Migrate from Teleforce CRM to HighLevel

Discovery and extraction path confirmation

We audit Teleforce CRM by working with the customer to identify every available export path in the UI. We request sample CSV exports of Contacts, Companies, Deals, Pipelines, and Activities and review the column headers against the standard field inventory. We confirm whether direct database access is available as a fallback. We also capture pipeline stage names, stage order, and any visible custom field definitions from the export. The discovery output is a written extraction plan specifying what can and cannot be exported, the data volume per object, and any gaps that require customer acknowledgment before migration begins.

GoHighLevel destination setup and pipeline configuration

We configure the GoHighLevel destination account before any data is loaded. This includes creating GoHighLevel Pipelines with stage names, stage order, and probability percentages matched to the Teleforce pipeline structure. We pre-create all GoHighLevel custom fields (of correct type — text, number, date, dropdown) to match the Teleforce custom field inventory from discovery. We confirm the destination sub-account ID and set up a Private Integration Token in GoHighLevel for API import. Pipeline configuration is validated in GoHighLevel before record import begins.

Data extraction, cleaning, and mapping document

We extract data from Teleforce CRM via the confirmed export path. We clean the CSV data: deduplication against email as the primary key, standardization of phone number formats, date format normalization, and removal of records marked as deleted or inactive. We build a field mapping document that pairs each Teleforce export column header to the corresponding GoHighLevel API field name. Custom field mappings are defined using the type-matched GoHighLevel custom fields created in Step 2. The customer reviews and approves the mapping document before import begins.

Sandbox or staging import and reconciliation

We run an initial import into a GoHighLevel staging environment or a designated test sub-account to validate record counts, field population accuracy, and pipeline stage assignment. We reconcile the imported record counts against the Teleforce export totals. We spot-check 25-50 records manually against the Teleforce source. We test owner assignment by email match and confirm that GoHighLevel User records are correctly linked. Any mapping corrections, missing fields, or rejected records are resolved before the production import. The customer signs off on the staging results.

Production import in dependency order

We run the production import in record-dependency order: Companies first (as standalone records), then Contacts (with company association resolved), then Opportunities (with pipeline and stage assignment resolved), then Tasks and Notes from the available activity export. Each phase emits a row-count reconciliation report. We use GoHighLevel's REST API v2 with batched POST requests, respecting the 100 requests per 10-second rate limit. We run a delta pass after the primary import to capture any records modified during the migration window.

Cutover, validation, and workflow handoff

We coordinate a cutover window with the customer during which Teleforce CRM writes are frozen and the GoHighLevel account becomes the system of record. We deliver the written workflow inventory documenting Teleforce automation logic for manual rebuild in GoHighLevel's workflow builder. We perform a post-import validation: record counts match, field values are populated, pipeline stages are assigned, and owner lookups are resolved. We provide a one-week hypercare window to resolve any reconciliation issues. We do not rebuild Teleforce workflows as GoHighLevel workflows inside the migration scope.