CRM migration
Field-level mapping, validation, and rollback between ELMA365 and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
ELMA365
Source
HighLevel
Destination
Compatibility
6 of 8
objects map 1:1 between ELMA365 and HighLevel.
Complexity
BStandard
Timeline
2-4 weeks
Overview
ELMA365 is a low-code BPM platform where the primary data construct is the Project or Process Instance, not the Contact. GoHighLevel is a marketing-and-sales CRM built around Contacts, Opportunities, and Pipelines. These are structurally different platforms, and the migration is less a field-by-field translation than a schema redesign that preserves what ELMA365 stores as Projects, Tasks, and custom Application records inside GoHighLevel's CRM objects and custom fields. We extract via ELMA365's API using credentials the customer provides, map Projects to GoHighLevel Opportunities or custom objects depending on their use case, and migrate Task records as GoHighLevel Tasks with the appropriate Opportunity or Contact link. Custom Applications built in ELMA365's low-code designer require schema reverse-engineering before we can map them to GoHighLevel custom objects. BPM workflow definitions, RPA robots, and Reports do not migrate; we deliver a written inventory of these artifacts for the customer's admin to rebuild in GoHighLevel.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a ELMA365 object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
ELMA365
Project
HighLevel
Opportunity or Custom Object
lossyELMA365 Projects are the primary record container in a BPM context. Depending on whether the Project represents a sales deal, a service engagement, or an internal process, we map it to GoHighLevel Opportunity (for deal-oriented work) or a GoHighLevel custom object (for project-tracking use cases). The mapping decision is made during discovery based on the customer's usage pattern. Project hierarchy and parent-child relationships map to GoHighLevel Opportunity lookups or a custom parent_id field on the custom object.
ELMA365
Task
HighLevel
Task
1:1ELMA365 Tasks with standard fields (title, description, due date, assignee, status) map directly to GoHighLevel Tasks. We preserve the due date as Task Due Date, assignee by resolving the ELMA365 user to a GoHighLevel team member by email, and status by mapping ELMA365 task states to GoHighLevel Task status values. Tasks attached to a Project map to the corresponding Opportunity or custom object via WhatId.
ELMA365
Custom Application
HighLevel
Custom Object + Custom Fields
1:1Custom Applications built in ELMA365's low-code designer store data in custom-defined tables with no standard export format. We reverse-engineer the schema from ELMA365's configuration export, create equivalent GoHighLevel custom objects and fields during migration setup, and import the data with field-by-field type mapping. This is the most time-intensive part of an ELMA365 migration and drives the gap between simple and complex migration timelines.
ELMA365
User
HighLevel
User
1:1ELMA365 Users and their department and role assignments export from the directory. Role semantics differ across platforms — ELMA365 role definitions map to GoHighLevel team role assignments during scoping. Users without a matching GoHighLevel account enter a reconciliation queue for the admin to provision before record import resumes.
ELMA365
Document
HighLevel
Document
1:1Documents attached to Projects, Tasks, or Process Instances download from ELMA365's file store and re-upload to GoHighLevel's document storage linked to the corresponding Contact, Opportunity, or custom object record. Folder hierarchy is preserved where ELMA365 exposes it; otherwise documents land in a flat structure for manual reorganization.
ELMA365
Process Instance
HighLevel
Custom Object or Opportunity Notes
1:1Running or historical Process Instances carry state data from BPM workflow execution. We extract instance fields and current step status and map them to a GoHighLevel custom object or as a Note on the related Opportunity, depending on whether the instance represents a deal milestone or an operational process record. Archived instances require separate handling based on the destination's data retention approach.
ELMA365
BPM Workflow (BPMN Process)
HighLevel
Workflows (documented for rebuild)
lossyELMA365 BPMN workflow definitions store as JSON within the platform and cannot be exported and re-imported into GoHighLevel's automation model. We export the process definition and document every step name, transition, assignee pattern, and condition in a written Workflow Inventory that the customer's admin uses to rebuild equivalent GoHighLevel Workflows. This is a scope disclosure, not a technical limitation we work around.
