Migrate from Method CRM to HighLevel

Method CRM Contacts map directly to GoHighLevel Contacts. We preserve name, email, phone, address, and any custom field values by mapping each Method custom field to the corresponding GoHighLevel Contact custom field. Owner assignment from Method maps to the GoHighLevel assigned user via email match. Any Contact with a QuickBooks linkage in Method is flagged in the migration report for the customer's reference during QB cutover.

Method CRM Companies map to GoHighLevel Companies. The Company record is created before Contact import so that the Company-Contact association is satisfied at insert time. We use the Company name as the dedupe key. Address, website, and industry fields migrate where present; blank fields do not overwrite existing GoHighLevel values.

Method CRM Opportunities map to GoHighLevel Opportunities inside a Pipeline. The deal name, amount, close date, and stage migrate; pipeline stages are pre-created in GoHighLevel before migration. Stage history from Method (closed-won dates, closed-lost reasons) is preserved as custom fields on the Opportunity because GoHighLevel's deal card view does not natively track stage-entry timestamps.

Method CRM Estimates are transactional documents synced with QuickBooks. GoHighLevel does not have an Estimate object. We split each Estimate into a GoHighLevel Opportunity carrying the estimate total and line items as Opportunity items, and record the original estimate number in a custom field for reconciliation. The customer rebuilds the actual estimate document in GoHighLevel's formal quote feature or via an external tool.

Method CRM Invoices carry QB linkage and payment status. GoHighLevel has no invoice object with payment tracking. We migrate invoice totals, payment amounts, and outstanding balances as Opportunity custom fields and add a status note to the linked Contact. The customer reconciles open invoices against QuickBooks post-migration. We do not migrate QB payment records; these live in QuickBooks and must remain the system of record for accounting.

Method CRM Sales Orders are available on Pro and Enterprise tiers and carry QB linkage. We migrate Sales Order totals, line items, and statuses as GoHighLevel Opportunity custom fields. The original QB entity reference is preserved as a text field for the customer's finance team to cross-reference during QB reconciliation.

Method CRM Activities (calls, meetings, tasks, notes) migrate as entries in the GoHighLevel Contact's activity feed. Call duration, meeting start/end times, task status, and note body all transfer. Owner assignment maps via email match to GoHighLevel users. Activities without a linked Contact are attached to the linked Company record where a relationship exists.

Method CRM custom fields on any standard object migrate as GoHighLevel Contact custom fields or Opportunity custom fields based on their parent object. We create the destination custom fields in GoHighLevel before import, matching data types (text, number, date, picklist). Picklist values are recreated as option sets. Validation rules in GoHighLevel are temporarily relaxed during import to prevent rejection of values that predate the customer's current data standards.

Method CRM tags on Contacts and Companies migrate as GoHighLevel Tags applied to the corresponding Contact or Company record. Tags are stored as flat string arrays and re-created as GoHighLevel tag entries. We do not migrate tag-based segmentation logic; the customer rebuilds Smart Lists in GoHighLevel based on the migrated tag set.

Method CRM users with email addresses map to GoHighLevel Users by email match. We extract every distinct owner referenced on Contacts, Companies, Opportunities, and Activities and resolve them against the GoHighLevel destination. Users without a matching GoHighLevel account are placed in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Method users are mapped to inactive GoHighLevel users so that historical assignment is preserved.