Migrate from TOTUS Marketing to HighLevel

TOTUS contacts map to GoHighLevel contacts. Because TOTUS schema is undocumented, we discover the contact object, field names, and data types during API exploration before mapping. We identify standard fields (name, email, phone, address) and any custom contact properties during scoping and create matching GoHighLevel contact properties before import. The email field serves as the dedupe key during GoHighLevel import.

If TOTUS exposes a company or account object, it maps to GoHighLevel Account. We discover the object name, required fields, and any company-specific properties during the scoping phase. The Account object in GoHighLevel supports custom fields, industry classification, employee count, and address fields. We create the destination schema in GoHighLevel before any data import to satisfy field type requirements.

TOTUS deal records map to GoHighLevel Opportunities with their associated pipeline and stage. We discover the deal object structure, pipeline definitions, and stage values during API exploration, then configure GoHighLevel pipelines and stages to match before migration. Deal amount, close date, owner, and custom deal fields transfer directly. If TOTUS uses multiple pipelines, we create corresponding GoHighLevel pipelines.

TOTUS pipeline definitions (if exposed via API) configure GoHighLevel Pipelines before opportunity import. GoHighLevel Starter plan supports multiple pipelines with unlimited stages. We match TOTUS pipeline names to GoHighLevel pipeline names and map stage names and probabilities during the discovery phase. Stage probability percentages round to GoHighLevel's integer format.

TOTUS call records map to GoHighLevel Tasks with a Call subtype. Duration, disposition, and any call notes discovered in the TOTUS API map to GoHighLevel custom task fields. Call timestamp preserves the original activity date for timeline accuracy. We use GoHighLevel's contact import pipeline or API to insert task records after contact records are confirmed in the destination.

TOTUS email engagement records map to GoHighLevel activity log entries on the contact record. Email subject, body content, direction (sent/received), and timestamp migrate as GoHighLevel activity entries. GoHighLevel's email infrastructure (LC Email via Mailgun) is separate from the migration target; we do not migrate email into GoHighLevel's sending infrastructure, only the historical activity record.

TOTUS meeting records map to GoHighLevel appointments or calendar events attached to contacts. We discover the meeting object fields (attendee list, location, start/end time, title) during scoping and create matching GoHighLevel appointment records with the contact association preserved.

TOTUS notes attached to contacts or accounts map to GoHighLevel contact notes. Note body, author, and timestamp transfer. If TOTUS exposes attachments, we flag these for manual handoff because GoHighLevel handles file attachments differently than standard notes.

TOTUS task records map to GoHighLevel tasks with status, priority, due date, and assignee preserved. We resolve the TOTUS owner field to the corresponding GoHighLevel user by email match. Any TOTUS tasks assigned to owners not yet provisioned in GoHighLevel enter a reconciliation queue.