Migrate from Simpleview CRM to HighLevel

Simpleview Member Accounts (the primary organizational object in Simpleview CRM) map to GoHighLevel Company records. Standard fields — AccountName, physical address, contact phone, website — migrate directly. Custom fields scoped to the Custom_Account and Custom_Account_MS categories migrate to GoHighLevel Company custom fields, which we define during the schema audit phase. The Member Account's AcctID becomes a reference field on any related Listings and Events so that the association is preserved in GoHighLevel through lookup resolution during import. Address standardization is applied at migration time to ensure consistent formatting in GoHighLevel's address fields.

Simpleview Listings represent partner and member entries in the directory and are tied to Member Accounts via AcctID. GoHighLevel has no native listings or directory object, so we create a Custom Object named Listings with fields for ListingName, ListingURL, Category, Description, and multi-select Tags for amenities. The Listings Custom Object is associated to the Company record via a lookup relationship that we resolve at migration time using the AcctID-to-Company mapping. Any HTML in OfferText (coupon body) is stripped to plain text during transform before import into the Custom Object.

Simpleview Events are first-class objects with Cvent and Eventbooking integrations and are tied to Member Accounts via attendee registration. We map Events to GoHighLevel Opportunities because GoHighLevel has no native event object. Each Simpleview event becomes an Opportunity record with the event name as the Opportunity name, event date as the close date, and a custom field event_type__c carrying the Simpleview event category (conference, sports, group business). Event registrations — the attendee-to-event associations — migrate as Opportunity custom field arrays or as Notes attached to the Opportunity, depending on the volume and structure of the registration data.

Simpleview CRM pipelines cover meetings, sports, travel trade, and group business with DMO-specific stage names. GoHighLevel's Opportunity pipeline stages must be rebuilt to match. We collect the customer's current Simpleview pipeline stage definitions during the audit phase, then configure GoHighLevel pipeline stages with matching stage names and probability percentages before migration begins. The DMO-specific terminology is preserved in GoHighLevel stage names so that the sales team's existing process vocabulary maps cleanly into the new system.

Simpleview Coupons link to both a ListingID and an AcctID with date ranges (RedeemStart, RedeemEnd, PostStart, PostEnd) and category metadata. GoHighLevel has no native coupon or offer object. We create a Custom Object named Coupons with fields for CouponCode, Description (from OfferText, with HTML stripped), RedemptionStartDate, RedemptionEndDate, AssociatedListing (lookup to the Listings Custom Object), and AssociatedMember (lookup to the Company record). Any date-range logic that drives Simpleview coupon visibility is not automated inside GoHighLevel but is documented for the customer's admin to configure via GoHighLevel Workflows if active coupon enforcement is needed.

Non-multi-select custom fields defined on Member Accounts with FieldCategory of Custom_Account have no standardized schema across Simpleview clients — each organization's set is unique. We extract all custom field definitions during the audit phase, generate a client-specific field map, and create equivalent custom fields in GoHighLevel on the Company object (or Contact object if the field is person-level). Multi-select custom fields under Custom_Account_MS migrate to GoHighLevel multi-select picklist fields with the available vocabulary values pre-loaded from the source vocabulary set. We deduplicate and normalize the vocabulary before import to avoid GoHighLevel picklist value proliferation.

Amenities on Simpleview Listings use a client-defined vocabulary and are multi-select (Amenity_MS). The destination CRM does not share the same amenity taxonomy. We extract the source vocabulary, deduplicate it, and map each value to the nearest GoHighLevel tag or picklist entry on the Listings Custom Object. Any unmapped amenities — values with no close equivalent in GoHighLevel — are flagged for manual review before the final import run. This is a configuration-phase step, not a transform-time decision, because the tag vocabulary must be established before Listings records are imported.

Simpleview DAM handles digital assets stored against Member Accounts or Events. We extract file references and, where API access permits, download and re-upload assets to GoHighLevel as Notes attached to the relevant Company or Opportunity record. Large files or structured asset libraries that exceed GoHighLevel's storage model are flagged for the customer's admin to migrate manually or to retain in a separate DAM system with a URL reference stored in a custom field.