CRM migration
Field-level mapping, validation, and rollback between Touchdown and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
Touchdown
Source
HighLevel
Destination
Compatibility
7 of 8
objects map 1:1 between Touchdown and HighLevel.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Touchdown to GoHighLevel is a consolidation migration from a B2B marketing automation CRM with limited API exposure to an all-in-one platform with broader CRM, SMS, calling, and funnel capabilities. Touchdown does not publish a public API schema, so we begin every migration with authenticated API exploration to discover the actual data model before field mapping begins. GoHighLevel's sub-account architecture (three sub-accounts on Starter, unlimited on Unlimited) requires planning when migrating multi-brand or multi-client datasets. We migrate Contacts, Companies, Segments, and Campaign audience data as structured records. Email templates and personalization tokens transfer as content that your GoHighLevel admin rebuilds inside the platform's template editor. We do not migrate Workflows, Sequences, or Automations as code; we deliver a written inventory of every active automation for your admin to rebuild in GoHighLevel's workflow builder.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Touchdown object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Touchdown
Contact
HighLevel
Contact
1:1Touchdown Contact records map 1:1 to GoHighLevel Contact. We discover the Contact field schema during API exploration, map standard fields (email, firstname, lastname, phone) by name, and handle any custom contact properties as GoHighLevel custom fields created before import. Duplicate detection uses email as the primary key. Touchdown's personalization tokens stored as contact properties migrate as GoHighLevel contact custom fields.
Touchdown
Company
HighLevel
Company
1:1Touchdown Company records map to GoHighLevel Company. Company schema is confirmed during API discovery since Touchdown's documentation does not explicitly confirm Company as a first-class object. Domain, address, and industry fields map to GoHighLevel Company fields by name. We create GoHighLevel Company records before Contact import so that the contact-company relationship is resolved at insert time.
Touchdown
Segment
HighLevel
Tag + Contact Filter
lossyTouchdown segment definitions are discovered via API and translated into GoHighLevel tag assignments and contact filter logic. Each Touchdown segment becomes a set of GoHighLevel tags applied to matching contacts, plus a GoHighLevel contact filter that reproduces the segment criteria. If Touchdown segments use date-based or behavioral conditions, we document the equivalent filter configuration for the customer's admin to finalize in GoHighLevel's workflow builder.
Touchdown
Campaign
HighLevel
Campaign
1:1Touchdown campaign metadata (campaign name, status, start and end dates, audience size) maps to GoHighLevel Campaign records. Campaign audience assignments are preserved as a contact list import linked to the campaign. GoHighLevel's campaign tracking and attribution features require configuration post-migration; we deliver the campaign metadata as structured records and document the setup steps for the admin.
Touchdown
Email Template
HighLevel
Email Template
1:1Touchdown email template content and associated merge fields export as structured text. We deliver template content as a written inventory with merge field mappings documented per template. GoHighLevel's template builder requires manual recreation of the template layout and styling; we provide the source content, the merge field equivalent mapping, and a reference import of template text so the admin can rebuild efficiently in GoHighLevel's Email Template Builder.
Touchdown
Custom Field
HighLevel
Custom Field
1:1Touchdown custom field schema is not publicly documented. We discover all custom field definitions during API exploration, determine field types (text, number, date, dropdown), and create equivalent GoHighLevel custom fields before any record import. Custom field values on Contact and Company records migrate as typed values. Field-level dependency or validation rules in Touchdown are documented for manual configuration in GoHighLevel.
Touchdown
Activity/Engagement
HighLevel
Activity Log
1:1Touchdown engagement data (email opens, clicks, sends, and other tracked interactions) is discovered via API during schema exploration. We map engagement records to GoHighLevel Activity Log entries attached to the corresponding Contact. Timestamp preservation is handled by setting the activity date to the original Touchdown engagement timestamp. GoHighLevel's activity timeline displays these as historical interaction records.
