Migrate from Anthill CRM to HighLevel

Discovery and API introspection

We audit the Anthill CRM account via API, pulling the full object inventory for Enquiries, Customers, Activities, and custom properties. We introspect the API responses to build the custom field catalogue since Anthill does not publish a schema reference. We document every distinct workflow stream, its state names, and its team assignments. We extract distinct user emails from record ownership fields and match against the destination GoHighLevel account. The discovery output is a written scope document including the workflow-to-pipeline mapping, custom field type mapping, and owner reconciliation list.

Schema design and GoHighLevel setup

We configure the destination GoHighLevel account before any data moves. This includes creating custom fields on Contact, Company, and Opportunity to match the Anthill custom property inventory, setting up pipeline stages mapped from Anthill workflow stream states, creating team assignments that mirror Anthill's Sales/Admin/Support structure, and configuring location and user roles. We work within the customer's existing GoHighLevel account or a designated Sandbox sub-account to validate the schema before production migration begins.

Dashboard and automation audit

We run a manual audit of Anthill dashboards by accessing the live platform (with customer credentials) and documenting each dashboard's layout, metrics, filters, and data sources in a written rebuild guide. We separately inventory every active automation with its trigger conditions, actions, and workflow association. The dashboard and automation inventory is delivered as a standalone document for the customer to use as a rebuild checklist in GoHighLevel after migration.

Test migration and reconciliation

We run a full test migration into a GoHighLevel test sub-account using production-like data volume. The customer reconciles record counts (Contacts in, Companies in, Opportunities in, Activities in), spot-checks 25-50 records against the Anthill source, and confirms the pipeline stage mapping is correct. Any field mapping corrections, picklist value gaps, or stage probability adjustments happen in this phase. Sign-off on the test migration gates the production migration date.

Production migration in dependency order

We run production migration in record-dependency order: Companies first (from Anthill Customer records with company affiliation), then Contacts (split from Customers without company affiliation, with CompanyId lookup resolved), then Opportunities (with pipeline and stage resolved via the workflow-stream mapping, and OwnerId resolved via user email matching), then Activity history (Tasks and Log a Call records linked to the migrated Contact or Opportunity). Each phase emits a row-count reconciliation report before the next phase begins. We use GoHighLevel's API with rate-limit handling and exponential backoff.

Cutover, validation, and handoff

We freeze writes to Anthill during the cutover window, run a final delta migration of any records modified during the migration window, then enable GoHighLevel as the system of record. We deliver the dashboard rebuild guide and automation inventory document to the customer's admin team. We support a one-week hypercare window where we resolve any reconciliation issues raised by the team. We do not rebuild Anthill automations as GoHighLevel workflows inside the migration scope; that work is handled by the customer's admin or a separate implementation engagement.