Migrate from RAMM to HighLevel

RAMM contacts map 1:1 to HighLevel contacts. All standard fields (name, email, phone, address, job title) transfer directly. Owner resolution uses email matching against HighLevel users. Contacts without an email are flagged for manual review before the full migration commits.

RAMM companies map to HighLevel companies. Company name, domain, industry, employee count, and revenue transfer directly. Parent-child company hierarchies in RAMM map to HighLevel's company relationship model where supported. We also verify that each company's primary contact is linked correctly, and we flag any duplicate domain entries for deduplication before final import.

RAMM deals become HighLevel opportunities. Deal name maps to opportunity name, deal amount maps to monetary value, and owner assignment resolves by email match. The deal's pipeline and stage map to the corresponding HighLevel pipeline and stage. Any deal attachments or notes are linked as related files or embedded content in the opportunity record for complete context.

Each RAMM pipeline creates a corresponding HighLevel pipeline. Stage names and probabilities are mapped value-by-value. HighLevel's Pipeline Builder requires pipelines to be created before opportunities land, so we sequence this step first in the migration plan. If a pipeline contains custom stage fields, we map those to HighLevel's custom stage properties and flag any that require additional configuration.

RAMM stage names map to HighLevel stage names per pipeline. Stage probabilities and forecast categories are re-applied based on HighLevel's stage configuration. Stage-entered timestamps are preserved in custom datetime fields for reporting continuity. We also capture stage transition history and store it as a JSON array in a custom field, enabling you to rebuild stage-based analytics in HighLevel's reporting tools.

RAMM tags migrate as flat string labels in HighLevel's tag system. Tag-based segmentation logic (dynamic rules, lifecycle states) does not migrate — we surface each tag's usage context as a rebuild reference for HighLevel SmartLists. During migration, we also generate a tag usage matrix that lists each tag's frequency, associated contacts, and any dependent workflows to aid in prioritization.

RAMM custom fields require pre-creation in HighLevel before migration. Field type mapping: text fields to text, pick-lists to HighLevel drop-downs, date fields to date, numeric fields to number. We deliver a custom field creation plan based on the RAMM field inventory before the migration run.

RAMM custom objects map 1:1 to HighLevel custom objects. HighLevel requires custom objects to be defined in the UI before records can be loaded via API. We generate the object schema (field names, types, relationships) for your HighLevel admin to create before migration.

RAMM call and email activities migrate as HighLevel tasks with type indicated in the subject or custom field. Meetings migrate as HighLevel events with original start/end times and attendee data. Notes migrate as HighLevel notes with the original body content preserved.

RAMM calendar events and booking records migrate with original start/end times, location, and attendee data. Booking links and calendar integration URLs require post-migration re-authentication in HighLevel's calendar settings. We also create a calendar mapping table that pairs each RAMM event ID with its new HighLevel event ID, ensuring your team can update any downstream references without losing historical context.

RAMM file attachments are downloaded and re-uploaded to HighLevel Files. File size limits apply per HighLevel's upload constraints. Inline images in notes are extracted and rehosted within HighLevel's media library. We also verify that each file's original filename is preserved in the HighLevel file metadata, making it straightforward to locate assets after migration.