Migrate from SalezShark to HighLevel

SalezShark Contact records map directly to GoHighLevel Contact. Standard fields (First Name, Last Name, Email, Phone, Address) use identical naming and map without transformation. Custom fields attached to Contact records are extracted during scoping, mapped to GoHighLevel custom contact properties, and created in GoHighLevel before import. Tags from SalezShark (if used as a segmentation layer) map to GoHighLevel Contact Tags. The email address field serves as the dedupe key during import to prevent duplicate Contact records.

SalezShark Account records map to GoHighLevel Company object. Company Name, Website, Industry, Employee Count, and Annual Revenue map to the corresponding GoHighLevel Company fields. Address fields (Street, City, State, Postal Code, Country) migrate as a formatted address block. The Company is created before Contact import so that Contact-Company associations (stored as a lookup on SalezShark Contact) are resolved at import time in GoHighLevel.

SalezShark Lead records do not have a direct GoHighLevel equivalent; GoHighLevel uses a unified Contact object. We import SalezShark Leads as GoHighLevel Contacts and apply a tag (e.g., 'Imported Lead') to distinguish them from Contacts. Conversion scoring from SalezShark (available on Basic and above) is preserved in a custom numeric field on the GoHighLevel Contact record for segmentation and prioritization.

SalezShark Opportunities map to GoHighLevel Opportunities. Fields including Opportunity Name, Value/Amount, Close Date, Stage, Owner, and associated Contact/Account all transfer. Pipeline assignment in SalezShark maps to a GoHighLevel Pipeline that we configure before import. Closed-Won and Closed-Lost reasons migrate as custom text fields on the GoHighLevel Opportunity.

SalezShark pipeline configurations (stage names, stage order, stage probabilities) are exported during scoping and recreated in GoHighLevel as Pipelines with the same stage sequence and naming. Each SalezShark pipeline becomes a separate GoHighLevel Pipeline, allowing multi-line-of-business organizations to maintain separate deal tracking views. Stage probabilities are mapped to GoHighLevel probability values if the customer wants weighted pipeline forecasting.

SalezShark Tasks map to GoHighLevel Tasks. Task Subject, Description, Due Date, Status (Open/Completed), Priority, and Owner transfer directly. Task associations to Contact, Account, or Opportunity in SalezShark are resolved to the corresponding GoHighLevel Contact or Opportunity lookup at migration time. Historical tasks (completed before migration cutoff) migrate with their original due dates preserved for accurate activity reporting in GoHighLevel.

SalezShark Custom Fields (available on Basic tier and above) are extracted as a schema definition during scoping, not just as data values. We map field names to GoHighLevel custom property names, infer data types (text, number, date, dropdown) from SalezShark's field configuration, and pre-create the custom properties in GoHighLevel before importing any records. Fields without a GoHighLevel equivalent are flagged as candidate fields to create after migration.

SalezShark Workflow Automations (Professional tier) store trigger-and-action sequences that cannot be directly transferred to GoHighLevel's workflow engine. We export the full automation configuration — trigger event, filter conditions, action sequence, and delay steps — as a written specification document. The customer or their GoHighLevel admin uses this document to rebuild each automation in GoHighLevel's workflow builder. We do not migrate automations as executable code and do not drop them silently; the rebuild handoff is explicit.

SalezShark Document Management files (available on Basic and above) are exported as file metadata (filename, file type, associated record) and re-associated with the corresponding GoHighLevel Contact or Company. File content itself is exported from SalezShark and delivered as a zipped archive alongside the migration, with a mapping CSV linking each file to its target Contact or Company record in GoHighLevel for manual re-upload or integration with GoHighLevel's file storage.