Migrate from Sales Mantra to HighLevel

Sales Mantra Lead records map to GoHighLevel Contacts. We extract Lead name, email, phone, status, source attribution, and owner assignment from the CSV export. GoHighLevel does not have a separate Lead object equivalent to Salesforce; unqualified prospects and qualified contacts coexist in the Contact model. We flag any records that should be segmented into GoHighLevel Lists or Tags during import based on the Sales Mantra lead status values.

Sales Mantra Account records hold company-level data: name, address, industry, and custom fields. We extract Account name and address fields and populate GoHighLevel Contact's company affiliation. GoHighLevel uses a unified Contact model where the company name is a text field rather than a separate Account object; we map Account-level industry and custom fields to GoHighLevel Custom Fields on the Contact.

Sales Mantra Deals map to GoHighLevel Opportunities. We extract deal name, stage, value, expected close date, owner assignment, and associated Account or Contact reference. GoHighLevel Opportunities are organized within Pipelines; we map Sales Mantra's deal stage to a GoHighLevel Pipeline stage during the transform phase and create the Pipeline in GoHighLevel before Opportunity import begins.

Sales Mantra deal stages (qualification, proposal, negotiation, closed-won, closed-lost, and any custom stages) map to GoHighLevel Pipeline stages. We extract the full stage list from the Deals CSV export, create equivalent stages in GoHighLevel, and set stage probability percentages where present in Sales Mantra's data. Each Sales Mantra pipeline maps to a separate GoHighLevel Pipeline.

Sales Mantra Activities (calls, emails, tasks, notes) linked to Contacts and Deals migrate to GoHighLevel Tasks and Notes. Call activities map with TaskSubtype and duration preserved; task activities map with Status, Priority, and due date preserved; notes map as GoHighLevel Notes attached to the relevant Contact. We resolve the Contact or Opportunity reference from Sales Mantra's export and attach the Task or Note to the corresponding GoHighLevel record via lookup.

Sales Mantra's contact classification feature uses custom fields that may appear in the CSV as delimited multi-value columns or non-standard formats. We audit the export schema during data review, split any malformed columns into normalized fields, and create equivalent GoHighLevel Custom Fields on Contact before import. Classification labels map to GoHighLevel Tags or Label Groups for audience segmentation purposes.

Sales Mantra stores documents linked to Accounts or Deals. The CSV export may contain file URLs or references rather than binary files. We extract available document URLs and preserve the filename, parent record reference, and upload date. GoHighLevel supports document attachments on Contacts and Opportunities; we load the document metadata and flag any records where manual file re-upload is required because the export did not include the binary.

Sales Mantra assigns Deals and Activities to named Owners. We extract the user roster from the export and map Owner names or IDs to GoHighLevel User accounts by email match. GoHighLevel User provisioning is a prerequisite for Opportunity owner assignment; we flag any Owner without a matching GoHighLevel User for the customer to provision before migration of owned records resumes.

If Sales Mantra stores a product catalog linked to Deals, we extract Products and their associated pricing from the export and create GoHighLevel Products. Products are associated with Opportunities via line items in GoHighLevel; we verify whether line-item data is present in the Sales Mantra export and map accordingly. If no separate product object exists, deal values migrate as flat monetary fields on the Opportunity.