Migrate from InTouch CRM to HighLevel

InTouch CRM Contacts map directly to GoHighLevel Contacts. Standard fields (first name, last name, email, phone, address) transfer via CSV column mapping. The contact's associated Company becomes a lookup to the GoHighLevel Organization record created from the InTouch Company. We resolve the Organization ID before Contact insert so that the relationship is satisfied at load time. Any contact-level custom fields from InTouch migrate to GoHighLevel Custom Fields on Contact, created via GoHighLevel's field builder before import.

InTouch CRM Companies map to GoHighLevel Organizations. The company name becomes the Organization name, domain extracts to the Website field, and industry, size, and address fields map to their GoHighLevel equivalents. Organizations load first in the migration sequence because Contact records depend on the Organization lookup. Deduplication uses domain and name matching to prevent duplicate Organizations from CSV-based import.

InTouch CRM Deals map to GoHighLevel Opportunities. The deal title becomes the Opportunity name, deal amount transfers as-is, and the InTouch Pipeline stage label maps to a GoHighLevel pipeline stage. We create the GoHighLevel pipeline and stage configuration before Deal migration begins, using the InTouch pipeline structure as the template. Deal owner resolves to a GoHighLevel User by email match.

InTouch CRM Pipelines with their stage definitions map to GoHighLevel Pipelines. Each InTouch pipeline stage becomes a GoHighLevel stage with a matching name and position in the stage order. Stage probability percentages from InTouch transfer to GoHighLevel stage probability settings. If InTouch has multiple pipelines, we create corresponding GoHighLevel pipelines with separate stage sets. Pipeline-level custom fields migrate as Opportunity-level custom fields in GoHighLevel.

InTouch CRM Custom Fields stored at the Contact, Company, or Deal level map to GoHighLevel Custom Fields on the equivalent object. We pre-create the custom field schema in GoHighLevel (field name, type, and options) before any data import. Field types map by category: text fields to text, numeric fields to number, date fields to date, and picklist-style fields to dropdown. Multi-select fields from InTouch map to GoHighLevel multi-select custom fields.

InTouch CRM Activities (calls, emails, meetings, tasks, notes) map to GoHighLevel Tasks and Notes. Call and meeting records with timestamps transfer as GoHighLevel Tasks with the activity type noted in the description field and the original timestamp preserved. Notes migrate as GoHighLevel Notes linked to the parent Contact or Organization. Activity migration requires the parent Contact to exist first, so we run Activity migration after the Contact load phase.

InTouch CRM Owners referenced on Contact, Company, and Deal records resolve to GoHighLevel Users by email match. We extract the distinct owner list during scoping, map each to a GoHighLevel User email, and flag any Owner without a matching GoHighLevel User for the customer's admin to provision before record import resumes. Inactive owners in InTouch map to inactive users in GoHighLevel to preserve assignment history.

InTouch CRM tags and labels stored at the Contact or Deal level migrate to GoHighLevel Tags. Tags attach to Contact and Opportunity records to preserve segmentation and categorization logic. GoHighLevel supports tag-based filtering in its pipeline and workflow views. We deduplicate tags during transform to avoid importing duplicate tag entries.