identify any export gaps caused by undocumented API behavior and advise the customer to run any manual CSV exports for records where the API response is incomplete. We also confirm which WhatsApp templates and automation sequences are active and flag them for the automation rebuild reference document. The discovery output is a written migration scope with record counts per object and a go/no-go on the migration timeline.

Wetroo API extraction with dynamic throttling

We extract all structured records from Wetroo via the API using iterative pagination. Because Wetroo does not publish rate limits, we apply exponential backoff on any HTTP 429 response and run extraction during off-peak hours to reduce throttling risk. All records are written to a staging environment with a manifest of record counts per object type. WhatsApp conversation history is not extracted from Wetroo; we instruct the customer to export it directly from WhatsApp if required. The extraction output is a validated dataset ready for field mapping.

GoHighLevel schema and pipeline configuration

We configure GoHighLevel before any data import. This includes creating the custom fields discovered in Wetroo (matched by type and name), building the pipeline with stages mirroring Wetroo's stage names and ordering, configuring the opportunity record type, and setting up Locations to accommodate the migrated team structure. Owner email-to-User mapping is resolved against the existing GoHighLevel user list, with any missing users flagged to the customer's admin for provisioning before the next phase begins.

Field mapping and data transformation

We map each Wetroo field to its GoHighLevel equivalent at the object and field level. The Wetroo phone field splits into GoHighLevel phone and mobile; the lead qualification score becomes a custom number field; the pipeline stage name is mapped to the GoHighLevel Opportunity stage. We apply deduplication logic on phone number and email during transform to prevent duplicate Contact records. The mapping document is reviewed and signed off by the customer's admin before the sandbox migration.

Sandbox validation and reconciliation

We run a full migration into a GoHighLevel sandbox or a test Sub-Account to validate the field mapping, record counts, and opportunity pipeline configuration. The customer reconciles a random sample of migrated records against the Wetroo source data and signs off on the mapping. Any field mapping corrections, custom field additions, or pipeline stage adjustments are made in this phase before production migration begins.

Production migration and cutover

We run the production migration in dependency order: Contacts (first), Leads (merged into Contact), custom fields on Contacts, Opportunities (with owner and stage resolved), then team membership and custom object records. We freeze Wetroo 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 deliver the automation sequence reference document to the customer's admin team for rebuild in GoHighLevel's workflow builder. A one-week hypercare window covers any reconciliation issues raised during the first week of live operation in GoHighLevel.