CRM migration
Field-level mapping, validation, and rollback between myCRMS.com and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
myCRMS.com
Source
HighLevel
Destination
Compatibility
4 of 8
objects map 1:1 between myCRMS.com and HighLevel.
Complexity
CModerate
Timeline
2-4 weeks
Overview
Moving from myCRMS.com to GoHighLevel is a structural upgrade from a basic CRM to an all-in-one agency operating system. myCRMS.com stores standard CRM records — contacts with custom fields, company records, and pipeline deals with stage data — that map directly to GoHighLevel's Contact, Location, and Opportunity objects. The key difference is that GoHighLevel treats companies as locations attached to contacts rather than standalone records, so we denormalize company fields during migration and attach them to the primary contact. We preserve deal stage assignments and owner assignments where the export exposes those fields, and flag any custom field schemas discovered during the pre-migration audit. GoHighLevel's workflow automations, funnels, and forms do not migrate as code; we deliver a written inventory of these for the customer to rebuild in GoHighLevel's automation builder.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a myCRMS.com object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
myCRMS.com
Contact
HighLevel
Contact
1:1myCRMS.com Contact records map to GoHighLevel Contact. Standard fields (First Name, Last Name, Email, Phone, Address) migrate directly. We resolve any custom field values against the custom field schema discovered during pre-migration audit. Owner assignment migrates by email match to a GoHighLevel User. Tags stored as multi-select properties in myCRMS.com migrate to GoHighLevel Tags applied at import.
myCRMS.com
Company
HighLevel
Location (on Contact)
lossymyCRMS.com Company records do not map to a standalone GoHighLevel object because GoHighLevel stores company data as Locations attached to the primary Contact. We denormalize company name, domain, industry, and address fields and attach them as the primary Location on the associated Contact. If a Company has multiple associated Contacts in myCRMS.com, each Contact receives the same Location data. The customer's admin specifies during scoping which Contact is the primary for each Company.
myCRMS.com
Deal
HighLevel
Opportunity
1:1myCRMS.com Deals map to GoHighLevel Opportunities. Deal name becomes Opportunity Name. Deal value maps to Amount. The deal pipeline and stage assignment maps to a GoHighLevel Pipeline and Stage that we configure in the destination account before migration. We preserve any deal-level custom fields as Opportunity Custom Fields in GoHighLevel.
myCRMS.com
Deal Stage
HighLevel
Pipeline Stage
lossyEach myCRMS.com deal pipeline becomes a GoHighLevel Pipeline. Stage names migrate to GoHighLevel Stage names within the corresponding Pipeline. Stage probability percentages round to GoHighLevel's allowed integer format. Closed-won and closed-lost stage outcomes map to the equivalent GoHighLevel status values.
myCRMS.com
Custom Field
HighLevel
Contact Custom Field or Opportunity Custom Field
lossymyCRMS.com custom fields attach to whichever object they were configured on (Contact, Company, or Deal). We create matching GoHighLevel custom fields during pre-migration: Contact-attached fields become GoHighLevel Contact Custom Fields; Deal-attached fields become GoHighLevel Opportunity Custom Fields. Field data types map to GoHighLevel equivalents (text, number, date, dropdown, checkbox). Note that GoHighLevel does not allow a field to be switched between Contact and Opportunity scope after creation.
myCRMS.com
Owner
HighLevel
User
1:1myCRMS.com Owner assignments on Contact, Company, and Deal records map to GoHighLevel User by email address match. Any owner in myCRMS.com without a matching GoHighLevel User is flagged in a reconciliation report for the customer's admin to provision before record import. GoHighLevel's sub-account model means Users may need to be assigned to specific sub-accounts; we confirm the target sub-account during scoping.
