HubSpot to GoHighLevel Migration

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HubSpot to GoHighLevel Migration Guide

If you are moving from HubSpot and tools like ClickUp to consolidate sales and marketing operations, this step-by-step guide will help you migrate your data into GoHighLevel safely and efficiently. Follow the process carefully to avoid data loss and to ensure your new CRM is set up correctly.

This tutorial is based on the official migration instructions and walks you through exporting from HubSpot, preparing files, importing into your new CRM, and configuring key features.

Before You Migrate to GoHighLevel

Before importing anything, review what data you actually need from HubSpot. Common datasets include:

  • Contacts and companies
  • Deals and stages
  • Owners/users
  • Notes and activities (where exportable)

Also decide which parts of your workflow should be rebuilt inside GoHighLevel rather than copied as-is. This is an opportunity to clean your data and simplify processes.

Step 1: Export Required Data from HubSpot

Start by exporting the key objects from your existing CRM. In HubSpot, you can export most of the needed records as CSV files.

Export contacts from HubSpot

  1. Open your HubSpot account and go to the Contacts section.
  2. Use filters to select the contacts you want to move.
  3. Click the export option and choose CSV as the format.
  4. Include important fields such as: name, email, phone, company, lifecycle stage, owner and any custom fields you plan to recreate in GoHighLevel.

Export companies and deals

  1. Navigate to Companies and repeat the export process.
  2. For Deals, export with columns that indicate deal name, amount, pipeline, stage, close date, and associated contact or company.
  3. Make sure relationship fields (such as associated contact IDs or emails) are included so you can match them during the import process.

Export owners and other reference data

If possible, export your list of owners or users from HubSpot so you can map them to users inside your new CRM account. This helps preserve who is responsible for each contact, company or deal.

Step 2: Prepare CSV Files for GoHighLevel

Once you have all necessary CSV files, prepare them before importing into your new environment.

Clean and normalize your data

  • Remove obvious duplicates.
  • Fix inconsistent formatting (phone numbers, names, countries).
  • Check for missing required fields such as email addresses for primary contact records.

Clean data will import more smoothly and will improve reporting accuracy after migration.

Align columns with GoHighLevel fields

Review the default fields inside your CRM and match them with the columns in your CSV files. You may need to:

  • Rename column headers to match standard fields like First Name, Last Name, Email, Phone.
  • Create extra columns for data that you will convert into custom fields.
  • Split combined fields, such as a full name column, into first and last name fields.

Planning the mapping now will save time during the import steps in the GoHighLevel interface.

Step 3: Import Contacts into GoHighLevel

With clean CSV files, you are ready to use the built-in import feature.

Use the contacts import wizard

  1. Log in to your account and open the Contacts area.
  2. Locate the Import function and upload your contacts CSV.
  3. Map each imported column to the appropriate field in GoHighLevel, including any custom fields you created to match HubSpot data.
  4. Review duplicate handling settings to decide whether to update existing records or create new ones.
  5. Start the import and wait for the process to finish before beginning another.

After the import completes, spot-check several contacts to confirm that names, emails, phone numbers, and owners are all correct.

Step 4: Set Up Pipelines and Deals in GoHighLevel

To recreate your sales process, you will need to configure pipelines before importing deals.

Recreate deal stages

  1. Open the Opportunities or pipelines configuration area.
  2. Create a pipeline that reflects your HubSpot sales process.
  3. Add stages with clear names that match or replace your previous stages.
  4. Set probabilities or other relevant settings if available.

Aligning pipeline stages makes it easier to compare historical performance before and after moving to the new platform.

Import deals and link them to contacts

  1. Open the deals import tool in your GoHighLevel account.
  2. Upload the CSV file that contains your HubSpot deals.
  3. Map fields such as deal name, value, stage, pipeline, and close date.
  4. Use a unique identifier (typically email or a contact ID) to associate each deal with the right contact or company.
  5. Run the import and verify that deals appear in the correct stages of your pipeline.

Step 5: Configure Users and Permissions in GoHighLevel

Once data has been imported, configure your internal team structure.

Create users and assign roles

  1. Add each team member as a user in your CRM account.
  2. Assign appropriate roles and permissions that reflect sales, marketing, or admin responsibilities.
  3. Match imported owners from HubSpot with the correct user accounts so that contacts and deals show the right owner.

After configuration, ask your team to log in and confirm that they can see only the records and pipelines that are relevant to their role.

Step 6: Verify Data After Migration

Data verification is critical before you fully retire HubSpot.

Check key record types

  • Review a sample of contacts, companies, and deals.
  • Confirm that notes or important fields were carried over where possible.
  • Ensure that stages and owners are accurate.

Compare record counts between HubSpot and GoHighLevel for contacts and opportunities to identify any major discrepancies.

Test everyday workflows

  • Create a test contact and track it through your pipeline.
  • Send a test email, text, or workflow automation if configured.
  • Verify that reporting dashboards reflect imported and new data correctly.

Helpful Resources for GoHighLevel Users

For further configuration tips and optimization strategies, you can explore specialist resources such as Consultevo for implementation help and strategic guidance.

You can also review the original migration instructions at the official help center here: HubSpot to HighLevel Migration Guide. This reference is useful if you want to double-check field behavior or supported object types.

Final Checks Before Leaving HubSpot

Before cancelling or downgrading your old CRM subscription, make sure that:

  • All active deals and contacts are present in your new system.
  • Team members are trained inside the GoHighLevel interface.
  • Critical automations, such as lead capture and follow-up sequences, are recreated and tested.
  • Backups or exports of historic data are stored safely in case you need them later.

Following these steps will help you complete a structured, low-risk transition from HubSpot into GoHighLevel and allow your team to resume operations with minimal disruption.

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