Migrate from Lemon Tech to HighLevel

Lemon Tech Contact records export with standard name, email, phone, and address fields. We map these directly to GoHighLevel Contact fields using email as the dedupe key. Any custom contact properties defined in Lemon Tech migrate as GoHighLevel Contact Custom Fields under a dedicated folder. Phone number formats are normalized during import to handle any inconsistent formatting in the source data.

Lemon Tech standard Entities that represent organizations (firms, corporations, businesses) map to GoHighLevel Companies. Entities that represent individuals without a linked Matter relationship map to GoHighLevel Contacts. We determine the split based on whether the Lemon Tech Entity has a type property or a linked Matter, and we flag any ambiguous records for customer review during scoping.

Lemon Tech Matters are the primary case and project container. We export Matter records with status, dates, linked contact references, and custom fields, then map them to GoHighLevel Opportunities within a pipeline the customer configures before migration. Matter status values map to GoHighLevel pipeline stage names. Custom Matter fields migrate as Opportunity Custom Fields in GoHighLevel. The Matter-Contact linkage becomes the Opportunity's Contact lookup.

Lemon Tech custom entity types created through the API or UI map to GoHighLevel Custom Objects. We inventory every active custom entity type during discovery, map their field definitions to GoHighLevel typed custom fields (text, number, date, dropdown, checkbox, etc.), and pre-create the destination Custom Object schema before migration. Custom entity naming conventions are normalized during mapping to avoid GoHighLevel naming conflicts. If a custom entity has lookup relationships to other entities, we replicate those as GoHighLevel lookup field types.

Lemon Tech User records export with name, email, and role information. We map Users to GoHighLevel Team Members by email match. Any role or permission context from Lemon Tech is preserved in a custom field on the GoHighLevel User record for the customer's admin to map to GoHighLevel permission roles post-migration.

SQL Wrappers in Lemon Tech combine CRM data with custom SQL or third-party sources for reporting. Simple wrappers exporting standard relational tables map to GoHighLevel Custom Objects or custom fields on the related standard object. Complex wrappers with multi-table joins, computed columns, or external data sources require manual field mapping during migration. We inventory all SQL Wrapper definitions during discovery and flag any with nested logic or external dependencies as requiring custom mapping work.

File attachments associated with Lemon Tech Entities or Matters export as binary blobs via the Entity export function. We handle these separately from record data, preserving filenames, parent record associations, and file type metadata. Attachments are staged and linked to the migrated GoHighLevel Contact, Opportunity, or Custom Object record using GoHighLevel's file attachment model. Large binary attachments (over 25 MB) may require separate delivery if GoHighLevel's file size limits are exceeded.

Time entries and billing records linked to Lemon Tech Matters export via the Entity export. We preserve billable amounts, dates, and linked contact references. The mapping depends on the customer's intended use in GoHighLevel: time entries may become a Custom Object with lookup to Opportunity, or the billable amount and dates may migrate as custom fields on the Opportunity record itself. The customer chooses the strategy during scoping.