Migrate from Monica CRM to HighLevel

Monica Contacts map directly to GoHighLevel Contacts. The Monica contact.first_name, contact.last_name, and contact.email map to GoHighLevel firstName, lastName, and email respectively. All Monica contact properties (birthday, pronouns, job, company) land as custom fields in GoHighLevel prefixed with m_ to distinguish from standard fields. The Monica Avatar URL stores as a custom text field. Monica's flat contact model has no Account association; we create a placeholder Company in GoHighLevel linked to each Contact and flag it during scoping for the customer to consolidate into real Accounts post-migration.

Monica stores named relationship types (spouse, child, parent, friend, colleague, pet) per contact via the /contacts/{id}/relationships endpoint. GoHighLevel has no native relationship object, so we pre-create a ContactRelationship custom object with fields for relationship_type (text picklist), related_contact_id (Contact lookup), and direction (reciprocal label). During migration we create both directional relationship records so that navigating from either contact surfaces the connection. Pet relationships map to ContactRelationship with type=Pet and name stored as a custom text field.

Monica Journal entries are timestamped rich-text activity logs attached to a contact. We map these to GoHighLevel Notes linked to the Contact record, preserving the original Monica created_at date as a custom field m_journal_date. Journal titles become the Note title; body content becomes Note body. If the Journal includes an activity type indicator (phone call, meal, event), we create a corresponding GoHighLevel Task with status=done and the activity type label rather than a Note so it surfaces in the activity timeline.

Monica Reminders include birthday reminders (auto-populated from contact birthday), event reminders, and ad-hoc follow-ups. We map all active Monica Reminders to GoHighLevel Tasks with the due date set to the reminder_date, contact linked via the ContactId lookup, and a label in the Task name indicating reminder_type (Birthday, Follow-up, Event). Completed reminders migrate as completed Tasks; pending reminders migrate as open Tasks. Birthday reminders are flagged with a m_birthday_reminder__c custom field for the customer to configure GoHighLevel Workflow automations to trigger annual reminders post-migration.

Monica tracks gifts given, wanted, and offered with estimated values, currencies, and status. We pre-create a Gift custom object in GoHighLevel with fields for name, contact_id (Contact lookup), gift_type (given/wanted/offered), estimated_value (currency), currency, status, and date. Gifts migrate with status preserved. The Gift object integrates with GoHighLevel Workflows, allowing the customer to automate follow-up reminders or anniversary tasks for gift-giving milestones.

Monica Debts record money owed to or by a contact with amount and currency. We pre-create a Debt custom object in GoHighLevel with fields for contact_id (Contact lookup), direction (owed_to/owed_by), amount (currency), currency, and status. Debts migrate with the original Monica status and amount preserved. Since most CRMs including GoHighLevel have no native debt object, custom object configuration is required — this is included in standard scope for this pair.

Monica supports arbitrary contact tags stored as a string array per contact. We export tags and import them as GoHighLevel Contact tags using the tag management endpoint. Tags used for relationship classification (e.g., VIP, personal, business) are reviewed during scoping and may alternatively map to Contact relationship type fields or Contact custom fields depending on the customer's tagging convention. No tag information is lost; the delivery format is confirmed during scoping.

Monica stores multiple contact avenues per contact (email, phone, WhatsApp, Twitter, address) with channel labels. We normalize these into GoHighLevel standard Contact fields for the primary email and phone, and store secondary and alternative contact avenue data in a custom text field m_other_contact_info as a JSON array so no channel data is lost even when it exceeds GoHighLevel's standard field count per contact.

Monica tracks last_contact_date and stay_in_touch_frequency per contact. We store last_contact_date as a custom date field m_last_contact_date on the GoHighLevel Contact and create a pending follow-up Task with due date set to last_contact_date plus the stay_in_touch_frequency interval. This converts Monica's passive reminder system into an actionable GoHighLevel task that integrates with the customer's workflow automations.

Monica private notes are contact-attached records visible only to the owner in Monica. GoHighLevel does not enforce per-record privacy controls, so private notes migrate as GoHighLevel Notes with a m_private_note__c checkbox field set to true. The customer reviews during scoping whether private notes should migrate as internal Notes or be excluded entirely. Notes that contain sensitive content (financial details, personal health references) are flagged separately for manual review before migration.