Migrate from Gold-Vision to HighLevel

Gold-Vision Accounts map to GoHighLevel Companies. Both are the top-level organisational record type with address, industry, and owner fields. The Gold-Vision account ID is preserved in a custom field gv_account_id__c for cross-reference. Account-Contact relationships migrate as GoHighLevel Company-Contact links. This mapping is straightforward across all Gold-Vision tiers and GoHighLevel plans.

Gold-Vision Contacts map directly to GoHighLevel Contacts. Email address is the dedupe key. The Contact-Account relationship is resolved at import time by matching the gold-vision account_id foreign key to the previously migrated Company record. Communication history, custom fields, and tags carry over as native GoHighLevel contact properties and tags.

Gold-Vision Leads are a distinct record type with their own pipeline and status fields. GoHighLevel does not have a separate Lead object at all tiers. We merge Gold-Vision Lead records into GoHighLevel Contacts, preserving the original Lead_Source and lead_status values in custom fields gv_lead_source__c and gv_lead_status__c so that reporting continuity is maintained. If GoHighLevel's Pipeline feature is used as a lead pipeline, we assign the records accordingly during import.

Gold-Vision Opportunities with their stage sequence, probability weights, close dates, and monetary values map to GoHighLevel Opportunities within a Pipeline. The stage sequence is re-created in GoHighLevel's Pipeline builder. Custom Opportunity fields migrate as GoHighLevel custom fields. The pipeline assignment maps to a GoHighLevel Pipeline that we configure before migration.

Gold-Vision Pipelines and their stages map to GoHighLevel Pipelines. Each Gold-Vision pipeline becomes a GoHighLevel Pipeline with stages recreated using the same names and approximate probability values. GoHighLevel's Pipeline builder uses a drag-and-drop stage designer; we configure the stage sequence and probability weights during the schema design phase and validate them in the sandbox migration before production.

Gold-Vision Projects are standalone records with task hierarchies and time entries not natively supported in GoHighLevel. We export Projects as GoHighLevel Opportunities with custom fields gv_project_id__c, gv_project_start_date__c, gv_project_end_date__c, and gv_project_status__c to preserve project metadata. Time entries migrate as Tasks with a reference field pointing to the parent Opportunity. Customers should validate during scoping that this representation meets their operational reporting needs.

Gold-Vision Tickets (service desk records with conversation threads, custom fields, and agent assignment) have no native GoHighLevel equivalent. We export Tickets as GoHighLevel Opportunities in a dedicated service pipeline, or as Tasks with a custom gv_ticket_id__c reference field depending on the customer's preferred workflow. Ticket priority and status migrate as custom fields; conversation threads migrate as activity notes. If the customer uses Gold-Vision's ticket system as a primary service record, we recommend enabling GoHighLevel's service pipeline during schema design.

Gold-Vision Campaigns with multi-stage status tracking and member associations map to GoHighLevel Campaigns. Gold-Vision campaign member tracking is not equivalent to GoHighLevel's campaign model; we export members as tagged contacts and create a corresponding GoHighLevel Campaign record with the member list restored via bulk import. If the customer primarily uses Gold-Vision Campaigns for list segmentation rather than ROI tracking, we may instead preserve the campaign structure as Tags and avoid creating empty GoHighLevel Campaign records.

Gold-Vision Quotes carry line items, branding templates, and e-sign metadata. GoHighLevel does not include a standalone Quotes object at all tiers. We export Quote headers and line items as Opportunities with custom fields and product associations where available. E-sign metadata is preserved as a URL reference. Customers needing native quoting in GoHighLevel should confirm their plan tier and whether a quoting add-on is required before migration.

Gold-Vision supports unlimited custom fields on all major objects via its API. We extract the full custom field schema per object and map each field to the corresponding GoHighLevel custom field, applying the closest matching field type (text, number, date, dropdown, checkbox). Custom field API names are preserved where GoHighLevel's naming constraints allow.

Documents and file attachments stored against Gold-Vision Accounts, Contacts, Opportunities, Projects, and Tickets are exported as binary blobs and re-associated to the correct record in GoHighLevel via document management. If Gold-Vision stores attachments as URLs or references to external storage, we preserve the URL in a custom field and advise the customer to update the links post-migration if the source storage becomes unavailable.

Gold-Vision uses Tags and Categories as organisational labels across objects. We preserve the full tag and category taxonomy and re-apply labels to migrated records in GoHighLevel using its native Tags feature. The tag namespace is preserved to avoid renaming conflicts if the customer has existing GoHighLevel tags.

Emails, calls, appointments, and tasks logged against Gold-Vision Contacts and Accounts via M365 and Outlook synchronisation migrate as GoHighLevel Activities. We preserve timestamps, direction (inbound/outbound), and body content. Activity attribution to the correct Contact or Company record is resolved via the gold-vision contact_id and gold-vision account_id foreign keys at migration time. Large communication histories (over 50,000 records) require pagination chunking to avoid GoHighLevel API timeouts.

Gold-Vision User records with role, team, and contact details map to GoHighLevel Users. Owner assignment on records references the User ID. We resolve Gold-Vision users by email match against the GoHighLevel destination User table. Any Gold-Vision User without a matching GoHighLevel User is flagged in a reconciliation queue for the customer's admin to provision before record import resumes.

Gold-Vision Campaign Members are the individual contact or account associations within a Campaign. GoHighLevel does not have a native Campaign Member object equivalent. We resolve each campaign member to the corresponding GoHighLevel Contact and apply a Tag formatted as 'Campaign: {CampaignName}' to preserve the association. If the customer requires campaign membership reporting in GoHighLevel, we recommend using GoHighLevel's Opportunities linked to the relevant Campaign record.