CRM migration

Migrate from AdOrbit to HighLevel

Field-level mapping, validation, and rollback between AdOrbit and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.

AdOrbit logo

AdOrbit

Source

HighLevel

Destination

HighLevel logo

Compatibility

90%

9 of 10

objects map 1:1 between AdOrbit and HighLevel.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

AdOrbit logo

AdOrbit

What's pushing teams away

  • Custom-only pricing with no published per-seat or tier cost creates friction for teams evaluating budget and causes churn when a renewal quote exceeds expectations.
  • Setup and training require significant time investment, with some reviewers noting it took weeks to fully onboard before the platform delivered value.
  • The interface and feature set are described by some alternatives as dated compared to newer publishing-focused SaaS tools, leading teams with modern UX expectations to look elsewhere.
  • Enterprise-tier features like QA sandbox, custom BI reporting, and InDesign integration are gated behind higher-cost plans, limiting functionality for mid-market publishers on lower tiers.

Choosing

HighLevel logo

HighLevel

What's pulling them in

  • Agencies choose HighLevel to consolidate CRM, email, SMS, scheduling, and funnels into one subscription, eliminating monthly bills for five to ten separate SaaS tools they previously stitched together.
  • The flat-rate pricing model bills per sub-account rather than per contact, so growing a contact database from 1,000 to 100,000 records does not trigger a billing surprise—a common pain point avoided by migrating customers.
  • White-label and sub-account capabilities let agencies resell HighLevel access to their own clients, turning a software cost center into a recurring revenue stream that justifies the subscription.
  • The platform ships a 14-day free trial with no credit card required, giving teams a low-friction entry point to validate fit before committing to the $97/month Starter tier.
  • Marketing agencies managing multiple client accounts use sub-accounts to maintain data isolation per client while operating under a single agency billing relationship with HighLevel.

Object mapping

How AdOrbit objects map to HighLevel

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

maps to

HighLevel

Contact

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

Company

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

Opportunity + Custom Object

1:many
Fully supported

AdOrbit 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

maps to

HighLevel

Opportunity

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

Invoice (Custom Object)

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

Custom Object (Subscriptions)

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

Custom Object (Freelancers)

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

Task (Projects as Tasks or Custom Object)

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

User

1:1
Fully supported

AdOrbit 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

maps to

HighLevel

Content Document

1:1
Fully supported

AdOrbit 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.

Gotchas + challenges

What specifically takes care here

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 logo

AdOrbit gotchas

Medium

5-user minimum floor applies across all tiers

Medium

CSV imports require comma scrubbing and sheet staging

Low

Export logic routes ticket files by status

Low

Billing module connects to ERP at additional cost

Low

API is RESTful but not publicly rate-documented

HighLevel logo

HighLevel gotchas

High

Sub-account architecture creates isolated data silos per client

High

Usage-based telecom and AI costs are not in the subscription price

Medium

Workflows have no native equivalent in most destination CRMs

Medium

API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account

Low

White-label configuration and branding assets do not export via API

Pair-specific challenges

  • Media-specific data model requires custom object design

    AdOrbit's Ad Tickets, Media Inventory, and Publications are media-publishing-native structures that do not map 1:1 to any standard GoHighLevel object. We resolve this by splitting Ad Tickets across a GoHighLevel Opportunity (campaign metadata) and a Custom Object (media-specific fields: publication, placement, size, rate type, CPM). We pre-create the destination Custom Object schema during scoping and validate the field types before any data moves. If the customer's AdOrbit instance uses custom ticket fields, we extract the full schema during discovery and replicate it in GoHighLevel as custom Opportunity fields or a second Custom Object. Migrations that skip custom object design end up with media data stored in notes fields or lost entirely.

  • AdOrbit Workflows and Automation Workflows do not migrate

    AdOrbit Automation Workflows (available on Professional and Enterprise tiers) and any sequences or engagement cadences do not migrate to GoHighLevel. The automation models are architecturally different: AdOrbit uses property-triggered visual workflows tied to the advertising lifecycle; GoHighLevel uses Trigger-Action workflows with separate pipelines for CRM actions, SMS, email, and task creation. We deliver a written inventory of every active AdOrbit Workflow with its trigger, conditions, and actions, plus a recommended GoHighLevel Workflow equivalent. The customer's admin rebuilds them in GoHighLevel's Automation builder post-migration. MagBuilder layout automations and advertiser self-service portal configurations similarly do not migrate.

