Migrate from SmartDesk to HighLevel

SmartDesk Contacts map directly to GoHighLevel Contacts with field-to-field mapping for name, email, phone, address, and lifecycle stage. Custom contact properties migrate as GoHighLevel Contact custom fields. We detect the field type in SmartDesk and create the matching GoHighLevel field type (text, number, date, dropdown, checkbox) before import. Contact is created before any related Deals to satisfy GoHighLevel's contact-deal relationship requirement.

SmartDesk Accounts map to GoHighLevel Contacts with the company name stored in the Contact's Company field, or to a Custom Object named Account if the customer requires a separate Account-Contact relationship model. We confirm the desired model during scoping. Industry classification and employee count from SmartDesk migrate as Contact custom fields or Custom Object fields depending on the chosen model.

SmartDesk Lead records map to GoHighLevel Contacts. Lead Source and Lead Status from SmartDesk migrate as Contact custom fields. GoHighLevel does not have a separate Lead object equivalent to Salesforce, so all prospects land as Contacts in GoHighLevel. We flag any Lead records with no email address for customer review — GoHighLevel's contact model requires at least an email or phone for deduplication.

SmartDesk Deals map to GoHighLevel Opportunities. Deal name, value, expected close date, and owner migrate directly. Stage mapping requires a reconciliation pass because both platforms allow fully custom stage names and counts. We enumerate SmartDesk pipeline stages first, then map each to a GoHighLevel Opportunity Stage by name or sequence position, creating new stages in GoHighLevel if no match exists.

SmartDesk Pipelines map to GoHighLevel Pipelines 1:1 by name. Stage order and stage names are reconciled against GoHighLevel's pipeline configuration. If SmartDesk has more stages than GoHighLevel's pipeline, we create the additional stages; if fewer, we map to the closest sequential stage and flag the record for review.

SmartDesk Tasks attached to Contacts or Deals migrate to GoHighLevel Tasks linked to the corresponding Contact or Opportunity. Assignee, due date, status, and description transfer directly. Task linkage to the parent record is resolved by looking up the migrated Contact or Opportunity ID.

SmartDesk Activities (calls, emails, meetings, notes) map to GoHighLevel Activity Log Entries. Activity type, timestamp, body, and related contact or deal migrate. GoHighLevel stores activities as timeline entries linked to the Contact record. Some activity metadata may require custom field mapping if the source stores disposition, duration, or outcome data not captured in standard GoHighLevel activity fields.

SmartDesk Help Desk Tickets migrate to a GoHighLevel Custom Object named Ticket or to Salesforce Case if the destination includes Service Cloud. Ticket body, status, priority, assignee, and linked contact transfer. Conversation threads migrate as Activity Log Entries under the Ticket record. GoHighLevel has no native help desk object, so a Custom Object configuration is required before tickets can be written.

Every SmartDesk custom field is evaluated against GoHighLevel's Contact custom field and Opportunity custom field architecture. Fields attached to SmartDesk Contacts route to GoHighLevel Contact custom fields. Fields attached to SmartDesk Deals route to GoHighLevel Opportunity custom fields. GoHighLevel requires these fields to be pre-created in the destination before data can be written; we provide a custom field manifest listing every source field, its type, and its target object so the customer creates them before the migration run.

SmartDesk Users and Owners map to GoHighLevel Users by email address match. We resolve the owner on every Contact, Deal, and Task record to the corresponding GoHighLevel User. Any SmartDesk owner without a matching GoHighLevel User is placed in a reconciliation queue for the customer's admin to provision before record import resumes.