Migrate from QuickDesk to HighLevel

QuickDesk Contact records map directly to GoHighLevel Contact records. Standard fields (name, email, phone, company text field) migrate 1:1. Custom properties on the QuickDesk contact record map to GoHighLevel Contact custom fields, which must be pre-created in Settings > Contacts > Custom Fields before import. We extract the company text value for later Account resolution.

QuickDesk Lead records map to GoHighLevel Contacts tagged with a 'Lead' source tag to preserve origin context. QuickDesk lead source, creation date, and status fields map to GoHighLevel Contact custom fields (lead_source, created_date, lead_status). Where the customer uses GoHighLevel's pipeline stages for lead qualification, the migration populates those stages directly.

QuickDesk does not have a formal Account object; company information is stored as a text field on Contact records. We extract all unique company values from the company field, deduplicate by normalized name, and create Account records in GoHighLevel. We then resolve the AccountId lookup on each Contact by matching the company text to the Account name. Contacts sharing the same company name are flagged for the customer to review for merging.

QuickDesk's Customer Pipeline migrates to GoHighLevel as an Opportunity with a named Pipeline. We create the GoHighLevel pipeline with stage names matching QuickDesk's stage labels (e.g., prospecting, qualification, proposal, negotiation, close). Pipeline stage probabilities are mapped from QuickDesk's stage configuration to GoHighLevel's stage probability percentages.

Each QuickDesk pipeline stage becomes a GoHighLevel Opportunity stage. We preserve stage order, stage names, and probability percentages. Custom stage names that do not match GoHighLevel's defaults are created as custom stage values in the pipeline settings. Stage completion timestamps migrate where available.

QuickDesk custom fields on Leads and Contacts are extracted via API with their field definitions (type, required, options). We pre-create matching custom fields in GoHighLevel under Settings > Contacts > Custom Fields before migration. Opportunity-level custom fields are created under Settings > Opportunities > Custom Fields. Field types are mapped (text to text, number to number, date to date, dropdown to dropdown) with validation against GoHighLevel's supported field type list.

QuickDesk call logs, tasks, and activity records migrate to GoHighLevel as Contact activities. Call logs with duration and outcome migrate to GoHighLevel's call tracking fields on the Contact. Tasks with due dates and assignees migrate as tasks linked to the Contact. Activity timestamps are preserved to maintain the chronological timeline in GoHighLevel's activity feed.

QuickDesk Calendar and Task records migrate to GoHighLevel as Tasks linked to the relevant Contact. Due dates, assignee information, and task status are preserved. Recurring task patterns and calendar-based scheduling are documented but cannot be automated in GoHighLevel without rebuild; the task records themselves migrate as individual entries with a note flagging the original recurring structure.

QuickDesk's forecasting feature calculates pipeline health on read from stage values and historical close rates. These analytics are derived, not stored as discrete records. We cannot export forecast snapshots. We recommend exporting any custom report PDFs before the cutover date and rebuilding the forecasting model in GoHighLevel using the migrated pipeline data and its built-in reporting.

QuickDesk Customer Experience Automation sequences and engagement triggers are proprietary and not exposed via API. We cannot export automation logic. During scoping we document every automation rule name, trigger condition, and action sequence we find in the account and deliver a rebuild checklist for GoHighLevel's Workflow builder. The customer manually recreates each automation post-migration.