Pipedrive to GoHighLevel Migration

/ CRM, GHL / By

Pipedrive to GoHighLevel Migration Guide

If you are moving from Pipedrive to a new CRM, you might already be familiar with tools like ClickUp for managing workflows. This step-by-step guide shows you exactly how to export your data from Pipedrive and import it into GoHighLevel using CSV files, so you can keep your pipeline, contacts, and activities organized without data loss.

This guide is based on the official migration process and will help you carefully move your pipeline stages, deals, people, organizations, and activities into GoHighLevel in a structured, repeatable way.

Before You Start with GoHighLevel Migration

Before importing anything into GoHighLevel, prepare your Pipedrive account and files. Good preparation reduces errors and makes your CRM transition smoother.

  • Confirm you have admin or sufficient permissions in Pipedrive.
  • Ensure your pipelines and stages in Pipedrive are up to date.
  • Decide which data you really need to move (active pipeline only, or also lost deals, archived data, etc.).
  • Log in to your GoHighLevel account and confirm you have access to Settings > Contacts > Import.

Step 1: Export Pipeline Stages from Pipedrive

Your first task is to get a clear list of pipeline stages from Pipedrive so you can recreate or map them in GoHighLevel.

  1. Open your Pipedrive account.
  2. Go to Deals and locate the pipeline you want to migrate.
  3. Copy or note down the exact pipeline stage names and their sequence.

In many migrations, you will manually recreate these pipeline stages inside GoHighLevel so that deals imported later will align logically with your CRM workflow.

Recreate Pipeline Stages in GoHighLevel

Once you have a list of stages from Pipedrive, set them up inside GoHighLevel:

  1. Log in to your GoHighLevel account.
  2. Navigate to the appropriate Sub-Account or workspace where you want the pipeline.
  3. Go to Settings and locate the section for Pipelines or Opportunities.
  4. Create a new pipeline and add each stage name exactly as it appears in Pipedrive (or adjusted to your new naming convention).

Aligning stage names now ensures that when you import deals later into GoHighLevel, they can be mapped correctly and your sales team recognizes each stage.

Step 2: Export Pipedrive Deals to CSV

The next step is exporting your deals from Pipedrive so they can be imported to GoHighLevel. Deals include information such as title, value, status, pipeline stage, owner, and custom fields.

  1. In Pipedrive, go to the Deals view.
  2. Use filters to select the deals you want to migrate (for example, all open deals or deals from a specific pipeline).
  3. Click on the More or Export option (depending on your interface version).
  4. Choose Export to CSV.
  5. Save the CSV file to your computer and name it clearly, such as pipedrive_deals.csv.

Make sure this CSV includes the key columns you want to map in GoHighLevel, such as deal title, contact name, organization, pipeline stage, value, and status.

Prepare Deal CSV for GoHighLevel

Before importing, open the CSV in a spreadsheet tool and review it:

  • Check for blank or duplicate rows.
  • Confirm date formats are consistent.
  • Ensure that column headers are clear and meaningful.
  • If needed, split combined data into separate columns to match GoHighLevel fields.

A clean CSV will make the GoHighLevel mapping process faster and reduce import errors.

Step 3: Export People and Organizations

You will also need to move your people and organizations so that deals in GoHighLevel can be linked to the correct records.

Export People from Pipedrive

  1. In Pipedrive, navigate to the Contacts or People section.
  2. Filter the list if required (for example, only active clients or all contacts).
  3. Use the Export option and select CSV.
  4. Save the file, for example, pipedrive_people.csv.

Verify that important fields like name, email, phone, and owner are included. You will later map these into GoHighLevel contact fields.

Export Organizations from Pipedrive

  1. Go to the Organizations section in Pipedrive.
  2. Apply any filters you need.
  3. Export the list as a CSV.
  4. Save it (for example, pipedrive_organizations.csv).

Include fields such as organization name, address, website, and any other details you plan to use inside GoHighLevel.

