Migrate from karmaCRM to HighLevel

karmaCRM Contact records migrate to GoHighLevel Contact. Standard fields (name, email, phone, address) map directly. Custom fields from karmaCRM migrate as GoHighLevel Contact Custom Fields, which are created during schema design and populated via CSV import. The primary contact email is used as the dedupe key. Tag associations migrate to GoHighLevel tags, preserving the original karmaCRM tag names as a flat string list on the contact record.

karmaCRM Company records map to GoHighLevel Contact records with a separate contact type or to an Organization record. GoHighLevel does not have a native Account/Company object separate from Contact; companies are stored as Contact records with the company name as the primary display field. We create a company Contact record for each karmaCRM Company, storing domain, address, and custom company fields in GoHighLevel custom fields against that Contact record.

karmaCRM Deals map to GoHighLevel Opportunities. Deal name, value, stage, and owner migrate to the corresponding GoHighLevel Opportunity fields. We pre-create GoHighLevel pipeline stages matching the karmaCRM deal stage names during schema design. Deal associations to karmaCRM contacts map to GoHighLevel Opportunity contacts by email lookup. Closed-won and closed-lost reasons from karmaCRM custom properties migrate as GoHighLevel Opportunity custom fields.

Each karmaCRM deal stage becomes a GoHighLevel pipeline stage in the Opportunities pipeline. We preserve stage order and probability percentages from karmaCRM, mapping them to GoHighLevel stage configuration. If the customer uses multiple karmaCRM pipelines, we replicate each as a separate GoHighLevel pipeline or as a separate Opportunity Record Type within a single pipeline, depending on the customer's reporting requirements.

karmaCRM Tasks migrate to GoHighLevel Tasks. Task title, due date, status, priority, and description map directly. Task assignment resolves by matching karmaCRM owner email to a GoHighLevel User. Task associations to contacts migrate by email lookup to GoHighLevel Contact records. Completed and incomplete status maps to GoHighLevel task completion state.

karmaCRM Events migrate to GoHighLevel Calendar events or Tasks with date/time. Event title, start time, end time, location, and attendee list migrate. Attendees resolve by email to GoHighLevel Contact records where possible. If GoHighLevel's appointment booking feature is not active at the destination, events migrate as all-day tasks with notes containing the event details and attendee list.

karmaCRM custom field definitions and values migrate as GoHighLevel Contact Custom Fields (for contact-level data) and Opportunity Custom Fields (for deal-level data). We create the destination custom field schema before import, preserving karmaCRM field labels as GoHighLevel field names and karmaCRM field types (text, number, date, dropdown) as their GoHighLevel equivalents. Freeform name-value pairs are resolved to typed fields where possible; any unmappable data is stored in a text notes field.

karmaCRM tags applied to contacts and companies migrate as GoHighLevel tags. Tags are preserved as flat string lists on the Contact record, matching karmaCRM's tagging behavior. The customer chooses during scoping whether to migrate all tags or a curated subset (for example, only tags with active segmentation use). Tags used for karmaCRM company classification map to Contact tags at the company-record equivalent in GoHighLevel.

karmaCRM email campaign metadata (subject, audience, send date, open/click stats) migrates as a written inventory record rather than functional email content. Email body copy does not programmatically transfer because GoHighLevel uses a different email builder. We deliver a campaign inventory spreadsheet listing each active campaign with its trigger logic and recommended GoHighLevel Workflow equivalent. The customer's admin rebuilds campaign bodies in GoHighLevel's email builder and connects them to the corresponding Workflow.