Migrate from Cordis CRM to HighLevel

Cordis CRM Contacts migrate to GoHighLevel Contacts. The primary email address becomes the dedupe key. Standard fields (first name, last name, phone, address) map directly. Any Cordis contact properties that do not have a GoHighLevel standard field equivalent migrate as custom fields, which we configure in GoHighLevel under Settings > Custom Fields before import. If the customer's Cordis instance includes company linkage, the associated company name populates the Company field on the GoHighLevel Contact.

GoHighLevel does not have a standalone Company or Account object in the same sense as Salesforce or HubSpot. Cordis CRM Companies are merged into the Contact's Company field on the related Contact records. We export Company names, addresses, and domains and assign them to the corresponding GoHighLevel Contacts by contact-company linkage in the Cordis export. If a Company has no linked Contacts, we create a placeholder Contact record with the company name populated in the Company field.

Cordis CRM Deals map to GoHighLevel Opportunities. The deal name, amount, stage, and close date transfer directly. Pipeline assignment in Cordis CRM maps to a GoHighLevel Pipeline that we configure before migration, including the stage names and order. GoHighLevel Opportunity fields include a Status, Pipeline, and Stage dropdown; we map the Cordis deal stage to the equivalent GoHighLevel stage name and set the deal value in the Opportunity's monetary field.

Cordis CRM pipeline configurations (stage names, stage order, stage count) map to GoHighLevel Pipelines under the Opportunities object. We capture the stage sequence and stage-to-probability mapping from Cordis and recreate it in GoHighLevel. Each GoHighLevel Pipeline is a distinct board view in the Opportunities section. If Cordis has multiple pipelines, we create corresponding GoHighLevel Pipelines and assign Opportunities to the correct one during migration.

Cordis CRM Tasks migrate to GoHighLevel Tasks. Task title, description, due date, status, and assigned owner (by email match to GoHighLevel User) transfer directly. Recurrence rules from Cordis tasks are noted in the migration report and flagged for manual reconfiguration in GoHighLevel's Task builder post-migration, as GoHighLevel's recurrence model differs from Cordis.

Cordis CRM Campaigns do not have a direct GoHighLevel equivalent object. Campaign membership is represented in GoHighLevel using Tags applied to Contact records. We export campaign membership (Contact ID + Campaign ID) from Cordis and apply a Tag to each Contact in GoHighLevel using the campaign name as the tag value. The customer receives a campaign-to-tag mapping table in the migration handoff document.

Cordis CRM documents linked to Contacts or Companies are extracted as files and re-associated with the corresponding GoHighLevel Contact record using the CRM Attachments feature. We preserve the original filename and attach each document to the correct Contact record using the record ID mapping table built during migration. Document version history is not guaranteed to export completely; we extract the latest version and flag multi-version documents in the handoff report.

File attachments linked to Deals, Tasks, or other Cordis records are exported individually and re-associated in GoHighLevel using the Contact ID mapping table. Attachments not directly linked to a Contact are attached to the most closely related Contact record and noted in the migration reconciliation report. Filename preservation is maintained across the migration.

Cordis CRM custom fields exist per account but their data types and names are not publicly documented. We survey the customer's Cordis instance during scoping to identify all active custom fields and their value types (text, number, date, dropdown). We then configure the equivalent GoHighLevel custom fields under Settings > Custom Fields for the Contact and Opportunity objects before migration begins. Any fields that cannot be mapped due to type incompatibility are flagged in the scoping report.