Migrate from Simplicity Enterprise CRM to HighLevel

Simplicity Contact records map directly to GoHighLevel Contact. Standard fields (firstname, lastname, email, phone, address) map to their GoHighLevel equivalents. Simplicity's configurable custom fields require per-instance discovery before mapping because every Simplicity deployment has a different field set. We enumerate every active Contact custom field during schema discovery, map each to a GoHighLevel Contact custom field of matching type, and flag any Simplicity picklist values that require GoHighLevel option configuration before import.

Simplicity Company records map to GoHighLevel Account. Company name, website, industry, and address fields migrate 1:1. Simplicity Company-Contact relationships (where a Contact is linked to a Company) map to GoHighLevel's Contact-Account relationship by setting the AccountId lookup on the Contact record during import. If the Simplicity deployment uses a Company as a parent with child Contacts, we preserve the hierarchy by resolving the AccountId before Contact insert.

Simplicity Deal records map to GoHighLevel Opportunity. Deal name, value, and pipeline stage map to GoHighLevel name, monetary amount, and stage respectively. We extract the Simplicity pipeline stage order and create the equivalent GoHighLevel pipeline stages before Deal import begins. Simplicity custom fields on Deals (such as Closed-Lost reason or win-condition flags) map to GoHighLevel Opportunity custom fields.

Simplicity's configurable pipeline stages map to GoHighLevel Pipeline stages. We extract the full stage list from the Simplicity instance, preserving the order and any stage-specific win or loss flags. GoHighLevel Pipelines are created in the destination account before Deal migration, and stage names are mapped to GoHighLevel stage values. If Simplicity uses multiple deal pipelines for different business lines, we create multiple GoHighLevel Pipelines and assign each to the relevant Deal records.

Simplicity Activities (calls, emails, meetings, notes) are stored as linked child records of Contact and Company. We explicitly traverse and export the activity table alongside Contact and Company records to avoid orphaning. Calls and tasks map to GoHighLevel Tasks with activity type preserved as a tag or custom field. Emails map to GoHighLevel Tasks with email body stored as task notes. Meetings map to GoHighLevel calendar Events linked to the Contact. Notes map to GoHighLevel Contact notes. Activity timestamps are preserved to maintain the chronological timeline in GoHighLevel's activity feed.

Simplicity Campaign records map to GoHighLevel Campaign. Campaign name, start and end dates, and campaign type migrate. Simplicity multi-channel campaign data (email, SMS, social, print, call centre) is stored as campaign configuration metadata; we extract the channel assignments and store them as campaign custom fields in GoHighLevel. GoHighLevel Campaigns are used primarily for tracking contact attribution and UTM-sourced leads, not for executing multi-channel sends, so the campaign execution layer is documented separately for rebuild.

Simplicity Campaign Response tracks which Contact responded to which Campaign through which channel, with response timestamp and channel type. GoHighLevel does not have a native campaign-response object; we map these records to tagged GoHighLevel Activities attached to the Contact, with the campaign name and channel stored as tag values. This preserves the behavioural signal (which campaign drove engagement) without creating orphan campaign-response records in GoHighLevel.

Simplicity Segmentation defines which Contacts belong to which behavioural or demographic groups. GoHighLevel does not have a native Segment object. We map Simplicity Segment membership to GoHighLevel Tags (applied directly to Contact records) or to GoHighLevel Lists (static Contact groups). The customer chooses the strategy during scoping. Tags preserve the segment name and are applied to all matching Contact records. Large segments with complex membership criteria are translated to GoHighLevel Filters for dynamic segmentation in GoHighLevel's pipeline views.

Simplicity Loyalty module stores program membership, reward tier, point balance, and program rules as separate relational records. GoHighLevel has no native loyalty module. We archive loyalty data as structured JSON in a Contact custom field (loyalty_program_data__c) containing program name, membership ID, current tier, points balance, and last activity date. This preserves the data against the Contact record without requiring a custom object build. If loyalty program history (redemption events, tier upgrades) is needed for reporting, we create a separate Activity note entry for each significant loyalty event.

Simplicity integrates social follower data and interaction records within Contact and Company profiles. GoHighLevel does not have a native social-follower object. We archive social data as Contact notes with the format '[Social] Platform: [name], Followers/Interactions: [count], Last Sync: [date]'. This preserves the data without disrupting the Contact record or creating orphan social records in GoHighLevel.

Simplicity's configurable schema means nearly every object carries client-defined custom fields. We enumerate all active custom fields during schema discovery, map each to a GoHighLevel custom field of matching type (text, number, date, picklist, checkbox, phone, email, URL), and create the GoHighLevel custom fields before the relevant object import begins. Simplicity picklist values require GoHighLevel option list configuration before value mapping can proceed. Custom fields that have no GoHighLevel equivalent are flagged in the scoping document for the customer to decide on archive strategy.