Migrate from LeadPrime to HighLevel

LeadPrime Leads map directly to GoHighLevel Contacts. Standard fields (first_name, last_name, email, phone, source) migrate as typed equivalents. The Lead's status and owner assignment map to GoHighLevel Contact status and assigned user. Lead creation timestamp migrates as a custom field original_createdate__c to preserve record age. If LeadPrime uses a separate Contact object for converted leads, we treat it as a Lead equivalent for migration purposes.

LeadPrime Contacts map to GoHighLevel Contacts. Where LeadPrime links a Contact to a Company, we create the GoHighLevel Company record first and attach it via the Contact-Company relationship during import. Email, phone, address, and custom properties migrate to GoHighLevel custom fields on the Contact object. Tags assigned to the Contact migrate as GoHighLevel tags.

LeadPrime Company records map to GoHighLevel Company. The company name, domain (website), industry, size, and address fields migrate directly. Company is created before any Contact import so that the Contact-Company link is satisfied at insert time. Custom fields on the LeadPrime Company record map to GoHighLevel Company custom fields.

LeadPrime Users (sales reps, admins, managers) map to GoHighLevel Users. We extract each user by email as the match key. The customer's GoHighLevel admin provisions the corresponding User records before migration so that OwnerId references resolve correctly. Active and inactive status from LeadPrime maps to GoHighLevel User active flag. Any LeadPrime user without a matching GoHighLevel User goes to a reconciliation queue.

LeadPrime Pipeline definitions (stage names, stage order, stage-specific routing triggers) export during scoping. Each LeadPrime pipeline becomes a GoHighLevel Pipeline with matching stage names and sequence. Pipeline-level routing triggers map to GoHighLevel Workflow triggers that the customer's admin configures post-migration using the documented routing logic. Pipeline metadata is configuration, not data, and is recreated rather than imported.

LeadPrime Round Robin, Shark Tank, Hybrid, and Blind distribution rules are stored as configuration rather than data records. We export the full rule definitions during scoping including rep pools, capacity constraints, territory assignments, daily caps, and weighting logic. GoHighLevel has no native equivalent distribution engine; routing is rebuilt using GoHighLevel Workflows and Opportunity assignment rules. We deliver a written routing rule inventory that maps each LeadPrime rule to a GoHighLevel Workflow design so the admin can implement it.

LeadPrime custom fields on Leads, Contacts, and Companies are per-organization schema. We read the full custom field list during scoping, map each to a GoHighLevel custom field of the equivalent type (text, number, date, dropdown, checkbox), and pre-create the GoHighLevel schema before import. Custom field values migrate as data during the record import phase. The custom field schema must be in place before record import begins.

LeadPrime tags are flat label structures applied across records. We migrate all tag assignments per Contact or Lead. Tags import into GoHighLevel as tag values on the Contact record. If the customer uses GoHighLevel's label folder structure for organizing tags, we apply the folder assignments during import. Tags do not have a hierarchical equivalent in GoHighLevel; we flatten any LeadPrime hierarchy into a single tag set.

LeadPrime call logs, email records, and notes attached to Leads or Contacts migrate as GoHighLevel activities. Calls map to GoHighLevel tasks with call-type classification; emails map to activity notes; notes map to GoHighLevel note entries attached to the Contact. If the export is CSV-based (no documented API), activity records are migrated as a best-effort import using the CSV contact import with activity columns. Large activity volumes may require GoHighLevel API access on Unlimited or SaaS Pro plans.

LeadPrime Lead Finder Credits are a billing token for the credit economy, not a data record. They fund email lookups, phone verification, and enrichment lookups within LeadPrime and have no equivalent in GoHighLevel. They do not migrate. We confirm the credit balance at migration cutover and recommend the customer download their credit purchase history separately for financial records. Any enrichment results already written to LeadPrime lead records (verified emails, phone numbers) are migrated as part of those records.