Migrate from Creatio to HighLevel

Creatio Accounts with separate address, industry, and employee-count fields map to GoHighLevel Locations attached to the primary Contact. If the customer uses GoHighLevel without Locations enabled, Account data becomes custom text fields on the Contact record (Company Name, Industry, Website). We detect the Locations setting during discovery and configure the mapping accordingly. Account-Contact lookup relationships from Creatio resolve to GoHighLevel Contact-to-Location associations during writeback.

Creatio Contacts map directly to GoHighLevel Contacts with 1:1 field mapping for name, email, phone, address, and lifecycle-related properties. Creatio lifecycle stage and owner assignment migrate as custom fields on the GoHighLevel Contact record. Calculated fields (which compute at display time and carry no static value) are skipped; multicurrency fields are collapsed to the base currency value and stored as a numeric custom field with currency noted separately.

Creatio Cases are service desk records with status, priority, resolution SLA, and lookups to Contact and Account. GoHighLevel has no native Case object. We offer two strategies during scoping: map Cases to Opportunities with a Case-type record type and stage values (Contact, Priority, Resolution SLA as custom fields), or build a GoHighLevel Custom Object named Case with equivalent fields. The choice depends on whether the customer needs service-desk-style tracking or CRM-style pipeline tracking.

Creatio Activities separate by type: Call records map to GoHighLevel Tasks with a call-disposition custom field; Email records map to Tasks with email-body custom fields; standalone Tasks map to GoHighLevel Tasks with Status and ActivityDate preserved. Activity type and duration transfer as custom fields. We reconstruct the timeline by setting task dates to the original Creatio timestamps. Multi-participant meetings from Creatio map to a series of individual Task records.

Creatio Opportunities with stage, amount, probability, and close date map to GoHighLevel Opportunities. The Creatio pipeline definition (pipeline name, stage order, stage names) migrates as the GoHighLevel pipeline structure with stage names and probabilities preserved. Amount migrates as a numeric custom field on the GoHighLevel Opportunity; probability as a percentage field. Creatio product-line pipelines become separate GoHighLevel Opportunities if the customer maintains multiple pipelines.

Creatio Leads (pre-conversion records in the marketing funnel) map to GoHighLevel Contacts with a lead_source custom field carrying the original Creatio lead source value. Creatio Lead status and lead quality scores migrate as custom Contact fields. Post-migration, the customer manages new leads directly as GoHighLevel Contacts; no separate Lead object exists.

Creatio Products with price lists, bundle structures, and unit-of-measure fields require a GoHighLevel provisioning strategy. We map Products to GoHighLevel custom fields on Opportunity or to a Product custom object with price, SKU, and bundle-flag fields. Multi-currency product pricing from Creatio collapses to the base currency value at migration time.

Creatio custom entity schemas built in the Object designer map to GoHighLevel Custom Objects. We reverse-engineer each Creatio package schema during discovery, extract the column map (field name, type, lookup relationships), and provision equivalent GoHighLevel custom object fields before writeback. Lookup relationships between custom objects require parent-record resolution in GoHighLevel using the Contact ID or Opportunity ID as the foreign key.

Creatio custom fields extending base schemas (Account, Contact, Case, Opportunity) map to GoHighLevel custom fields. Field type mapping is critical: GoHighLevel supports text, number, date, phone, email, dropdown, and checkbox types. Creatio lookup fields (foreign key references to other objects) map to GoHighLevel text fields holding the referenced record ID or to a custom relationship field if GoHighLevel supports it at the customer's tier.

Creatio v8.3.2+ file attachments stored in-database migrate as direct GoHighLevel Contact or Opportunity attachments via the GoHighLevel API. Attachments stored in external S3 or Azure Blob storage migrate as custom URL text fields on the appropriate GoHighLevel record. We detect the UseEntityFileApi flag during discovery to route file extraction correctly and avoid null or broken attachment links at the destination.