Migrate from Oncourse CRM to HighLevel

Discovery and scoping

We audit the Oncourse CRM account for record counts (Contacts, Leads, Deals, Notes), active pipeline names and stage counts, custom fields on each object, owner assignments by email, and any file attachments that may require manual recovery. We pair this with a GoHighLevel account review of existing pipelines, custom fields, and user provisioning. The discovery output is a written migration scope document listing the exact objects, record counts, custom field mappings, and any items that require manual handling (attachments, missing owner accounts). GoHighLevel Starter ($97/mo) covers most single-business migrations; Unlimited ($297/mo) applies if multiple sub-accounts or white-label use is planned.

Schema pre-provisioning in GoHighLevel

Before any data moves, we create the GoHighLevel custom fields required by the field mapping, create or confirm the destination pipeline and stages, and configure any Custom Objects needed for non-standard Oncourse CRM data types. If the customer uses organization associations that require a GoHighLevel Account/Company record, we create a placeholder account naming convention here. We also confirm GoHighLevel user provisioning for every distinct owner email in the Oncourse CRM export. Owner resolution by email match happens in this phase so that no Deal or Contact import is blocked by a missing OwnerId.

Data extraction and transformation

We export Contacts, Leads, Deals, Notes, and Tasks from Oncourse CRM using its export tooling. Organization names stored on Contacts are extracted into a separate lookup column. Custom field values are normalized to match GoHighLevel field type requirements (date formats, checkbox true/false, number precision). Notes are tagged with their parent record type and ID so they can be relinked after import. This phase produces the migration-ready CSV sets and the organization extraction table used in the next phase.

Organization relink and owner reconciliation

We resolve organization values from the Contact property extraction into GoHighLevel Company records or Contact Company field entries. Owner emails are matched against GoHighLevel user accounts, and any unresolved owners are flagged in a reconciliation report for the customer's admin to provision or reassign. Deal-Contact links are established by resolving the Contact email reference on each Deal record. This phase must complete before Deal import because Opportunity records in GoHighLevel reference Contacts.

GoHighLevel import in dependency order

We import data into GoHighLevel in dependency order: Contacts first (with Company field resolved), then Leads, then Opportunities (with Contact and Owner references resolved), then Notes (linked to parent Contact or Opportunity), then Tasks. Each phase produces a row-count reconciliation report comparing exported count to imported count. Custom field data is imported in a second pass after the base object records are confirmed. Any records rejected by GoHighLevel validation (required field missing, invalid field type) are captured in an error report for correction before the next phase.

Cutover, validation, and automation handoff

We freeze Oncourse CRM writes during cutover, run a final delta migration of records modified during the migration window, then confirm GoHighLevel as the system of record. We deliver a written inventory of Oncourse CRM automations and workflows that require rebuild in GoHighLevel's workflow builder, with each item tagged by trigger type and recommended GoHighLevel equivalent action. We support a brief post-migration validation window where the customer's team spot-checks imported records against the Oncourse CRM source export. We do not rebuild workflows or automations inside the migration scope; that is a separate engagement or an internal admin task.