Migrate from Fireberry to HighLevel

Schema discovery and scoping

We audit the customer's Fireberry instance to enumerate every active object: standard Contacts, Companies, Deals, Pipelines, Activities, and any custom Components. We check current record counts against Fireberry's free-tier limits (3 Projects, 100+ Components) to determine whether the customer has outgrown the free plan and must upgrade before migration. We produce a written migration manifest listing every object, field, pipeline, and active workflow rule that will require a GoHighLevel equivalent. The customer reviews and approves the manifest before any data extraction begins.

GoHighLevel account provisioning and pipeline configuration

We provision the GoHighLevel account at the appropriate tier (Agency Starter at $97/mo covers custom objects and standard CRM; higher tiers add white-label and advanced reporting). We configure the Pipeline and Stage definitions in GoHighLevel's pipeline builder, matching the names, ordering, and probability values from Fireberry. We create all required Custom Fields in GoHighLevel before record import begins, mapping Fireberry field types to GoHighLevel field types. Custom Objects are pre-created with their full schema including any lookup relationships to standard objects.

Sandbox migration and reconciliation

We run a full migration into a GoHighLevel sandbox or staging sub-account using production-like data volume. The customer reconciles record counts (Contacts, Companies, Opportunities, Custom Object records, Activities) against the Fireberry source and spot-checks 25-50 records for field-level accuracy. Any missing custom fields, incorrect stage mappings, or Owner resolution gaps are corrected in the destination before production migration begins. This step prevents discovery of mapping errors after cutover, when correcting them is more disruptive.

Owner and user reconciliation

We extract every distinct Fireberry Owner referenced on Contact, Company, Opportunity, and Activity records and match them by email against the GoHighLevel destination User table. Any Fireberry Owner without a matching GoHighLevel User is held in a reconciliation queue. The customer's GoHighLevel admin provisions the missing Users before production migration proceeds, because OwnerId references are required on Opportunity and Activity inserts. If the customer uses GoHighLevel Teams (sub-account structure for agencies), we also confirm the correct team assignment for each user.

Production migration in dependency order

We run production migration in record-dependency sequence: Companies first (as the parent of Contacts), then Contacts (with CompanyId resolved), then Opportunities (with ContactId and OwnerId resolved), then Custom Objects (with their lookup relationships resolved per the dependency graph), then Activities (chunked into batches with rate-limit handling and exponential backoff). Each phase emits a row-count reconciliation report before the next phase begins. Any record rejected during import (for example, due to a required field missing in GoHighLevel) is held in an error queue, corrected, and retried before the phase is marked complete.

Cutover, validation, and workflow rebuild handoff

We freeze Fireberry writes during cutover, run a final delta migration of any records modified during the migration window, then designate GoHighLevel as the system of record. We deliver the workflow inventory document — listing every Fireberry automation with its trigger, conditions, and actions mapped to a GoHighLevel Workflow equivalent — to the customer's admin team. We support a one-week hypercare window to resolve any reconciliation issues reported by the sales or operations team. We do not rebuild Fireberry automations as GoHighLevel Workflows inside the standard migration scope; that is a separate engagement for the customer's admin or a GoHighLevel-certified partner.