Migrate from Manta Business Management Software to HighLevel

Manta BMS Contact records map to GoHighLevel Contact. Standard fields (first name, last name, email, phone, address) map directly via GoHighLevel's CSV contact import. We preserve contact owner assignment using the owner's email as a match key in GoHighLevel. Any Manta contact linked to a Company record requires that Company to be imported first so the Company lookup is resolved at insert time.

Manta BMS Company or Account records map to GoHighLevel Company. The company name, industry, website, and address fields migrate directly. We import Companies before Contacts to satisfy the Contact-to-Company relationship. Company-contact linkage is preserved by resolving the Company record ID at Contact import time using the domain or company name as a dedupe key.

Manta BMS Lead records are distinct from Contacts in the platform's object model. We import Manta Leads as GoHighLevel Contacts in the pre-conversion state, preserving lead status, lead source, and assigned owner. If GoHighLevel's Opportunity pipeline is the destination for sales-qualified leads, we map Manta Leads with a closed-won or qualified status directly to a GoHighLevel Opportunity with the Contact linked.

Manta BMS Deal records map to GoHighLevel Opportunity. We map deal name, deal value, stage, expected close date, and owner to GoHighLevel's Opportunity fields. Pipeline stages in Manta are platform-specific and require a mapping table; we review the customer's Manta stage names during scoping and configure GoHighLevel pipeline stages to match before import. Opportunity custom fields migrate if GoHighLevel custom Opportunity fields are pre-created with matching names.

Manta BMS Activity records (calls, emails, meetings, tasks) map to GoHighLevel Task records. We preserve activity type by setting the Task subject and status, attach each Task to the parent Contact using the email address or record ID as a lookup key, and carry forward the original timestamp. Meeting-type activities with a start and end time map to GoHighLevel Calendar events attached to the Contact.

Manta BMS user records needed for owner assignment migrate as GoHighLevel User references resolved by email address. We import contacts and deals with the owner email field populated; GoHighLevel matches the email to an existing User account during import. Any Manta owner without a matching GoHighLevel User is flagged in the reconciliation report for the customer to provision before final import.

Manta BMS custom field definitions and values are not exposed via documented API or export format. We flag every custom field present in the Manta export during discovery, document each field's name, type, and example values, and provide the customer with a written field-by-field mapping sheet for manual recreation in GoHighLevel's Contact custom fields or Opportunity custom fields before import. We do not extract and remap custom fields programmatically because the underlying schema is not available.

If Manta BMS exports any record type that does not map to Contact, Company, or Opportunity, we model it as a GoHighLevel Custom Object. We pre-create the GoHighLevel Custom Object schema (with object name, custom fields, and associations to Contact or Opportunity) before importing any records. Custom Object records import after their parent Contact or Opportunity records to satisfy lookup relationships.