Migrate from Results to HighLevel

Results Contacts map to GoHighLevel Contacts. The email address serves as the dedupe key during CSV import. We preserve all standard fields (first name, last name, phone, address) plus any custom fields that store person-level attributes (birthday, lead type, preferred contact method). UTF-8 encoding is enforced and special characters are stripped before import to prevent GoHighLevel import errors.

Results Company records map to the Company Info section on GoHighLevel Contacts. If a Contact in Results has multiple associated Companies, we attach the primary Company to the Contact record and flag the additional associations in a custom notes field for manual reconciliation in GoHighLevel, since GoHighLevel does not support multiple company lookups on a single Contact.

Results Deals map to GoHighLevel Opportunities. The deal amount, close date, deal stage, and pipeline assignment transfer directly. We resolve the owner assignment by matching Results owner email to the GoHighLevel user email. Any Results Deal with a status that has no GoHighLevel equivalent (e.g., archived or voided) is held in a reconciliation queue for the customer to decide before import.

Results Pipelines map to GoHighLevel Opportunity stages organized under pipeline configuration. Each Results pipeline becomes a GoHighLevel pipeline with stages that correspond to the source deal stages. Stage probability percentages are approximated to GoHighLevel's integer-allowed format. If Results uses more than ten stages, we consolidate non-essential stages to fit GoHighLevel's pipeline UX.

Results call activities migrate to GoHighLevel Tasks with TaskSubtype = Call. Call duration, disposition, and any notes transfer to custom Task fields. We set the ActivityDate to the original Results timestamp to preserve the timeline ordering.

Results email activities migrate to GoHighLevel Tasks with the email body preserved in the task notes field. If Results stores emails as HTML, we strip to plain text for GoHighLevel compatibility. GoHighLevel's built-in email functionality does not migrate the sent-email history as a native email log; the Task record serves as the activity timeline marker.

Results meeting activities migrate to GoHighLevel Events with StartDateTime, EndDateTime, and Location preserved. Attendee information transfers to the GoHighLevel Event Attendees section. We map meeting status (confirmed, cancelled) to the GoHighLevel Event status where available.

Results task activities migrate to GoHighLevel Tasks with Status, Priority, and ActivityDate preserved. Task assignments migrate by resolving the Results owner email to the GoHighLevel user. Any task without a matching user is assigned to the GoHighLevel account owner as a placeholder.

Results custom fields require type resolution during scoping. Person-level attributes (preferences, demographics, lead source) map to GoHighLevel Contact custom fields. Deal-level attributes (deal type, proposal version, renewal date) map to GoHighLevel Opportunity custom fields. We create the destination custom fields in GoHighLevel before import and map field types appropriately: text, number, date, dropdown, multi-select, or checkbox. Custom fields without a clear type classification are held for customer decision during scoping.