Migrate from Concord CRM to HighLevel

Concord CRM Companies map to GoHighLevel Locations, which serve as the account-level record. The Company name becomes the Location name, domain becomes the website field, and any address fields map to the Location address block. GoHighLevel Locations can represent a single business or multiple branch locations; Concord's single-company installations map to one primary Location. Company export must run first because Concord Contacts reference company_id as a foreign key that we resolve to a GoHighLevel Location ID before Contact import.

Concord Contacts map to GoHighLevel Contacts with the Concord company_id resolved to the corresponding GoHighLevel Location ID. Each Contact's email, phone, address, and custom field values transfer directly. Concord's contact type or tags map to GoHighLevel Contact tags. We deduplicate by email address and flag any records with the same email for the customer to resolve before import completion.

Concord Deals map to GoHighLevel Opportunities inside a configured Pipeline. The Deal stage name maps to a GoHighLevel Pipeline stage; Deal value maps to the Opportunity amount; expected_close_date maps to the GoHighLevel close date field. Concord Deal associations (linked contact and company) map to the GoHighLevel Contact and Location lookups on the Opportunity record.

Concord CRM exports pipeline stages as deal properties but does not include pipeline metadata in the export. We extract the distinct stage values from Deal records, create corresponding stages in the target GoHighLevel Pipeline before migration, and assign stage names and order to match Concord's sequence. If Concord uses multiple pipelines, we create multiple GoHighLevel Pipelines and map each Deal to the appropriate pipeline by comparing pipeline IDs from Concord's export data.

Concord Products (name, price, SKU, description) map to GoHighLevel Products. GoHighLevel Products are used in Pipeline items and can be attached to Opportunities. Product migration is straightforward because Concord Products have no foreign key dependencies on other exported objects.

Concord Activities (calls, meetings, tasks, notes) with a type of 'call' map to GoHighLevel Tasks with task_type=Call and call duration preserved. Activities of type 'meeting' map to GoHighLevel Calendar Events. Tasks map to GoHighLevel Tasks. We reconstruct the association back to the parent Contact or Deal using the Concord linked_resource_type and linked_resource_id fields, resolving these to GoHighLevel Contact and Opportunity IDs via the lookup tables built during earlier migration phases.

Concord CRM custom fields (boolean, date, select, text, number, UUID-keyed in API) map to GoHighLevel custom fields with equivalent types. Boolean fields from Concord map to GoHighLevel True/False fields; date fields map to Date fields; select fields map to Dropdown fields with the source picklist values replicated as options; number fields map to Number fields. We configure all GoHighLevel custom fields before any Contact, Company, or Deal import begins.

Concord CRM does not include a native export feature for Users and Roles. We retrieve user data via the Concord REST API (email, name, role assignment) for mapping purposes. GoHighLevel Users are provisioned by email invite by the customer's admin; we provide a user mapping table cross-referencing each Concord user email to the target GoHighLevel user email so that Deal assignments and Activity ownership resolve correctly during migration.

Concord CRM does not include a document attachment export feature in the standard export tool. Attachments stored in the Concord server's storage/app directory must be exported manually via file system access (SFTP or direct server file access) and re-uploaded to GoHighLevel's Media Library. We coordinate the file export as a separate step with the customer's IT contact, provide a file-to-record mapping table linking each exported file to the corresponding GoHighLevel Contact or Deal record, and the customer re-uploads files manually or via GoHighLevel's Media Library API.