Migrate from Salesmate to HighLevel

Salesmate Contacts (Module ID 1) map directly to GoHighLevel Contacts. We preserve standard fields (name, email, phone, address) and custom fields. Salesmate lifecycle stage and contact status migrate to GoHighLevel custom fields because GoHighLevel does not have a native lifecycle stage property equivalent. Tags from Salesmate migrate to GoHighLevel Tags.

Salesmate Companies (Module ID 5) map to GoHighLevel Companies. Both platforms support company-level custom fields. We create the Company record first so that Contact imports can satisfy the company lookup. Domain-based deduping is used if the Salesmate Company has a website field matching an existing GoHighLevel Company.

Salesmate Deals (Module ID 4) map to GoHighLevel Opportunities. Deal stage maps to GoHighLevel pipeline stage. Deal value and currency migrate directly. Owner assignment resolves via email match to GoHighLevel Users. Multiple Salesmate deal pipelines map to GoHighLevel pipeline stages within a single GoHighLevel pipeline, or to separate pipelines if the customer prefers physical separation.

Salesmate Tasks (Module ID 2) map to GoHighLevel Tasks with due date, status (open/completed), priority, and owner assignment preserved. Tasks associated to Deals in Salesmate are linked to the corresponding Opportunity in GoHighLevel via the Opportunity ID lookup. Completed status is set from Salesmate task completion flags.

Salesmate email history (Module ID 3) maps to GoHighLevel Contact Activity timeline and Conversations. Full email body content may be stored as attachments in GoHighLevel if the Conversations object does not natively store email body. We map email association to the correct Contact record using the Salesmate email-contact linkage. Thread metadata is preserved as a custom field where no native equivalent exists.

Salesmate Products (Module ID 6) map to GoHighLevel Products. Product pricing, description, and currency fields migrate directly. If the Salesmate org uses Products on Deals (line items), we map them to GoHighLevel Opportunities with associated product entries.

Salesmate Team Inboxes (Module ID 7) represent shared email conversations with threaded replies across team members. GoHighLevel's Conversations object stores shared inbox threads differently: each inbound message becomes a separate Conversation entry, and team member responses are tracked via user assignment rather than Salesmate-style conversation threading. We map thread metadata as custom fields and note that the GoHighLevel Conversations view will show a flattened view of what was threaded in Salesmate. This is a data-preservation mapping, not a feature-equivalent mapping.

Salesmate Smart Flow automation definitions are not fully accessible via the public API, so we cannot extract the automation logic. We do extract sequence membership: which contacts were enrolled in which Smart Flow campaigns, with enrollment date and current step. This is delivered as a written inventory document that maps each Salesmate Smart Flow to a recommended GoHighLevel Workflow configuration. The customer's admin rebuilds the Workflows in GoHighLevel using this inventory as the specification.

Salesmate custom fields on Contacts, Companies, Deals, Tasks, and Products are accessible via the v4 API and map to GoHighLevel custom fields on the equivalent objects. Field types are mapped: Salesmate text fields to GoHighLevel text fields, picklists to drop-downs, dates to dates, and numeric fields to numeric fields. Multi-select picklists in Salesmate map to GoHighLevel multi-select fields.

Salesmate Users (owners on Deals and Tasks) are resolved by email match against GoHighLevel Users. Any Salesmate User without a matching GoHighLevel User goes to a reconciliation queue before record import. Active/inactive status is preserved from Salesmate. Role-based access control is not migratable and requires manual configuration in GoHighLevel by the customer's admin.