Migrate from Daffodil CRM to HighLevel

Daffodil CRM Contact records map to GoHighLevel Contact. Standard fields (name, email, phone, address) transfer directly. Lifecycle stage or status fields from Daffodil's custom schema map to GoHighLevel custom fields or Contact tags. We deduplicate by email on import and flag any duplicate contacts for the customer's review before final insert.

Daffodil CRM Company records map to GoHighLevel Company. We preserve the contact-to-company relationship by matching on company name or an external ID field during import. If Daffodil CRM used a flat contact model without a separate company object, we create Company records from the contact's company name field before contact import to satisfy GoHighLevel's linked structure.

Daffodil CRM Deals map to GoHighLevel Opportunities. We configure GoHighLevel pipeline stages to match Daffodil's deal stage names and probabilities before migration. Deal amount, expected close date, owner assignment, and associated contacts transfer directly. If Daffodil CRM used custom pipeline configurations, we replicate those as separate GoHighLevel pipelines scoped by record type or deal category.

Each Daffodil CRM deal stage maps to a GoHighLevel pipeline stage with matching label and probability percentage. We configure the pipeline in GoHighLevel during the schema design phase, mapping stage names and ordering exactly as they appear in the Daffodil export. Stage transition automation triggers in GoHighLevel are documented but not created inside the migration scope.

Daffodil CRM Activity records (calls, emails, meetings, tasks) map to GoHighLevel Activity records. Activity type, date, duration, outcome, and related contact or deal reference transfer directly. GoHighLevel's activity timeline supports notes, calls, and tasks; meeting records map to Calendar Events. We preserve activity ordering by timestamp and re-link activities to their parent Contact or Opportunity using external ID lookups.

Daffodil CRM custom fields are extracted from the CSV export with their field names, types, and values. We create matching custom fields in GoHighLevel before migration, mapping Daffodil field types to GoHighLevel field types (text, number, date, picklist, checkbox). Multi-select picklist values from Daffodil are flattened or remapped to GoHighLevel-compatible formats. Picklist values are created as allowed options before data import to avoid validation rejections.

Daffodil CRM Users (sales reps, admins) map to GoHighLevel Users. We resolve by email match between Daffodil owner records and GoHighLevel User table. Any Daffodil owner without a matching GoHighLevel User is held in a reconciliation queue; the customer provisions the missing User before record import resumes. Role and team assignments from Daffodil are documented for manual reconfiguration in GoHighLevel.

Tags applied to Daffodil CRM contacts, companies, or deals export as comma-separated values or individual rows. We create matching Tags in GoHighLevel before import and apply them to the corresponding Contact, Company, or Opportunity records. If Daffodil CRM used a label system beyond simple tags (e.g., category hierarchies), we map them to GoHighLevel Tags or create custom fields for structured classification.