Migrate from Delta Sales CRM to HighLevel

Delta Contact records map directly to GoHighLevel Contact. Standard fields (name, phone, email, address, company linkage) transfer via CSV. We preserve the contact-to-company linkage by resolving the delta_company_id reference to the GoHighLevel Company record ID at import time. Custom fields on Delta Contact migrate to GoHighLevel Contact Custom Fields; we configure the custom field schema in GoHighLevel before import to avoid data landing in wrong types.

Delta Companies map to GoHighLevel Company records. Company name, address, phone, website, and industry fields migrate 1:1. We import Companies before Contacts so that the GoHighLevel company_id is available as a foreign key when Contacts are loaded. If the customer uses a custom company naming convention or stores multiple branch locations as separate Delta companies, we discuss whether these map to separate GoHighLevel Company records or a single Company with multiple locations.

Delta's Lead object with status tracking does not map directly to a GoHighLevel native Lead object — GoHighLevel uses Contacts and Opportunities instead. We split Delta Leads at migration time: Leads in a converted or won status become GoHighLevel Opportunities attached to Contacts; unqualified Leads become GoHighLevel Contacts with a custom field delta_original_status__c preserving the original status for audit. The split rule is defined during scoping based on the customer's Delta Lead pipeline stages.

Delta Deals map to GoHighLevel Opportunities. Delta deal fields (amount, probability, stage, owner, associated contact, associated company) migrate to GoHighLevel Opportunity fields with a direct 1:1 field-level mapping. The Delta pipeline and stage assignment determines the GoHighLevel Pipeline name and Stage values, which we configure before import.

Delta's customizable deal pipelines map to GoHighLevel Pipelines with stage definitions. We export pipeline names, stage labels, and stage order from Delta as configuration metadata, then create the equivalent GoHighLevel Pipeline structure — including stage names, probabilities, and stage order — before migrating any Opportunity records. This ensures Opportunity imports land in the correct pipeline immediately.

Delta Activity records (tasks, meetings, calls, reminders, follow-ups) map to GoHighLevel Task and Calendar Event records. Activity type determines the GoHighLevel object: task-type activities become Tasks, meeting-type become Calendar Events, call-type become Calls. Date formats are normalized to ISO 8601 before import. Assignee resolution uses email matching against the GoHighLevel user list provisioned during the migration window. Activity dates are preserved to maintain the historical timeline.

Delta Products (name, price, unit, description, SKU if present) map to GoHighLevel Products. We export the full product catalog before Deals are migrated so that Products are available for linking when Opportunity line items are created. Product links to Deals migrate as Opportunity-Product associations in GoHighLevel. If Delta uses product bundles or kit items, we flatten them to individual line items during transformation.

Delta Invoice records — including header, line items, totals, and payment status — are exported and mapped. GoHighLevel does not have a native accounting-grade Invoice object in all tiers, so we assess whether the customer requires Invoice record reconstruction as a GoHighLevel Custom Object or a linked document reference to a PDF stored in GoHighLevel's file management. We confirm the preferred approach during scoping based on the customer's quoting and billing workflow.

Delta Payment records (amount, date, method, associated invoice reference) are exported and mapped. GoHighLevel does not have a native Payment object. We store payment data as a custom field group on the associated Contact or Opportunity record, or as a separate Custom Object with a lookup relationship, depending on the volume and the customer's reporting needs. Payment reconciliation logic is documented for the customer to rebuild as a GoHighLevel Workflow if needed.

Delta Beat Plans — which assign route sequences and customer visit schedules to field reps — have no native equivalent in GoHighLevel. We export the beat plan structure (rep assignment, customer list, route order, scheduled date) as a custom dataset and rebuild it as a GoHighLevel Custom Object named Beat_Plan__c with a related list of route stops as Stop__c records. Each stop links to the associated Contact in GoHighLevel. The customer uses GoHighLevel Tasks or Workflows to replicate the follow-up cadence that Beat Plans drove in Delta. This is the highest-effort object in the migration and requires separate scoping to confirm the route data volume.