Zoho to GoHighLevel Migration

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Zoho to GoHighLevel Migration Guide

Moving your CRM from Zoho to GoHighLevel can feel as complex as switching from ClickUp to a new project management suite, but with the right steps you can migrate smoothly and protect your data. This guide walks you through exporting records from Zoho and importing them into GoHighLevel so your team can keep working without disruption.

Follow the instructions carefully, validate your CSV files, and test your data before going live. The process is straightforward once you understand which fields you need and how they map into your new CRM.

Before You Start: Prepare for GoHighLevel Migration

Preparation is key to a successful move from Zoho to GoHighLevel. A few checks before touching any data will help you avoid errors or missing records later.

  • Confirm admin access in both Zoho and GoHighLevel.
  • Decide the time window for historical data (e.g., last 12–24 months).
  • Inform your team of the migration window and any expected downtime.
  • Back up Zoho data before making changes.

You should also review your existing Zoho modules and decide which ones you want to replicate inside GoHighLevel, such as Leads, Contacts, Accounts, and Deals.

Step 1: Export Data from Zoho for GoHighLevel

The first step is to export your information from Zoho in CSV format so GoHighLevel can read and import it correctly.

1.1 Export Zoho Contacts

  1. Log in to your Zoho CRM account.
  2. Navigate to the Contacts module.
  3. Use filters to select the contacts you want to migrate (for example, all active contacts).
  4. Click the More options or settings menu in the Contacts list view.
  5. Select Export and choose CSV as the format.
  6. Download and save the CSV file with a clear name, such as zoho-contacts.csv.

Review the file to ensure important fields such as name, email, phone, and company are present and labeled correctly for mapping into GoHighLevel.

1.2 Export Zoho Leads

  1. Go to the Leads module in Zoho.
  2. Apply filters (e.g., open leads, current pipeline only).
  3. Open the More menu and choose Export.
  4. Select CSV and export the records.
  5. Save the file, for instance as zoho-leads.csv.

Keep your lead CSV separate from contacts so you can choose how to import them into GoHighLevel (as contacts, opportunities, or based on your new pipeline structure).

1.3 Export Zoho Accounts and Deals

If you track organizations and sales opportunities in Zoho, export both Accounts and Deals so they can be recreated in GoHighLevel.

  1. Export Accounts in CSV format from the Accounts module.
  2. Export Deals or Potentials from the Deals module in CSV format.
  3. Verify that each deal contains a unique identifier or a related contact/account reference you can later map into GoHighLevel.

Keeping a consistent naming convention across files will make the later import steps easier.

Step 2: Clean and Prepare Your CSV Files

Before importing into GoHighLevel, clean your CSV files to prevent failed imports or jumbled data.

  • Remove duplicate records based on email or phone number.
  • Standardize phone number formats (e.g., +1 555-555-5555).
  • Ensure mandatory fields like first name and email are not empty for essential contacts.
  • Delete irrelevant columns that you do not plan to map into GoHighLevel.
  • Fix inconsistent capitalization (e.g., company names and contact names).

Prepare a quick mapping document that shows how Zoho fields correspond to fields in GoHighLevel. This speeds up the import process and reduces mistakes.

Step 3: Import Contacts into GoHighLevel

With your Zoho CSVs ready, you can now move contacts into GoHighLevel using the built-in import tool.

3.1 Access the Import Tool in GoHighLevel

  1. Log in to your GoHighLevel account.
  2. Navigate to the Contacts section.
  3. Click the option to Import Contacts or upload a CSV file.
  4. Select your cleaned zoho-contacts.csv file.

GoHighLevel will prompt you to match each CSV column to a contact field in the system.

3.2 Map Fields from Zoho to GoHighLevel

Accurate field mapping ensures that information from Zoho lands in the right place inside GoHighLevel.

  • Map First Name, Last Name, Email, and Phone to their equivalents.
  • Connect the Zoho Company or Account Name field to a suitable company or custom field in GoHighLevel.
  • Map Lead Source, Status, or Owner to appropriate custom fields, tags, or pipeline stages.
  • Use custom fields in GoHighLevel to store any extra data you want to keep from Zoho.

