Migrate from Tango CRM to HighLevel

Tango CRM Contact records map to GoHighLevel Contact records. Standard fields (first name, last name, email, phone, address) transfer directly. Email is the primary dedupe key. We use GoHighLevel's Contact import endpoint or bulk CSV upload depending on volume. Any Tango CRM custom properties on Contacts require explicit field-type matching before import — dropdown values in Tango CRM must have corresponding picklist options created in GoHighLevel first.

Tango CRM Company records do not map to a separate GoHighLevel object. Instead, the Company name, domain, industry, size, and address fields map to the Organization, website, and address fields on the Contact record. When a Contact has an associated Company in Tango CRM, we populate the Contact's Organization field with the Company name and cross-reference the domain for dedupe. If the customer uses a true multi-company data model, we discuss Custom Object creation in GoHighLevel to replicate that structure.

Tango CRM Deal records map to GoHighLevel Opportunities. Deal name, value, expected close date, owner, and stage transfer. The pipeline stage label in Tango CRM (e.g. 'Qualified', 'Proposal Sent') must be reconciled against GoHighLevel pipeline stage names using the stage mapping worksheet produced during the mapping phase. Stage probability percentages are preserved in GoHighLevel's stage configuration if configured in Tango CRM.

Tango CRM pipeline definitions (stage order, stage labels, stage-level probability values) are exported as configuration data and applied as GoHighLevel Pipelines. Each pipeline in Tango CRM becomes a named Pipeline in GoHighLevel with matching stage labels. If Tango CRM stage labels differ from GoHighLevel's defaults, we create custom stage names during the mapping phase. Pipeline rebuild is documented for the admin; we apply stage order and labels but do not migrate stage-level automation hooks.

Tango CRM email engagements map to GoHighLevel Activity records on the Contact timeline. Email subject, body text, sender, recipient, and timestamp transfer. HTML email bodies are stripped to plain text for display compatibility unless the destination Contact record supports rich text. Activity attribution to the correct Contact uses email address matching at migration time.

Tango CRM call engagements map to GoHighLevel Call activity records. Call duration, disposition, direction (inbound/outbound), and timestamp transfer. Activity attribution to the correct Contact uses the phone number or Contact ID from the original engagement record.

Tango CRM meeting engagements map to GoHighLevel Appointment activity records. Meeting title, start and end time, location, and attendee list transfer. Attendee emails are cross-referenced against the migrated Contact roster to link attendance records to the correct GoHighLevel Contact.

Tango CRM task engagements map to GoHighLevel Task records. Task subject, description, due date, status, and owner transfer. Owner resolution uses email matching against the GoHighLevel user roster. Task attribution to the correct Contact or Opportunity uses the original record's relationship metadata.

Tango CRM free-text notes attached to Contacts, Companies, or Deals migrate as GoHighLevel Note records on the Contact timeline. HTML-formatted notes are stripped to plain text unless the destination supports rich-text note fields. Notes without a parent record attachment are imported as standalone Contact notes at the email-matched Contact.

Tags applied to Contacts or Deals in Tango CRM transfer as Tag values in GoHighLevel. Multi-select tag fields are split into individual tag values during the transformation step. In GoHighLevel, tags are applied directly to Contact records and can trigger workflow automations based on tag-addition events. We do not migrate tag-usage analytics or tag-groupings as configuration objects; these are rebuilt as GoHighLevel Tag Groups if needed.