Migrate from Spotler CRM to HighLevel

Spotler Contact records map to GoHighLevel Contact. We use email as the dedupe key during import. Spotler custom fields on Contact (dropdown lists and free-text properties) are exported alongside the field definition table and re-created as GoHighLevel custom contact properties before the import runs. Tags applied per contact in Spotler migrate to GoHighLevel contact tags using the tag name as the key.

Spotler Company records map to GoHighLevel Company. The company_id foreign key on Spotler Contacts is preserved and resolved to the GoHighLevel Company record ID at import time. Industry, size, and address fields map directly. GoHighLevel's Locations feature on the Company record holds address data consistent with Spotler's Company address block.

Spotler Opportunities map to GoHighLevel Opportunities. Pipeline stage names collected during scoping are re-created as GoHighLevel pipeline stages with probability weights matching Spotler's deal stage percentages. Deal value, expected close date, and assigned Owner migrate directly. We configure the GoHighLevel pipeline before migration so stage dropdowns are ready at import time.

Spotler deal stages (Appointment Made, Proposal Sent, Negotiation, Closed Won, Closed Lost, etc.) are exported as a distinct table and re-created as GoHighLevel pipeline stages. Probability weights transfer from Spotler to GoHighLevel's stage probability field. Stage order is preserved to match the Spotler pipeline layout.

Spotler Activities (tasks, calls, meetings, notes) migrate to GoHighLevel Activity records linked to the parent Contact or Company. Call duration and disposition map to GoHighLevel task custom fields. Meeting start and end times map to GoHighLevel calendar entries. Activity date ordering is preserved from Spotler timestamps. Large activity sets are chunked to avoid API timeout.

Spotler Quotations (Professional and Enterprise only) carry line items, pricing, and status. We export quotation header records and line items as separate tables, then reconstruct them in GoHighLevel as Opportunity Line Items linked to the matching Opportunity. If Spotler quotations contain status values not represented in GoHighLevel, we note them for manual follow-up in the quotation review step.

Spotler Cases migrate to GoHighLevel Tasks flagged with a case label. Priority, status, and assignment data transfer from Spotler. SLA information is noted in a custom field since GoHighLevel's base tier does not include formal SLA management; Enterprise Service Cloud features are not in scope for this migration tier.

Spotler Users (name, email, role) export and map to GoHighLevel Users by email. Permission levels (Admin, Standard, Read-only) from Spotler map to GoHighLevel role equivalents. The customer's GoHighLevel admin provisions users in the platform before migration begins; we validate that all Spotler users have a matching GoHighLevel account before assigning OwnerId on imported records.

Spotler tags per contact and list membership records export as a separate table. Tags migrate to GoHighLevel contact tags using the tag name as the key. Static lists become GoHighLevel contact groups. Dynamic segments are documented with their filter logic for manual reconstruction in GoHighLevel's list builder.