Migrate from Maple CRM to HighLevel

Maple CRM Client records map to GoHighLevel Contacts. We extract Client fields including name, email, phone, address, nationality, and passport data and map them to GoHighLevel Contact standard fields and custom fields (ghl_nationality__c, ghl_passport_number__c, ghl_passport_expiry__c). Client is the parent entity for Cases, so Contacts are migrated before any Opportunity records to satisfy GoHighLevel's ContactId lookup on Opportunities.

Maple CRM Case records map to GoHighLevel Opportunities in a custom immigration pipeline. The Case process stage (Application, Review, Submission, Approval, Denial/Appeal) maps to GoHighLevel Opportunity stage values that we configure before migration. We preserve the original Case ID as a custom field maple_case_id__c on each Opportunity for audit trail and cross-reference.

We configure a dedicated immigration pipeline in GoHighLevel before migration. Each Case stage from Maple CRM becomes a stage in the GoHighLevel pipeline (Application, Document Collection, Review, Submission, Visa Approval, Denial/Appeal). The pipeline is created via GoHighLevel API v2 before any Opportunity records are imported.

Maple CRM Leads map to GoHighLevel Contacts with a lead_source__c custom field carrying the original Lead source. Leads that have progressed to a Case in Maple CRM are migrated as Opportunities in GoHighLevel rather than standalone Contacts to preserve the pipeline context. Unconverted Leads are imported as Contacts with a tag ghl_original_lead__c for segmentation.

Maple CRM Documents attach to Cases or Clients. We export file metadata (document type, upload date, related entity type and ID) and migrate the binary blob where supported by the destination. In GoHighLevel, documents attach to Contact or Opportunity via the native file attachment system. Large passport scans, proof-of-funds documents, and intake forms migrate as GoHighLevel Contact files with a tag indicating the original Maple CRM document type.

Maple CRM Quotations linked to Deals or Orders map to GoHighLevel Opportunity custom fields (quotation_amount__c, quotation_line_items__c as long text) and PDF attachments. The quotation line item data (service description, quantity, price) migrates as structured JSON in a custom long-text field on the Opportunity for admin reference.

Maple CRM Invoice records (invoice number, amount, payment status, outstanding balance, instalment schedule) map to custom fields on the related GoHighLevel Opportunity: invoice_number__c, invoice_amount__c, payment_status__c, outstanding_balance__c. Historical paid invoices migrate as Opportunity attachments with the invoice PDF.

Maple CRM Contracts and Annual Maintenance Contracts (service terms, renewal dates, pricing) map to custom fields on the related GoHighLevel Opportunity or Contact: contract_start_date__c, contract_end_date__c, contract_value__c, renewal_date__c. Active contracts migrate as Opportunity records with a Closed Won stage; AMCs migrate as tagged Opportunities.

Maple CRM Support Request records (status, priority, assignee, timestamps) migrate to GoHighLevel Opportunities in a separate support pipeline or as GoHighLevel Tasks linked to the Contact. SLA and TAT escalation rules from Maple CRM do not migrate and must be reconstructed manually in GoHighLevel as Workflow Builder rules post-migration. We document all original SLA configurations for the admin to rebuild.

Maple CRM user accounts with role-based access control map to GoHighLevel Users. We extract user email, name, and team assignment and create a user mapping spreadsheet. The customer's GoHighLevel admin provisions Users in GoHighLevel using the mapping before migration; we resolve OwnerId references during Opportunity import by matching on email.