Migrate from Cloze to HighLevel

Cloze People records map directly to GoHighLevel Contacts. Standard properties (name, email, phone, address, social links) map to the corresponding GoHighLevel Contact fields. Custom fields on People migrate as GoHighLevel custom contact fields. The mapping uses email as the dedupe key. Cloze tags applied to People migrate as GoHighLevel Contact tags, which are a native flat-label system in GoHighLevel. Note that GoHighLevel Contacts can also belong to one or more GoHighLevel Opportunities, unlike Cloze where People are linked to Projects/Deals through the Deals relationship.

Cloze Company records map to GoHighLevel Accounts. The company address, industry, and social fields migrate directly. In Cloze, People can be linked to Companies; in GoHighLevel, Contacts have a primary AccountId lookup and can be associated via the Account Contact Relationship feature. We pre-create Account records before Contact migration so that AccountId lookups are satisfied at the moment of Contact insert.

Cloze Projects (aliased as Deals or Properties depending on industry context) map to GoHighLevel Opportunities. The Cloze Stage property (Potential, Active, Done, Lost) maps to a GoHighLevel Pipeline Stage. We strip any hardcoded real estate terminology (Property, Listing) during the transform and apply the customer's chosen GoHighLevel Stage names. Custom fields on Projects migrate as custom Opportunity fields in GoHighLevel.

Cloze Stages (Lead, Potential, Active, Inactive/Past, Lost) map to GoHighLevel Pipeline Stages. During migration we create a GoHighLevel Pipeline with Stages configured to match the customer's Cloze Stage distribution. Closed-Lost from Cloze maps to the final Losing Stage in GoHighLevel; Done maps to Won. We flag any inactive or past-stage records that should be archived rather than imported as open Opportunities.

Cloze Segments and Audiences group contacts by Stage or custom criteria. We preserve segment membership by mapping each Contact's segment assignment to a GoHighLevel custom multi-select picklist field or as Contact Tags, depending on the customer's preference. Segments with complex filter logic (multiple criteria, date ranges) are documented as a written list for the customer's admin to recreate as GoHighLevel Filter Views or Smart List automations.

Cloze Tags are a flat label system applied to People and Companies. These map natively to GoHighLevel Contact Tags and Company Tags. All tag assignments are preserved during migration. If the customer has tag naming conventions that include real estate terminology, we normalize these to the customer's preferred labels before import.

Cloze custom fields on People, Companies, and Projects migrate to GoHighLevel custom fields of equivalent type. GoHighLevel supports text, number, date, phone, email, dropdown, multi-select, and checkbox field types. We pre-create the custom field schema in GoHighLevel before migration. Any deprecated or deleted custom fields in Cloze are flagged and excluded from the import.

Cloze Timeline records (emails, calls, texts, meetings, notes) tied to People or Companies migrate as GoHighLevel Contact Activities. Email opens and click records migrate as Notes entries. Call logs migrate as Task records with Call subtype. Meeting records migrate as Notes or Task entries depending on GoHighLevel's current activity model. Note that Cloze's automatic Gmail and Outlook integration generates Timeline entries that may be truncated or contain placeholder content; we migrate the record metadata and available content and flag any gaps in the reconciliation report.

Cloze Teams control access and assignment. We preserve team membership and role assignments as a written mapping document. GoHighLevel's sub-account structure differs from Cloze's team model; the customer's admin configures the GoHighLevel team hierarchy (Locations, Teams) post-migration. Owner assignments on People, Companies, and Projects migrate as GoHighLevel Contact and Opportunity Owner assignments, resolved by email match.