Migrate from Salesflare to HighLevel

Salesflare Accounts map directly to GoHighLevel Companies. Standard fields including name, domain, industry, and location migrate as GoHighLevel Company properties. Custom fields on Salesflare Accounts map to GoHighLevel custom fields on the Company object by label match. We use the Company API name as the dedupe key during import to prevent duplicate companies when multiple Contacts reference the same organization. If Salesflare's account domain field is populated, it becomes the GoHighLevel Company website field.

Salesflare Contacts map directly to GoHighLevel Contacts with name, email, phone, title, and social links preserved. The Account-Contact relationship migrates as a GoHighLevel Contact-to-Company relationship. Any manually assigned contact roles (primary/secondary) from Salesflare migrate as a custom Contact property. We resolve the Company lookup for each Contact before the Contact insert phase to satisfy GoHighLevel's relationship requirements.

Salesflare Opportunities map to GoHighLevel Opportunities linked to the parent Company. Deal value, expected close date, and stage migrate directly. The pipeline assignment from Salesflare determines which GoHighLevel Pipeline the Opportunity is created within. We map Salesflare stage names to GoHighLevel stage names explicitly during transform, using a stage mapping table built during discovery.

Salesflare Pipelines become GoHighLevel Pipelines. Pipeline names and stage labels are exported as metadata alongside Opportunity records and recreated in GoHighLevel before Opportunity import begins. Stage order and probability percentages transfer from Salesflare to GoHighLevel stage configuration. If a Salesflare account has multiple pipelines, each becomes a separate GoHighLevel Pipeline.

Salesflare Activities including logged calls, emails, and meetings migrate to GoHighLevel Contact Notes or Task records. Activity type, date, outcome, and notes body preserve. We map Salesflare's activity timestamps to GoHighLevel's activity date fields and link each record to the parent Contact via the GoHighLevel Contact ID resolved during the Contact import phase. Bulk export of activity timelines uses Salesflare API pagination to handle accounts with large engagement histories.

Salesflare Users map to GoHighLevel Users by email match. We extract every distinct user referenced on Contact, Account, and Opportunity records and match against the destination GoHighLevel sub-account's user list. Any Salesflare user without a matching GoHighLevel User is flagged in a reconciliation queue for the account admin to provision before record import resumes.

Salesflare Tags applied to Accounts, Contacts, and Opportunities migrate as GoHighLevel Tags with the same tag names preserved. Tags are flat labels with no hierarchy. We export the tag assignments as a many-to-many join across object types and reapply them in GoHighLevel during the import phase. Tag names longer than GoHighLevel's character limit are truncated and noted in the reconciliation report.

Salesflare Custom Properties on Accounts, Contacts, and Opportunities map to GoHighLevel custom fields. We export the full property schema per object during discovery, then pre-create matching custom fields in GoHighLevel before data import. Field type mapping applies: Salesflare text properties map to GoHighLevel text fields, date properties to date fields, dropdowns to dropdown fields. We use label matching to pair properties with their GoHighLevel equivalents.

File attachments on Salesflare Accounts, Contacts, or Opportunities are stored as URLs or binary blobs. We preserve attachment metadata including filename, linked object, and size, and re-download accessible files where possible. Large binary blobs are documented separately with a file-size summary for the customer's admin to re-upload manually. We do not migrate attachment contents as a bulk binary transfer; the metadata record documents what needs to be re-attached.