Migrate from CRUMP CRM to HighLevel

Contacts in CRUMP CRM export as standard Dynamics 365 Contact records and map directly to GoHighLevel Contact records. All standard fields—full name, email address, phone number, postal address, and owner assignment—migrate as typed fields. We deduplicate by email match during import. Custom properties on Contact records require explicit enumeration because every Dynamics 365 deployment carries different custom fields.

Accounts in CRUMP CRM correspond to Companies in GoHighLevel. The parent-child hierarchy present in Dynamics 365 Accounts maps to GoHighLevel's Company hierarchy. We preserve the parent Company reference and relink Contact records to their parent Company during import so the relationship graph is intact at destination.

CRUMP CRM Deals map to GoHighLevel Opportunities. The deal name, estimated value, close date, and pipeline stage transfer. Stage names from Dynamics 365 require explicit mapping to GoHighLevel pipeline stages because the naming conventions differ between the two platforms. We configure the GoHighLevel pipeline with the customer's existing stage names before import so the data lands in the correct column.

Each Dynamics 365 deal stage maps to a GoHighLevel pipeline stage with the customer's existing stage labels preserved. GoHighLevel supports multiple pipelines from Starter tier, so if the source CRUMP CRM org used multiple deal categories, we replicate those as separate GoHighLevel pipelines rather than collapsing them into one.

CRUMP CRM helpdesk tickets export from Dynamics 365 as Case records. We map them to GoHighLevel Task records with a custom ticket tag so they are identifiable in the destination. Ticket status (Open, Pending, Resolved, Closed), priority, and linked Contact reference migrate. The ticket thread or conversation history migrates as a Task note or series of linked notes if the customer requires it.

Projects in CRUMP CRM live in a distinct Dynamics 365 Project Management module and do not have a native GoHighLevel equivalent. We create a GoHighLevel custom object named Projects and map project fields including project name, status, start and end dates, assigned team members, and budget. Task-level detail within projects may require a separate task export pass and manual linkage depending on the complexity of the source project structure.

CRUMP CRM invoicing records export with line items, totals, and payment status. GoHighLevel Payments handles transaction recording rather than full accounting-cycle invoicing. We map invoice records to a custom Invoice object or attach them as notes on the related Opportunity depending on the customer's reporting needs. Accounting-system parity is not guaranteed; the customer reviews invoice migration scope during scoping.

Tasks exist across multiple modules in CRUMP CRM—CRM tasks, project tasks, and helpdesk tasks. We deduplicate by subject and due date, label each task by its origin module, and import into GoHighLevel Tasks with subject, due date, status, priority, and assigned user preserved. CRM insights from web research confirm that Tasks are among the most frequently lost record types in CRM-to-GoHighLevel migrations; we handle them explicitly.

Notes attached to Contacts, Accounts, Deals, and Tickets export as Dynamics 365 Note records. We migrate them to GoHighLevel Notes attached to the corresponding Contact or Opportunity record. Rich-text formatting is preserved where the target field supports it. CRM migration guides consistently flag Notes as a data-loss risk; we run a dedicated notes pass after the main record import.

CRUMP CRM user accounts and their role assignments map to GoHighLevel Users. We resolve by email match and preserve role labels as GoHighLevel team member tags. Inactive CRUMP CRM users are archived rather than imported to avoid ghost records. The GoHighLevel user provisioning happens before record import so that OwnerId references are satisfied at insert time.

Custom entities created on top of Dynamics 365 are enumerated during the audit phase. Each custom object and its fields are documented, mapped to GoHighLevel custom objects, and pre-created in the destination before any data import. Since no two Dynamics 365 deployments share the same custom entity schema, this is handled case-by-case rather than through a generic template.