Salesforce to GoHighLevel Migration

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Salesforce to GoHighLevel Migration Guide

If your team is moving from Salesforce to a new CRM, this step-by-step guide will help you complete a smooth migration into GoHighLevel. While tools like ClickUp can manage project tasks around your transition, this article focuses specifically on planning, exporting, preparing, and importing your CRM data from Salesforce into your new GoHighLevel environment.

Follow the steps carefully to avoid lost records, broken pipelines, and permission issues during your CRM changeover.

Before You Move From Salesforce to GoHighLevel

Before changing platforms, review your current Salesforce setup and confirm what you truly need to bring into GoHighLevel. Migrating only clean, relevant data will save time and reduce confusion for users.

Clarify Objectives for Your GoHighLevel Migration

Start by defining why you are switching and what success looks like:

  • Decide which teams will use GoHighLevel (sales, marketing, support, or all).
  • List the Salesforce features you rely on most (leads, opportunities, tasks, reports, etc.).
  • Identify which features GoHighLevel will replace or improve.
  • Set a hard cutover date when teams will stop using Salesforce.

Audit Your Salesforce Data

An audit ensures you move only high-quality data into GoHighLevel:

  • Review objects in use: Leads, Contacts, Accounts, Opportunities, Tasks, Events, and custom objects.
  • Identify fields that are no longer needed.
  • Locate duplicate or incomplete records.
  • Note any automation that creates or updates records.

Document everything in a shared place so all stakeholders understand what is included in the move to GoHighLevel.

Step 1: Export Your Data From Salesforce

Use Salesforce export tools to download your data before importing it into GoHighLevel.

Use Salesforce Data Export

  1. Log in to Salesforce with an administrator account.
  2. Go to Setup > Data Export (or Data Management > Data Export depending on your edition).
  3. Choose Export Now or schedule an export.
  4. Select all standard objects you plan to move into GoHighLevel (for example: Leads, Contacts, Accounts, Opportunities).
  5. Include attachments and files if required by your process.
  6. Start the export and wait for Salesforce to prepare the download.
  7. Download the generated ZIP files and extract the CSV files to a secure location.

Alternative: Use Salesforce Reports

If Data Export is not available or you want more control over specific datasets:

  1. Create a report for each object you want to migrate.
  2. Include all required fields to map into GoHighLevel.
  3. Apply filters to remove junk or old data.
  4. Click Export and choose a CSV format.
  5. Save each CSV with a clear name, such as Leads.csv or Contacts.csv.

Step 2: Clean and Prepare Data for GoHighLevel

Clean data is critical for a successful GoHighLevel import. Work on your CSV files in a spreadsheet editor before uploading them.

Standardize Field Values

In your CSV files:

  • Ensure names follow a consistent format (for example, First Name and Last Name in separate columns).
  • Standardize phone numbers with country codes where possible.
  • Unify state and country values (two-letter codes or full names, not mixed).
  • Clean email addresses and remove obvious invalid entries.

Remove Duplicates and Junk Records

To avoid cluttering GoHighLevel:

  • Sort by email or phone and manually scan for duplicates.
  • Remove inactive test records or outdated sample data.
  • Drop records missing essential fields, such as both name and email.

Map Salesforce Fields to GoHighLevel Fields

Plan how each column in Salesforce will match fields inside GoHighLevel:

  1. List your Salesforce fields (for example: Lead Source, Rating, Account Name, Opportunity Stage).
  2. Compare them with the standard fields available in GoHighLevel for Contacts, Opportunities, and Pipelines.
  3. Decide which Salesforce fields will become custom fields in GoHighLevel.
  4. Rename your CSV headers to match the field names you plan to use in GoHighLevel to simplify import mapping.

Keep a copy of this mapping document as a reference for team training and troubleshooting later.

Step 3: Configure GoHighLevel Before Import

Set up your environment in GoHighLevel before you bring in Salesforce records. This ensures the data lands in the right place from the beginning.

