Migrate from Friday CRM to HighLevel

Friday CRM Company records map to GoHighLevel Organizations. We use Company name as the dedupe key during import. Friday CRM custom fields defined on the Company object carry over with semantic type mapping: text fields map directly, number fields map to Number type, date fields map to Date type, and URL fields map to Website or Link type. Radio select fields convert to GoHighLevel dropdown fields, and multiple checkbox fields split into separate boolean custom fields or map to a comma-separated text field depending on the customer's preference.

Friday CRM Contact records map directly to GoHighLevel Contacts. Standard fields (name, email, phone, address) map 1:1. Friday CRM custom fields on Contact objects map using the same type-conversion logic as Company custom fields. Contact-Company relationships preserve as GoHighLevel Contact-Organization lookups. We resolve the Organization reference before inserting Contacts to satisfy the lookup dependency.

Friday CRM Deals map to GoHighLevel Opportunities. Deal value maps to Opportunity Amount. Deal stage maps to a GoHighLevel Pipeline stage, and we configure the destination Pipeline in GoHighLevel before migration using the stage names and order from Friday CRM. Custom fields on Deals map using the same semantic type conversion applied to Contacts and Companies.

Friday CRM kanban pipeline stages map to GoHighLevel Pipeline stages by display order and label. We create the GoHighLevel Pipeline during migration setup using the exact stage names from Friday CRM. If the customer requires a different stage count or naming convention in GoHighLevel, we document the mapping during scoping and apply it as a transformation during the data load.

Friday CRM supports nine custom field types applied independently to Companies, Contacts, or Deals. GoHighLevel supports custom field types including Text, Number, Date, Phone, Email, URL, Dropdown, Multi-Select, Checkbox, and Currency. We perform type mapping: Friday CRM radio select becomes GoHighLevel dropdown, Friday CRM multiple checkboxes split into separate boolean fields or become a comma-separated text field, and single checkboxes map to GoHighLevel Checkbox. We confirm each semantic conversion with the customer before applying it.

Friday CRM notes linked to Contacts and Deals migrate as GoHighLevel Activity records with type = Note. We preserve note body text and the original creation timestamp, and link each activity to the correct parent Contact or Opportunity using the Friday CRM relationship metadata. Activity sequence ordering is preserved by setting the GoHighLevel Activity date to the original Friday CRM timestamp.

Friday CRM tags on Contacts and Deals appear as comma-separated values or array fields in the CSV export. We parse, deduplicate, and apply tags to the corresponding GoHighLevel Contact or Opportunity records using GoHighLevel's tag API. Tag names with special characters are sanitized to GoHighLevel's allowed format. Tags used for segmentation or workflow triggers are flagged for recreation in GoHighLevel Workflows.

Friday CRM does not expose file attachments via its documented CSV export or public API. We flag this limitation upfront during scoping and recommend that the customer exports any important attachments manually through the Friday CRM UI before the migration window. We do not migrate attachment URLs or file links as GoHighLevel Files because the source file storage is outside the migratable data surface.