Migrate from LeadSmart Channel Cloud to HighLevel

Discovery and source audit

We audit the LeadSmart Channel Cloud instance via the Salesforce export interface, cataloging every object (Lead, Contact, Account, Opportunity, Activity, Attachment, Campaign, Custom Field, Partner Portal record) and its record count. We identify the LeadSmart tier (Plus at $89/mo or Pro at $99/mo with Partner Portal), verify whether the Genius Feed and Genius GPT add-ons are active, and inventory custom fields per object. We also assess the GoHighLevel destination account tier (Starter, Unlimited, or Agency Pro) and identify any custom fields already configured there, then produce a written scope document with the object mapping table and the Genius Feed and Genius GPT exclusion list requiring customer sign-off.

Field mapping and GoHighLevel schema preparation

We build a field-level mapping document translating every LeadSmart field to a GoHighLevel field or tag. Industry-specific custom fields on standard objects are mapped to GoHighLevel custom fields of equivalent type (text, number, date, picklist, checkbox). Partner Portal role fields map to a custom Contact tag or role field. GoHighLevel Pipeline stages are configured to match LeadSmart Opportunity Stage values, and the pipeline is activated before any Deal import begins. If the GoHighLevel account lacks required custom fields, we request the customer's admin to create them before production migration.

Sandbox migration and reconciliation

We run a full migration into a GoHighLevel test environment or sandbox-like setup using production-like data volume. The customer's operations lead reconciles record counts (Contacts in, Companies in, Deals in, Tasks in), spot-checks 20-40 random records against the LeadSmart source, and validates that custom field values transferred correctly. Mapping corrections are made here. Any unmapped custom fields are flagged with a remediation recommendation. The customer signs off on the sandbox results before the production migration date is confirmed.

Contact and Company import with deduplication

We import GoHighLevel Companies first (from LeadSmart Accounts with hierarchy preserved), then Contacts (from LeadSmart Leads and Contacts merged into the single GoHighLevel Contact object). The deduplication key is email address. LeadSmart Leads retain their original lead status in a custom field. Partner Portal external users import as Contacts with a partner role tag. Any Contacts without a matching Company are attached to a placeholder Company or held in a queue for the customer's admin to resolve. Each phase emits a row-count reconciliation report.

Pipeline Deals and Activity history migration

We import LeadSmart Opportunities as GoHighLevel Pipeline Deals with stage, amount, close date, and owner mapped. We then run the Activity history migration using batched API calls (500 records per batch) with GoHighLevel API rate-limit handling and exponential backoff. Completed tasks, call logs, and meeting records import as GoHighLevel Tasks with the original timestamp and activity type preserved in custom fields. Attachments and files migrate as GoHighLevel Files linked to the parent Contact or Company record.

Cutover, delta sync, and automation handoff

We freeze LeadSmart Channel Cloud writes during cutover, run a final delta migration of records modified during the migration window, then designate GoHighLevel as the system of record. We deliver the workflow inventory document listing any LeadSmart Salesforce Flow workflows that require rebuild in GoHighLevel's Workflow Automation builder. We support a five-day hypercare window for reconciliation issues. We do not rebuild workflows in GoHighLevel; that is a separate engagement for the customer's admin or a GoHighLevel-certified partner.