Migrate from Zixflow Marketing Automation to HighLevel

Zixflow Contacts map directly to GoHighLevel Contacts. Standard fields (name, email, phone, address) migrate cleanly. Custom AI-generated enrichment fields export as flat key-value pairs and map to GoHighLevel Contact custom fields created in the destination field editor before import. We match each custom property to a GoHighLevel custom field by name and type (text, number, date, dropdown), flagging any that lack an exact equivalent for the admin to review.

Zixflow Collections are list-like groupings where a Contact can belong to multiple Collections. We map each Collection to a GoHighLevel List. If the Collection uses static membership, we create a GoHighLevel Static List and add the associated Contacts. If the Collection uses tag-based or property-based logic, we create a GoHighLevel Smart List with the equivalent filter criteria. Contacts with multi-Collection membership generate multiple List assignments in GoHighLevel.

Zixflow Flows are automation logic built in a proprietary visual builder format. Flows do not export as transferable data. We export a documentation snapshot of each Flow including name, trigger type, trigger conditions, step summary, and action list. The customer receives this as a written rebuild guide for their admin to reconstruct in GoHighLevel's Workflow builder. The rebuild effort varies by Flow complexity and should be scoped before migration begins.

Zixflow Forms capture leads and feed data into Contacts and Collections. We export form field definitions (field name, type, required flag) and map them to GoHighLevel Form fields. Submission history migrates as Contact records with field values populated from the form submission. GoHighLevel Form creation and embed codes must be reconfigured post-migration since GoHighLevel uses its own form builder rather than importing Zixflow's form assets.

Zixflow Inbox aggregates multichannel conversations (WhatsApp, SMS, Email, RCS). Message threads and metadata export via API with contact association and timestamps. Thread context in GoHighLevel maps to the Conversations inbox tied to the Contact record. We flag that Zixflow's internal delivery status tracking (sent/delivered/open) may not map 1:1 to GoHighLevel's message status indicators. Conversation attribution to Contacts requires re-linking in GoHighLevel as conversation IDs are destination-specific.

Zixflow message logs export with contact association, channel type, timestamp, and content. We import message history into GoHighLevel Conversations linked to the Contact record. Message delivery status in Zixflow reflects Zixflow's internal tracking and does not map to GoHighLevel's delivery analytics; we migrate the raw message content and timestamp, not the delivery confirmation state. WhatsApp Business API connection in GoHighLevel must be active and authenticated before message history imports to ensure thread continuity.

Zixflow WhatsApp Subscribers with opt-in status and tag data map to GoHighLevel's WhatsApp Business audience configuration. We flag if the imported Subscriber count exceeds the GoHighLevel WhatsApp Business conversation limit applicable to the destination account tier. Tag data from Zixflow Subscribers migrates to GoHighLevel Contact tags for segmentation in future campaigns. Subscriber opt-in consent is preserved in a custom field for compliance.

Zixflow custom contact properties including AI-generated enrichment fields export as flat key-value pairs. We pre-create GoHighLevel Contact custom fields matching each Zixflow property's name and data type (text, number, date, dropdown). Type mismatches (e.g., Zixflow stores a value as text but GoHighLevel dropdown is required) are flagged for the admin to resolve before import. AI enrichment values transfer as read-only custom field values unless the customer has a GoHighLevel-compatible enrichment integration configured.

Flow credit usage history is a Zixflow billing metric, not a data record. It does not migrate. We note the current balance as a reference for the team to reallocate budget in GoHighLevel's automation credit or conversation credit model.

Zixflow Wallet credits are a financial balance tied to the Zixflow account. Wallet balance does not migrate and cannot be transferred to GoHighLevel. We recommend the team drains remaining Wallet credits on paid messaging before the account closure date or forfeits them per Zixflow's refund policy.