Migrate from Sales Infinite to HighLevel

Sales Infinite Contact records map directly to GoHighLevel Contact. We preserve name, email, phone, address, and owner assignment by matching the owner email to a GoHighLevel user. Any custom properties on the Contact require schema discovery before mapping; picklist values are translated to GoHighLevel custom field options. The GoHighLevel Contact is the primary record for all prospect data.

Sales Infinite Account records map to GoHighLevel Contacts with the company name stored in the Company field. Industry, annual revenue, and type properties translate to GoHighLevel custom fields or native fields if the destination supports them. We flag any custom Account properties that do not have a direct GoHighLevel field equivalent and recommend custom field creation before migration.

Sales Infinite Deals map to GoHighLevel Opportunities. Amount, CloseDate, and stage translate directly. Pipeline stage names are source-specific; we capture the full stage label set from Sales Infinite and map it to GoHighLevel pipeline stages, including probability percentages. The Opportunity references the Contact (whoId) as the primary association.

Sales Infinite Lead records merge into GoHighLevel Contacts. Since GoHighLevel does not have a separate Lead object, we convert Lead records to Contacts and preserve Lead_Status as a custom Contact property. We flag any workflow rules or automation triggers that relied on the Lead object so the customer's admin can rebuild them in GoHighLevel's workflow builder.

Sales Infinite Activities map to GoHighLevel engagement records. Emails become Notes or Tasks, calls become Tasks with call disposition, meetings become Appointments, and standalone tasks become Tasks. We preserve the chronological timeline by setting timestamps from the original Sales Infinite Activity date. Attachments migrate as separate file records linked to the parent Contact or Opportunity.

Sales Infinite Pipelines and their stage definitions are configuration data, not records. We extract stage labels, probabilities, and ordering and re-create them as GoHighLevel pipeline stages with matching probability percentages. Custom fields scoped to specific pipeline stages in Sales Infinite are translated to GoHighLevel Opportunity custom fields.

Custom fields on any Sales Infinite standard object require schema discovery before mapping. Picklist values, text fields, and number fields have GoHighLevel equivalents. We pre-create the destination schema (including custom fields with their types and option sets) before any data import so that field mappings resolve at insert time rather than requiring post-migration remediation.

Sales Infinite Notes migrate as GoHighLevel Notes linked to the parent Contact, Account, or Opportunity. File attachments download via individual API requests per record and re-upload to GoHighLevel as Files. Large attachment sets increase extraction time; we batch download with rate-limit handling and chunk re-upload to the destination API.