CRM migration

Migrate from Glaze CRM to HighLevel

Field-level mapping, validation, and rollback between Glaze CRM and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.

Glaze CRM logo

Glaze CRM

Source

HighLevel

Destination

HighLevel logo

Compatibility

56%

5 of 9

objects map 1:1 between Glaze CRM and HighLevel.

Complexity

CModerate

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from Glaze CRM to GoHighLevel is an export-then-import migration because Glaze CRM does not publish a public API schema. GoHighLevel uses a unified Contact object where Glaze CRM separates Contacts and Leads into distinct record types, and we resolve that structural difference during scoping by mapping Glaze Leads to GoHighLevel Contacts with the original lead status preserved as a custom field. Pipeline stages, which are configurable in GoHighLevel, must be pre-built in the destination account before Deals migrate. We coordinate the Glaze CRM data extract directly with their support or sales team to obtain a full CSV or database dump, which adds one to two weeks of lead time before migration work begins. Workflows, automations, pipeline configurations, and custom field definitions from Glaze CRM do not migrate; we deliver a written inventory of these for the customer's admin to rebuild in GoHighLevel's workflow builder.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Glaze CRM logo

Glaze CRM

What's pushing teams away

  • No published pricing or rate card — customers must engage sales for every package.
  • Very thin third-party reviewer footprint on Capterra, G2, and TrustRadius — limited validation data.
  • No public API documentation — extraction at migration time requires vendor cooperation.
  • Custom-plan pricing creates ambiguity for procurement teams that expect transparent tiers.
  • Customers needing rich third-party integrations or extensive automation typically move to HubSpot, Pipedrive, or Zoho.

Choosing

HighLevel logo

HighLevel

What's pulling them in

  • Agencies choose HighLevel to consolidate CRM, email, SMS, scheduling, and funnels into one subscription, eliminating monthly bills for five to ten separate SaaS tools they previously stitched together.
  • The flat-rate pricing model bills per sub-account rather than per contact, so growing a contact database from 1,000 to 100,000 records does not trigger a billing surprise—a common pain point avoided by migrating customers.
  • White-label and sub-account capabilities let agencies resell HighLevel access to their own clients, turning a software cost center into a recurring revenue stream that justifies the subscription.
  • The platform ships a 14-day free trial with no credit card required, giving teams a low-friction entry point to validate fit before committing to the $97/month Starter tier.
  • Marketing agencies managing multiple client accounts use sub-accounts to maintain data isolation per client while operating under a single agency billing relationship with HighLevel.

Object mapping

How Glaze CRM objects map to HighLevel

Each row shows how a Glaze CRM object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Glaze CRM

Contact

maps to

HighLevel

Contact

1:1
Fully supported

Glaze CRM Contact records map directly to GoHighLevel Contact. Standard fields (name, email, phone, address) migrate 1:1. Any Glaze CRM custom properties on Contact require manual field mapping against the customer-provided schema. GoHighLevel does not have a separate Contact type; all contact records regardless of qualification status live as Contacts.

Glaze CRM

Lead

maps to

HighLevel

Contact

1:many
Fully supported

Glaze CRM Lead records map to GoHighLevel Contact with the original lead status preserved in a custom field for audit. GoHighLevel does not maintain a separate Lead object; all unqualified prospects land in the unified Contact model. We set a custom field (e.g., original_lead_status__c) to carry the Glaze CRM lead source, lead stage, and any scoring data.

Glaze CRM

Company

maps to

HighLevel

Contact (Company field)

lossy
Fully supported

Glaze CRM Company records hold business name, address, industry, and related contact associations. GoHighLevel does not have a native Company or Account object; the company name is stored as a text field on the Contact record. We map the Glaze CRM Company name to the GoHighLevel Contact Company field and preserve industry and address data in custom fields on the primary Contact.

Glaze CRM

Deal

maps to

HighLevel

Opportunity

1:1
Fully supported

Glaze CRM Deal records map to GoHighLevel Opportunities. Deal name, amount, stage, owner, and associated contact link migrate directly. Pipeline stages are configured in GoHighLevel before Deal migration; we document the existing Glaze CRM pipeline stages from the customer's schema and replicate them as GoHighLevel pipeline stages.

Glaze CRM

Pipeline

maps to

HighLevel

Pipeline

lossy
Fully supported

Glaze CRM pipeline configurations are organizational-level settings that must be replicated in GoHighLevel before Deals migrate. We capture the pipeline name, stage names, stage order, and probability percentages from Glaze CRM and build the equivalent GoHighLevel Pipeline with matching stage values. Pipeline configuration is documented as a written deliverable for the customer to implement or validate.

