Migrate from Pipeliner CRM to HighLevel

Pipeliner Account records map to GoHighLevel Contacts with the Account name stored in the Contact's Company field. We use Company as the dedupe key during import. If the customer uses GoHighLevel's Opportunities, the Contact's Company field links the Opportunity to the Contact's organisation. No separate Companies/Accounts object exists in standard GoHighLevel CRM—organisations live as Contact.Company, which is preserved during migration.

Pipeliner Contact records map directly to GoHighLevel Contact. All standard fields (name, email, phone, address) and any mapped custom fields migrate. We resolve Pipeliner's multi-entity linking (Contacts linked to Accounts, Opportunities, Projects) by updating the Contact.Company reference to the migrated Account name and linking Opportunities to the Contact via GoHighLevel's Opportunity.ContactId relationship. Email and phone format normalisation is applied during transform to match GoHighLevel's field validation.

Pipeliner Lead records—pre-conversion enquiry records potentially linked to Accounts and Contacts—map to GoHighLevel Contacts imported with the lead status preserved. GoHighLevel treats all prospects as Contacts by default with a Tag-based lead scoring model rather than a separate Lead object. We import Lead records as GoHighLevel Contacts and apply a tag (e.g., 'migrated-lead') so the customer can run a GoHighLevel Workflow to route them through a separate lead pipeline if needed.

Pipeliner Opportunity records map to GoHighLevel Opportunity. Stage, probability, value (Value/Amount), close date, and owner migrate. The Opportunity.ContactId is resolved by matching the Pipeliner Opportunity's primary Contact reference to the migrated Contact record. Pipeline stages are normalised: Pipeliner's per-user stage overrides are collapsed to the canonical admin-defined stage set during migration so all Opportunities display consistent stage labels in GoHighLevel.

Pipeliner pipeline stages (which can vary per user in Pipeliner) are normalised to GoHighLevel pipeline stages. We extract the admin primary pipeline schema from Pipeliner during discovery, map each stage to the corresponding GoHighLevel pipeline stage, and apply probability values from Pipeliner's stage configuration. The customer defines the GoHighLevel pipeline stage names before migration so we can map precisely.

Pipeliner Quotes linked to Opportunities contain line items and totals that map to GoHighLevel Opportunity line items. We import Quote headers as custom text fields on the GoHighLevel Opportunity (Quote Number, Quote Date, Total Amount) and line items as a structured JSON custom field or as individual Opportunity custom fields if the customer configures those. PDF quote documents do not migrate via API; we flag these for manual export.

Pipeliner Projects are date-based records linking to Accounts, Contacts, or Opportunities. We import Project data as GoHighLevel Opportunity records with custom fields capturing project-specific attributes (start date, end date, project manager, project status). The customer pre-defines these custom fields in GoHighLevel during schema setup. If Projects are a separate object the customer needs distinct from Opportunities, we treat them as a GoHighLevel Custom Object scoped during discovery.

Pipeliner Tasks and Appointments linked to Opportunities and Contacts map to GoHighLevel Tasks. We preserve the parent reference by resolving the Contact and Opportunity lookups at migration time. Appointment date, time, location, and description migrate to GoHighLevel Task fields. Activity status (completed, open, cancelled) migrates as Task status. GoHighLevel's Calendar Events are a separate object used for appointment booking—we map Pipeliner Appointments to GoHighLevel Tasks initially and the customer can reclassify as Calendar Events if needed.

Pipeliner Product catalog items map to GoHighLevel Products. We export Product name, SKU, description, and pricing. Products are imported into GoHighLevel before any Quote or Opportunity line item import so that the Product lookup is satisfied at the time of line item migration.

Pipeliner custom entity types beyond the eight standard objects require explicit scoping. We create the equivalent GoHighLevel Custom Object during schema setup, define all custom fields, and import records with any required lookup references to standard objects. Custom entity naming and field structure are documented during discovery so the destination schema can be pre-built before migration begins.