Migrate from SalesSeek to HighLevel

SalesSeek Organizations map to GoHighLevel Company records as the primary destination, with a corresponding Contact record created for the organization itself. We use the Organization name as the Company name and preserve the original SalesSeek organization ID in a custom field for cross-reference. People records that link to this Organization receive the Company as a tag or association in GoHighLevel.

SalesSeek People map directly to GoHighLevel Contacts. The person's email, phone, title, lifecycle stage, and owner assignment transfer. If the Person links to an Organization, we resolve the Organization-to-Company lookup and set the GoHighLevel Contact's Company field at migration time. Tag memberships from SalesSeek migrate as GoHighLevel Contact Tags.

SalesSeek Deals map to GoHighLevel Opportunities with Deal value, stage, probability, and expected close date preserved. The SalesSeek pipeline and stage assignment map to GoHighLevel's Pipeline and Stage fields. If the Deal links to an Organization and a Person, we resolve both references and attach the Opportunity to the corresponding GoHighLevel Contact.

SalesSeek's configurable pipeline stages (labels, sequence order, probability percentages) migrate to GoHighLevel Opportunity stages. Stage renaming or reordering requires manual review in GoHighLevel post-migration because GoHighLevel's stage editor is UI-driven and stage names are not API-programmable in bulk. We generate the stage mapping spreadsheet during scoping and the customer applies the stage configuration before cutover.

SalesSeek Tasks map to GoHighLevel Tasks with title, description, due date, status, priority, and owner assignment preserved. Task owner maps via email resolution to a GoHighLevel User. Completed and open tasks migrate; archived tasks migrate on request with a flag indicating archived status.

SalesSeek custom fields on Organizations, People, and Deals require explicit type mapping: text to text, number to number, date to date, and dropdown to picklist. Dropdown fields in particular have enumerated options that must be mapped to GoHighLevel picklist values manually during scoping. We generate a custom field mapping spreadsheet listing each field name, type, and options for customer review before migration. GoHighLevel Custom Fields are created in the destination account before record import begins.

SalesSeek Groups are collections of records used for filtering and sharing. We export group membership and recreate them as GoHighLevel Teams (for permission-based sharing) or as static Lists (for segment-based filtering). The customer chooses the target structure during scoping based on how the Groups are used in their workflow.

File attachments associated with SalesSeek Organizations, People, or Deals are downloaded and re-uploaded to the GoHighLevel Media Library. We store the original filename and a link reference in a GoHighLevel Custom Field on the corresponding record. Note that GoHighLevel's native file upload Custom Field type has limitations for large files; we use the Media Library approach and Custom Field text reference as the standard workaround.