Migrate from DinamikCRM to HighLevel

DinamikCRM Contact records map to GoHighLevel Contact. Standard fields including name, email, phone, and address transfer directly. We preserve any DinamikCRM custom contact properties as GoHighLevel custom fields, creating them during the schema setup phase before import. Owner assignment maps by email match to the corresponding GoHighLevel User. Deduplication is based on email address as the primary key.

DinamikCRM Company records map to GoHighLevel Company. The Company name becomes the Company Name field, and domain information becomes the Website field if present. We resolve the Company-to-Contact relationship by matching Contact records to their parent Company during import so that GoHighLevel's contact-company association is established at insert time rather than requiring post-migration reconciliation.

DinamikCRM Lead records map to GoHighLevel Lead. All standard lead fields including name, email, phone, source, and status transfer directly. DinamikCRM lead-to-contact conversion history transfers as a text field capturing the converted contact reference. If DinamikCRM records contain lead scoring data, we map it to a GoHighLevel custom field created during the setup phase.

DinamikCRM Activity log entries map to GoHighLevel Tasks. Each Activity's type (call, email, meeting, note, task) is preserved as a Task Subtype or within the Task description. Activity timestamps transfer as the Task due date and creation date. We link each Task to its parent Contact or Company record using GoHighLevel's contact and company lookup fields. Activity content and disposition notes migrate into the Task description field.

DinamikCRM Appointment records include date, time, attendee list, and status fields. We check whether the GoHighLevel destination account has the Calendar module enabled during scoping and map appointments accordingly. Date and time fields transfer as Event start and end times. The attendee list requires custom fields in GoHighLevel since the platform does not have a native multi-contact attendee collection on events; we create a custom text field and populate it with the attendee reference or names from DinamikCRM.

DinamikCRM Invoice records include line items, totals, and payment status. GoHighLevel does not have a native invoice object, so we map invoice data to Opportunity records using custom fields. Invoice total becomes a currency custom field on the Opportunity, line items become a custom text field or a serialized JSON field, and payment status maps to a picklist custom field. We flag the invoice mapping during scoping so the customer can decide whether to store invoice data on Opportunities or maintain a separate invoice record elsewhere.

DinamikCRM Feedback entries contain text content and metadata. We map feedback records to GoHighLevel Notes attached to the related Contact. The feedback creation date becomes the Note creation date, and the feedback content becomes the Note body. We resolve the Contact lookup by matching the feedback's associated contact reference in DinamikCRM to the corresponding migrated Contact in GoHighLevel.

DinamikCRM custom modules vary per account, which is the primary migration challenge. During the discovery phase, we enumerate all active custom modules and their field definitions. Custom module fields map to GoHighLevel custom fields on the equivalent standard object (Contact, Company, or Opportunity). If a DinamikCRM custom module represents a distinct entity with relationships to other objects, we create a GoHighLevel Custom Object to preserve those relationships. The mapping is designed per-customer during the schema design phase before any data extraction begins.

DinamikCRM pipeline configurations map to GoHighLevel Pipeline objects. We export each DinamikCRM pipeline's name, stage names, stage order, and stage probabilities and create the corresponding Pipeline and Stage records in GoHighLevel. Stage labels transfer verbatim. If DinamikCRM pipeline stages have custom probabilities, we map those to GoHighLevel stage probability values. Any pipeline-level custom logic in DinamikCRM (such as stage-entry triggers) is flagged in the automation inventory and is not migrated as executable code.

DinamikCRM Deal records map to GoHighLevel Opportunities. Deal name, value, stage, and owner transfer directly. The DinamikCRM pipeline reference maps to the GoHighLevel Pipeline assignment on the Opportunity. We resolve the associated Contact or Company as the Opportunity's primary contact and account lookup during migration. Deal-level custom fields migrate as Opportunity custom fields created during the schema setup phase.

DinamikCRM User accounts map to GoHighLevel Users. We resolve by email address as the matching key. Any DinamikCRM User without a corresponding GoHighLevel User goes to a reconciliation queue for the customer to provision before record migration resumes. User role and permission information in DinamikCRM is noted for the customer to reconfigure manually in GoHighLevel's settings since permission models differ between platforms.

DinamikCRM tag assignments on records migrate to GoHighLevel Tags on the corresponding Contact, Company, or Opportunity. If DinamikCRM tags represent a controlled vocabulary (such as a status category), we may create a multi-select custom field instead to enforce consistency in GoHighLevel. The customer selects the tag strategy during the scoping call. We do not migrate DinamikCRM tag groups or tag hierarchy structures that have no GoHighLevel equivalent.