Glaze CRM

Task

maps to

HighLevel

Task

1:1
Fully supported

Glaze CRM Tasks (subject, due date, assignee, status, linked entity) map to GoHighLevel Tasks. Completed versus open task flags preserve. Task associations to Contacts, Deals, or Companies remap using GoHighLevel's task linking model. GoHighLevel tasks support linking to multiple object types (Contacts, Opportunities, Companies, etc.) which may require reconfiguration if Glaze CRM tasks are singly linked.

Glaze CRM

User

maps to

HighLevel

User

1:1
Fully supported

Glaze CRM Users (team members assigned as deal owners or task assignees) map to GoHighLevel Users by email address match. We resolve inactive Glaze CRM Users by archiving or deactivating them in GoHighLevel if they have no active assignments. User provisioning in GoHighLevel requires the customer to invite team members directly during migration setup.

Glaze CRM

Tag

maps to

HighLevel

Tag

1:1
Fully supported

Glaze CRM Tags stored as flat string arrays on Contacts, Deals, or Companies map to GoHighLevel Tags. Tags migrate as text values and are reapplied to the corresponding Contact or Opportunity records in GoHighLevel. Multi-select tag fields require flattening if the destination does not support array-type tag storage.

Glaze CRM

Custom Field

maps to

HighLevel

Custom Field

lossy
Fully supported

Glaze CRM custom fields on Contacts, Companies, and Deals require schema inference from a customer-provided sample record export before migration. We request a full field inventory from the customer during scoping, infer field types (text, dropdown, date, number, multi-select) from sample data, and build GoHighLevel custom fields to match. Multi-select fields from Glaze CRM require special handling as GoHighLevel may use tag arrays or custom multi-select picklist fields.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Glaze CRM logo

Glaze CRM gotchas

High

No public API schema means no automated export

Medium

White-label deployments create non-standard instance configurations

Medium

Custom field types are not documented in public-facing materials

HighLevel logo

HighLevel gotchas

High

Sub-account architecture creates isolated data silos per client

High

Usage-based telecom and AI costs are not in the subscription price

Medium

Workflows have no native equivalent in most destination CRMs

Medium

API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account

Low

White-label configuration and branding assets do not export via API

Pair-specific challenges

  • Glaze CRM has no public API — data extraction requires vendor coordination

    Glaze CRM does not publish API documentation or a developer portal. There is no programmatic way to pull data out of the platform without requesting a custom export through Softuvo Solutions' support or sales team. This adds one to two weeks of lead time before migration work begins, and the export format (CSV, XLSX, or database dump) depends entirely on what Glaze CRM can produce on request. We cannot begin schema audit or field mapping until the customer delivers the exported data. Planning for this coordination delay is essential to any Glaze CRM migration timeline.

  • White-label Glaze CRM instances have non-standard schemas

    Glaze CRM's white-label feature means each customer instance may have a different field set, branding, and pipeline configuration depending on how Softuvo Solutions set it up originally. We cannot assume a standard schema across Glaze CRM customers. We require a full schema audit from the customer before producing a field mapping spreadsheet. The customer must provide a complete list of all custom fields, their types, and their current values in a sample record export so that we can infer the field model before mapping to GoHighLevel.

  • GoHighLevel has no separate Lead object — qualification model differs

    GoHighLevel uses a unified Contact model where prospects of all qualification stages live as Contacts. Glaze CRM separates Contacts and Leads into distinct record types. We map Glaze CRM Leads to GoHighLevel Contacts with the original lead status preserved in a custom field. However, the GoHighLevel platform does not have a built-in lead conversion workflow; if the customer relies on a formal lead-to-contact qualification process in Glaze CRM, they must rebuild that process as a GoHighLevel workflow post-migration.

  • GoHighLevel has no native Company or Account object

    Glaze CRM Company records hold business name, address, industry tags, and relationships to Contacts. GoHighLevel does not have a native Account or Company object; the company name is stored as a text field on the Contact record. We map Glaze CRM Company name to the GoHighLevel Contact Company field and preserve industry and address data in custom fields on the primary Contact. Any reporting or segmentation that relied on Company as a parent entity must be redesigned around Contact-level fields in GoHighLevel.

