Migrate from Flavor CRM to HighLevel

Flavor CRM Leads map to GoHighLevel Contacts. The Lead source, status, and any custom properties transfer as standard or custom Contact fields. We map hs_lead_status or equivalent to a GoHighLevel custom field and apply a source tag during import so that enrollment funnel reporting can be reconstructed in GoHighLevel pipelines.

Flavor CRM Students are the primary Contact equivalent and map directly to GoHighLevel Contacts. Enrollment history, major or program fields, and any custom Student properties migrate as GoHighLevel custom fields on the Contact record. If a Student has associated Parent records, we link them via GoHighLevel's relationship field or tag them with a Parent role.

Flavor CRM's permanent reference link between a converted Lead and the resulting Student record has no GoHighLevel equivalent. We extract the conversion timestamp and original Lead ID as custom Contact properties (e.g., original_lead_id__c and lead_converted_date__c) so that the institution can reconstruct the enrollment funnel historically. This must be defined during scoping because it affects how pipeline stage reporting is rebuilt.

Flavor CRM Parent records map to GoHighLevel Contacts tagged with a Parent role. We export Parent records separately, create each as a GoHighLevel Contact, and establish a relationship link back to the associated Student Contact using a custom relationship field or contact tag. Multi-student households produce multiple relationship entries per Parent Contact.

Flavor CRM Opportunities map 1:1 to GoHighLevel Opportunities. We extract stage, amount, owner, and create date. Pipeline stages migrate to GoHighLevel pipeline stages, which we configure before migration. The Opportunity name, close date, and associated Student or Contact link transfer as standard Opportunity fields.

Flavor CRM invoice records and payment history behave like financial documents rather than CRM objects. GoHighLevel has no native invoice module. We discuss three options during scoping: load invoices as a GoHighLevel Custom Object with line-item fields, attach invoice PDFs to the Student Contact record, or route invoice data to an external accounting system via integration. We export invoice records as structured CSV regardless of which option the customer selects.

Flavor CRM Contract records map to a GoHighLevel Custom Object. We export the full contract record including related activities and link the Custom Object to the associated Student Contact via a lookup field. Contract terms, start and end dates, and associated activities migrate as custom fields and related records on the Custom Object.

Flavor CRM Class records have no standard equivalent in GoHighLevel. We export Class data in structured CSV format (class name, schedule, instructor, enrollment capacity, enrollment count) and discuss whether to load it as a GoHighLevel Custom Object with a lookup to the Contact record, or as tagged Groups with enrollment data stored as custom fields on the Student Contact. The customer's GoHighLevel plan must support Custom Objects, which is available on all paid tiers.

Flavor CRM Activities (calls, emails, meetings, tasks, notes) export individually by type. We map each to a GoHighLevel Activity record. Emails and calls become Tasks; meetings become Calendar Events or Tasks with meeting notes; notes become GoHighLevel Notes attached to the Contact record. Activity timestamps preserve the original Flavor CRM create date for historical timeline fidelity.

Flavor CRM Staff records map to GoHighLevel Users by email match. We export staff user records and admin permissions and map them to GoHighLevel user roles and access levels. Staff who are also contacts (e.g., enrollment counselors who appear as both a Staff member and a contact) are handled as both a User record and a Contact record with a Staff tag. Owner reassignment during migration resolves by email lookup.