Migrate from ClientTether.com to HighLevel

ClientTether Contacts map directly to GoHighLevel Contacts. Name, phone, email, company association, and communication history migrate. We preserve all tag assignments per contact because ClientTether uses tags as both segmentation markers and automation triggers. The primary challenge is that ClientTether contacts may carry franchise-owner or FBC associations that require mapping to GoHighLevel Locations or custom contact fields during import.

ClientTether Leads generated through web forms, IVR, or CSV import map to GoHighLevel Contacts in the pipeline pipeline. Lead source attribution and the originating campaign ID migrate as custom fields on the Contact record. Any lead scoring values are preserved in a custom numeric field on the GoHighLevel Contact.

ClientTether Accounts group Contacts under franchisee or franchise owner entities. The franchise infrastructure hierarchy — brand account, franchise owner account, FBC structure — maps to a GoHighLevel Location hierarchy using parent-account relationships. We export the full hierarchy as a parent-child map and configure Locations accordingly, flagging any depth that exceeds GoHighLevel's nesting limits.

ClientTether Pipelines map to GoHighLevel Pipelines with stages preserved by name and position. Stage ordering and custom stage names carry over. GoHighLevel Pipelines share across Locations by default, which differs from ClientTether's per-account pipeline isolation; we configure pipeline sharing during schema setup to match the original access model.

ClientTether Deals map to GoHighLevel Opportunities. Deal stage maps to the corresponding Pipeline stage. Closed-won and closed-lost outcomes preserve any ClientTether custom fields tracking outcome details. The deal amount, name, and associated contact linkage migrate directly. ClientTether's deal-owner assignment maps to GoHighLevel's assigned user on the Opportunity.

ClientTether Proposals carry template-based rich content, pricing line items, start and end dates, and optional Work Order linkage. We export proposal body text and line items. Rich template formatting is preserved as HTML content in GoHighLevel Opportunity custom fields; the customer reviews and re-renders non-standard template elements post-migration. Proposals with linked Work Orders are staged so that Work Orders import after Opportunities, preserving the relationship.

ClientTether Work Orders carry operational data for franchisee execution including linked proposal dates, status, and assigned franchise owner. We export Work Order records and map them to GoHighLevel Opportunities with a custom work_order_status field to distinguish them from standard sales Opportunities. The proposal linkage is resolved through the Opportunity reference established during the Proposal import phase.

ClientTether tags used for segmentation and automation trigger conditions map to GoHighLevel Tags on the Contact record. We export all tag assignments per Contact, Lead, Account, and Workflow record. Because GoHighLevel tags attach at the contact level, tag-based automation triggers in ClientTether are documented and rebuilt manually in GoHighLevel's workflow builder using the corresponding tag conditions.

ClientTether email sequences with time-triggered drip steps attached to Leads or Contacts map to GoHighLevel Workflows using the email and delay actions. We export sequence step content, timing delays, and enrollment status as a written automation spec that the customer's admin reconstructs in GoHighLevel's visual workflow builder. The sequence enrollment status is preserved as a custom contact field for reference during rebuild.

Inbound and outbound call records from ClientTether migrate to GoHighLevel Contact activities. Call duration, direction, recording URL (if available), and linked Contact reference preserve. Missed-call follow-up task generation is documented and can be rebuilt as a GoHighLevel workflow trigger if the customer chooses. Activity timestamp ordering is preserved for the contact timeline.

ClientTether custom fields on Contacts, Leads, Accounts, Deals, and Proposals are enumerated during discovery. Field types map to GoHighLevel equivalent field types: text fields to text, numeric fields to number, date fields to date, and picklist fields to dropdown. We pre-create the destination custom fields in GoHighLevel before any record import begins so that no data is truncated or rejected on load.

ClientTether user records include name, role, and assignment of Leads and Tasks. User records migrate to GoHighLevel Users with role assignment. Open tasks assigned to users in ClientTether are reassigned to the corresponding GoHighLevel user during migration. ClientTether's unlimited-user model means the user roster can be large; we reconcile all owner references before migration to avoid orphaned task assignments.