Migrate from Sharpspring to HighLevel

SharpSpring contacts map directly to HighLevel contacts. Owner assignment resolves by email match against HighLevel user list — contacts whose SharpSpring owner has no matching HighLevel user are flagged before migration so your team can pre-invite those users. This pre‑invite step prevents orphaned records and ensures the correct team member is assigned from day one.

SharpSpring companies map to HighLevel companies. SharpSpring's parent/child company hierarchy translates to a parent_company_id relationship in HighLevel — the parent company must migrate first so the foreign key resolves correctly during the child record load. If a child company references a parent that hasn't been created yet, the load will pause and the migration log will flag the missing dependency for manual resolution.

SharpSpring deals map to HighLevel Opportunities. Each SharpSpring deal pipeline becomes a HighLevel pipeline; the deal's stage name becomes an Opportunity status value within that pipeline. Probability, forecast category, and stage-entered timestamps are preserved as custom fields for reporting continuity.

SharpSpring tags migrate into the HighLevel contact's tag array. Tag names are transferred verbatim. HighLevel does not have a separate tag object — tags live on each contact record. You may want to consolidate redundant tags before migration to avoid tag sprawl in HighLevel.

SharpSpring custom objects map 1:1 to HighLevel custom objects. Before migration, FlitStack creates the corresponding HighLevel custom object schema via the API so field types and relationship fields exist before data loads. Custom-object-to-contact or custom-object-to-company relationships use HighLevel's relationship field configuration.

SharpSpring form definitions do not have a HighLevel equivalent because HighLevel stores form schema differently. FlitStack exports your SharpSpring form field list and configuration as a structured reference document your team uses to rebuild forms in HighLevel's form builder. The export includes field types, required flags, conditional logic, and submission handling so nothing is lost during the rebuild.

SharpSpring landing pages are platform-specific and cannot be transferred to HighLevel's funnel builder. FlitStack exports a page inventory with field names and routing rules as a rebuild brief for your HighLevel setup team. The inventory captures URL structures, embedded form fields, A/B test variants, and tracking pixel placements to ensure the new funnel pages replicate original performance metrics.

SharpSpring email templates store HTML, images, and dynamic content references that are not portable to HighLevel's email template engine. FlitStack exports a template inventory listing each SharpSpring template's subject, content blocks, and merge field usage as a rebuild guide for HighLevel's template builder.

SharpSpring workflow definitions — triggers, conditions, branch logic, and action sequences — must be rebuilt in HighLevel's workflow builder. FlitStack produces a structured export of your SharpSpring workflow tree (trigger events, conditions, action list, and delay steps) mapped to the equivalent HighLevel workflow actions so your team can replicate logic systematically.

SharpSpring notes attach to contacts or companies with original create timestamps and owner assignments. These migrate as HighLevel contact notes with author attribution and timestamps preserved for full audit continuity. If a note references an owner not yet present in HighLevel, FlitStack flags the note for review and retains the original owner ID as a custom field to avoid data loss.

SharpSpring campaign membership is tracked per contact. HighLevel does not have a native campaign object equivalent to SharpSpring's campaign model. We preserve campaign membership by applying a tag to each contact record (e.g., 'Campaign: Q4-2025 Launch') so you can segment by original campaign in HighLevel.

SharpSpring lead scoring rules use point-based logic tied to behavioral signals. HighLevel does not have an equivalent native scoring engine. FlitStack exports your scoring rule definitions as a specification document; you can implement equivalent scoring logic inside HighLevel workflows using conditions and filters.