Migrate from Spin CRM to HighLevel

Discovery and CSV export coordination

We audit Spin CRM across all object types (Companies, Contacts, Leads, Deals, Activities) via a walkthrough with the customer's admin. We document the pipeline stage sequence with names, order, and descriptions, and we capture the full list of custom fields including their data types. We then coordinate the CSV export session, requesting that all object exports be taken within a single 24-48 hour window with a data freeze in place, and that all custom fields are explicitly included in each export column set.

GoHighLevel schema setup

We provision the GoHighLevel sub-account with the same pipeline stage configuration extracted from Spin CRM during discovery. This includes creating all pipeline stages in the correct order with matching probability values. We then create all custom fields as Contact custom fields or Opportunity custom fields in GoHighLevel, using the same data types (text, number, date, dropdown) reported by the customer. The schema setup is validated in the GoHighLevel sandbox or staging sub-account before production migration begins.

Owner reconciliation

We extract every distinct owner email referenced on Contact, Company, and Deal records from the exported CSVs and cross-reference against the GoHighLevel destination sub-account's User list. Owners without a matching GoHighLevel User are logged in a reconciliation report for the customer's admin to provision before Deal import. Contact and Company import can proceed with null owner assignment, but Deal import requires all OwnerId references to be resolved.

CSV pre-processing and staging import

We pre-process each CSV file to standardize date formats (GoHighLevel expects YYYY-MM-DD), normalize phone numbers, validate email addresses, and resolve Organization lookups by name matching to the GoHighLevel Organization table created from the Companies export. We run a staging import into a GoHighLevel test sub-account and emit a row-count reconciliation report showing records processed, records imported, and records skipped with reason codes. The customer reviews the staging report and approves before production import.

Production migration in dependency order

We run production migration in dependency order: Organizations (from Spin CRM Companies), then Contacts and Leads, then Opportunities with pipeline stage assigned, then Notes and Tasks. Each phase emits a row-count reconciliation report before the next phase begins. Owner assignment resolves by email match at each phase. Any records rejected during import are logged with error codes and retried in a correction pass after the main batch completes.

Cutover, delta export, and workflow inventory handoff

We freeze Spin CRM writes during cutover, perform a final delta export to capture any records created or modified during the migration window, import the delta into GoHighLevel, and then set GoHighLevel as the system of record. We deliver a written workflow inventory documenting any Spin CRM automation patterns identified and recommended GoHighLevel workflow equivalents. We provide a one-week post-cutover window for reconciliation support and do not include post-migration admin training, workflow rebuild, or ongoing optimization in the standard scope.