How long does an AllClients to GoHighLevel migration take?

Most AllClients migrations complete in two to three weeks because the dataset is typically small (under 5,000 contacts, no native Deals object) and the export is CSV-based. Migrations with complex Notes CSV joins, large note datasets (over 50,000 notes), file attachment migration, or customer-requested custom object schema design extend to five to eight weeks. The Notes join step is the most time-intensive for data teams because it requires manual review of unmatched records.

Do AllClients Workflows and Email Templates migrate to GoHighLevel?

No. AllClients Workflows export as inactive templates with no execution state, and the definitions are not directly compatible with GoHighLevel's visual workflow builder. We do not migrate them as code. We deliver a written inventory of every AllClients Workflow and Email Template with its trigger, conditions, actions, and a recommended GoHighLevel Workflow or Snapshot Template equivalent. The customer's admin rebuilds these in GoHighLevel post-migration. Landing Pages and Forms do not migrate either — we document the source content for manual rebuild.

What happens to AllClients Contact Notes during migration?

AllClients exports Notes as a separate Notes.csv file that must be joined to the main contact export by email address. We perform this join during the transform phase, flag any unmatched notes (contacts whose email changed between exports), and import matched notes as GoHighLevel Contact notes linked to the resolved Contact record. The join is a manual step that cannot be fully automated, which is why we run it explicitly and report on any gaps before production import.

Can AllClients tags migrate to GoHighLevel?

Yes. AllClients tags export as comma-separated values within the contact record. We parse each tag, validate it against GoHighLevel's tag character requirements, and apply tags to each Contact record via GoHighLevel's tag API. GoHighLevel supports unlimited tags per contact with no additional cost, so no tag deduplication is required.

What does an AllClients to GoHighLevel migration typically cost?

Migrations under 3,000 Contacts with no complex Notes joins and no custom objects land between $2,500 and $4,000, completing in two to three weeks. Migrations with large Notes datasets, file attachment migration, or custom object schema design move to $5,000-$7,500 and five to eight weeks. GoHighLevel subscription costs ($97-$497/month) sit outside the migration fee and represent the customer's new recurring operational cost.

Will we lose data during the AllClients to GoHighLevel migration?

We aim for complete data transfer and perform reconciliation after each migration phase. The most common source of data loss in this pair is the Notes CSV join: contacts whose email changed between the two exports produce unmatched notes. We flag these explicitly and give the customer admin the list for resolution. Contacts that exceeded AllClients' tier limit may not have been visible in exports while the account was active at its cap — we cross-reference record counts against tier limits and flag any potential undercount. All other mapped fields (contact fields, custom fields, tags) migrate with reconciliation reporting.

GoHighLevel uses sub-accounts. How does this affect migration?

GoHighLevel's agency model organizes data into sub-accounts. During scoping we confirm whether the customer's GoHighLevel account uses a single main account or sub-accounts, and we migrate data to the appropriate sub-account. If the customer is new to GoHighLevel and using the $97 Agency Starter plan, they receive three sub-accounts included — we migrate to the primary or designated sub-account. Sub-account configuration does not affect the data mapping itself.

Do you migrate AllClients Campaigns to GoHighLevel?

AllClients Campaigns represent scheduled email sends linked to contact segments. Campaign history (send dates, open rates) is metadata rather than a discrete data object. We migrate campaign names and linked segment definitions as a written handoff document with the segment filter logic mapped to GoHighLevel's tag-based or list-based segmentation. GoHighLevel's built-in email marketing replaces the AllClients campaign engine. The customer admin rebuilds campaigns in GoHighLevel's email builder using the handoff document as reference.

AllClients to HighLevel Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

AllClients exports its data as two separate CSV files — one for contact record fields and one for Contact Notes — which must be joined before import into GoHighLevel. We perform that join explicitly during scoping using email address as the dedupe key and flag any mismatches. Tags migrate as GoHighLevel native Contact tags, and custom fields map to GoHighLevel Custom Field definitions that we provision in the destination account before import. AllClients Workflows, Email Templates, Campaigns, and Landing Pages do not migrate as code; we deliver a written inventory of every automation and template with a GoHighLevel rebuild recommendation for the customer's admin to action post-migration. GoHighLevel's sub-account model and pipeline-based opportunity structure require a schema design phase before production migration, so the customer's GoHighLevel pipelines and stage values are configured and approved before record import begins.

