Migrate from Grow CRM to HighLevel

Grow CRM Contact records map directly to GoHighLevel Contact. We extract name, email, phone, address, tags, and custom field values from the CSV export. The contact-to-company relationship is preserved by resolving the company foreign key at import time. Any Grow CRM custom field values on contacts are carried into GoHighLevel custom fields, which must be pre-created in GoHighLevel before migration because the field definitions are not included in the CSV export.

Grow CRM Company records map to GoHighLevel Company. We preserve the company name, domain, address, and tags. Companies are imported before Contacts so that the company Contact relationship is satisfied at the moment of Contact insert. The GoHighLevel Company object serves as the parent for all related Contacts and Opportunities.

Grow CRM Lead records (separate from Opportunities) map to GoHighLevel Lead. We preserve lead status, source attribution, assignment fields, and any custom field values. Lead status values are mapped to GoHighLevel's lead status picklist during import. If GoHighLevel is configured to convert Leads to Contacts automatically, we set the conversion mapping to match the customer's existing lead-to-opportunity workflow.

Grow CRM Opportunity records map to GoHighLevel Opportunity. We preserve deal value, pipeline stage, expected close date, owner assignment, and custom field values. Pipeline stages from Grow CRM are mapped to GoHighLevel pipeline stages, and the mapping is validated before import to prevent stage-value rejection. The Opportunity-to-Contact and Opportunity-to-Company relationships are resolved using the foreign key values from the source export.

Grow CRM Invoices are migrated as closed GoHighLevel Opportunities with the original invoice total recorded in the amount field, invoice status mapped to a closed stage, and the line item description stored in the Opportunity description or a custom field. Grow CRM payment records are linked as notes on the closed Opportunity. GoHighLevel does not have a native invoice object in the core CRM, so invoicing is typically handled via an integration or custom object configuration post-migration.

Grow CRM Tasks map to GoHighLevel Tasks with status, priority, due date, description, and owner preserved. Task assignments are resolved by matching the Grow CRM assigned user email to a GoHighLevel User. Custom field values on Grow CRM Tasks are carried into GoHighLevel custom fields, which must be pre-created using the schema specification we extract during scoping. Tasks are imported after Users and Contacts to satisfy assignment references.

Grow CRM Help Desk Tickets are migrated as GoHighLevel Opportunities with the ticket status mapped to a pipeline stage, priority preserved as a custom field, and assignee resolved by email match. Ticket conversation threads are exported as plain text and attached as Notes to the Opportunity. If the customer uses GoHighLevel's built-in inbox or ticketing features post-migration, we map to the equivalent object instead. Ticket history is preserved but loses threaded UI structure.

Grow CRM tags on Contacts, Companies, and Opportunities are stored as comma-separated values in the CSV export. We normalize and deduplicate the tag taxonomy and recreate each unique tag in GoHighLevel. Tags are applied to the migrated records at import time using GoHighLevel's tag API or tag assignment during record creation.

Grow CRM custom field definitions (name, type, options) are not included in the standard CSV export. We extract the full custom field schema from the Grow CRM UI or database during scoping and document it as a schema specification. This specification is used to pre-create matching custom fields in GoHighLevel before the data import begins, preventing import failures due to missing target fields. The customer reviews and approves the schema specification during the scoping phase.