Migrate from SalesNexus to HighLevel

SalesNexus Contacts map directly to GoHighLevel Contacts. We resolve the company link by exporting Companies first and creating GoHighLevel Companies before Contacts, then set the company_id reference on each Contact import. Custom fields on SalesNexus Contacts are identified by integer field IDs from the get-all-fields endpoint; we map each to a GoHighLevel custom field with matching label and type. Email addresses serve as the dedupe key during import. SalesNexus enrichment data migrates to GoHighLevel Contact custom fields or tags.

SalesNexus Company records map to GoHighLevel Companies. The company name becomes the Company name in GoHighLevel, domain or website becomes the URL field, and any custom fields migrate to GoHighLevel Company custom fields. We create Companies before Contacts so that the company-contact relationship is satisfied at import time. GoHighLevel treats Companies as loosely coupled groupings rather than mandatory parents, so orphan Companies (with no linked Contacts) are valid and preserved.

SalesNexus Pipelines (up to 3 on Free, 10 on Starter, unlimited on Enterprise) map to GoHighLevel Pipelines. We export the full pipeline schema including pipeline names and stage order, then recreate each pipeline in GoHighLevel. Pipeline-level probability defaults migrate to GoHighLevel stage probability settings. Multi-pipeline accounts on SalesNexus map to multiple GoHighLevel Pipelines with the same names.

SalesNexus Stages are ordered integers within a Pipeline with name and probability defaults. We map each stage to a GoHighLevel Opportunity Stage within the corresponding Pipeline, preserving name, order, and probability percentage. SalesNexus stage IDs map to GoHighLevel stage names as the key for Opportunity import.

If the SalesNexus account uses Deals as a separate object from Pipeline Stages, we map Deals to GoHighLevel Opportunities. The dealstage property maps to the corresponding GoHighLevel Pipeline Stage, pipeline assignment maps to the GoHighLevel Pipeline, and monetary values map to Opportunity Amount. Closed-Lost and Closed-Won deal properties become GoHighLevel Opportunity status fields.

SalesNexus Tasks with due dates, assignees, completion status, and descriptions map to GoHighLevel Tasks. Owner assignment migrates by resolving the SalesNexus user email to a GoHighLevel user by email match. Open and completed tasks both migrate; completion status maps to GoHighLevel task completion. Task type (call, email, meeting) migrates to GoHighLevel task category fields.

SalesNexus email templates with merge fields and HTML content export with template body and subject lines intact. Merge field syntax differs between platforms; we convert common SalesNexus patterns (e.g., {{contact.name}}) to GoHighLevel merge field equivalents (e.g., {{contact.full_name}}). HTML template structure is preserved for manual review and adjustment in GoHighLevel's template editor.

SalesNexus drip automation workflow definitions are not accessible via API. We export active contacts enrolled in each sequence, the sequence name, enrollment dates, and current step. This data is delivered as a sequence audit report listing all active automations with enrollment counts and step positions. GoHighLevel Workflows are rebuilt manually using this report as the specification. The trigger logic, delay rules, and conditional branches cannot be migrated.

SalesNexus users assigned to tasks, contacts, and deals map to GoHighLevel team members by email. We export the full user list and map by email to destination users. If a GoHighLevel user does not exist for a given email, we assign to a default owner and flag the record for the customer's admin to reconcile before or during cutover.

SalesNexus call recordings and transcriptions linked to contact Activity records export as transcription text and a URL reference to the recording. Binary audio files are not downloadable via API. We export the transcription text as a GoHighLevel contact note with a link reference to the original recording URL. The note is attached to the corresponding GoHighLevel Contact record.

SalesNexus unlimited email archival exports subject, body (HTML), date, and direction (sent/received). HTML email bodies convert to plain text for GoHighLevel contact notes since GoHighLevel does not render HTML email archives in the same format. We export the full email history and create GoHighLevel contact notes with subject, date, direction, and body text preserved.

SalesNexus marketing forms export as form schema with field configurations. Form submission history migrates to GoHighLevel contact records tagged with form name and submission date. Form embeddings (iframe codes) are platform-specific and must be recreated in GoHighLevel's form builder. We document the original form schema so the admin can rebuild embeddings accurately.