CRM migration
Field-level mapping, validation, and rollback between Advantage HITS and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
Advantage HITS
Source
HighLevel
Destination
Compatibility
8 of 10
objects map 1:1 between Advantage HITS and HighLevel.
Complexity
CModerate
Timeline
2-4 weeks
Overview
Moving from Advantage HITS to GoHighLevel is an extraction-first migration. Advantage HITS does not publish a public REST or GraphQL API for reading contact, deal, or activity records, so we sequence data extraction via authenticated web session with the customer's session credentials. We reconstruct the data model from the UI schema, enumerate custom fields and pipeline definitions, and map every record through the GoHighLevel REST API. Pipeline stage names, which are free-text in Advantage HITS, are exported as a separate crosswalk table and resolved against the GoHighLevel pipeline configuration before Deal-to-Opportunity import. Custom objects built in the Advantage HITS UI have no documented API endpoint and cannot be migrated programmatically; we flag them during scoping and deliver a written inventory for manual rebuild. Workflows, automations, and sequences do not migrate as code.
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 Advantage HITS 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.
Advantage HITS
Contact
HighLevel
Contact
1:1Advantage HITS Contact records map directly to GoHighLevel Contacts via the REST API. All standard fields (name, email, phone, address) carry over with their values preserved. Custom contact properties are enumerated from the UI field metadata panel and pre-created as GoHighLevel Custom Fields on the Contact object before import.
Advantage HITS
Company
HighLevel
Location
1:1Advantage HITS Company records map to GoHighLevel Locations. The Company name becomes Location name, and address fields map to the Location address object. Where contacts in Advantage HITS reference a parent Company, the GoHighLevel Location is linked via the contact's location_id field after the Location import completes.
Advantage HITS
Deal
HighLevel
Opportunity
1:1Advantage HITS Deal records map to GoHighLevel Opportunities. The Deal name, value, close date, owner, and associated pipeline and stage map to Opportunity name, amount, close date, assigned user, pipeline, and stage respectively. Pipeline and stage are resolved via the crosswalk table built during the extraction phase.
Advantage HITS
Pipeline
HighLevel
Pipeline
lossyAdvantage HITS Pipeline definitions (stage names, stage order, win/loss flags) export separately from Deal records. Each pipeline definition is mapped to a GoHighLevel Pipeline with equivalent stage names. The pipeline ID and stage IDs in GoHighLevel are then used as foreign keys when importing Opportunities.
Advantage HITS
Activity: Email, Call, Meeting, Note, Task
HighLevel
Activity
1:1Advantage HITS Activity records associated with Contacts or Deals (emails, calls, meetings, notes, tasks) export with timestamps and owner references. Each activity type maps to a GoHighLevel Activity record with the activity type preserved in a custom field. Timestamps and owner assignments carry over 1:1.
Advantage HITS
Custom Field
HighLevel
Custom Field
lossyUser-defined fields on Contacts, Companies, or Deals are enumerated from the Advantage HITS field metadata panel. We create equivalent GoHighLevel Custom Fields on the corresponding object, matching field types (text, number, date, dropdown) before any record import begins.
Advantage HITS
Tag
HighLevel
Tag
1:1Tags applied to contacts, companies, or deals in Advantage HITS export as comma-separated lists per record. We expand each tag list into individual Tag assignments in GoHighLevel, creating the tag in GoHighLevel if it does not already exist and linking it to the target record.
Advantage HITS
User
HighLevel
User
1:1Advantage HITS User accounts (name, email, role, active/inactive status) are extracted and matched by email to GoHighLevel User records. Owner assignments on Deals and Activities are remapped to the corresponding GoHighLevel User via the email lookup. Unmatched owners are held in a reconciliation queue for admin resolution before record import begins.
Advantage HITS
Lead Stage
HighLevel
Lifecycle Stage
1:1Advantage HITS Lead Stages and status values export as enumerated picklist fields. We map them to GoHighLevel's Lifecycle Stage property on Contact, flagging any values without a direct GoHighLevel equivalent for the customer's admin to resolve.
Advantage HITS
Attachment
HighLevel
File Attachment
1:1File attachments linked to Contact or Deal records are downloaded during the extraction phase using authenticated requests, preserving original filenames. We re-upload each file to the corresponding GoHighLevel record via the file upload API. Files exceeding 50 MB are flagged for manual handling to avoid session timeout during extraction.
| Advantage HITS | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Location1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Pipeline | Pipelinelossy | Fully supported | |
| Activity: Email, Call, Meeting, Note, Task | Activity1:1 | Fully supported | |
| Custom Field | Custom Fieldlossy | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| User | User1:1 | Fully supported | |
| Lead Stage | Lifecycle Stage1:1 | Fully supported | |
| Attachment | File Attachment1:1 | 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.
Advantage HITS gotchas
No documented public API endpoint for data export
Pipeline stage names are free-text fields
Attachment storage paths are not directly exportable
Dual reporting source architecture
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 extraction method agreement
We audit the Advantage HITS account via authenticated session, enumerating Contact, Company, Deal, Pipeline, Activity, Tag, User, and Custom Field counts. We also document the pipeline definitions (stage names and order) and any custom object UI structures observed. We agree on the extraction method with the customer, including session credential handover and the session duration window required for the extraction phase. The discovery output is a written scope document and a confirmed extraction timeline.
Schema design and pipeline crosswalk
We design the GoHighLevel destination schema: pre-creating Custom Fields on Contact, Location, and Opportunity to match the enumerated Advantage HITS custom field set, configuring Pipelines and Stages to match the exported Advantage HITS pipeline definitions, and mapping each Advantage HITS stage name to the corresponding GoHighLevel stage ID in a crosswalk table. The GoHighLevel schema is validated in a sandbox or test sub-account before production migration begins.
Authenticated session extraction
Using the customer's session credentials, we extract all records in dependency order: Users first (for owner remapping), then Contacts and Companies, then Pipelines and Deals, then Activities. Attachments are downloaded in parallel with a filename preservation log. Tags are extracted as comma-separated lists per record. Each extraction phase produces a row-count reconciliation report.
Data transformation and owner remapping
We transform extracted records to match GoHighLevel field names and types. Owner assignments are remapped by email against the GoHighLevel User table, with unresolved owners flagged for admin reconciliation. Pipeline and stage assignments are resolved via the crosswalk table. Tags are expanded into individual tag assignment records. The transformation output is a set of CSV or JSON payloads ready for GoHighLevel API ingestion.
GoHighLevel API import with rate-limit handling
We import records into GoHighLevel via the REST API in dependency order: Locations first, then Contacts with Location IDs resolved, then Opportunities with Pipeline IDs, Stage IDs, and Owner IDs resolved. Activities import after the parent Contact and Opportunity records exist. Tags are assigned via the GoHighLevel tagging API after the parent record is created. We handle rate limits with exponential backoff and batch chunking.
Validation, cutover, and rebuild handoff
We validate record counts, spot-check 25-50 records against the source data, and confirm that Activities and attachments are linked to the correct parent records. We deliver a written inventory of Advantage HITS workflows and automations for the customer's admin to rebuild in GoHighLevel's Workflow builder, along with the Custom Object rebuild inventory. We do not rebuild automations or sequences as code inside the migration scope. We support a post-migration reconciliation window for one week after cutover.
Platform deep dives
Advantage HITS
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 1 of 8 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Advantage HITS and HighLevel.
Object compatibility
1 of 8 objects need a manual workaround.
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
Advantage HITS: Not publicly documented.
Data volume sensitivity
Advantage HITS 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
Pick a category, then your source and destination platforms.
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FAQ
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