Migrate from ContactWise CRM to HighLevel

ContactWise Contacts map directly to GoHighLevel Contacts with standard field correspondence (name, email, phone, address). We handle the ContactWise custom properties during discovery, create matching custom fields in GoHighLevel before import, and apply type transformations (ContactWise multi-select picklists to comma-separated strings or GoHighLevel tags). Any lead_status property on ContactWise records is preserved as a custom contact field since GoHighLevel does not have a native separate Lead object.

ContactWise Leads are distinct from Contacts and carry status attribution and source tracking. GoHighLevel has no separate Lead object; all prospects live as Contacts. We import ContactWise Leads as GoHighLevel Contacts with the original lead status stored in a custom lead_status field and the source attribution stored in a custom source field. This allows the customer's GoHighLevel admin to segment converted vs unconverted prospects using tags or filters without losing the original qualification context.

ContactWise Opportunities with deal values, stages, expected close dates, and owner assignments map to GoHighLevel Opportunities. Pipeline stage mapping requires manual configuration in GoHighLevel's visual pipeline builder before import, as stages do not exist in GoHighLevel until created. We document the ContactWise stage names and order during discovery and provide a stage mapping table that the customer applies in GoHighLevel before production import.

ContactWise Company records map to GoHighLevel Companies. The Company-to-Contact association uses GoHighLevel's contact-company linking fields. We resolve the primary contact assignment from ContactWise during import and link remaining associated Contacts through GoHighLevel's company profile page post-import. Owner assignments migrate by email match against GoHighLevel Users.

ContactWise pipeline stage definitions are configurable and documented during discovery. GoHighLevel pipelines are built in a visual drag-and-drop editor and cannot be populated via CSV import. We deliver a written pipeline configuration guide that maps each ContactWise stage to a GoHighLevel stage name and probability percentage. The customer's GoHighLevel admin creates the pipeline in the dashboard before we run the production Opportunity import.

ContactWise Service Desk Tickets map to GoHighLevel Cases, but the field schema differs substantially. ContactWise ticket records carry custom status values, priority flags, assignee references, and client-association fields that do not map directly to GoHighLevel's case field structure. We perform explicit field-level mapping for every ticket attribute during scoping, validate the mapping in a test import, and preserve the ticket-to-contact association using ContactWise contact IDs as a reference field in GoHighLevel. Cases that reference resolved ContactWise Opportunities are linked to the migrated Opportunity in GoHighLevel.

ContactWise Time Entries track billing and project work linked to Contacts, Tickets, or Projects. GoHighLevel Tasks are the closest equivalent but lack a native billing association. We import Time Entries as GoHighLevel Tasks with the original duration, date, and description preserved, and the billable flag mapped to a custom task field. Time entry-to-contact links are resolved by email match during import.

ContactWise Workflow definitions are stored as platform configuration rather than data records and cannot be exported and replayed in GoHighLevel. We document every active workflow during discovery, capturing the trigger type (time-based, event-based, field-change), conditions, and actions. We deliver a written automation inventory that maps each ContactWise workflow to a GoHighLevel Automation equivalent. The customer's GoHighLevel admin rebuilds the automations in GoHighLevel's workflow editor post-migration.