Migrate from PipelinePRO to HighLevel

Scoping call and data audit

We begin with a scoping call to inventory the PipelinePRO account: total contacts, companies, and deals; number of pipeline boards and stage count; custom field list (from screenshots provided by the customer); automation sequences and funnel count requiring rebuild documentation; and any known data quality issues. We simultaneously review the target GoHighLevel sub-account or confirm the plan tier (Starter at $97/mo for single-account, Unlimited at $297/mo for API access and multi-sub-account needs). The scoping output is a written migration scope document with an explicit list of what migrates, what documents for rebuild, and what does not migrate.

GoHighLevel schema build and Pipeline configuration

Before any data moves, we configure the GoHighLevel destination: create the Opportunity Pipeline stages matching the PipelinePRO pipeline board stages, create all Contact Custom Fields and Opportunity Custom Fields matching the PipelinePRO custom fields, set up tag structure for PipelinePRO tag vocabulary, and configure duplicate-contact settings (GoHighLevel deduplicates on email or phone by default). We deliver a schema confirmation checklist to the customer for review before the import begins. This step runs in parallel with the customer exporting PipelinePRO CSVs.

CSV export coordination and data quality review

We schedule a screen-share session with the customer to walk through the PipelinePRO export steps. We guide the customer through exporting Contacts, Companies, Deals, and Users from each relevant section. We review the exported CSVs for data quality issues: missing email addresses on contacts, blank company names, malformed phone number formats, and inconsistent stage naming. We provide a data quality report with a row count and a list of records requiring customer review before import. We do not proceed to import until the customer approves the data quality report.

Contact and Company import

We import Companies first since Contacts may link to them. We use GoHighLevel's native contact import via CSV upload with field mapping, deduplication on email, and tag application. Any PipelinePRO company records that do not have a matching company in the export are created as new GoHighLevel Companies. After contact import, we run a reconciliation report comparing PipelinePRO contact count to GoHighLevel contact count and flag any records that were rejected due to missing required fields or duplicate detection. The customer reviews and approves before deal import begins.

Opportunity import and tag application

PipelinePRO deals import as GoHighLevel Opportunities. We map deal owner by email match to GoHighLevel Users (flagging any PipelinePRO owner without a matching GHL user for the customer to resolve), map deal stage to the GoHighLevel pipeline stage using the mapping table, and preserve deal value and expected close date. Tags from PipelinePRO export CSVs apply to the corresponding GoHighLevel Opportunities during import. We run a reconciliation report comparing PipelinePRO deal count and total deal value to GoHighLevel Opportunity count and aggregate value.

Cutover, delta sync, and rebuild handoff

We freeze PipelinePRO writes during cutover, run a final delta migration of any records created or modified since the initial export, then enable GoHighLevel as the active CRM. We deliver the automation rebuild inventory: a written document listing every PipelinePRO sequence with its trigger, delay steps, conditions, and CRM actions alongside the recommended GoHighLevel Workflow equivalent. We deliver the funnel rebuild notes separately if the customer documented funnel structures before migration. We do not rebuild workflows or funnels as a standard migration scope. We offer a one-week hypercare window for reconciliation issues raised during the first week of GoHighLevel production use.