ELMA365
RPA Robot
HighLevel
Not migrated
1:1ELMA365 RPA robot configurations are proprietary to ELMA365's RPA engine and do not transfer to any external platform. We flag every RPA artifact during the discovery phase and present three options: rebuild in GoHighLevel using its native automation capabilities, retain ELMA365 as an automation-only layer, or accept manual process re-entry. The customer chooses before migration scope is finalized.
| ELMA365 | HighLevel | Compatibility | |
|---|---|---|---|
| Project | Opportunity or Custom Objectlossy | Fully supported | |
| Task | Task1:1 | Fully supported | |
| Custom Application | Custom Object + Custom Fields1:1 | Fully supported | |
| User | User1:1 | Fully supported | |
| Document | Document1:1 | Fully supported | |
| Process Instance | Custom Object or Opportunity Notes1:1 | Fully supported | |
| BPM Workflow (BPMN Process) | Workflows (documented for rebuild)lossy | Fully supported | |
| RPA Robot | Not migrated1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
ELMA365 gotchas
No public API documentation for programmatic extraction
Multi-tenant HUB requires tenant isolation mapping
RPA and workflow automation do not migrate
MS Project XML export loses custom fields and metadata
Russian-language content requires locale handling
HighLevel gotchas
Sub-account architecture creates isolated data silos per client
Usage-based telecom and AI costs are not in the subscription price
Workflows have no native equivalent in most destination CRMs
API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
White-label configuration and branding assets do not export via API
Pair-specific challenges
Migration approach
Discovery and API validation
We audit the ELMA365 instance across tenant structure (HUB or standalone), Project and Task volume, custom Application count and schema complexity, document store size, active workflow definitions, and RPA configuration. We also validate API connectivity using credentials provided by the customer's ELMA365 administrator, test endpoint response structure, and confirm any tier-gating or authentication requirements. The discovery output is a written migration scope that identifies which ELMA365 objects map directly, which require schema reverse-engineering, and which do not migrate.
Schema design for GoHighLevel destination
We design the destination GoHighLevel schema based on the discovery findings. For each standard ELMA365 object we map (Projects, Tasks, Users), we configure the equivalent GoHighLevel object. For each custom Application, we reverse-engineer the ELMA365 schema and create the corresponding GoHighLevel custom object with typed fields before any data import. We configure Opportunity Pipelines to reflect the deal stages used in ELMA365 Projects, and we set up GoHighLevel sub-accounts if the customer uses a multi-tenant HUB on the source side and wants isolated workspaces in GoHighLevel.
Sandbox migration and reconciliation
We run a full migration into a GoHighLevel sandbox environment using production-like data volume. The customer reconciles record counts, spot-checks field mappings, and validates that custom Application data landed in the correct GoHighLevel custom objects. Any schema corrections or field mapping adjustments happen in sandbox before production migration begins. This phase also validates Cyrillic character rendering and sub-account isolation for multi-tenant HUB customers.
Owner and user reconciliation
We extract every distinct ELMA365 user referenced on Projects, Tasks, Process Instances, and Documents and match by email against the GoHighLevel destination's team member list. Any ELMA365 user without a matching GoHighLevel account enters a reconciliation queue for the admin to provision. This step gates the production migration because OwnerId references must be valid on most GoHighLevel object imports.
Production migration in dependency order
We run production migration in record-dependency order: Users (validated by admin), custom object schemas deployed first, then Projects (mapped to Opportunities or custom objects), Tasks (with WhatId resolved to the parent record), Process Instances (as notes or custom object records), and Documents (linked to the correct parent). Each phase emits a row-count reconciliation report. Custom Application data migrates last because it often has lookups to standard objects that must already exist.
Cutover, validation, and Workflow rebuild handoff
We freeze ELMA365 writes during the cutover window, run a final delta migration of any records modified during the window, then switch the system of record to GoHighLevel. We deliver the Workflow and RPA Inventory document to the customer's admin team, outlining each ELMA365 automation artifact and the recommended GoHighLevel Workflow equivalent. We support a one-week hypercare window for reconciliation issues. We do not rebuild ELMA365 automations as GoHighLevel Workflows inside the migration scope; that is a separate engagement.
Platform deep dives
ELMA365
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across ELMA365 and HighLevel.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
ELMA365: Not publicly documented.
Data volume sensitivity
ELMA365 doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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FAQ
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