CRM migration
Field-level mapping, validation, and rollback between AdOrbit and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
AdOrbit
Source
HighLevel
Destination
Compatibility
9 of 10
objects map 1:1 between AdOrbit and HighLevel.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from AdOrbit to GoHighLevel is a platform migration from a media-industry CRM and ERP hybrid to a horizontal all-in-one marketing and sales platform. AdOrbit's structured data model around Advertisers, Ad Tickets, Orders, Media Inventory, and Publications does not map directly to GoHighLevel's Contact, Company, Pipeline, and Opportunity objects. We handle the structural translation for standard CRM records (Contacts, Companies, Users) via GoHighLevel's REST API and CSV bulk importer, and we resolve the media-specific schema (ticket placements, publication slots, freelancer rates, subscription billing cycles) through GoHighLevel Custom Objects and custom fields. Workflows, sequences, automations, MagBuilder layouts, and the AdOrbit advertiser self-service portal do not migrate; we deliver a written inventory of these for the customer's admin to rebuild in GoHighLevel's Automation and Sites builders. CSV imports from AdOrbit require comma scrubbing before upload to GoHighLevel's staging importer.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a AdOrbit object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
AdOrbit
Contact
HighLevel
Contact
1:1AdOrbit Contact records map directly to GoHighLevel Contact. Standard CRM fields (name, email, phone, address, job title) migrate via GoHighLevel's CSV bulk importer or REST API. Email is the dedupe key. We preserve the hubspot_owner_id or internal AdOrbit owner reference in a custom field for owner reconciliation against GoHighLevel Users.
AdOrbit
Company/Account
HighLevel
Company
1:1AdOrbit Company records (advertisers, vendors, partners) map to GoHighLevel Company. The company-contact relationship is preserved by sequencing Company import before Contact import so that Contact-Company links resolve at insert time. Vendor/client/partner classification from AdOrbit becomes a custom tag or dropdown in GoHighLevel.
AdOrbit
Ad Ticket
HighLevel
Opportunity + Custom Object
1:manyAdOrbit Ad Tickets are split across multiple GoHighLevel records. The core ticket metadata (name, advertiser link, type, status, insertion dates) migrates to a GoHighLevel Opportunity representing the campaign. Media-specific fields (publication, placement, size, color type, rate type, CPM or flat rate) migrate to a GoHighLevel Custom Object linked by Opportunity Lookup. We pre-create the custom object schema during migration scoping.
AdOrbit
Order/Proposal
HighLevel
Opportunity
1:1AdOrbit Orders (flowing from proposals) map to GoHighLevel Opportunities in the Pipeline. Order amount, stage, close date, and owner migrate as Opportunity fields. Pricing terms (fixed, CPM, hybrid) and billing schedules migrate as custom Opportunity fields. E-signature status from AdOrbit becomes a custom field note since GoHighLevel Opportunities do not natively track e-signature state.
AdOrbit
Invoice/AR
HighLevel
Invoice (Custom Object)
1:1AdOrbit invoices map to a GoHighLevel Custom Object (Invoices) with fields for invoice number, amount, status, due date, advertiser reference, and line item summary. GoHighLevel's native invoicing supports basic invoice generation but does not replicate AdOrbit's full AR aging and financial reporting. Historical invoices migrate as data; live two-way accounting sync requires post-migration configuration of Stripe, QuickBooks, or another payment connector.
AdOrbit
Subscription
HighLevel
Custom Object (Subscriptions)
1:1AdOrbit Subscription Management records migrate to a GoHighLevel Custom Object. Fields include subscription plan name, billing frequency (monthly/annual), subscriber status (active/paused/cancelled), renewal date, and monthly or annual amount. We preserve the subscription ID from AdOrbit for audit purposes. Recurring payment automation for subscriptions does not migrate and requires rebuilding in GoHighLevel Workflows post-migration.
AdOrbit
Freelancer
HighLevel
Custom Object (Freelancers)
1:1AdOrbit Freelancer Management records (available on Professional and Enterprise tiers) map to a GoHighLevel Custom Object. Fields include freelancer name, rate type (hourly/flat/project), rate amount, freelancer type classification, and assignment history. Assignment data migrates as text summaries in a custom field rather than as linked records unless the customer requests a separate Assignment custom object during scoping.
AdOrbit
Project/Task
HighLevel
Task (Projects as Tasks or Custom Object)
1:1AdOrbit Project Management and task records migrate to GoHighLevel Tasks. For customers with structured project hierarchies, we provision a Projects custom object with task sub-records linked via Lookup. Individual tasks migrate as GoHighLevel Tasks with due date, status, priority, and owner preserved. Task dependencies from AdOrbit do not map to GoHighLevel natively; we flag these in the automation inventory for admin rebuild if dependencies are business-critical.
AdOrbit
User/Owner
HighLevel
User
1:1AdOrbit User and Owner records map to GoHighLevel Users. We match by email address. Any AdOrbit Owner without a matching GoHighLevel User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Role-based permissions from AdOrbit are documented in the migration inventory but do not directly configure GoHighLevel permissions; those are set during GoHighLevel setup.
