Migrate from Talisma to HighLevel

Talisma Contact records map directly to GoHighLevel Contact objects. Standard fields (name, email, phone, address) migrate as typed fields. Custom properties from the Talisma configuration export are created as GoHighLevel Custom Fields under Settings > Custom Fields (scoped to Contact) before import. The dedupe key is email address. Any Talisma Contact without an email is held in a validation queue for the customer to resolve before final load.

Talisma Account/Organization records map to GoHighLevel Contact records where the Organization field is populated with the account name. In GoHighLevel's data model, there is no separate Organization object — company data lives as a field on Contact. We create the Contact record first, populate the Company field, then map Talisma account-level custom fields to Contact custom fields scoped to the organization context. If the customer requires a true organization-level object in GoHighLevel, we recommend a Custom Object named Organization with a lookup to Contact.

Talisma Cases map to GoHighLevel Opportunities or, where the Service Cloud Tickets module is in use, to Tickets. The mapping depends on the customer's GoHighLevel plan and whether Service Cloud is enabled. We scope this decision during discovery. Case priority, status, owner, and timestamps migrate to Opportunity/Ticket fields. Parent-child case threading in Talisma maps to a custom field parent_case__c on the child Opportunity if the destination uses Opportunities. SLA timer data from Talisma is not natively supported in GoHighLevel; we store the last SLA breach timestamp as a custom field for the customer's service team to use in workflow rebuilds.

Talisma interaction logs (email, phone call, chat) map to GoHighLevel Activity records linked to the Contact. The interaction type determines the activity category in GoHighLevel. Call duration, disposition, and outcome from Talisma migrate to GoHighLevel activity custom fields. Chat transcript text migrates as a note attached to the activity record. Each activity is associated by resolving the Talisma Contact's email to the GoHighLevel Contact ID at migration time.

Talisma Chat and Cobrowse sessions are stored in a separate module from standard interaction logs. We extract session metadata and transcript text from this module and map them to GoHighLevel Activity records with a custom field chat_session_id__c for traceability. Cobrowse event flags (session started, page navigated, session ended) are stored as structured text in a custom field cobrowse_events__c because GoHighLevel does not have a native cobrowse session object. The customer should plan to replace live cobrowse with a third-party tool (e.g., FullStory, Talon) post-migration.

Talisma custom field definitions are not queryable via API — we request the complete field list from the Talisma administrator during discovery. Each Talisma custom field is created as a GoHighLevel Custom Field (Settings > Custom Fields) scoped to the appropriate object before data import begins. Field type mapping follows GoHighLevel's supported types: text, number, date, phone, email, select (single), multi-select, and checkbox. Talisma fields with unsupported types (e.g., complex relational or computed fields) are flagged for the customer to review and resolve.

Talisma product records with SKU, name, description, and pricing map to GoHighLevel Products. We create the Product records before any Opportunity import so that line items reference a valid Product ID. Pricing rules and bundling logic from Talisma are not preserved — these require manual rebuild in GoHighLevel's product management UI if applicable to the customer's use case.

We extract Talisma user records with role and team assignments. User resolution in GoHighLevel uses email as the matching key. We create a mapping table of Talisma user IDs to GoHighLevel User records. Any Talisma user without a matching GoHighLevel User is held in the reconciliation queue for the customer to provision before the migration resumes. Role mapping (Talisma agent, supervisor, admin) maps to a default GoHighLevel team permission set, with the customer advised to review access scopes post-migration.

Talisma binary attachments linked to Contacts, Cases, or Accounts export as file blobs. We preserve the original filename and association during extraction. In GoHighLevel, files attach to Contact or Opportunity records via the file upload API. Some Talisma deployments use a proprietary binary format — we validate re-encoding during staging and flag any file we cannot restore to its original format. Customers with over 2,000 attachments should budget additional validation time in the cutover window.