Migrate from HighLevel to monday CRM

HighLevel Contacts migrate to Monday.com CRM People records. Standard fields (first name, last name, email, phone, address) map directly. Lifecycle stage from HighLevel becomes a Status or Label column on the Person record. We use Monday's API to import People in batches with exponential backoff, resolving any Organization link to a pre-created Monday Organization record. HighLevel contacts with no email receive a placeholder identifier so that name and phone are preserved even without email verification.

HighLevel Company records map to Monday.com CRM Organizations. Company name becomes the Organization name, domain maps to the Website field, and address fields map to the Location column. Organizations are created before any Person import so that the Organization-Person relationship is satisfied at insert time. Multi-address Company records are handled as additional Location column entries or separate Organization records depending on the customer's data model.

HighLevel Opportunities migrate as Deals on the Monday.com CRM board. Each Opportunity's Pipeline maps to a Monday CRM board, and each Stage within that Pipeline maps to a Status column group on the board. The Opportunity's monetary value, close date, and assigned owner migrate to the Deal's corresponding columns. We resolve the Opportunity-Contact relationship by matching the Opportunity's primary contact email to the migrated Monday Person record.

HighLevel Pipelines (user-defined sales processes) map to separate Monday CRM boards. Each Stage within a Pipeline becomes a Status column group on the corresponding board. Stage order and probability percentages are preserved in the column configuration. Teams with a single sales process in HighLevel may consolidate to one Monday CRM board with multiple Status groups rather than multiple boards.

HighLevel Custom Objects require schema introspection before migration. We evaluate whether the Custom Object has lookup relationships to standard objects and whether those relationships need to be preserved in Monday.com CRM. If the Custom Object is independent, we recreate it as a separate Monday board with matching column types. If it references Contacts or Companies, we create custom columns on the relevant board and resolve lookup values by email match during import. Complex multi-level custom object hierarchies may require decomposition or manual setup in Monday's more flat data model.

HighLevel tags are applied to Contacts for segmentation and workflow triggers. We export all tag assignments as a per-contact list and map them to Monday.com CRM's Labels column type (available on CRM boards) or Tags column type depending on the customer's chosen board configuration. Tag preservation is important for segmentation continuity, but Monday's label model does not natively support tag-based workflow triggers the way HighLevel does; we document this gap in the automation handoff inventory.

HighLevel Tasks linked to Contacts migrate as Subitems on the corresponding Monday Person or Deal record. Task due date maps to a Date column, assignment maps to an Owner column, and completion status maps to the Status column. Tasks not linked to a specific Contact are imported as Items on a dedicated Tasks board. Task descriptions migrate to the Subitem's content field.

HighLevel Users referenced as Opportunity owners or task assignees are resolved by email match against Monday.com CRM users. Any HighLevel Owner without a matching Monday user is flagged in a reconciliation report for the customer's admin to provision before record import resumes. Owner display names are preserved in the Notes column of the relevant record if the Monday user resolution fails.