Migrate from Salescamp CRM to HighLevel

Collection inventory and export coordination

We identify every Salescamp Collection and its record count during discovery. The customer (workspace admin) performs the per-Collection CSV export from the three-dot menu. We request all exported CSVs be shared via a secure transfer link, then validate each file's column headers and row counts against the Collection record counts shown in the Salescamp UI. Any Collection without a corresponding export is flagged immediately.

Data profiling and deduplication design

We run a deduplication pass across all exported CSVs using email address as the primary key. For records where the same email appears across multiple Collections, we merge into a single GoHighLevel Contact and preserve all Collection names as Tags. We flag any Leads with duplicate emails but conflicting field values (different phone numbers, statuses, or owners) for the customer's admin to resolve before import. The deduplication strategy is documented and signed off before transformation begins.

GoHighLevel pipeline and schema configuration

We configure the GoHighLevel destination before any data is imported. This includes recreating the Salescamp pipeline stages as GoHighLevel Opportunity stages (with probability percentages), setting up Contact Custom Fields and Opportunity Custom Fields to match the migrated Salescamp custom field names and types, and enabling the Company object if the customer's Salescamp usage includes Company records linked to Leads. The GoHighLevel Location User list is extracted to build the Owner mapping table.

Owner and user reconciliation

We extract every distinct Salescamp Owner referenced on Lead, Company, and Deal records and match by email against the GoHighLevel Location's User list. Owners without a matching GoHighLevel User go to a reconciliation queue. The customer's GoHighLevel admin provisions any missing Users (active or inactive based on whether the original Salescamp user is still employed). Migration cannot proceed past this step because OwnerId is a required reference on Opportunity records in GoHighLevel.

Staged import in dependency order

We import data into GoHighLevel in dependency order: first Companies (if enabled), then Contacts (with deduplication applied and Collection tags applied as a post-processing step), then Opportunities (with OwnerId, ContactId, and pipeline stage resolved at insert time). Activity history (Tasks, SMS logs, Email logs) is imported last, linked to the parent Contact record. Each phase emits a row-count reconciliation report before the next phase begins, and we validate that GoHighLevel's record counts match the transformed source data.

Cutover, validation, and workflow inventory handoff

We freeze Salescamp writes during cutover, run a final delta migration of any records modified during the migration window, then set GoHighLevel as the system of record. We deliver the automation and workflow inventory document to the customer's admin team. We support a one-week hypercare window where we resolve any reconciliation issues raised by the customer's team. We do not rebuild Salescamp workflows inside GoHighLevel; that is handled by the customer's admin using the workflow builder or a GoHighLevel implementation partner.