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

AllClients

What's pushing teams away

Very low per-user ceiling — Premium caps at 2 users, and even Elite requires paid add-ons for additional seats, making the platform impractical as teams grow beyond a couple of people.
Add-on pricing stack accumulates quickly: contact count packs, email credit top-ups, SMS provider connection, and extra users can push a $24 base plan to $150+ monthly.
Limited third-party integrations beyond Gmail, Outlook, and Zapier — businesses with established tech stacks find AllClients difficult to connect to their existing tools.
The platform has not gained significant market traction (30k customers over 20 years is a small base), limiting the availability of community knowledge, plugins, and experienced consultants.
Advanced features like marketing automation, landing pages, and AI-powered features are gated behind the $48+ Premium tier, making the base tier feel underpowered for businesses ready to scale.

Choosing

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 AllClients objects map to HighLevel

Each row shows how a AllClients 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.

AllClients

Contact

maps to

HighLevel

Contact

1:1

Fully supported

AllClients Contact records export as a flat CSV from the Data Migration menu and map directly to GoHighLevel Contact records via the Contacts API. We use email as the dedupe key during import. First name, last name, phone, address, and custom field values transfer to their GoHighLevel equivalents. Owner assignment resolves via the AllClients user email to GoHighLevel user mapping table.

AllClients

Contact Notes

maps to

HighLevel

Contact (note content)

1:1

Mapping required

AllClients exports Notes as a separate Notes.csv file. We join this to the main contact export by email address during the transform phase. Any contacts whose email differs between the two exports are flagged for manual review. Note content migrates as a GoHighLevel Contact Note entry (via the notes endpoint) linked to the resolved Contact record. The join step is explicit because AllClients provides no single-file export combining both.

AllClients

Custom Fields

maps to

HighLevel

Custom Fields (Contact, Opportunity)

lossy

Mapping required

AllClients custom field definitions are discovered during scoping and mapped to GoHighLevel Custom Field equivalents. We pre-provision all custom field definitions in GoHighLevel before any data import so that field type compatibility (text, number, date, dropdown, checkbox) is confirmed and import errors are avoided. Any AllClients custom field without a GoHighLevel equivalent becomes a custom field we create in GoHighLevel.

AllClients

AllClients	HighLevel	Compatibility
Contact	Contact1:1	Fully supported
Contact Notes	Contact (note content)1:1	Mapping required
Custom Fields	Custom Fields (Contact, Opportunity)lossy	Mapping required
Tags	Tags1:1	Fully supported
Groups / Workgroups	Tags or Custom Fieldlossy	Mapping required
Workflows	Workflows (rebuild handoff)lossy	Mapping required
Email Templates	Email Templates (handoff document)1:1	Fully supported
Tasks / Follow-up Reminders	Tasks1:1	Mapping required

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.

AllClients gotchas

High

Contact count limits enforced as hard caps per tier

Medium

Notes export separately from main contact CSV

Medium

Workflows migrate as inactive templates only

Low

API rate limits are undefined and enforced at vendor discretion

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

AllClients gotchas		HighLevel gotchas
Severity	Issue	Severity	Issue
High	Contact count limits enforced as hard caps per tier	High	Sub-account architecture creates isolated data silos per client
Medium	Notes export separately from main contact CSV	High	Usage-based telecom and AI costs are not in the subscription price
Medium	Workflows migrate as inactive templates only	Medium	Workflows have no native equivalent in most destination CRMs
Low	API rate limits are undefined and enforced at vendor discretion	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

