Migrate from Chakra Sales CRM to HighLevel

Chakra Contacts map directly to GoHighLevel Contacts. Standard fields (name, email, phone, address) migrate 1:1. Custom Contact properties from Chakra are mapped field-by-field during discovery; any without a GoHighLevel equivalent are created as custom fields in the destination before the load phase. Owner assignment maps from Chakra's owner record to the corresponding GoHighLevel user by email match.

Chakra Accounts (Companies) map to GoHighLevel Companies. Company name, domain, address, and custom properties migrate directly. The parent-child relationship between Chakra Accounts and Contacts is preserved in GoHighLevel by linking Contacts to their parent Company record via the contact_company link. Any company-specific custom fields are remapped identically to the Contact custom field process.

Chakra Leads map to GoHighLevel Contacts or to Contacts with an associated Opportunity depending on qualification stage. We evaluate the Chakra Lead status field during discovery to determine whether a Lead should land as a bare Contact or as a Contact with an in-progress Opportunity. Stage and source attribution from Chakra migrate as custom fields and tags on the GoHighLevel Contact record for audit and segmentation.

Chakra Deals map to GoHighLevel Opportunities. Deal name, amount, expected close date, owner, and stage migrate directly. Stage names from Chakra are captured during the discovery pipeline audit and mapped to the corresponding GoHighLevel pipeline stage. If Chakra uses multiple pipelines, each becomes a separate GoHighLevel pipeline with its own stage sequence configured in the destination before import.

Chakra pipeline stages do not export automatically and must be documented during the discovery call. We record the stage name, order, and probability for each stage in each pipeline, then configure matching GoHighLevel pipeline stages before the migration load begins. Probability percentages are rounded to whole numbers and assigned per stage in GoHighLevel's pipeline builder.

Chakra task records (with due dates, assignees, statuses, and record associations) map to GoHighLevel Tasks. Assignee mapping resolves Chakra owner email to GoHighLevel user ID. Task status and priority values are mapped to GoHighLevel enumerations during the transform phase. Tasks are loaded after Contacts and Opportunities to satisfy the record association.

Chakra custom fields on Contacts, Leads, Deals, and Accounts are defined per-account and do not export as schema. We perform a field-level inventory during discovery, compare each Chakra custom field against GoHighLevel's standard field list and custom field API, and create any missing custom fields in GoHighLevel before the load phase. Custom field values migrate record-by-record using the destination field API name.

Chakra workflow automations do not export via the Cloud API. We document each automation during discovery — its trigger, conditions, sequence of actions, and associated records — and deliver a written inventory with a GoHighLevel workflow equivalent recommendation. Your admin rebuilds the automations in GoHighLevel's workflow builder using our inventory as the specification. This step requires business-user validation and is scheduled before the go-live date.

File attachments linked to Chakra CRM records (proposals, signed documents, call recordings) may not retrieve cleanly via the standard Cloud API. We audit attachment coverage during pre-migration data review. For records with critical attachments, we request a manual export from the Chakra account or perform a supplementary file transfer step, then link the files to the corresponding GoHighLevel Contact, Company, or Opportunity record via GoHighLevel's document attachment method.