Migrate from Striven to HighLevel

Striven Customers map directly to GoHighLevel Contacts. We preserve full name, email, phone, address, and any Customer-specific custom fields. The Striven Customer Portal association does not migrate; GoHighLevel's client-facing experience uses a different portal model built on sub-accounts and the Memberships feature.

GoHighLevel has no native Vendor object. Striven Vendors can be stored as Contacts with a vendor_type tag in a custom Contact field, or as records in a custom Vendor object that the customer creates before migration. We document the chosen strategy during discovery and apply it consistently across all vendor records. Type-level custom fields on Striven Vendors migrate to the equivalent field type in GoHighLevel.

Striven Employees map to GoHighLevel Users. We resolve by email match. Any Striven Employee record without a matching GoHighLevel User goes to a reconciliation queue for the customer's admin to provision before import. Role-based permissions from Striven must be manually recreated in GoHighLevel's team management settings post-migration.

Striven Items (products and services) map to GoHighLevel Products. Item pricing, inventory quantities, and custom fields migrate. GoHighLevel Products are used inside Opportunities (called Opportunities in GHL rather than Deals) for line-item tracking. We create the product records before any Opportunity import so that the lookup relationship is satisfied at insert time.

GoHighLevel has no Chart of Accounts or GL module. We flag this as a manual reconstruction scope. If the customer requires accounting data continuity, we recommend exporting the Chart of Accounts from Striven as a reference document and rebuilding the account structure in a third-party accounting integration (QuickBooks, Xero) post-migration. We do not migrate the Chart of Accounts as records.

Striven Invoices require a GoHighLevel reconstruction strategy. Open invoices can be imported as a custom Invoice object (created in GoHighLevel as a custom object with line items as child records) or mapped to Opportunity records with a closed-won status for historical reference. We discuss the preferred strategy with the customer during scoping. Convenience Fee and Discount configurations from Striven (tied to payment methods, not invoice records) must be manually reconfigured in GoHighLevel's payment integration settings.

Striven Bills (vendor invoices payable) have no GoHighLevel equivalent. We do not migrate Bills as records. If the customer has open Bills at cutover, we recommend resolving them in Striven before migration or exporting them as a reference CSV for manual entry into a third-party accounting system. This is disclosed as a data gap during discovery.

Striven Sales Orders map to GoHighLevel Opportunities. The Sales Order header (customer reference, order date, status) becomes the Opportunity record. Line items map to Opportunity Products if the customer chooses to use GoHighLevel's native product pricing. Approval workflows attached to Sales Orders in Striven do not migrate and must be documented for manual rebuild in GoHighLevel's approval workflow settings.

Striven Projects have no direct GoHighLevel equivalent. For project-centric businesses, we recommend creating a custom Project object in GoHighLevel with phases, milestones, and assignees as custom fields, then migrating project headers as records in that custom object. GoHighLevel's Opportunities can also serve as project proxies with custom fields for project metadata. The customer chooses the strategy during scoping.

Striven Tasks under Projects migrate to GoHighLevel Tasks. We preserve assignee, due date, status, and custom fields. Subtask hierarchies migrate as child Tasks with a custom parent_task_id__c field linking them. Dependency relationships between tasks are documented in a separate reference export since GoHighLevel does not have a native task dependency feature.

Striven global-level Custom Fields (visible on all records of a type) map to GoHighLevel Contact Custom Fields or Opportunity Custom Fields depending on the entity they attach to. We audit the full custom field schema during discovery to assign each field to the correct GoHighLevel object and field type. Type-level Custom Fields from Striven (scoped to specific entity subtypes) require additional mapping work to determine whether they apply to all records of the target type or only a subset.