When you are satisfied with the mapping, confirm and run the import. Depending on file size, this may take several minutes.

3.3 Validate Imported Contacts

  1. After the import completes, open the Contacts list in GoHighLevel.
  2. Filter or search for a few sample contacts you recognize from Zoho.
  3. Compare key fields such as email, phone, and company between Zoho and GoHighLevel to confirm accuracy.

If you notice mapping issues, you can adjust your CSV or mapping configuration and re-import for a subset of records until the output is consistent.

Step 4: Import Deals and Pipelines into GoHighLevel

When contacts are in place, you can migrate your open deals so your sales team can continue tracking opportunities inside GoHighLevel.

4.1 Prepare Deals for GoHighLevel

Before you import deals, make sure:

  • Each deal row has a reference to the related contact or account (such as email or a unique ID).
  • Stage names in Zoho are documented so you can align them with pipeline stages in GoHighLevel.
  • Closed or lost deals are clearly marked if you plan to import them only for reporting.

4.2 Import Deals as Opportunities

  1. In GoHighLevel, go to the Opportunities or Pipeline section.
  2. Look for the option to Import or upload a CSV of deals.
  3. Select your prepared zoho-deals.csv file.
  4. Map fields like Deal Name, Amount, Stage, Close Date, and related contact fields.
  5. Run the import and then open your pipeline boards to review the results.

Verify that deals are attached to the correct contacts in GoHighLevel and appear in the correct stages.

Step 5: Migrate Notes and Additional Data into GoHighLevel

Notes, activity history, and other contextual information from Zoho can be extremely valuable for your team once they start using GoHighLevel.

5.1 Export Notes from Zoho

  1. Locate the Notes or related activity module in Zoho.
  2. Export notes to CSV, ensuring you include fields like note content, created date, and related record (contact, lead, or deal).
  3. Save the file and check that each note clearly references the correct contact or deal.

5.2 Import Notes into GoHighLevel

GoHighLevel allows you to store notes on contact records. Depending on your account configuration, you may need to:

  • Use a built-in import mechanism aimed at notes or activity logs, or
  • Leverage an integration or automation that reads your notes CSV and attaches notes to the right contact IDs.

Keep the relationship between contact email or unique identifier and the note record consistent so your import process can attach each note to the correct person or opportunity.

Step 6: Test Your GoHighLevel Setup After Migration

Once your main data sets are imported, test your GoHighLevel environment thoroughly before you switch your whole team over.

  • Open several contacts and verify personal details, tags, and custom fields.
  • Review a sample of deals to ensure stages, values, and close dates are correct.
  • Check that notes and historical context appear where expected.
  • Run basic reports to compare counts of contacts and deals between Zoho and GoHighLevel.

If anything looks off, make targeted corrections to your CSV files and repeat the import for only the affected segments.

Step 7: GoLive, Training, and Ongoing Optimization in GoHighLevel

After confirming the integrity of your migration, you can move fully into GoHighLevel and begin optimizing workflows.

  1. Set a final cutover date when your team will stop using Zoho.
  2. Provide basic training on navigating contacts, pipelines, and notes in GoHighLevel.
  3. Update forms, integrations, and automations to create new records directly in GoHighLevel instead of Zoho.
  4. Monitor data quality during the first few weeks and adjust field mappings or custom fields as needed.

Over time, you can take advantage of GoHighLevel features such as automation workflows, funnels, and campaigns to further streamline your CRM processes.

Additional Resources for Your GoHighLevel Migration

To dive deeper into this migration process and confirm details directly from the source, review the original documentation here: Zoho to HighLevel migration guide.

If you need expert help planning, executing, or troubleshooting your move to GoHighLevel, you can also consult a specialist team at Consultevo for strategy, implementation, and optimization support.

By following the steps above and validating each import carefully, you can confidently move from Zoho to GoHighLevel and ensure that your contacts, deals, and notes remain accurate, complete, and ready for your next stage of growth.

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