Set Up Users and Permissions in GoHighLevel

To keep access under control:

  • Create user accounts for all team members who will work in GoHighLevel.
  • Define roles and permissions based on how access was handled in Salesforce.
  • Limit admin rights to only a few trusted users conducting the migration.

Create Pipelines and Stages in GoHighLevel

  1. Review your Salesforce Opportunity stages and sales process.
  2. In GoHighLevel, create one or more pipelines that reflect your sales or fulfillment workflow.
  3. Add stages that match or improve on your Salesforce stages.
  4. Document how old Salesforce stages map to the new GoHighLevel pipeline stages.

Add Custom Fields in GoHighLevel

If your Salesforce data includes unique information:

  • Create matching custom fields in GoHighLevel before importing.
  • Align field types (text, number, date, dropdown) with the data in your CSV files.
  • Keep naming clear and consistent for user adoption.

Step 4: Import Salesforce Data Into GoHighLevel

Once your structure is ready, you can upload your cleaned CSV files into GoHighLevel.

Import Contacts and Companies Into GoHighLevel

  1. Sign in to your GoHighLevel account.
  2. Navigate to the Contacts section.
  3. Choose the option to Import and upload your Contacts CSV exported from Salesforce.
  4. Map each CSV column to the correct GoHighLevel field (name, email, phone, company, custom fields, etc.).
  5. Confirm the mapping and run a test import with a small batch first.
  6. Check the imported records for accuracy, then proceed with the full import.

Import Opportunities and Pipelines Into GoHighLevel

If you tracked Opportunities or deals in Salesforce:

  1. Prepare a CSV file that includes contact references, deal names, values, and stages.
  2. In GoHighLevel, go to your pipeline or opportunities area.
  3. Use the import option to upload your deals CSV.
  4. Map Salesforce stages to the appropriate GoHighLevel pipeline stages.
  5. Verify that each deal is associated with the correct contact or company.

Validate Imported Data in GoHighLevel

After each import:

  • Spot-check multiple records across different segments.
  • Confirm fields are populated correctly and in the right format.
  • Verify that ownership and permissions look as expected.

Fix problems immediately so they do not spread as more data is imported into GoHighLevel.

Step 5: Post-Migration Checks and Optimization in GoHighLevel

Once the initial migration from Salesforce is complete, run final checks and set up automation to use GoHighLevel effectively.

Run Quality Assurance on Your GoHighLevel Data

  • Ask key users to verify their accounts, contacts, and pipelines.
  • Compare sample reports from Salesforce to similar views in GoHighLevel.
  • Confirm that notes, tasks, and other history migrated as expected (if included in your export).

Set Up Automation and Workflows in GoHighLevel

Rebuild or enhance the automations you relied on in Salesforce:

  • Configure automated follow-ups for leads and opportunities.
  • Set triggers for status changes in pipelines.
  • Create nurture sequences and campaigns where needed.

Document these workflows so your team understands how GoHighLevel now supports daily activities.

Train Your Team on GoHighLevel

Successful migration is not only technical; users must be comfortable with the new system:

  • Provide a clear overview of how GoHighLevel replaces Salesforce features.
  • Share quick-start guides or short training sessions.
  • Explain any naming changes, new pipelines, or custom fields.
  • Set a date after which Salesforce will be read-only or fully retired.

Additional Resources for Your GoHighLevel Setup

To deepen your configuration and strategy, you can work with consultants who specialize in this platform. For example, Consultevo offers services around CRM implementation, automation, and optimization that can complement your migration plan.

For official details and any updates to the migration process, always refer to the original Salesforce to GoHighLevel migration guide provided by the platform: Salesforce to HighLevel Migration Guide.

By planning carefully, cleaning your Salesforce data, configuring structures in GoHighLevel first, and testing every import, you can complete a safe and efficient transition for your entire organization.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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