Migrate from FIVE CRM to HighLevel

FIVE CRM Contact records map 1:1 to GoHighLevel Contact. Standard fields including name, email, phone, and address transfer via CSV import or API. Owner assignments resolve by email match against GoHighLevel team members. The original FIVE CRM contact ID is preserved in a custom field five_crm_id__c for cross-system audit. This object is imported first so that any subsequent object with a Contact lookup can resolve the parent reference.

FIVE CRM Company records map to GoHighLevel Location objects, which are linked to Contacts via address matching or domain. Company name, domain, industry, and employee count migrate as Location fields. Address fields are mapped field-by-field to preserve billing and shipping addresses. In FIVE CRM, a Contact can be associated with multiple Companies; in GoHighLevel, a Contact links to a primary Location with additional addresses stored as custom address fields or separate Location records.

FIVE CRM separates Leads from Contacts in its data model. GoHighLevel uses a single unified Contact object. We merge Lead records into GoHighLevel Contact and carry the original lead_source and lead_status as custom fields (five_lead_source__c, five_lead_status__c). Any FIVE CRM Lead records with no corresponding Contact are created as new GoHighLevel Contacts with the lead flag set. The merge is computed at migration time using email as the dedupe key.

FIVE CRM Deal records map to GoHighLevel Opportunities. Deal name, value, close date, and stage migrate directly. The FIVE CRM pipeline and stage assignment maps to a GoHighLevel pipeline with matching stage labels. We resolve the associated Contact and Company at migration time to populate the GoHighLevel Opportunity's Contact and Location lookups. Closed-Lost and Closed-Won reasons from FIVE CRM custom fields migrate as custom Opportunity fields.

FIVE CRM pipeline configurations and custom stage names are tenant-specific. We map each FIVE CRM pipeline to a GoHighLevel Pipeline during scoping, explicitly aligning stage labels and probabilities. Custom stage names that do not match GoHighLevel's default stage list are renamed in GoHighLevel at migration time to preserve the customer's pipeline semantics. Pipeline-level custom fields migrate as Opportunity custom fields.

FIVE CRM Campaign records represent email marketing sequences and engagement tracking. GoHighLevel does not have a direct Campaign equivalent; email sequences live as Workflows and campaign membership is tracked via Contact tags or custom fields. We migrate campaign membership as GoHighLevel Contact tags with the campaign name, and we carry campaign-level engagement status flags (active, paused, completed) as custom Contact fields. Individual email open and click event logs do not transfer because FIVE CRM does not expose a bulk engagement history export.

FIVE CRM Task records map to GoHighLevel Tasks. Due date, assignee, description, priority, and completion status migrate directly. Task type consolidation may be needed if FIVE CRM uses custom task types that GoHighLevel does not support natively; these consolidate into GoHighLevel's standard task model with a task_type__c custom field preserving the original label.

FIVE CRM relies heavily on custom fields for telemarketing-specific workflows. The platform does not expose a complete schema document via its public API, so every migration requires an explicit pre-migration field mapping session. We enumerate every active custom field in the FIVE CRM account, confirm its data type (text, number, date, picklist, checkbox), and agree on the GoHighLevel mapping before any data moves. Skipping this step leads to silent type coercion or dropped values at the destination. Custom fields in FIVE CRM are not consistently named across tenants, which is why a per-migration session is mandatory.