myCRMS.com
Smart List
HighLevel
Saved View / Filter
lossymyCRMS.com Smart Lists (saved filtered views of contacts) migrate as GoHighLevel Saved Views. We document each Smart List's filter criteria during the pre-migration audit and recreate those criteria as GoHighLevel filter rules on the Contacts list view. Smart Lists that include dynamic criteria (such as recent activity or date ranges) are noted as requiring manual recreation in GoHighLevel since the filter syntax differs.
myCRMS.com
Tag
HighLevel
Tag
1:1myCRMS.com contact tags migrate to GoHighLevel Tags. Tags apply at the Contact level in both systems, so the mapping is direct. If a tag in myCRMS.com uses a naming convention incompatible with GoHighLevel's tag format, we normalize it. Tags used for segmentation migrate alongside contact records and are available for use in GoHighLevel workflow triggers immediately after migration.
| myCRMS.com | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Location (on Contact)lossy | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Deal Stage | Pipeline Stagelossy | Fully supported | |
| Custom Field | Contact Custom Field or Opportunity Custom Fieldlossy | Fully supported | |
| Owner | User1:1 | Fully supported | |
| Smart List | Saved View / Filterlossy | Fully supported | |
| Tag | Tag1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
myCRMS.com gotchas
Vendor site references IE 6.0 — product likely not modernised
No public API or developer portal
No third-party review corpus for diligence
HighLevel gotchas
Sub-account architecture creates isolated data silos per client
Usage-based telecom and AI costs are not in the subscription price
Workflows have no native equivalent in most destination CRMs
API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
White-label configuration and branding assets do not export via API
Pair-specific challenges
Migration approach
Discovery and myCRMS.com audit
We audit the myCRMS.com account for record counts (Contacts, Companies, Deals), custom field schemas, owner assignments, Smart List definitions, and any exported activity or engagement data. We document the pipeline names, stage names, and stage order for each deal pipeline. The audit output is a written migration scope that defines the exact object mapping, field mapping, and custom field creation list for GoHighLevel.
GoHighLevel account setup and schema creation
We configure the destination GoHighLevel account: creating Pipelines and Stages that match the myCRMS.com deal structure, creating Contact Custom Fields and Opportunity Custom Fields per the discovered schema, setting up Tags, and confirming the target sub-account assignment for the migration. GoHighLevel requires custom fields to exist before import, so this step completes before any data is exported from myCRMS.com.
Export and data preprocessing
We extract Contact, Company, Deal, and Owner records from myCRMS.com using available export endpoints. The CSV output is preprocessed: UTF-8 encoding verified, date formats normalized, special characters removed, and email addresses validated. We denormalize Company fields into Location data attached to the primary Contact per the scoping decisions. Owner emails are matched against the GoHighLevel User list and flagged if a match is not found.
Contact and Company migration
We import Contacts into GoHighLevel via the native contact import endpoint, applying Location data from the denormalized Company records and applying Tags from the myCRMS.com tag field. Owner assignments resolve by email match. Custom field values populate into the pre-created GoHighLevel custom fields. We run a row-count reconciliation against the myCRMS.com export to verify completeness.
Deal and Opportunity migration
We import Deals into GoHighLevel as Opportunities, mapping each to the corresponding Pipeline and Stage configured in step two. Opportunity amounts, close dates, and deal-level custom fields populate directly. Owner assignments resolve against the GoHighLevel User mapping. We verify the stage distribution matches the myCRMS.com source before proceeding.
Cutover, validation, and automation inventory handoff
We freeze writes to myCRMS.com during cutover, run a final delta migration of any records modified during the migration window, then hand off the written automation and Smart List inventory to the customer's admin. We support a brief hypercare window for reconciliation questions. GoHighLevel workflow rebuilds, funnel recreation, and form setup are outside migration scope and are handled by the customer's admin or a GoHighLevel implementation partner.
Platform deep dives
myCRMS.com
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 1 of 8 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across myCRMS.com and HighLevel.
Object compatibility
1 of 8 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
myCRMS.com: Not publicly documented.
Data volume sensitivity
myCRMS.com doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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