CRM migration

Migrate from Touchdown to HighLevel

Field-level mapping, validation, and rollback between Touchdown and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.

Touchdown logo

Touchdown

Source

HighLevel

Destination

HighLevel logo

Compatibility

88%

7 of 8

objects map 1:1 between Touchdown and HighLevel.

Complexity

BStandard

Timeline

2-3 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Touchdown logo

Touchdown

What's pushing teams away

  • No publicly documented public API — integrations live inside the Microsoft ecosystem only, so customers needing external system connections (e-commerce, webinar tools, attribution) hit a ceiling.
  • Feature depth is modest compared with enterprise marketing platforms — multi-touch attribution, advanced scoring, and account-based marketing are limited relative to HubSpot, Marketo, or Salesforce Marketing Cloud.
  • Reliance on Microsoft Dynamics / Power Platform means customers leaving that stack effectively must leave Touchdown too; the product has no standalone CRM mode.
  • Limited public review footprint (small Gartner / G2 sample) makes vendor due diligence harder for buyers who rely on third-party validation.
  • Pricing details beyond the entry tier are not transparently published; buyers must contact sales for larger seat counts and SMS volumes.

Choosing

HighLevel logo

HighLevel

What's pulling them in

  • Agencies choose HighLevel to consolidate CRM, email, SMS, scheduling, and funnels into one subscription, eliminating monthly bills for five to ten separate SaaS tools they previously stitched together.
  • The flat-rate pricing model bills per sub-account rather than per contact, so growing a contact database from 1,000 to 100,000 records does not trigger a billing surprise—a common pain point avoided by migrating customers.
  • White-label and sub-account capabilities let agencies resell HighLevel access to their own clients, turning a software cost center into a recurring revenue stream that justifies the subscription.
  • The platform ships a 14-day free trial with no credit card required, giving teams a low-friction entry point to validate fit before committing to the $97/month Starter tier.
  • Marketing agencies managing multiple client accounts use sub-accounts to maintain data isolation per client while operating under a single agency billing relationship with HighLevel.

Object mapping

How Touchdown objects map to HighLevel

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

maps to

HighLevel

Contact

1:1
Fully supported

Touchdown 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

maps to

HighLevel

Company

1:1
Fully supported

Touchdown 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

maps to

HighLevel

Tag + Contact Filter

lossy
Fully supported

Touchdown 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

maps to

HighLevel

Campaign

1:1
Fully supported

Touchdown 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

maps to

HighLevel

Email Template

1:1
Fully supported

Touchdown 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

maps to

HighLevel

Custom Field

1:1
Fully supported

Touchdown 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

maps to

HighLevel

Activity Log

1:1
Fully supported

Touchdown 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

maps to

HighLevel

User

1:1
Fully supported

Touchdown 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.

Gotchas + challenges

What specifically takes care here

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 logo

Touchdown gotchas

Low

Catalog website appears mismatched

Medium

Touchdown stores its data inside the Dynamics 365 / Dataverse tenant

Medium

SMS data and consent records require careful handling

Low

Templates and landing pages reference Microsoft-hosted assets

HighLevel logo

HighLevel gotchas

High

Sub-account architecture creates isolated data silos per client

High

Usage-based telecom and AI costs are not in the subscription price

Medium

Workflows have no native equivalent in most destination CRMs

Medium

API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account

Low

White-label configuration and branding assets do not export via API

Pair-specific challenges

  • Touchdown API schema requires discovery before migration

    Touchdown does not publish a public API schema. We cannot begin field mapping until authenticated API exploration is complete for each customer instance. The discovery phase identifies which objects exist, what fields are present, what field types are used, and which relationships between objects are active. This adds one to two weeks to the scoping phase compared to platforms with documented APIs. Skipping discovery and assuming schema based on platform documentation results in missing fields, incorrect data types, and broken relationships in GoHighLevel.

  • GoHighLevel email deliverability requires dedicated domain setup

    GoHighLevel's email system runs on shared Mailgun infrastructure (branded as LC Email). Reviewers on G2 and Reddit consistently report lower inbox placement rates compared to dedicated email platforms, particularly for domains without prior sending history. We configure SPF, DKIM, and DMARC records for the sending domain during GoHighLevel setup, but full deliverability recovery requires a domain warmup period of two to four weeks post-migration. Teams with email as a primary channel should plan for this warmup window and consider migrating historical suppression lists to GoHighLevel's blocklist management.

  • GoHighLevel funnels and workflows require rebuild

    GoHighLevel does not import Touchdown automations as code. Touchdown campaign logic, audience triggers, and workflow conditions must be rebuilt inside GoHighLevel's visual workflow builder. We deliver a written inventory of every active Touchdown automation with its trigger logic, conditions, and recommended GoHighLevel Workflow equivalent. The customer's admin or a GoHighLevel specialist rebuilds these post-migration. Funnels and landing pages similarly do not migrate; we document funnel structure and content for manual recreation in GoHighLevel's funnel builder.

  • Sub-account planning is required for multi-brand migrations

    GoHighLevel's sub-account architecture requires planning when migrating from a single Touchdown instance that holds multiple brands or client datasets. Touchdown does not have a sub-account equivalent, so all data lives in one workspace. GoHighLevel Starter includes three sub-accounts; Unlimited includes unlimited sub-accounts. We scope which data belongs in which sub-account during discovery, and partition imports accordingly. Moving data between GoHighLevel sub-accounts post-import is not a simple re-import and should be designed upfront.

Migration approach

Six steps for a successful Touchdown to HighLevel data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

Touchdown logo

Touchdown

Source

Strengths

  • Lives natively inside Dynamics 365, Power Apps, and Business Central — no third-party sync layer to break.
  • Multi-channel marketing in one suite: email, SMS, landing pages, forms, events, sales automation.
  • European hosting and GDPR-by-design positioning eases EU procurement.
  • Drag-and-drop template builder lowers the cost of running a small marketing team.
  • Entry-level pricing accessible to SMBs migrating off Mailchimp or basic email tools.

Weaknesses

  • No documented public REST API limits non-Microsoft integrations and migration tooling.
  • Feature depth lags enterprise platforms like Marketo, HubSpot Marketing Hub, and Salesforce Marketing Cloud.
  • Tightly coupled to the Microsoft Dynamics ecosystem; standalone use is not a supported deployment.
  • Small public review footprint makes buyer due diligence harder.
  • Pricing beyond the entry tier is not transparently published.
HighLevel logo

HighLevel

Destination

Strengths

  • Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate.
  • Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow.
  • Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship.
  • Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons.
  • Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.

Weaknesses

  • The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover.
  • The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises.
  • Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations.
  • Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment.
  • The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

Complexity grading

How hard is this migration?

Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Touchdown and HighLevel.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    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

    B

    Touchdown doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Touchdown to HighLevel migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Touchdown to HighLevel data migrations

Answers to the questions buyers ask most during Touchdown to HighLevel migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Book a free 30 minute consultation

Most Touchdown migrations land between two and three weeks for accounts under 10,000 Contacts and straightforward segment definitions. The undocumented Touchdown API schema requires a discovery phase of five to ten business days before field mapping can begin, which adds timeline compared to platforms with published APIs. Migrations with large segment definitions, multiple custom field sets, or multi-sub-account GoHighLevel destinations move to five to eight weeks because of schema discovery scope and cross-sub-account reconciliation testing.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Touchdown.
Land in HighLevel, intact.

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