Migrate from Copper to HighLevel

Copper People records map directly to GoHighLevel Contacts. We preserve the full name, email, phone, address, and any custom properties. The primary email address becomes the Contact's email field and serves as the dedupe key during import. The People-to-Company linkage is preserved by resolving the Company reference before Contact insert so that the Account link is satisfied at migration time.

Copper Company records map to GoHighLevel Accounts. The company name becomes the Account name, and the website domain maps to the Account's website field. Accounts are migrated before People so that the Account-Contact relationship is established at insert time. Any orphaned Companies (no related People) are migrated as standalone Accounts.

Copper Opportunities map to GoHighLevel Opportunities. The Copper Pipeline Stage becomes the GoHighLevel pipeline stage name, and stage order is preserved. Monetary value, close date, and probability percentage transfer directly. We create GoHighLevel pipelines during the schema phase using the pipeline names and stage counts from Copper. If Copper has multiple pipelines, we create matching GoHighLevel pipelines with identical stage configurations.

Copper's separate Lead object does not have a native GoHighLevel equivalent; GoHighLevel uses Contacts for both prospect and customer records. We migrate Lead records as GoHighLevel Contacts and preserve the Copper Lead Status in a custom field (copper_lead_status__c) so that the customer's admin can segment or filter by the original lead source without rebuilding the list manually. If the customer needs a distinct Lead concept, we document the recommended GoHighLevel pipeline configuration during scoping.

Copper Tasks migrate to GoHighLevel Tasks with Status, Priority, due date (Unix timestamp converted to date), and related record reference preserved. Task assignment migrates by resolving the Copper user ID to the GoHighLevel user via email match. Tasks with no assignee are migrated with an unassigned status and flagged for the customer to reallocate post-migration.

Copper Activities (emails, calls, meetings, notes) are mapped to GoHighLevel's Activity model. Emails migrate as GoHighLevel Activity Notes with the email body and timestamp preserved. Calls map to GoHighLevel Tasks with the call duration and disposition in custom fields. Meetings migrate as Activity records with date, duration, and linked contacts preserved. The activity type from Copper is stored in a custom field for filtering post-migration.

Copper Projects have no direct GoHighLevel equivalent. We migrate Projects as GoHighLevel Tasks with the project name as the task subject, and the project's associated Tasks as sub-tasks or related Tasks tagged with a copper_project_id custom field. The customer chooses between a task-with-tags approach and a pipeline-based approach during scoping.

Copper custom fields on People, Companies, Opportunities, Leads, and Tasks are inspected via the Copper Custom Field Definitions API and then created as equivalent GoHighLevel custom fields before data import begins. Field type mapping follows GoHighLevel's supported types: text to text, number to number, date to date, checkbox to toggle, dropdown to dropdown. Multi-select picklist equivalents are created where GoHighLevel supports them.

Copper Tags are flat labels applied to People, Companies, and Opportunities. We migrate tags as-is and map them to GoHighLevel's native tagging mechanism on each Contact, Account, and Opportunity record. Tags are preserved in a single field per record and are not transformed or deduplicated during import.

Copper file attachments are stored in Google Drive, not inside Copper's own storage. We migrate the attachment metadata (file name, type, linked record) and re-link the files by migrating them to a shared GoHighLevel-accessible storage location or by storing the Google Drive file URL as a custom field on the related GoHighLevel record. We coordinate Google Drive service account access during scoping. Without this step, attachment links become broken references in GoHighLevel.