Migrate from Wintouch CRM to HighLevel

Discovery and extraction scoping

We access a live Wintouch CRM instance (or a test environment provided by the customer) to audit the full object inventory: Contacts, Accounts, Activities, Tasks, Leads, pipeline stages, and all custom fields per object. We identify which objects are exportable via the UI CSV export, which require manual extraction, and which cannot be exported programmatically due to no documented API. We document the Wintouch automation triggers, report definitions, and any file attachments by reviewing the application configuration with the customer. The discovery output is a written extraction plan and a GoHighLevel schema design specifying Contact vs Opportunity custom field routing for every Wintouch custom field.

Data extraction from Wintouch

We perform all available CSV exports from Wintouch's UI for Contacts and any other exposed objects. For any objects not exportable via the UI, we work with the customer's Wintouch administrator to produce manual exports or database extracts from the IBM iSeries environment where possible. We normalize all extracted data: AS/400 date formats converted to ISO 8601, address fields standardized, null values handled consistently, and duplicate records identified by email on Contacts. The extraction phase produces a staging dataset ready for transformation.

GoHighLevel schema pre-creation

Before any data loads, we create all GoHighLevel custom fields in the correct object location (Contact custom fields or Opportunity custom fields) based on the classification from discovery. We create the Pipeline and pipeline stages in GoHighLevel mapped to the Wintouch pipeline configuration. We set up any required Tags or folders in GoHighLevel for organizing custom fields. This phase uses GoHighLevel's Settings > Custom Fields interface and the Pipeline builder, deployed into the customer's GoHighLevel sub-account.

Sandbox migration and reconciliation

We run a full migration into GoHighLevel using a parallel or test sub-account where available, or into the production account with a rollback plan. The customer reconciles record counts, spot-checks 20-30 records against the Wintouch source, and validates that custom fields landed in the correct object (Contact vs Opportunity) with correct values. Any mapping corrections are made before the production migration. Owner assignments are validated by matching Wintouch user emails to GoHighLevel user accounts; missing GoHighLevel users go to a reconciliation queue.

Production migration in dependency order

We run production migration in sequence: Contacts (with Company organization and address normalization), followed by Tasks and Activities (with status filtering and date preservation), followed by any Leads, followed by custom field values. Duplicate detection runs on email before each Contact insert. Each phase emits a row-count reconciliation report showing records attempted, inserted, updated, and skipped. We handle batch chunking and retry on any API rate limit responses from GoHighLevel.

Cutover, validation, and automation handoff

We freeze Wintouch writes during cutover and run a final delta migration of any records created or modified during the migration window. We validate the GoHighLevel data against the Wintouch source for record count and field completeness. We deliver the automation inventory document to the customer's admin team covering every Wintouch workflow trigger, the recommended GoHighLevel equivalent, and any notes on configuration. We support a 72-hour hypercare window for reconciliation issues. Workflow rebuilding in GoHighLevel is outside migration scope and is handled by the customer's admin team or a GoHighLevel implementation consultant.