Migrate from Aritic Sales CRM to HighLevel

Aritic Contact records map to GoHighLevel Contact records with name, email, phone, lifecycle stage, and custom properties transferred as custom fields. Multi-language fields (language preference) migrate as custom text fields. We resolve Aritic's company association to GoHighLevel's primary location_id and flag any Contact linked to multiple Companies in Aritic for secondary-location resolution during import.

Aritic Company records map to GoHighLevel Location records. The company name, address, industry, size, website, and custom properties transfer directly. GoHighLevel Locations serve as the parent entity for Contacts; a Location can have multiple Contacts attached. Multi-currency company records from Aritic's Professional plan migrate currency as a custom text field in GoHighLevel since GoHighLevel CRM does not natively support multi-currency.

Aritic Deal records map to GoHighLevel Opportunities with deal name, value, stage, probability, expected close date, and custom properties. The dealstage property maps to GoHighLevel pipeline stage by name match; we validate stage name alignment during scoping since Aritic and GoHighLevel stage naming conventions differ. Closed-Lost and Closed-Won status from Aritic map directly to GoHighLevel's win/loss status.

Aritic Pipelines migrate to GoHighLevel Pipelines with the same pipeline name and structure. Stage order, stage names, and win/loss criteria transfer to GoHighLevel's pipeline builder. Any automation triggers attached to pipeline stages in Aritic are flagged as workflow gotchas and do not migrate; they are documented in the automation inventory for the customer's admin to rebuild.

Each Aritic pipeline stage maps to a GoHighLevel pipeline stage with the same name and position. We create stage-specific custom fields in GoHighLevel to preserve any Aritic stage-level custom properties. Stage-level automation triggers are excluded from migration and listed in the workflow inventory.

Aritic Tasks linked to Contacts or Deals migrate as GoHighLevel Tasks with title, due date, assignee, status, and completion flag. Open and completed tasks both migrate; completed task history is preserved with its original completion timestamp. Task assignment resolves by matching Aritic owner email to a GoHighLevel user.

Aritic Activity records (calls, emails, meetings) linked to Contacts or Deals migrate as GoHighLevel Activities. Call duration, meeting start and end time, and email subject and body transfer to GoHighLevel activity fields. Activity ordering is preserved by timestamp. Some older Aritic activity records may use a proprietary format; we validate each activity record during export and flag any with malformed content for manual review.

Aritic's numeric lead score value migrates as a GoHighLevel custom numeric field on the Contact record. The active scoring rule model (rules, weights, triggers) does not export and cannot be rebuilt automatically. We deliver a scoring-rule inventory sheet listing each Aritic scoring rule with its conditions, weights, and a recommended rebuild plan in GoHighLevel's Workflow or custom automation logic, typically 1-2 hours per complex rule.

Aritic files stored as binary blobs in the File Manager migrate to GoHighLevel document storage. We organize files by Contact and Deal ID in a ZIP bundle before import. URL-based attachments (files stored as external links in Aritic) are downloaded to the migration bundle before re-upload to GoHighLevel; any with expired or inaccessible URLs are flagged as broken links for manual resolution.

Aritic invoice records with line items, totals, currency, and payment status migrate as GoHighLevel custom field data on the associated Opportunity or as a separate document attachment. GoHighLevel CRM does not have a native billing or invoice object, so invoices do not map to a native record type. The customer decides whether to attach invoice PDFs as documents or rebuild invoicing in a separate tool.

Aritic quote documents and e-contract signatures linked to Deals migrate as document attachments to the corresponding GoHighLevel Opportunity. Signature status and version history transfer as custom fields on the Opportunity. GoHighLevel does not have a native e-signature object; if the customer relies on Aritic's e-contract feature, they need to configure DocuSign or a similar signing tool in GoHighLevel post-migration.

Aritic Users migrate to GoHighLevel Users with name, email, and role preserved. Owner assignments on Deals and Tasks resolve by email match to the GoHighLevel destination. Any Aritic user without a matching GoHighLevel account goes to a reconciliation queue for the admin to provision before record import resumes.

Custom fields on Contacts, Companies, and Deals are enumerated during scoping. We provision each custom field in GoHighLevel with the equivalent field type (text, number, date, picklist) before any data import. Picklist-type custom fields from Aritic require manual value mapping in GoHighLevel's option set before the migration run.

Tags applied to Contacts and Deals in Aritic migrate as comma-separated text in a GoHighLevel custom field, or as GoHighLevel native tags if the workspace has tagging enabled. Segmentation rules built in Aritic do not export and are excluded from migration; we document the segmentation logic in the workflow inventory for manual rebuild.