Step 4: Export Activities and Notes

Activities and notes often contain crucial context about your deals and relationships. Export them as CSV so they can be referenced or imported into GoHighLevel.

  1. In Pipedrive, open the Activities section.
  2. Filter by date range, owner, or status if you only want recent or open activities.
  3. Export activities to CSV and save the file.
  4. If your Pipedrive plan supports it, also export notes associated with deals and contacts.

These CSV files can be imported into GoHighLevel as tasks, notes, or custom objects depending on how you configure your account and mappings.

Step 5: Import Contacts into GoHighLevel

Next, bring your people and organizations into GoHighLevel so deals can be linked properly.

Import People as Contacts in GoHighLevel

  1. Log in to GoHighLevel.
  2. Select the correct Sub-Account where you want the data.
  3. Go to Contacts.
  4. Click Import and upload your pipedrive_people.csv.
  5. Map each column from the CSV to a GoHighLevel field (for example, Name to Full Name, Email to Email, Phone to Phone).
  6. Confirm and run the import.

When mapping, be sure to match any custom fields you used in Pipedrive with existing or newly created custom fields in GoHighLevel.

Import Organizations into GoHighLevel

If you manage companies or accounts separately, you may want to import organizations too.

  1. Prepare your pipedrive_organizations.csv.
  2. From your GoHighLevel account, use the import function for contacts or accounts (depending on your structure).
  3. Map organization names, addresses, websites, and other relevant fields.
  4. Complete the import and validate that organizations appear as expected.

Step 6: Import Deals into GoHighLevel

Now that your contacts exist, you can import deals (opportunities) into GoHighLevel and map them to the correct pipeline and stage.

  1. Open GoHighLevel and go to the relevant Sub-Account.
  2. Navigate to the Opportunities or Pipelines section.
  3. Click Import and upload your pipedrive_deals.csv.
  4. Map CSV columns to GoHighLevel fields such as:
  • Deal title → Opportunity name
  • Value → Opportunity value
  • Status → Opportunity status
  • Pipeline stage → Pipeline stage field in GoHighLevel
  • Contact or organization → Related contact field (using email or unique identifier)

Review the mapping carefully so that each deal lands in the right stage of your GoHighLevel pipeline and is attached to the correct contact or company.

Step 7: Import Activities and Notes into GoHighLevel

Finally, move your activities and notes so your team does not lose historical context.

  1. Prepare your activities CSV exported from Pipedrive.
  2. In GoHighLevel, go to the section where you manage tasks, activities, or notes.
  3. Use the import feature (if available) to upload your CSV.
  4. Map columns such as subject, due date, type, owner, and related deal or contact.
  5. Repeat a similar process for notes, mapping them to note or comment fields in GoHighLevel.

If GoHighLevel does not support direct import for certain activity types in your plan, you can still retain the CSV files as an archive or selectively add critical activities manually.

Troubleshooting Your GoHighLevel Migration

After importing, you may need to fix mapping issues or missing relationships. Here are common items to review:

  • Verify that all required fields were mapped before the import.
  • Check a sample of records (contacts, deals, and activities) in GoHighLevel to ensure data looks correct.
  • Confirm pipeline stages match those originally configured in Pipedrive.
  • Look for duplicate contacts or deals and merge them where necessary.
  • Re-run imports for specific datasets if you find major issues, after cleaning the CSVs.

If needed, consult with CRM migration specialists or your internal technical team to validate data integrity in GoHighLevel.

Additional Resources for GoHighLevel Users

For deeper optimization of your new CRM setup, training, or automation design, you can work with a professional implementation partner. For example, Consultevo offers strategy and technical configuration services for marketing and sales platforms.

You can also review the original reference documentation for this process at the official help center: Pipedrive to HighLevel migration guide.

Once your migration is complete, use GoHighLevel reports and dashboards to confirm that your data is flowing correctly, then gradually introduce automation, pipelines, and campaigns to make the most of your new CRM environment.

Need Help With ClickUp?

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

Scale GoHighLevel

“`