Migrate from Pro-Sales CRM to HighLevel

Pro-Sales CRM Contact records map to GoHighLevel Contact objects. Standard fields (first_name, last_name, email, phone, company) map directly. We inspect custom properties during discovery and create equivalent GoHighLevel Contact custom fields before import. The dedupe key is email address; records with duplicate emails are flagged for admin resolution before final insert.

Pro-Sales CRM Company records do not map to a separate Account object in GoHighLevel because GoHighLevel uses a Contact-centric model without a distinct Account object. Company name, address, industry, and size fields are mapped to corresponding Contact custom fields or to a dedicated Company Info section on the Contact record. We resolve the Contact-Company relationship during scoping based on the customer's preferred data model in GoHighLevel.

Pro-Sales CRM Deals map to GoHighLevel Opportunities. Deal name, value, close date, stage, and owner transfer directly. Stage names from Pro-Sales CRM are mapped to GoHighLevel Pipeline stage values via a customer-approved mapping table created during discovery. Probability weights migrate as GoHighLevel stage probability percentages.

Pro-Sales CRM custom stage names and probability weights are extracted from the source account and mapped to GoHighLevel Opportunity Pipeline stages. We create a stage mapping table during discovery, and the customer approves the mapping before migration. GoHighLevel allows multiple pipelines; we assign each Pro-Sales CRM pipeline to a separate GoHighLevel Pipeline during configuration.

Pro-Sales CRM call logs map to GoHighLevel Tasks of type call. Call disposition, duration, and any associated notes transfer to custom Task fields. We set the Task status to completed with the original call timestamp preserved. Owner assignment maps from Pro-Sales CRM owner email to the corresponding GoHighLevel user.

Pro-Sales CRM notes attached to Contacts or Deals migrate to GoHighLevel notes linked to the corresponding Contact or Opportunity record. Note content and timestamp preserve. If the note was attached to a Company record, we link it to the related Contact record per the mapping established during Company-Contact configuration.

Pro-Sales CRM task completion records map to GoHighLevel Tasks with status preserved. Task subject, due date, and completion status transfer. Incomplete tasks migrate as open Tasks in GoHighLevel. Owner resolution follows the same email-match logic used across all object types.

Pro-Sales CRM tag assignments on Contact and Deal records migrate to GoHighLevel Tags. Tag strings are preserved verbatim and applied to the destination records after import. Tags used for record categorization in Pro-Sales CRM become GoHighLevel Tags attached to the same Contact or Opportunity record.

Pro-Sales CRM owner assignments map to GoHighLevel users by email address. We extract every distinct owner referenced on migrating records, match by email against GoHighLevel users, and flag any owners without a matching GoHighLevel account for admin provisioning before migration resumes. Owner IDs do not transfer; email match is the resolution key.

Pro-Sales CRM custom fields on Contacts and Deals are inspected during discovery. Contact-level custom properties become GoHighLevel Contact custom fields; Deal-level custom properties become GoHighLevel Opportunity custom fields. We pre-create all destination custom fields with matching types (text, number, date, dropdown) before any data import begins. Custom field folders are used for organization if the customer uses more than ten custom fields.