Migrate from Vtiger All-In-One CRM to HighLevel

Vtiger Account records map directly to GoHighLevel Company records. Standard fields (account name, website, phone, industry, address) migrate cleanly. We use Account Name as the dedupe key during import. Account is created before any Contact import so that the relationship lookup is satisfied at Contact insert time. Vtiger's account type (Organization vs Individual) maps to GoHighLevel's company type enumeration.

Vtiger Contact records map directly to GoHighLevel Contact records. Standard fields (first name, last name, email, phone, address) migrate cleanly. We maintain the Contact-to-Account relationship by resolving the Vtiger account_id to the GoHighLevel Company record created in the previous step. Vtiger's custom fields on Contact require field-type mapping—picklists, checkboxes, date fields, and currency fields each map to GoHighLevel's equivalent field types during the transform pass.

Vtiger Potentials map to GoHighLevel Opportunities. Sales Stage from Vtiger maps to a GoHighLevel pipeline stage. The Vtiger pipeline assignment (if the customer uses multiple deal pipelines) maps to a GoHighLevel pipeline via pipeline name matching. Amount, Close Date, and Probability migrate to GoHighLevel's monetary fields and date fields. Owner resolution is by email match against GoHighLevel users.

Each Vtiger deal pipeline becomes a GoHighLevel pipeline with corresponding stage values. Vtiger pipeline stage order and probability percentages map to GoHighLevel stage order and probability fields. GoHighLevel's stage-driven automation triggers are built on these stage assignments, so accurate mapping here is critical for the customer's post-migration automation rebuild.

Vtiger Help Desk Tickets map to GoHighLevel Tickets. Ticket Status (Open, Pending, Closed) maps to GoHighLevel pipeline stages; Ticket Priority (High, Medium, Low) maps to GoHighLevel priority enumeration. Assigned agent migrates by email resolution to the GoHighLevel user. Related Contact linkage preserves the customer context. Note that GoHighLevel's Tickets module does not have Vtiger's round-robin assignment rules—these must be rebuilt as GoHighLevel automations post-migration.

Vtiger Products with pricing and stock information map to GoHighLevel Products. Product pricing (unit price, cost) migrates to GoHighLevel's price fields. Note that Vtiger bundles Products under the Inventory module—if Inventory is disabled in Vtiger, Products may not exist in the export, and we flag this during discovery. GoHighLevel Products do not track stock quantities, so any Vtiger stock information is noted in a custom field rather than a native field.

Vtiger Quotes map to GoHighLevel Estimates. Line items (products and quantities) migrate to Estimate line items. Quote status (Draft, Sent, Accepted, Rejected) maps to GoHighLevel Estimate status. However, Vtiger Quotes require the Inventory module to be active—if the source account has Inventory disabled, the Quotes module is unavailable and Quote records will not exist in the export. We check module configuration during discovery and advise the customer to enable Inventory before export or note the scope exclusion.

Vtiger Sales Orders migrate to GoHighLevel Orders or remain as GoHighLevel Estimates marked Accepted depending on the customer's post-migration workflow preference. Sales Orders carry line items, totals, and status, and they require Products to exist in the destination first. We sequence Products before Sales Orders in the import order to maintain referential integrity. Vendor linkage from Vtiger Purchase Orders maps to GoHighLevel custom fields since GoHighLevel does not have a native vendor object.

Vtiger Projects with task dependencies and milestones have no native GoHighLevel equivalent. We assess the customer's use of Projects during discovery. For project-tracking-heavy customers, we recommend a GoHighLevel Custom Object (with CSV import support) to replicate the project record structure, including task hierarchy as a linked custom object. For customers using Projects as a deal-related tracking tool, we map them to Opportunities with a project status custom field.

Vtiger custom fields on all objects are fully supported but require field-type mapping—Vtiger picklists, checkboxes, date fields, currency fields, and text fields must align with GoHighLevel field types. We generate a field-type comparison table during discovery and handle the transform during the migration pass. Vtiger module layout design (field ordering, block creation) does not migrate; GoHighLevel's field layout is determined by the form editor post-migration.

Vtiger exports attachments as individual files per record with no bulk download option in the standard UI. For migrations with more than 500 attachments, we stage files in object storage and re-associate them with their parent records after the primary data import completes. This adds a step to the migration timeline and requires the customer to provision adequate GoHighLevel storage.