Notes CSV must be joined to contact CSV before import

AllClients provides two separate export functions: one for contact record fields and one for Contact Notes. The Notes.csv file has no shared primary key column with the main contact export — the join relies on email address or an internal record ID. If a contact's email has changed between exports, the join produces mismatches. We run the join step explicitly during the transform phase and flag any unmatched notes for manual review. Contacts with no associated notes are not affected; contacts with notes that cannot be joined require customer admin decision on disposition before GoHighLevel import.
GoHighLevel has no CSV bulk loader — all import goes through the API

Unlike AllClients' CSV export model, GoHighLevel's import model uses REST API calls. For large contact imports we chunk records into batches and handle rate-limit responses with exponential backoff. GoHighLevel's API rate limits are documented at 60 requests per minute for standard endpoints; we stay within this and monitor for 429 responses. CSV files from AllClients must be parsed, validated, and transformed into JSON payloads before calling the GoHighLevel API. This adds a transform step not present in CSV-to-CSV migrations.
Custom fields require GoHighLevel schema provisioning before import

AllClients custom field definitions must be discovered during scoping, their field types confirmed, and equivalent GoHighLevel custom fields pre-created in the destination account before any contact import begins. If custom fields are not provisioned first, import attempts will silently drop custom field values or produce field-type mismatch errors. We provision all custom fields during the schema design phase and validate that the GoHighLevel custom field API names match our mapping table before production migration starts.
AllClients Workflows do not migrate as automation code

AllClients does not expose workflow execution state or historical run data via export. We capture workflow definitions as inactive templates and deliver a written inventory describing each workflow's trigger, conditions, actions, and recommended GoHighLevel Workflow equivalent. The customer's admin rebuilds these in GoHighLevel's visual workflow builder. Any contacts already enrolled in active AllClients workflows do not carry over their enrollment status. This gap is documented in the handoff document and discussed during scoping.
Contact count limits may have suppressed visible records on export

AllClients tiers enforce hard contact limits — 1,500 on Select and 5,000 on Premium. The platform either blocks new imports or charges overage fees when limits are exceeded. When migrating out of AllClients, we confirm that the full contact dataset has been extracted before the customer cancels, because contacts over the free-tier limit may not have been visible in exports while the account was active at its tier cap. We cross-reference record counts against the AllClients account tier and flag any potential undercount.

Migration approach

Six steps for a successful AllClients to HighLevel data migration

Discovery and CSV export audit

We guide the customer through the AllClients Data Migration menu to export both the contact CSV and the Notes CSV. We audit both files for record counts, column definitions, custom field presence, tag format, and file size. We also capture the list of AllClients Users (email, name, role) for owner mapping, and document any AllClients Workflow definitions via screen capture or manual input from the customer. This phase produces a written scoping document with the full field mapping table, join logic for Notes, and a GoHighLevel schema design recommendation.
Notes CSV join and transform

We run the Notes-to-Contact join using email address as the primary key. Contacts with matched notes receive note content linked to their record. Unmatched notes (no email match or email changed between exports) are flagged and sent to the customer admin for resolution. We also parse the tag column from each contact record, split comma-separated values into individual tag names, and validate tag names for character compatibility with GoHighLevel's tag requirements. Custom field values are extracted and typed (text, number, date, checkbox) to prepare for GoHighLevel custom field provisioning.
GoHighLevel schema provisioning

We create all required GoHighLevel custom fields in the destination account before any record import. This includes custom fields per Contact and any Opportunity-level custom fields mapped from AllClients custom fields. Pipeline and stage configuration is defined in collaboration with the customer — AllClients has no native pipeline, so the customer defines their GoHighLevel pipeline structure during this phase. Owner mapping table is confirmed by matching AllClients user emails to GoHighLevel user emails. Any GoHighLevel users that do not yet exist are held for admin provisioning before production migration.
Sandbox migration and reconciliation

We run a full migration into the customer's GoHighLevel account using production-like record volumes. The customer reconciles record counts (Contacts in, notes attached, tags applied, custom field values set), spot-checks 20-30 records against the source AllClients export, and approves the mapping before production migration begins. Any field mapping corrections, custom field type adjustments, or pipeline structure changes happen in this phase.
Production migration in dependency order

