Migrate from ConvergeHub to HighLevel

ConvergeHub Lead records split based on lifecycle stage and qualification status. Leads with a confirmed company association and sales-readiness criteria map to GoHighLevel Contacts inside the appropriate Company. Unqualified Leads that represent early-stage prospects map to a separate GoHighLevel pipeline (Pipeline type = Lead) so they do not mix with qualified pipeline opportunities. We preserve all custom Lead fields as GoHighLevel custom fields on Contact or the Lead pipeline object.

ConvergeHub Accounts represent organizations and map directly to GoHighLevel Companies. The Account's industry, size, address, phone, and website fields migrate to the equivalent GoHighLevel Company fields. We reconstruct any Account-to-Account parent relationships as GoHighLevel Company tags or a custom parent_company__c lookup if the destination GoHighLevel instance has the relationship type enabled.

ConvergeHub Contacts map to GoHighLevel Contacts inside the linked Company. Contact roles, lifecycle stage, phone numbers, email addresses, and custom fields migrate to GoHighLevel. The Contact-to-Account linkage is resolved during staging by matching the ConvergeHub account_id to the GoHighLevel Company external ID we assigned during the Account import phase. Any Contact without a matching Company is held in a reconciliation queue for the customer to resolve before that Contact batch inserts.

ConvergeHub Deals map to GoHighLevel Opportunities attached to the relevant Contact or Company. Deal stage, value, probability, expected close date, owner assignment, and custom fields migrate. Pipeline stage mapping is configured in GoHighLevel before migration begins, mapping each ConvergeHub stage name to a GoHighLevel pipeline stage with the corresponding probability. Closed-Lost and Closed-Won status migrate with the deal outcome preserved.

Each ConvergeHub deal pipeline maps to a GoHighLevel pipeline with stages defined to match the source stage names and order. We configure stage probability percentages in GoHighLevel to match ConvergeHub's pipeline settings so that reporting does not shift after migration. Stage-level automation triggers in GoHighLevel are documented separately and do not migrate automatically.

ConvergeHub Products (catalog items used in Deals and Invoices) map to GoHighLevel Products. Product name, SKU, unit price, and description migrate. Product associations to Deals are preserved through the Opportunity-Product linking during the Deal migration phase. Products are imported before Deals so that the product reference is satisfied at the time of Opportunity insert.

ConvergeHub Activity records (calls, tasks, events, logged communications) link to their parent Contact, Lead, Deal, or Account. We extract the activity type, timestamp, duration, notes, and owner assignment, then insert GoHighLevel Activities linked to the corresponding Contact or Company record. Activity ordering is preserved by setting the GoHighLevel activity date to the original ConvergeHub timestamp. Activity records referencing deleted or missing parent records are flagged for the customer to resolve before that batch migrates.

ConvergeHub Cases map to GoHighLevel Tasks if the destination does not include Service Cloud, or to Cases if it does. Case status, priority, subject, description, and linked Contact or Account migrate. Custom case fields require GoHighLevel custom field creation before migration. Cases with partial resolution history (open cases) migrate as open Tasks or Cases in GoHighLevel. The customer must configure the Service Cloud Case pipeline separately if Cases are a primary workflow in the source.

ConvergeHub Invoice records with line items, totals, tax, and payment status migrate to GoHighLevel Invoice or Payment records. Payment gateway history and partial payment records do not transfer because the payment transaction data lives in the billing processor rather than ConvergeHub. We extract the invoice header and line item data and flag any partially paid or overdue invoices that require reconciliation in GoHighLevel after migration.

ConvergeHub Targets (sales goals or quotas tracked in the Targets module) do not have a direct GoHighLevel equivalent. We extract Target records and map them to GoHighLevel Goals if the customer's plan includes goal tracking, or to a custom object or tagged field set for reporting. The customer defines the goal structure in GoHighLevel before migration begins.