Migrate from FowCRM to HighLevel

FowCRM Account records map directly to GoHighLevel Company records. Account name, address fields, phone, website, and industry classification transfer as standard fields. The account_id from FowCRM is held as a reference for reconciliation but is not preserved in GoHighLevel. We resolve any FowCRM custom properties attached to the Account model as Company custom fields during import. GoHighLevel Company is created before Contact import so that the contact-company association is satisfied at the moment of Contact insert.

FowCRM Contact records map to GoHighLevel Contact. Required fields (first name, last name, email) transfer directly. The account_id link from FowCRM resolves to the GoHighLevel Company id during import. Lifecycle stage from FowCRM migrates as a Contact custom field in GoHighLevel, preserving the pre-existing segmentation without requiring a rebuild of stage-based workflows.

FowCRM Deals map to GoHighLevel Opportunities. Deal name, value, expected close date, and stage map to Opportunity name, amount, close date, and pipeline stage. FowCRM pipeline_id references resolve to GoHighLevel pipeline ids during import. Closed-won and closed-lost states transfer with their respective amounts preserved for reporting. We flag any Deals referencing a non-existent Account in FowCRM for the customer to resolve before migration.

FowCRM Pipelines with configurable stages map to GoHighLevel Pipelines with equivalent stages. Stage order and probability percentages transfer as GoHighLevel stage order and probability values. We validate that GoHighLevel pipeline stage counts do not conflict with any existing pipelines in the destination account. Multi-pipeline setups in FowCRM (if active) each get a corresponding GoHighLevel pipeline.

FowCRM Cases (available on Professional and Enterprise tiers only, requiring 10+ users) map to GoHighLevel Tickets. Case status, priority, and description transfer. FowCRM case-type custom fields map to GoHighLevel Ticket custom fields. We detect the FowCRM plan tier during discovery; if the account is on Standard plan, the Case module does not exist in the API and we skip Case export gracefully rather than failing on a 403 or empty array. Case-contact and case-account relationships resolve to GoHighLevel Ticket contacts and locations.

FowCRM Custom Fields are defined per Model and require a two-step discovery: enumerate Models first, then query Fields per Model. We complete this enumeration before reading any custom field data, ensuring no fields are missed. GoHighLevel requires pre-creation of custom fields with an explicit object assignment (Contact or Opportunity) before import. We pre-create all GoHighLevel custom fields during the destination setup phase, mapping FowCRM field types (picklist, text, date, number) to GoHighLevel equivalents. Note: GoHighLevel does not allow switching a field between Contact and Opportunity type after creation, so we determine the assignment by analyzing which FowCRM Model each custom field belongs to (Account-model fields become Company custom fields; Deal-model fields become Opportunity custom fields).

FowCRM Activity records (calls, emails, meetings, notes) linked to Contacts or Accounts migrate to GoHighLevel as Activity records attached to the corresponding Contact or Company. Call duration and disposition transfer where present. Email body and subject transfer as Activity records. Meeting records preserve start time, end time, and location. We handle the activity-to-record association carefully using FowCRM's activity reference IDs resolved against the newly inserted GoHighLevel Contact and Company ids to avoid orphaned activities.

FowCRM User records (email, role, department) export as GoHighLevel User records. User-to-deal and user-to-contact assignments are preserved via owner_id references. We recommend a pre-migration user alignment session because GoHighLevel User provisioning (including inviting team members and setting roles) is typically handled by the customer's admin in GoHighLevel directly. We provide a user mapping table as part of the migration deliverable.