Touchdown
Owner/User
HighLevel
User
1:1Touchdown user object schema is not published. We discover user records referenced on Contact, Company, and Engagement data during API exploration and map them to GoHighLevel Users by email address match. Any Touchdown owner without a matching GoHighLevel User goes to a reconciliation queue for the customer's admin to provision before record import continues.
| Touchdown | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Segment | Tag + Contact Filterlossy | Fully supported | |
| Campaign | Campaign1:1 | Fully supported | |
| Email Template | Email Template1:1 | Fully supported | |
| Custom Field | Custom Field1:1 | Fully supported | |
| Activity/Engagement | Activity Log1:1 | Fully supported | |
| Owner/User | User1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Touchdown gotchas
Catalog website appears mismatched
Touchdown stores its data inside the Dynamics 365 / Dataverse tenant
SMS data and consent records require careful handling
Templates and landing pages reference Microsoft-hosted assets
HighLevel gotchas
Sub-account architecture creates isolated data silos per client
Usage-based telecom and AI costs are not in the subscription price
Workflows have no native equivalent in most destination CRMs
API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
White-label configuration and branding assets do not export via API
Pair-specific challenges
Migration approach
Authenticated API discovery and schema mapping
We authenticate against the Touchdown API using customer-provided credentials and explore the actual data model across Contacts, Companies, Segments, Campaigns, Email Templates, Custom Fields, Activities, and Users. We produce a written schema inventory that lists every object, field name, field type, and active relationship. This discovery output is the foundation for all downstream mapping decisions and cannot be skipped because Touchdown's undocumented schema varies by customer instance.
GoHighLevel environment and sub-account planning
We assess whether the destination GoHighLevel account uses Starter (three sub-accounts) or Unlimited (unlimited sub-accounts). For multi-brand or multi-client datasets migrating from a single Touchdown instance, we design the sub-account partition strategy before any data moves. We configure the GoHighLevel sub-account structure, create custom fields matching the discovered Touchdown schema, and set up the tag taxonomy that will replace Touchdown segments.
Segment and tag taxonomy design
We translate every discovered Touchdown segment definition into an equivalent GoHighLevel tag schema and contact filter configuration. Each Touchdown segment maps to either a set of GoHighLevel tags (applied to matching contacts during import) or a GoHighLevel contact filter (documented for the admin to create and save post-migration). We deliver a segment-to-tag mapping table that preserves the original segment name and audience logic.
Sandbox migration and reconciliation
We run a full migration into a GoHighLevel sub-account using the discovered schema. The customer reconciles record counts, spot-checks sample records against the Touchdown source, and validates that custom field values, segment assignments, and engagement history landed correctly. Schema corrections and mapping adjustments happen in the sandbox before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order: GoHighLevel Users (resolved by email match), Companies (from Touchdown Companies), Contacts (with Company relationship resolved and tags applied from segment mapping), Campaigns (with audience list linked), Activities (as GoHighLevel Activity Log entries), and Custom Fields (as typed values on the relevant records). Email template content is delivered as a structured content inventory for manual recreation.
Cutover, validation, and automation rebuild handoff
We freeze Touchdown writes during cutover, run a delta migration of any records modified during the migration window, then enable GoHighLevel as the system of record. We deliver the automation inventory document listing every Touchdown workflow, sequence, and campaign trigger with a recommended GoHighLevel Workflow equivalent. We support a five-business-day hypercare window for reconciliation issues. We do not rebuild automations as GoHighLevel Workflows inside the migration scope; that is a separate engagement.
Platform deep dives
Touchdown
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Touchdown and HighLevel.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Touchdown: Governed by Dataverse Web API service protection limits (per-user/per-app rate ceilings published by Microsoft). Touchdown does not impose additional documented limits on top..
Data volume sensitivity
Touchdown doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Touchdown to HighLevel migration scoping. Not seeing yours? Book a call.
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