Migrate from Claritysoft to HighLevel

Claritysoft Contacts map directly to GoHighLevel Contacts with standard fields (name, email, phone, address, company association). We extract contacts via Claritysoft REST API (Accelerator/Enterprise) or CSV export (Professional tier), map Claritysoft lifecycle stages to GoHighLevel Contact tags, and import using GoHighLevel's CSV import with field-by-field mapping. Custom contact properties migrate to GoHighLevel custom fields pre-created in the destination account.

Claritysoft Accounts store organizational records linked to Contacts and Opportunities. GoHighLevel does not have a native Account/Company object separate from Contact; organizations are represented by the Company field on Contact records. We extract the Account name and key fields and map them to the Contact.Company association, creating deduplication rules in GoHighLevel based on domain or company name match.

Claritysoft's distinct Lead object (separate from Contacts with its own lifecycle stages: New, Contacted, Qualified) migrates as GoHighLevel Contacts with a lead status tag applied. We preserve the Claritysoft Lead stage in a custom field and set a Lead source tag so the customer can segment pre-qualified leads from migrated Contacts in GoHighLevel's pipeline view.

Claritysoft Opportunities map directly to GoHighLevel Opportunities with fields for amount, stage, probability, and expected close date. The key mapping decision is pipeline association: each Claritysoft pipeline becomes a GoHighLevel Pipeline Board, and Opportunity stage names map to GoHighLevel stage values within that pipeline. We configure the GoHighLevel pipeline stages to match Claritysoft stage names and probabilities before migration.

Each Claritysoft pipeline's stages (for example: Prospect, Qualified, Proposal, Negotiation, Closed Won, Closed Lost) become GoHighLevel Pipeline stages. We create the pipeline structure in GoHighLevel during schema setup, mapping stage probabilities from Claritysoft to the GoHighLevel stage probability field. Closed-Lost and Closed-Won from Claritysoft carry through with status preserved.

Claritysoft Activities (Tasks, Calls, Meetings with timestamps, owners, and linked records) migrate as GoHighLevel Activities attached to Contacts and Opportunities. GoHighLevel's activity timeline consolidates calls, meetings, and tasks under a unified activity feed. We map Claritysoft activity types to GoHighLevel activity types and preserve the original timestamp and owner assignment. Note: GoHighLevel CSV import does not support historical activity import in all tiers; we flag this and recommend bulk activity import via API on the Unlimited plan or document the limitation for Starter-plan customers.

Claritysoft Projects (available on Accelerator and Enterprise tiers) contain Tasks, Milestones, and Assignees. GoHighLevel has no native Project management module, so we migrate Projects as a Custom Object with related Milestones as child Custom Object records. Project-specific metadata (due dates, status, assignees) maps to custom fields on the Project Custom Object. The customer should plan to use GoHighLevel's Task and Workflow features to recreate project management workflows post-migration.

Claritysoft Helpdesk Tickets (available on Accelerator and above) include status, priority, assignees, and conversation threads. We migrate tickets as a GoHighLevel Custom Object with custom fields for status, priority, and assignee. Conversation threads migrate as Comment records linked to the parent Ticket Custom Object. The customer should expect to rebuild ticket routing and SLA workflows in GoHighLevel's Workflow builder post-migration.

Claritysoft Custom Fields (available on all plans; Advanced Custom Fields with calculated logic require Accelerator or Enterprise) map to GoHighLevel Contact or Opportunity custom fields depending on the object they are attached to. We pre-create each GoHighLevel custom field via the platform UI or API before importing data. Calculated Custom Fields from Claritysoft do not calculate in GoHighLevel; we document the calculation logic so the customer can rebuild it as a GoHighLevel Workflow formula or external tool if needed.

Claritysoft Workflows automate triggers and actions based on conditions. We do not migrate Workflows as executable code because GoHighLevel's Workflow builder uses a different automation model (trigger-based actions with visual branching). We deliver a written inventory of every Claritysoft Workflow with its trigger conditions, filters, and actions, mapped to the closest GoHighLevel Workflow equivalent. The customer's admin rebuilds each Workflow in GoHighLevel's automation builder post-migration.