We run production migration in this order: GoHighLevel custom fields and pipeline configuration (validated by customer), Contact records (with email dedupe applied), Contact Notes (linked to imported contacts), Tags (applied per contact), Custom Field values (set per contact after base record import), and Owner assignment (resolved via email mapping). Each phase emits a row-count reconciliation report. We use GoHighLevel's Contacts API with batch operations where supported and rate-limit handling throughout.
Cutover, validation, and handoff

We freeze AllClients writes during cutover and run a final delta migration of any records modified during the migration window. The Workflow and Email Template inventory document is delivered to the customer admin for rebuild in GoHighLevel's visual tools. We support a three-day hypercare window to resolve any reconciliation issues raised by the customer's team. We do not rebuild AllClients Workflows as GoHighLevel Workflows, rebuild Email Templates in GoHighLevel, or migrate Landing Pages or Forms — these are documented for manual rebuild and fall outside the standard migration scope.

Platform deep dives

Context on both ends of the pair

AllClients

Source

Strengths

Integrated CRM and email marketing in a single subscription without requiring separate tools
Simple CSV-based export and import process gives customers direct access to their data
White Label program for agencies and consultants who want to rebrand the platform for their clients
Low-cost entry tier makes it viable for independent consultants and very small businesses
Responsive US-based support cited positively in user reviews

Weaknesses

Aggressive per-seat and per-contact pricing caps that drive add-on costs as teams grow
No documented bulk API — all migration relies on CSV export/import, limiting throughput for large datasets
Workflow engine is opaque and cannot export execution state or historical run data
Small market footprint means limited community resources, third-party plugins, and developer ecosystem
Landing pages, forms, and some automation features are gated behind higher tiers with no API access

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.

	AllClients Source	HighLevel Destination
Strengths	Integrated CRM and email marketing in a single subscription without requiring separate tools Simple CSV-based export and import process gives customers direct access to their data White Label program for agencies and consultants who want to rebrand the platform for their clients Low-cost entry tier makes it viable for independent consultants and very small businesses Responsive US-based support cited positively in user reviews	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	Aggressive per-seat and per-contact pricing caps that drive add-on costs as teams grow No documented bulk API — all migration relies on CSV export/import, limiting throughput for large datasets Workflow engine is opaque and cannot export execution state or historical run data Small market footprint means limited community resources, third-party plugins, and developer ecosystem Landing pages, forms, and some automation features are gated behind higher tiers with no API access	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. 2 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 AllClients and HighLevel.

Object compatibility
B
2 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
AllClients: Not publicly documented — platform reserves the right to limit usage at discretion.
Data volume sensitivity
B
AllClients doesn't expose a bulk API — REST + parallelization used for high-volume runs.

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Migrate from AllClients to HighLevel

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

AllClients

HighLevel

How AllClients objects map to HighLevel

What specifically takes care here

Six steps for a successful AllClients to HighLevel data migration

Context on both ends of the pair

How hard is this migration?

Estimate your AllClients to HighLevel migration cost

What are you migrating?

Frequently asked questions about AllClients to HighLevel data migrations

Can't find your answer?

Related migrations to explore

Move from AllClients.
Land in HighLevel, intact.

Migrate from AllClients to HighLevel

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

AllClients

HighLevel

How AllClients objects map to HighLevel

What specifically takes care here

Six steps for a successful AllClients to HighLevel data migration

Context on both ends of the pair

How hard is this migration?

Estimate your AllClients to HighLevel migration cost

Frequently asked questions about AllClients to HighLevel data migrations

Can't find your answer?

How long does an AllClients to GoHighLevel migration take?

Do AllClients Workflows and Email Templates migrate to GoHighLevel?

What happens to AllClients Contact Notes during migration?

Can AllClients tags migrate to GoHighLevel?

What does an AllClients to GoHighLevel migration typically cost?

Will we lose data during the AllClients to GoHighLevel migration?

GoHighLevel uses sub-accounts. How does this affect migration?

Do you migrate AllClients Campaigns to GoHighLevel?

Related migrations to explore

Move from AllClients. Land in HighLevel, intact.

Move from AllClients.
Land in HighLevel, intact.