Migrate from Tubular CRM to HighLevel

Discovery and export readiness assessment

We audit the customer's Tubular CRM setup: tier (Pro or Enterprise), record counts across Contacts, Companies, Deals, Leads, Tags, Tasks, and Activity history, and active Deal Stage Triggers and Email Templates. On Pro, we confirm the customer's ability to download CSV exports in the correct dependency order. On Enterprise, we test API connectivity and request credentials to verify which endpoints are reachable. The discovery output is a written migration scope, a GoHighLevel pipeline design recommendation, and a confirmed export schedule for Pro-tier accounts.

GoHighLevel pipeline and schema design

We configure the GoHighLevel destination account before any data arrives. This includes creating the Pipeline with stages matching Tubular's deal stages, provisioning custom fields for any Tubular custom properties (Lead Builder fields, DNA-enriched data), and setting up Tags. We design the Lead-to-Contact consolidation rule: all Tubular Leads merge into GoHighLevel Contacts unless the customer explicitly requests a separate lead funnel. GoHighLevel's pipeline builder is accessed via Settings > Opportunities > Pipelines.

CSV export coordination (Pro) or API extraction (Enterprise)

On Pro, we provide the customer with an export checklist specifying the file to download, the records to include, and the order (Companies/Contacts first, then Deals, then Activities). We validate each CSV file on receipt for row counts, column headers, and relational integrity (Deal-to-Contact foreign keys). On Enterprise, we attempt API extraction for each object, falling back to CSV wherever the undocumented API schema cannot be verified against Tubular's actual response structure.

Data transformation and deduplication

We transform Tubular field names to GoHighLevel field equivalents and apply the Lead-to-Contact merge. Email addresses serve as the primary dedupe key for Contacts. Owner emails from Tubular are mapped to GoHighLevel User references, with any unresolved owners flagged for the customer to provision before record import resumes. Tags are extracted as flat label arrays and held for application during import.

Staged import into GoHighLevel

We import in dependency order: Companies first (to satisfy lookups), then Contacts (with CompanyId resolved), then Opportunities (with ContactId and Pipeline Stage resolved), then Tags (applied to the correct Contact and Opportunity records by external ID), then Tasks and Activity history. Each phase emits a row-count reconciliation report before the next phase begins. We use GoHighLevel's bulk import UI and API endpoints with batch sizing appropriate to the record volume.

Cutover, validation, and automation inventory handoff

We freeze Tubular writes during cutover, run a final delta migration of any records modified during the migration window, then enable GoHighLevel as the system of record. We validate record counts, spot-check 20-30 records against the source CSV, and confirm pipeline stage distribution. We deliver the Deal Stage Trigger and Email Template inventory document to the customer's admin for GoHighLevel Workflow rebuild. We do not rebuild Tubular automations as GoHighLevel Workflows inside the migration scope; that is a separate configuration engagement.