Migration approach

Six steps for a successful Glaze CRM to HighLevel data migration

  1. Coordinate Glaze CRM data extract

    We contact the Glaze CRM support or sales team through the customer to request a full data export. The customer authorizes the request and specifies the preferred format (CSV, XLSX, or database dump). This step adds one to two weeks to the project timeline because Glaze CRM does not offer a self-service export. We cannot proceed to schema audit until the export is delivered.

  2. Schema audit and custom field inference

    We audit the delivered Glaze CRM export across all record types (Contacts, Companies, Deals, Leads, Tasks, Users, Tags, Custom Fields) and infer field types from sample data values. We request the customer to confirm the field inventory and provide any missing context about custom field definitions that cannot be inferred from the data alone. This step produces a written schema inventory and a preliminary GoHighLevel field mapping spreadsheet.

  3. GoHighLevel destination setup

    We create the GoHighLevel destination account structure including pipelines, pipeline stages, and custom fields. Pipeline stages are pre-built to match the existing Glaze CRM stage names and probabilities. Custom fields are created in GoHighLevel with types inferred from the schema audit. We deliver the pipeline configuration as a written document for the customer's GoHighLevel admin to implement or validate before migration begins.

  4. User reconciliation and GoHighLevel user provisioning

    We extract every distinct Glaze CRM User referenced on Contact, Deal, and Task records and match by email against the GoHighLevel destination account's User list. The customer provisions any missing GoHighLevel Users directly. Active Glaze CRM Users without a matching GoHighLevel User are held in a reconciliation queue until the account is provisioned.

  5. Production migration in dependency order

    We run production migration in record-dependency order: Contacts (from Glaze CRM Contacts and Companies mapped to the unified Contact model), Leads (mapped to GoHighLevel Contacts with original status preserved in custom fields), Deals (as GoHighLevel Opportunities with pipeline stage and owner resolved), Tasks (with linked entity remapped). Tags are reapplied to each record after the base records are loaded. Each phase emits a row-count reconciliation report before the next phase begins.

  6. Cutover, validation, and workflow rebuild handoff

    We freeze Glaze CRM writes during cutover and run a final delta migration of any records modified during the migration window. We validate record counts and spot-check sample records against the source export. We deliver a written inventory of Glaze CRM automation rules, pipeline configurations, and custom field definitions that require rebuild in GoHighLevel's workflow builder. We support a one-week hypercare window for reconciliation issues. We do not rebuild workflows, automations, or sequences as part of the migration scope.

Platform deep dives

Context on both ends of the pair

Glaze CRM logo

Glaze CRM

Source

Strengths

  • Self-hosted or cloud deployment — data remains on your own infrastructure
  • White-label customization lets agencies resell under their own brand
  • Data security focus for regulated industries like healthcare and finance
  • One-time setup fee model rather than perpetual per-seat licensing
  • Built-in email templates and tracking without requiring third-party integrations

Weaknesses

  • No publicly documented API — migration requires manual data extraction and direct vendor coordination
  • No published pricing on the website — all quotes are handled via sales contact
  • Zero reviews on TrustRadius and minimal presence on G2 or Capterra makes independent evaluation difficult
  • Limited documentation for technical implementers and developers
  • Vendor (Softuvo Solutions) is a relatively small India-based firm with fewer public case studies than established CRM players
HighLevel logo

HighLevel

Destination

Strengths

  • Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate.
  • Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow.
  • Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship.
  • Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons.
  • Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.

Weaknesses

  • The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover.
  • The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises.
  • Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations.
  • Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment.
  • The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

Complexity grading

How hard is this migration?

Moderate CRM migration. 6 of 8 objects need a mapping; the rest are 1:1.

C

Overall complexity

Moderate migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Glaze CRM and HighLevel.

  • Object compatibility

    C

    6 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Glaze CRM: Not publicly documented.

  • Data volume sensitivity

    B

    Glaze CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Glaze CRM to HighLevel migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Glaze CRM to HighLevel data migrations

Answers to the questions buyers ask most during Glaze CRM to HighLevel migration scoping. Not seeing yours? Book a call.

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Most migrations land between three and five weeks for accounts under 5,000 total records with straightforward schemas and no extensive custom field sets. Migrations with extensive custom fields, multiple pipeline configurations, or large task histories (over 20,000 records) move to six to ten weeks because of the manual data extraction coordination with Glaze CRM, custom field type inference, and GoHighLevel pipeline setup time. The data extraction coordination with Glaze CRM's team adds one to two weeks of lead time before any migration work begins.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Glaze CRM.
Land in HighLevel, intact.

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