Migrate from CompanyHub CRM to HighLevel

CompanyHub Contacts map directly to GoHighLevel Contacts. All standard fields (name, email, phone, address) migrate 1:1. Custom fields attached to the Contact record in CompanyHub map to custom fields created in GoHighLevel under Settings > Custom Fields, assigned to the Contact object. We resolve the email address as the dedupe key. Owner assignment maps by email match to the GoHighLevel User responsible for the Contact.

CompanyHub Companies map to the Company Info section of GoHighLevel Contacts. Company name, domain, industry, annual revenue, number of employees, and address fields migrate to the corresponding Contact fields. We preserve the Company-to-Contact relationship by linking the Contact to the company record in GoHighLevel. If a single Contact in CompanyHub is associated with multiple Companies, we flag the ambiguity for the customer to resolve during scoping.

CompanyHub Deals map to GoHighLevel Opportunities. The Deal name, amount, expected close date, probability, and stage migrate to the equivalent Opportunity fields. We map CompanyHub dealstage values to GoHighLevel pipeline stage values using the stage mapping table captured during discovery. The Contact associated with the Deal links to the Opportunity via the Opportunity's primary Contact field.

CompanyHub pipeline stages are user-defined and stored per pipeline. We capture the full stage list (name, order, probability percentage) during discovery and configure matching stages in GoHighLevel under the Opportunities pipeline builder. Probability values round to GoHighLevel's allowed integer range. Each CompanyHub pipeline maps to a separate GoHighLevel pipeline.

CompanyHub custom fields on Contacts, Companies, and Deals migrate to GoHighLevel custom fields under Settings > Custom Fields. We preserve field type (text, number, date, dropdown, checkbox) and migrate the field values. Multi-select dropdown options in CompanyHub map to GoHighLevel multi-select custom fields. Field-level visibility settings in CompanyHub require documentation for the GoHighLevel admin to re-apply per user role.

CompanyHub Custom Tables have no direct GoHighLevel equivalent. GoHighLevel does not support standalone custom table objects. We handle this by: first, capturing the full Custom Table schema (field names, types, options) from the customer during discovery; second, creating a set of custom fields in GoHighLevel on the Contact or Opportunity object that captures the key data points; third, migrating each Custom Table row as a linked record via a dedicated custom field group. This is a design conversation during scoping, not an automatic data copy. Tables modeling domain data that corresponds to a Deal (e.g., Payments, Installments) attach to the Opportunity; tables modeling Contact-related data attach to the Contact.

CompanyHub Quotes map to GoHighLevel Opportunities with line items preserved as custom fields or attachments. GoHighLevel does not have a native Quotes object with PDF templates at the Starter tier. We migrate the quote total, line item names, quantities, and amounts as custom fields on the associated Opportunity. If the customer requires full quote document preservation, we attach the Quote PDF as a file linked to the Opportunity.

CompanyHub Tasks migrate to GoHighLevel Tasks. Due date, priority, status, description, and assigned user migrate directly. Tasks auto-generated by UTrons (on stage change, scheduled alerts) migrate as static records but lose their automation context; the rebuild specification covers what each Utron task-creation rule should produce in GoHighLevel Workflows.

CompanyHub users map to GoHighLevel users by email match. We resolve the owner referenced on Contact, Company, Deal, and Task records against GoHighLevel Users before import. Any CompanyHub user without a matching GoHighLevel account is placed in a reconciliation queue for the customer to provision. Permissions and role-based access in GoHighLevel require re-configuration post-migration.