Migrate from Sales Snap to HighLevel

Discovery and manual export coaching

We audit the customer's Sales Snap account to identify all objects requiring migration: Contacts, Companies (per-contact field), Sequences, Tasks, Activities, and any visible custom fields. Because Sales Snap has no API, we coach the customer through the CSV export process from the UI, including pagination navigation for large datasets, and request all exports completed before the migration window begins. We also document the Sales Snap sequence structure (step count, timing, template body text, personalization tokens) for the Workflow mapping step. Discovery output is a written scope confirming record counts, export completeness, and a mapping plan.

Data staging and deduplication

We receive the exported CSVs and load them into a staging environment for profiling. We count records, identify duplicate contacts (by email), and normalize company name variations for deduplication. We also validate that exported fields map to the column headers in the CSV and flag any columns that appear truncated or malformed. For sequences, we parse the template bodies to extract personalization tokens and step definitions. The staging output is a data quality report with a record count reconciliation against the customer's Sales Snap screen counts.

GoHighLevel schema setup

We configure the destination GoHighLevel account before data import. This includes provisioning custom fields (matching Sales Snap custom field names and types), configuring pipeline stages (if converting inferred lifecycle stages to Opportunities), and setting up tags for segmentation. If the customer uses GoHighLevel's Company/Location object, we create the company records first so that Contact imports can reference them. Owner resolution maps Sales Snap owner emails to GoHighLevel user accounts; unresolved owners go to a queue for admin provisioning.

Contact and company import

We import Contacts in batches using GoHighLevel's contact import tool with batch chunking for datasets over 5,000 records. Company data deduplicates during the load by normalized name; the GoHighLevel Company/Location object receives the canonical company records while contact imports reference them by lookup. Custom field values map from the staged CSVs to the provisioned GoHighLevel custom fields. Each import batch emits a row-count reconciliation report confirming the number of records inserted versus the source count.

Sequence-to-Workflow mapping delivery

We deliver a written Workflow inventory document that maps each Sales Snap Sequence to a recommended GoHighLevel Workflow configuration. The document includes the sequence name, step count, inter-step delay, email template body (with tokens highlighted), and recommended GoHighLevel Workflow trigger and action structure. The customer's GoHighLevel admin rebuilds the Workflows using this document. We do not create the Workflows in GoHighLevel as part of the standard migration scope.

Task, activity, and engagement history import

We import Tasks using GoHighLevel's task import with owner resolution by email. Activities (opens, clicks, replies, calls) aggregate into Contact-level activity records using GoHighLevel's activity log format. Call duration and disposition data map to custom Task fields if the customer requires call logging depth. The engagement timestamp preserves the original Sales Snap date so that the activity timeline reflects historical rather than import-sequence ordering. Orphaned tasks (no linked contact) are flagged in the reconciliation report for manual resolution.

Cutover, validation, and attachment handoff

We freeze writes in Sales Snap during the cutover window and run a final delta reconciliation against any records modified during the export phase. We deliver the post-migration reconciliation report showing record counts in GoHighLevel against the original Sales Snap counts. We provide a separate attachment gap report identifying all files that could not be migrated, with recommendations for manual retrieval from Sales Snap. We support a three-day hypercare window for reconciliation issues. We do not rebuild Sales Snap Sequences as GoHighLevel Workflows; that work is handed off via the Workflow inventory document.