Migrate from edge CRM to HighLevel

edge CRM Contacts map directly to GoHighLevel Contacts. Standard properties (name, email, phone, address) map to GoHighLevel's equivalent contact fields. Custom fields defined in edge CRM are extracted during the audit phase, their types are mapped to GoHighLevel's field types (text, number, date, dropdown, checkbox), and pre-created in GoHighLevel before import. The dedupe key is email address.

edge CRM Companies map to GoHighLevel Companies. We create Companies in GoHighLevel first so that the contact-to-company association is resolved at Contact import time via GoHighLevel's Company field on the Contact record. The Company name becomes the Company Name field; domain and industry map where present.

edge CRM Deals map to GoHighLevel Opportunities attached to a Pipeline. The dealstage property maps to a GoHighLevel Pipeline Stage; the pipeline name maps to a GoHighLevel Pipeline. Monetary value, expected close date, and owner assignment migrate to Amount, Close Date, and assigned User respectively. We extract the full stage sequence from edge CRM and configure matching GoHighLevel pipeline stages before import.

edge CRM's separate Lead object (distinguished from Contact and enriched with AI qualification scores) maps to GoHighLevel Contacts with a Lead Status field set based on edge CRM's lead qualification state. If the customer used edge CRM's AI scoring to gate pipeline entry, we preserve the score in a custom field and configure GoHighLevel automation to replicate that gating logic in the workflow builder post-migration.

edge CRM's custom stage names and ordering per pipeline are extracted as a stage list during the audit. We create matching GoHighLevel Pipelines with identical stage sequences before any Deal or Opportunity import begins. Stage probabilities are preserved as GoHighLevel stage probability values. Any custom stage colours or labels map where GoHighLevel's API supports them.

edge CRM Activity logs (calls, emails, meetings, notes) linked to Contact, Company, or Deal records migrate to GoHighLevel's activity feed. Each activity is associated with the correct Contact or Company record by matching the edge CRM record ID to the imported GoHighLevel record. Activity timestamps are preserved as GoHighLevel activity dates. Call duration and disposition data migrate to custom activity fields in GoHighLevel.

edge CRM Tasks (follow-up items assigned to users with due dates) migrate to GoHighLevel Tasks. Completed and open status migrate directly. Overdue status is stored as a date comparison in GoHighLevel rather than a system flag. Owner assignment resolves by matching edge CRM hubspot_owner_id or equivalent to the GoHighLevel User email.

edge CRM custom fields on Contacts, Companies, Deals, and Leads are extracted as a schema definition during the audit. Field types (text, number, date, picklist, boolean) are mapped to GoHighLevel field types and pre-created in the destination before data import. edge CRM's AI qualification score field migrates as a numeric custom field. Any field with no GoHighLevel equivalent is flagged for the customer's admin to decide whether to drop or store in a catch-all text field.