Migrate from OptifiNow to HighLevel

OptifiNow Contacts with name, email, phone, activity history, social collaboration data, and tag associations map directly to GoHighLevel Contacts. Standard fields (first_name, last_name, email, phone) migrate 1:1. We preserve contact-level custom fields as GoHighLevel Contact custom fields created during discovery scoping. Tag associations from OptifiNow migrate to GoHighLevel tags using the tags name as the tag label for segmentation consistency.

OptifiNow Accounts store company-level data linked to multiple contacts and opportunities. GoHighLevel uses a flat Contact model where the company name lives in a Contact field rather than a separate Account object. We migrate the OptifiNow Account name into GoHighLevel's company field on each related Contact, and preserve the account hierarchy as a custom field parent_company__c if a hierarchy structure is present.

OptifiNow Opportunities tracking deals through configurable pipeline stages with value, probability, and expected close date map to GoHighLevel Opportunities. We pre-create GoHighLevel pipelines and stages that match the OptifiNow pipeline stage names during discovery. Closed-Lost and Closed-Won dates and any loss reason properties migrate as custom fields. Note that GoHighLevel's Opportunity object does not natively support multi-currency; single-currency migrations are straightforward.

OptifiNow's Lead Management module carries custom status fields and routing rules that differ from standard CRM lifecycle stages. We assess each Lead during discovery: Leads with an associated deal map to a GoHighLevel Opportunity with the Contact pre-populated; Leads without a deal map directly to GoHighLevel Contacts. Any OptifiNow lead score or lead status values migrate as custom fields on the destination record for segmentation and routing reference.

OptifiNow custom objects use a non-public schema identified during the discovery phase. We create matching GoHighLevel custom field definitions with the same field labels, field types, and lookup relationships before importing any records. Custom object records with lookups to Contacts or Opportunities are imported after the parent records and linked via the resolved Contact or Opportunity ID. Active custom object usage drives the migration into the higher price tier because of discovery scoping and schema reconstruction time.

OptifiNow activity logs capture calls, emails, meetings, and social interactions linked to Contacts and Accounts. We migrate these as timeline entries in GoHighLevel's Contact record, preserving the original timestamp, subject, body content, and direction (inbound/outbound). Call duration and disposition from VOIP integration migrate as custom activity fields. Email attachments migrate as notes attached to the Contact. Note that GoHighLevel's activity timeline is flat; no parent-child activity nesting equivalent to OptifiNow's activity association model is available.

OptifiNow Users with role and territory assignments that affect pipeline routing map to GoHighLevel Team Members. We resolve OptifiNow owners by email match against GoHighLevel Users. Territory assignments and OptifiNow role labels migrate as GoHighLevel Team custom fields. Any OptifiNow owner without a matching GoHighLevel User goes to a reconciliation queue for the customer's admin to provision before record import completes.

OptifiNow's content management module stores marketing collateral, social media materials, blogs, and images. Binary file assets do not migrate as executable content in GoHighLevel. We deliver a written inventory of the content library with file names, categories, and any metadata useful for re-uploading in GoHighLevel's media library. File re-upload is a manual step the customer's team performs post-migration.