  • CSV imports require comma scrubbing before GoHighLevel upload

    AdOrbit's Historical Data Tool stages uploaded CSVs as Sheets before importing them into live records. Commas within field values break the cell structure; AdOrbit's documentation instructs replacing commas with semicolons before upload. We apply the same sanitization discipline when preparing AdOrbit exports for GoHighLevel's bulk importer, which also stages CSV uploads and is sensitive to delimiter conflicts. We sanitize all CSV inputs as part of our data preparation step, replacing commas within quoted field values with semicolons or alternative delimiters before upload. This is a pair-specific gotcha: the sanitization logic is required for AdOrbit exports regardless of destination.

  • Freelancer and subscription billing automation does not migrate

    AdOrbit's Freelancer Management module (rate tracking, assignment data) and Subscription Management module (recurring billing schedules) migrate as static data but not as active automation. The recurring billing logic (automatic invoice generation on subscription renewal, freelancer payment triggers) does not transfer to GoHighLevel because GoHighLevel does not have native freelancer payroll or subscription auto-renewal. We migrate the records and flag which billing automations require rebuilding using GoHighLevel Workflows, Stripe recurring billing, or a third-party accounting integration. Historical invoice and payment records migrate as data; live accounting sync with QuickBooks or another ERP requires post-migration configuration.

  • GoHighLevel email deliverability requires post-migration setup

    GoHighLevel's email system runs on Mailgun (branded as LC Email) with shared IP reputation across all GHL users. Reviewers on G2, Reddit, and independent comparison sites consistently report lower inbox placement rates compared to dedicated email platforms (ActiveCampaign, Klaviyo). We do not migrate email deliverability infrastructure. During GoHighLevel setup, we recommend warming a dedicated sending domain and configuring SPF/DKIM/DMARC records properly. This is a GoHighLevel platform characteristic, not a pair-specific migration gotcha, but it is relevant for AdOrbit customers who rely on email as a primary marketing and advertiser communication channel.

Migration approach

Six steps for a successful AdOrbit to HighLevel data migration

  1. 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.

  2. 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).

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

AdOrbit logo

AdOrbit

Source

Strengths

  • Covers the entire contract-to-cash cycle in one platform for advertising-based publishers.
  • Built specifically for publishing workflows, not adapted from a horizontal CRM template.
  • Advertiser self-service portal reduces back-and-forth on order approval and payment.
  • Direct integrations with Google Ad Manager and Broadstreet for ad ops automation.
  • Strong customer support ratings with live chat available on Silver and Gold support tiers.

Weaknesses

  • Pricing is custom-only with no published per-seat rates, complicating budget planning.
  • Requires a minimum of 5 users on all plans, making it costly for small publishers.
  • Implementation and training involve significant time investment before the platform delivers value.
  • Reporting dashboards have limited customization in lower tiers, per user feedback.
  • API documentation is minimally public, requiring discovery requests to map migration endpoints.
HighLevel logo

HighLevel

Destination

Strengths

  • Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate.
  • Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow.
  • Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship.
  • Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons.
  • Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.

Weaknesses

  • The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover.
  • The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises.
  • Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations.
  • Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment.
  • The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across AdOrbit and HighLevel.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    AdOrbit: Not publicly documented — rate limits are assessed per-org during migration discovery.

  • Data volume sensitivity

    B

    AdOrbit doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your AdOrbit to HighLevel migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about AdOrbit to HighLevel data migrations

Answers to the questions buyers ask most during AdOrbit to HighLevel migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Most migrations land between two and four weeks for accounts under 10,000 Contacts and 3,000 Orders with no custom objects or media-specific ticket fields. Migrations with Ad Tickets carrying publication placements, freelancer rate structures, subscription billing terms, or large media inventory sets move to four to eight weeks because of custom field schema design, Custom Object provisioning in GoHighLevel, and the Ad Ticket split between Opportunity and Custom Object records.

Adjacent paths

Related migrations to explore

Ready when you are

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