Migrate from NinjaPipe to HighLevel

NinjaPipe Contacts map directly to GoHighLevel Contacts. Standard fields (first name, last name, email, phone, company, tags) map 1:1. Custom fields on Contacts are enumerated during discovery and mapped to GoHighLevel custom contact properties of equivalent type (text, number, date, dropdown). Tags migrate as GoHighLevel tags or to a custom multi-select field depending on the customer's tagging strategy decision during scoping.

NinjaPipe Pipelines (Kanban boards) map to GoHighLevel Pipelines on the Opportunities object. We preserve stage names, stage order, and stage colors. Each NinjaPipe Pipeline Stage becomes a GoHighLevel Pipeline Stage with matching status labels. If the customer has multiple NinjaPipe Pipelines, each maps to a separate GoHighLevel Pipeline, and we configure the pipeline association on each Opportunity during import.

NinjaPipe Deals map to GoHighLevel Opportunities. Deal value maps to Opportunity Amount, contact association maps to the linked Contact record, owner maps by email resolution to a GoHighLevel User, and pipeline stage assignment maps to the corresponding Pipeline Stage. Deals without a Pipeline are imported as Opportunities with a default pipeline selected during scoping. Closed-won and closed-lost status from NinjaPipe maps to GoHighLevel Opportunity status.

NinjaPipe Orders live in the disconnected Sales module with no link to Deals or Contacts. We flag this during scoping and the customer chooses: merge Orders into GoHighLevel Opportunities as line items (if each order corresponds to a deal), create a standalone Custom Object for Orders (Order number, date, total, status, Contact lookup), or treat Orders as historical records not linked to active pipeline Deals. The chosen strategy drives the schema design phase.

NinjaPipe Products (name, price, description, SKU) in the Sales module have no CRM linkage. If the customer uses GoHighLevel for product-enabled Opportunities (Quotes, Invoicing, Order Forms), we map Products to GoHighLevel Products and create Price Book entries. If the product catalog is informational only, we create a Product Custom Object with the relevant fields and no price book linkage.

NinjaPipe Automations are trigger-action rules scoped to Contacts, Deals, or Tasks. We export the full rule logic (trigger type, conditions, action sequence) as a written inventory document. GoHighLevel Workflows use a different trigger-action model with different action types and triggers. We do not migrate automations as code. The written inventory includes the automation name, trigger, each condition branch, each action, and a GoHighLevel Workflow equivalent recommendation. The customer's admin rebuilds them post-migration.

NinjaPipe Form definitions (field structure, question order, routing) map to GoHighLevel Forms. NinjaPipe's one-question-per-page layout is a structural constraint that may require form redesign in GoHighLevel; we note this in the form mapping. NinjaPipe form submissions migrate as Contact records enriched with the submitted field values, preserving the submission timestamp and source form reference.

NinjaPipe Tasks map to GoHighLevel Tasks with title, description, due date, status (open/completed), and assignee preserved. Task assignment migrates by resolving the NinjaPipe owner email to a GoHighLevel User. Note that NinjaPipe's task list cannot currently be sorted by due date; we preserve the due date field value regardless and note that GoHighLevel's task sorting handles this natively.

NinjaPipe Invoice records (line items, totals, status, contact association) migrate as Invoice metadata. GoHighLevel's native invoicing is available on plans with payment features; if the customer does not have native invoicing enabled, we create an Invoice Custom Object with the relevant fields. We do not migrate financial ledger entries. Invoice PDFs are preserved as file attachments linked to the Contact or Opportunity.

NinjaPipe Booking Pages (appointment scheduling tools) map to GoHighLevel Calendar Appointment Types with availability windows and booking-to-contact associations. GoHighLevel does not have a direct Booking Page equivalent as a standalone record type; we map page settings to Appointment Types and calendar availability configurations. If the destination account lacks calendar features, we document the booking page structure for manual rebuild.

NinjaPipe Client Portals (white-label, branded portals for external clients) are not migrated. Portal-accessible records (Contacts, Invoices, Documents) migrate as standard records, but the portal UI itself must be rebuilt in GoHighLevel using their Client Portal or membership features post-import. We document the original portal structure and access permissions for the customer's admin.