AdOrbit
Attachment/Asset
HighLevel
Content Document
1:1AdOrbit ticket assets (uploaded files, creative materials) export to the configured file sharing (FTP or Dropbox) based on ticket status rule (Non-Final exports all uploads until marked final, Final exports only after status is set, All exports on every upload). We download assets from the export destination and attach them to the corresponding GoHighLevel record via ContentDocumentLink. We check the ticket status rule during extraction to avoid pulling premature or incomplete assets.
| AdOrbit | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company/Account | Company1:1 | Fully supported | |
| Ad Ticket | Opportunity + Custom Object1:many | Fully supported | |
| Order/Proposal | Opportunity1:1 | Fully supported | |
| Invoice/AR | Invoice (Custom Object)1:1 | Fully supported | |
| Subscription | Custom Object (Subscriptions)1:1 | Fully supported | |
| Freelancer | Custom Object (Freelancers)1:1 | Fully supported | |
| Project/Task | Task (Projects as Tasks or Custom Object)1:1 | Fully supported | |
| User/Owner | User1:1 | Fully supported | |
| Attachment/Asset | Content Document1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
AdOrbit gotchas
5-user minimum floor applies across all tiers
CSV imports require comma scrubbing and sheet staging
Export logic routes ticket files by status
Billing module connects to ERP at additional cost
API is RESTful but not publicly rate-documented
HighLevel gotchas
Sub-account architecture creates isolated data silos per client
Usage-based telecom and AI costs are not in the subscription price
Workflows have no native equivalent in most destination CRMs
API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
White-label configuration and branding assets do not export via API
Pair-specific challenges
Migration approach
Discovery and scoping
We audit the source AdOrbit instance across plan tier, custom fields on tickets and contacts, active Freelancer Management and Subscription Management records, invoice and order volumes, and attachment file counts. We confirm whether AdOrbit's Historical Data Tool CSV exports are available or whether API extraction is required. We also assess the destination GoHighLevel account for plan tier (Starter, Unlimited, or SaaS Pro), existing Custom Objects, and Pipeline structure. The discovery output is a written migration scope with a custom object schema design, field mapping table, and timeline estimate.
Custom object schema design in GoHighLevel
We design the destination schema in GoHighLevel. For AdOrbit Ad Tickets, we provision a Custom Object (Ad Tickets) linked to Opportunity via Lookup, with custom fields for publication, placement, size, color type, rate type, and CPM rate. For invoices, we provision a Custom Object (Invoices) with fields for invoice number, amount, status, due date, and advertiser reference. For subscriptions and freelancers, we provision corresponding Custom Objects. Custom fields are created before any data import so that the schema is stable during the load phase. All schema is created in the production GoHighLevel account during scoping (not sandbox, as GoHighLevel does not maintain a separate sandbox by default on lower tiers).
Data preparation and CSV sanitization
We export data from AdOrbit via the Historical Data Tool CSV export or REST API. All CSV files are sanitized during preparation: commas within field values are replaced with semicolons, date formats are normalized to ISO 8601, and phone numbers are formatted consistently. We stage each CSV in the GoHighLevel bulk importer staging area before committing to live import. For Ad Tickets, we split the export into an Opportunities CSV (ticket-level metadata) and a Custom Object CSV (media-specific fields), then link them via the Opportunity ID generated during import.
Owner and user reconciliation
We extract every distinct AdOrbit Owner referenced on Contact, Company, Order, Ad Ticket, and Invoice records and match by email against the GoHighLevel destination account's User table. Owners without a matching GoHighLevel User go to a reconciliation queue for the customer's admin to provision. Subscription and Freelancer owner assignments are reconciled against Contact records in GoHighLevel if the freelancer is modeled as a Contact rather than a Custom Object. Migration does not proceed past this step until all required user references are resolved.
Production migration in dependency order
We run production migration in record-dependency order: Companies (from AdOrbit advertisers and vendors), Contacts (with CompanyId resolved), Opportunities from Orders (with AccountId and OwnerId resolved), Custom Object records (Ad Tickets, Invoices, Subscriptions, Freelancers linked to their parent records), Tasks and Notes, and finally Attachments (ContentDocument and ContentDocumentLink via GoHighLevel's file API). Each phase emits a row-count reconciliation report before the next phase begins. We handle GoHighLevel API rate limits with exponential backoff and batch chunking to avoid throttling during bulk import.
Cutover, validation, and automation rebuild handoff
We freeze AdOrbit 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 Workflow and Automation inventory document to the customer's admin team, covering every active AdOrbit Workflow with its trigger, conditions, and actions plus a recommended GoHighLevel Workflow equivalent. We support a one-week hypercare window where we resolve any reconciliation issues raised by the customer's team. We do not rebuild AdOrbit Workflows as GoHighLevel Workflows inside the migration scope; that is a separate engagement or an internal admin task.
Platform deep dives
AdOrbit
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across AdOrbit and HighLevel.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
AdOrbit: Not publicly documented — rate limits are assessed per-org during migration discovery.
Data volume sensitivity
AdOrbit doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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Category
FAQ
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