Migrate from RAYNET CRM to HighLevel

RAYNET Contact records map directly to GoHighLevel Contacts. Standard fields (name, email, phone, address, lifecycle stage) migrate 1:1. RAYNET's Map Analysis GPS coordinates (lat/lng derived from contact address) are preserved as two custom number fields on the GoHighLevel Contact record, since GoHighLevel does not auto-derive GPS data. Lifecycle stage from RAYNET migrates as a custom single-select field so that historical segmentation is available in GoHighLevel pipelines.

RAYNET Account records map to GoHighLevel Company records. Account name, industry, website, billing address, and shipping address migrate to GoHighLevel Company fields. We create the Company in GoHighLevel before importing its associated Contacts so that the Company lookup relationship is satisfied at insert time. Custom fields on RAYNET Account migrate as custom fields on GoHighLevel Company.

RAYNET Deal records map to GoHighLevel Opportunities. Deal name, value (amount), probability, estimated close date, owner, and associated Account all migrate to GoHighLevel Opportunity fields. Pipeline stage in RAYNET maps to GoHighLevel Pipeline stage, and we create the GoHighLevel Pipeline with matching stage names and order before importing Opportunities. Closed-Lost and Closed-Won status migrate as Opportunity status values.

Each RAYNET pipeline and its stages are extracted from the pipeline configuration export. We create a matching GoHighLevel Pipeline with stages in the same order, preserving stage probability percentages where they exist on RAYNET. If the customer is on RAYNET START or PROFESSIONAL (single pipeline limit), we map to a single GoHighLevel Pipeline and flag any multi-pipeline design in the reconciliation report for admin review.

RAYNET Activity records (Call, Email, Meeting) map to GoHighLevel Tasks and Calendar Events. Call duration and disposition migrate as custom Task fields. Email subject and body migrate to Task notes with a custom email flag. Meeting start/end time, location, and attendees migrate to GoHighLevel Calendar Events. All activities are linked to the migrated Contact or Company record via the GoHighLevel relationship model. Activities without a resolvable parent Contact or Company are held in a migration queue for manual association.

RAYNET Sales Order records contain subject, final price, status, estimated costs, delivery date, and address fields. We map the commercial fields (amount, status, delivery date) to the parent GoHighLevel Opportunity as custom fields. Line-item detail from RAYNET Sales Order items migrates as a JSON-encoded custom text field or as separate custom records on the Opportunity, depending on the customer's reporting needs identified during scoping.

RAYNET Quote records include validity dates, line-item pricing, and a link to a Deal. GoHighLevel does not have a native Quote object at the same level as Salesforce. We map Quote data (total amount, validity dates, and status) to custom fields on the related GoHighLevel Opportunity, and flag for the customer whether they intend to use GoHighLevel's built-in invoice and payment features as the Quote replacement.

Both Contact and Account records in RAYNET support custom fields. We extract the full custom field schema from RAYNET's field management export, including field type, label, and any picklist values. Each custom field is pre-created in GoHighLevel with the equivalent field type (text, number, date, single-select, multi-select) before any data import begins. Custom field API names are preserved where possible; reserved word conflicts are resolved with an underscore suffix.

RAYNET tags on Contacts and Deals migrate as GoHighLevel Tags. Tags are stored as label arrays on the Contact and Opportunity records. We extract the full tag set per record, create matching tags in GoHighLevel (if they do not already exist), and associate them to the migrated Contact and Opportunity records. Duplicate tag labels across RAYNET objects are merged into a single GoHighLevel tag library.

Files attached to RAYNET Contacts, Accounts, Deals, and Activities are exported via XLSX export (since RAYNET's API may not expose attachment binary data directly). We map each attachment to the corresponding GoHighLevel Contact or Opportunity record using the record cross-reference table built during data extraction. Attachments are re-associated as notes or uploaded as documents within GoHighLevel's file management.

RAYNET User records with role assignments and deal ownership map to GoHighLevel Users. We resolve owners by email match. Any RAYNET Owner without a matching GoHighLevel User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Role assignments in RAYNET are noted for the customer to map to GoHighLevel team roles and permissions post-migration.