Migrate from Total Control Pro to HighLevel

Discovery and vendor cooperation letter

We audit the Total Control Pro instance for customer record count, supplier count, product count, work order volume, BOM complexity, and any custom fields added during implementation. We simultaneously assess the GoHighLevel destination: plan tier (Starter $97, Unlimited $297, or SaaS Pro $497), existing pipeline structure, custom field configuration, and contact duplicate rules. We issue a vendor cooperation letter requesting CSV export access or database credentials from Total Control Pro's vendor, with the customer copied. If vendor cooperation is not granted within ten business days, we scope a full UI-based CSV extraction for each module and adjust the timeline accordingly.

Customer and Contact mapping design

We design the GoHighLevel schema for imported contacts: standard Contact fields (name, email, phone, address) map from Total Control Pro Customer fields; custom fields from TCP (account terms, customer-specific specifications, delivery references) map to GoHighLevel custom Contact fields. We create a GoHighLevel Account for each TCP Customer so that the Contact-Account relationship is established before Opportunity linking. We configure Opportunity custom fields to carry any manufacturing-relevant metadata (product category, estimated project value) that is relevant to the sales CRM layer.

Manufacturing data structured export

We perform structured CSV exports of all Total Control Pro manufacturing objects: Work Orders (status, dates, operations), Bills of Materials (multi-level flattened, with revision number), Production Schedules (constraint flags, priority overrides), Inventory snapshots (stock levels, bin locations, lot numbers), and MIM KPI time-series (OEE, cycle time, scrap rate by date and product). Each export is date-bounded to the migration cutoff and delivered as a named CSV with a data dictionary documenting field mappings. We do not load manufacturing data into GoHighLevel.

Contact and Account migration into GoHighLevel

We import Customer and Supplier records into GoHighLevel using the GoHighLevel Contacts API. We create Accounts first, then Contacts linked to Accounts, then any Opportunities derived from TCP Sales Orders. Owner resolution matches TCP customer owner by name or email to a GoHighLevel User. Any TCP custom fields are mapped to GoHighLevel custom Contact or Opportunity fields. We run a reconciliation report comparing GoHighLevel record counts against TCP source record counts before cutover.

Cutover, delta export, and handoff package

We freeze writes to Total Control Pro at cutover, perform a final delta export of any records created or modified during the migration window, apply those deltas to GoHighLevel, and deliver the complete manufacturing CSV package. We provide a written manufacturing data inventory document listing all exported Work Orders, BOMs, production schedules, inventory snapshots, and MIM KPIs with file locations, record counts, and data dictionaries. This package is handed off to the customer's team for import into a BI tool or a replacement manufacturing platform.

Automation rebuild inventory

We do not migrate Total Control Pro automation rules or integration configurations to GoHighLevel. We produce a written inventory of every automation rule in TCP: its trigger, conditions, actions, and the manufacturing process it supports. For each rule, we note whether a GoHighLevel workflow replacement is relevant (unlikely for production logic) or whether the rule should be reviewed for a replacement manufacturing platform. This document is delivered alongside the manufacturing data package.