Migrate from Basic Online CRM to HighLevel

Basic Online CRM Contacts map directly to GoHighLevel Contacts. Standard fields (first name, last name, email, phone, address) transfer 1:1. Any non-standard fields from Basic Online CRM land as GoHighLevel custom fields created during the pre-migration schema phase. We validate email format during the transform step and flag any records with malformed or missing emails for customer resolution before import.

Basic Online CRM Companies map to GoHighLevel Companies. The company name serves as the dedupe key. GoHighLevel Companies support a flat hierarchy without subsidiaries, matching Basic Online CRM's structure. If the same company name appears multiple times in the source, we flag duplicates for customer review and import the canonical record first.

Basic Online CRM Deals map to GoHighLevel Opportunities. The deal name becomes the Opportunity name, deal amount transfers directly, and deal stage maps to a GoHighLevel pipeline stage. We configure the pipeline in GoHighLevel before migration using the stage names present in the source data. Closed-won and closed-lost statuses map to GoHighLevel status values with the original close date preserved.

Basic Online CRM stores linked Contact IDs as internal numeric references in the Deal export rather than by name or email. We run a dual export of Contacts and Deals, cross-reference every Contact ID against the contact list during the mapping phase, and resolve each ID to a Contact name. We then match by name during GoHighLevel Opportunity import and attach the Contact to the Opportunity. Deals linked to deleted Contacts are flagged as orphaned for customer resolution before the Opportunity phase begins.

Basic Online CRM Notes are free-text, untyped entries with no timestamps unless explicitly set. We migrate them as Task records in GoHighLevel with the TaskSubtype set to Note and the full text content preserved in the description field. Any timestamp present in the source is set as the Activity Date; notes without timestamps receive the migration run date. Notes attached to Deals or Companies link to the corresponding Opportunity or Company via the WhatId field.

Basic Online CRM custom fields are stored as untyped strings regardless of their intended data type. We inventory every custom field during scoping, ask the customer to confirm intended types (date, number, dropdown, checkbox), and create matching GoHighLevel custom fields of the correct type before migration. Date fields require particular attention because Basic Online CRM exports may use inconsistent formats (e.g., Jan 15 2024 vs 15/01/2024) between exports; we standardise these during the transform phase.

Basic Online CRM does not surface owner assignment in its exports, so all migrated records are ownerless by default. We ask the customer during scoping which team member should own migrated records in GoHighLevel and apply bulk owner assignment during write-back. If multiple owners exist in the destination GoHighLevel account, the customer provides a mapping table of source criteria to destination User and we apply it per record.

Basic Online CRM's web interface silently truncates CSV exports at approximately 5,000 rows per download. We detect the total contact count during scoping and split large exports into multiple CSV files, reassembling them in record order before writing to GoHighLevel. For instances with 10,000 or more contacts, the customer must run multiple manual exports unless they have Enterprise-tier API access and we extract via API instead.