Migrate from WORKetc to HighLevel

WORKetc Contact records map directly to GoHighLevel Contact records. Standard fields (First Name, Last Name, Email, Phone, Address) migrate as typed fields. Lifecycle information (Lead status, conversion date) maps to GoHighLevel Contact custom fields. WORKetc's lifecycle stage is preserved in a custom field wtl_original_lifecycle__c for audit. Owner assignment resolves by email match against GoHighLevel user accounts.

WORKetc Company records map to GoHighLevel Contact records with the company name populated in the Company field. The Contact-Company relationship is preserved by setting the Company field value on each related Contact record during migration. Company-level custom fields migrate as GoHighLevel Contact custom fields.

WORKetc Lead records require a split decision based on lifecycle stage. Leads with status indicating early-stage (New, Contacted) map to GoHighLevel Contacts in a designated pipeline. Leads with later-stage status (Proposal, Negotiation) map to GoHighLevel Opportunities with the related Contact attached. We apply the split rule at migration time using WORKetc's lead_status and lead_score properties, and preserve the original WORKetc lead source in a custom field.

WORKetc Deals map to GoHighLevel Opportunities. The dealstage property maps to a GoHighLevel Pipeline stage. Amount, probability, and close date transfer directly. Closed-Lost and Closed-Won statuses map to GoHighLevel Opportunity status values. Deals without an associated Company resolve to a placeholder Company record created during migration.

WORKetc Project records with active stage-weight configuration map to GoHighLevel Opportunities with a custom Project Detail custom object attached. Each WORKetc Project Stage (with its weight percentage) becomes a GoHighLevel Task linked to the Opportunity, with task names preserving the original stage names. Stage weights are stored as GoHighLevel custom fields (stage_weight_pct__c) for reference. Projects without stage-weight configuration map as Opportunities with standard task lists.

WORKetc Tickets migrate to GoHighLevel as Opportunities with a Ticket custom object attached, or as a standalone Ticket custom object if the customer uses GoHighLevel's native support ticket features. Ticket status, priority, and linked customer and project references migrate. Conversation threads migrate as Notes attached to the Ticket record. We map WORKetc ticket priority (Low, Medium, High, Urgent) to GoHighLevel custom priority fields.

WORKetc Invoice records migrate as GoHighLevel Opportunity custom field data (invoice number, amount, status) rather than native billing records because GoHighLevel does not include a billing module. Invoice line items with product, quantity, and price migrate as Opportunity custom field blocks or as a separate Invoice Line Item custom object. Payment history and linked bank transaction records require separate export and are noted as outside standard migration scope.

WORKetc full User records (not Contractor Portal users) map to GoHighLevel User accounts by email match. Role and permission level from WORKetc map to GoHighLevel team roles where applicable, but permission structures rarely map 1:1 and are noted in the migration report for admin review. Active/inactive status transfers to GoHighLevel User active flag.

WORKetc Contractor Portal users are a separate identity class that has no direct GoHighLevel equivalent. We map contractor users to GoHighLevel Contact records with a custom field contractor_flag__c set to true. Contractor email addresses, names, and any associated company link migrate as Contact data. Contractor-specific permissions and portal access notes are included in the migration report for the customer to handle via GoHighLevel's access controls.