Migrate from Oncord to HighLevel

Oncord Contacts map directly to GoHighLevel Contacts. Standard fields (first name, last name, email, phone, address) migrate 1:1. Oncord's contact owner assignment maps to a GoHighLevel User lookup resolved by email match. Any Oncord contact without an email is flagged in the reconciliation report because GoHighLevel requires an email for Contact creation via API. Custom field values on Contacts map to GoHighLevel Contact custom fields, with type mapping handled for text, number, date, and dropdown field types.

Oncord Groups function as static segmentation lists and map to GoHighLevel Tags (applied at the individual contact level) and Smart Lists (named lists with filter criteria). During scoping we confirm whether the customer uses Groups primarily for bulk tagging or for dynamic segmentation, because Smart Lists in GoHighLevel evaluate filters at query time rather than storing a static membership list. On Lite plans, filters are restricted to Groups only, which often means groups were used as the only available segmentation method; we recreate these as Tags on migration with a note that GoHighLevel's Smart Lists offer richer filtering capability.

Oncord exposes CustomFields via its internal API component. We read field definitions (name, type, options for dropdown) and their values per Contact. Text, number, date, and dropdown custom fields map to GoHighLevel Contact custom fields of the corresponding type. Multi-select dropdown fields in Oncord map to GoHighLevel multi-select custom fields. We handle the field creation order so that parent field definitions exist before values are written during migration.

Products exist only when the Oncord Commerce add-on ($40/mo) is active. We export product name, description, price, SKU, inventory count, images, and any custom product fields. Products map to GoHighLevel Products with price and SKU preserved. Inventory counts transfer to the product's stock quantity field. Note that GoHighLevel's product catalogue is simpler than dedicated e-commerce platforms; product variants are not natively supported, so variant-level data from Oncord is flattened into a single product record with a note in the reconciliation report.

Oncord Events (part of the Marketing add-on) include event name, date, time, location, capacity, and an attendee list linked to Contacts. We export events and their associated attendee Contact references. In GoHighLevel, Calendar events are created with the event date and location, and the attendee list is rebuilt by linking the resolved GoHighLevel Contact IDs to the Calendar event. If the event has RSVP status per contact, that status is stored in a custom field on the GoHighLevel Contact record.

Oncord Automation workflows trigger on contact activity, group membership, or time-based schedules. We document the full workflow structure — trigger type, conditions, branch logic, and actions — in a written inventory delivered to the customer. We do not migrate workflows as code because Oncord's workflow engine and GoHighLevel's workflow builder use different trigger models, action types, and branching syntax. The inventory document includes a GoHighLevel Workflow builder recommendation for each migrated workflow so the customer's admin can rebuild efficiently.

Oncord web forms capture contact data and can carry custom field mappings per form. We export form definitions including field names, field types, and their mapping to contact properties. GoHighLevel's native Form builder recreates these, and we document the source-to-destination field mapping so the admin can rebuild forms in GoHighLevel. Form submissions (the leads already captured) migrate as Contacts with a tag indicating their source form.

Oncord includes unlimited admin users on base plans. We export user records including name, email, and role. Oncord role semantics (Admin, Manager, Standard) map to GoHighLevel User roles with a note in the reconciliation report that role permission sets differ between platforms. Owner assignment on Oncord Contacts maps to the GoHighLevel User record via email lookup. Any Oncord user without a matching GoHighLevel User goes to a reconciliation queue for the admin to provision before record import.

Discounts and coupon codes are available only with the Oncord Commerce add-on. We export discount rules, coupon codes, eligibility conditions, and usage limits. GoHighLevel does not have a native coupon management object; we document the discount structure in the handoff inventory with recommendations for recreating discount logic in GoHighLevel's workflow builder or within product pricing. This item is documented rather than data-migrated.