Migrate from AutoText to HighLevel

AutoText stores per-user tone, formatting, and interaction preferences. We extract these manually during the scoping call (there is no export API) and document them as a preference inventory. At GoHighLevel, these preferences do not map to a native equivalent since GHL's Contact model does not have built-in writing-style fields. We create custom fields on the Contact object (e.g., tone_preference__c, autoformat_enabled__c) and populate them from the documented AutoText settings for each migrated user. This gives the customer's team a reference record of their original AutoText preferences at the destination.

AutoText Chrome extension settings (enabled features, keyboard shortcut mappings, OAuth permission scopes) are stored locally in Chrome's extension storage with no export mechanism. We manually review and document these settings during the scoping session, then map them to GoHighLevel equivalents where they exist: shortcut mappings map to GoHighLevel Snippet shortcut codes, and permission scopes (Gmail read/write) are noted for re-authorization in GoHighLevel's connected Gmail integration.

If AutoText users have configured brand-specific writing profiles with tone instructions, sample phrases, or banned words, we preserve these as structured text assets. At GoHighLevel, these map to Snippets (content templates) stored under the relevant Contact or Account, or as global Snippets available across the account. Snippets can include variables and are usable inside GoHighLevel Workflows for automated personalization. We do not migrate brand profiles as structured data—each is documented as a text specification for manual Snippet creation at GoHighLevel.

AutoText does not store CRM contacts. The migration establishes the GoHighLevel Contact schema as the new system of record. We design the initial GoHighLevel Contact fields (first name, last name, email, phone, address, and any custom fields required by the customer's business process) before any data is written. The Contact object is the primary destination for all downstream migration work.

AutoText does not store company or account records. We create the GoHighLevel Account schema as a separate object with a one-to-many relationship to Contact. Account fields (company name, domain, industry, size, address) are designed during scoping and created in GoHighLevel before contact migration begins. Accounts serve as the parent record for Opportunities and are required for multi-contact deal workflows.

AutoText does not store deal or pipeline data. We design GoHighLevel Opportunity Pipelines and stage definitions as part of the migration engagement. Each pipeline becomes a GoHighLevel Record Type on Opportunity, with custom stage names, probabilities, and win/loss categories mapped from the customer's existing sales process documentation. Pipeline design is validated in a GoHighLevel Sandbox before production configuration.

AutoText does not store tasks or activity records. GoHighLevel Tasks are created as part of the post-migration workflow setup, not as part of the data migration. We configure initial task templates and assignment rules during GoHighLevel onboarding, mapping from any documented AutoText writing-assistance triggers (e.g., follow-up reminders) to GoHighLevel task automation.

AutoText's Google account OAuth scope is documented during scoping but cannot be migrated. At GoHighLevel, the customer re-authorizes Gmail access through GoHighLevel's native Gmail integration (Settings > Integrations > Google). We document the original AutoText permission scope so the customer knows what Gmail access level to re-grant in GoHighLevel. No other AutoText integrations exist; any additional tools the customer uses alongside AutoText are mapped separately during GoHighLevel integration design.