Migrate from Leadforce CRM to HighLevel

Leadforce Lead records map to GoHighLevel Contact records. The primary contact fields (name, email, phone, source, status) migrate directly. Custom fields on Leadforce Leads become GoHighLevel Contact custom fields. Lead status and lead score values in Leadforce map to custom fields in GoHighLevel. We use GoHighLevel's Contact API endpoint for import. Email addresses serve as the dedupe key. If a Leadforce Lead contains both person and company data, we split the company portion into a separate Contact record in GoHighLevel to maintain clean contact-level data hygiene.

Leadforce Deals map to GoHighLevel Opportunities linked to the Contact created from the corresponding Lead. Deal name, monetary value, stage, and owner assignment migrate as GoHighLevel Opportunity fields. Deal stage names in Leadforce map to GoHighLevel Pipeline stages, and we configure the destination pipeline stages before import to ensure the stage values are valid in GoHighLevel. Owner assignment resolves via email match against GoHighLevel user accounts.

Leadforce Activity records (calls, emails, meetings, tasks) migrate as GoHighLevel Tasks attached to the corresponding Contact and Opportunity. Activity type maps to GoHighLevel Task type. Timestamps and activity text preserve on the Task body. Call duration and disposition from Leadforce migrate as custom fields on the Task. We link each Task to the Contact record resolved from the parent Lead using the email dedupe key.

Leadforce Notes attached to Leads or Deals migrate as Notes within the corresponding GoHighLevel Contact or Opportunity record. Note creation timestamp and author attribution preserve. Rich-text formatting in Leadforce notes is converted to plain text or the nearest GoHighLevel-supported format during the transform phase.

Files linked to Leadforce Deals or Leads are extracted from the CSV export bundle, re-hosted as files in GoHighLevel's document storage, and linked to the corresponding Contact or Opportunity record. We map file names and any inline file descriptions. Large attachments (over the GoHighLevel file size limit) are flagged for the customer to host externally and link via URL.

Leadforce Proposals are generated from Deals and contain line items, pricing, and status. GoHighLevel does not have a native Proposal object in its Starter or standard tiers. We export the proposal data as structured CSV, and we map it into GoHighLevel Opportunity custom fields (proposal_value, proposal_status, line_item_summary) so that historical proposal data remains accessible on the Opportunity. For customers requiring full proposal management, we document the gap and recommend either a third-party proposal tool integrated via GoHighLevel's API or a custom Opportunity layout rebuild.

Leadforce Invoice records link to Deals and contain payment status and line items. We preserve invoice data as Opportunity-associated records in GoHighLevel by mapping invoice number, total amount, payment status, and due date to custom fields on the Opportunity. GoHighLevel does not have a native Invoice object; we flag this gap and deliver an invoice data map for the customer's admin to integrate with an accounting or invoicing tool.

Leadforce pipeline stage names and their order migrate as GoHighLevel Pipeline stages. We extract the stage names from the Deal export, create the corresponding pipeline in GoHighLevel with matching stage values before Deal import begins, and map the stage sequence to preserve the original deal progression ordering. Any stage probability data from Leadforce is stored as a note in GoHighLevel for the customer to set probabilities manually.

Leadforce Owner and User records map to GoHighLevel User accounts. We resolve each Leadforce Owner by email match against GoHighLevel users. Any Leadforce Owner without a matching GoHighLevel user is held in a reconciliation queue for the customer's admin to provision the account before record import resumes. User role and permission data from Leadforce has no direct GoHighLevel equivalent and is documented for manual rebuild in GoHighLevel's team settings.