Guide, migration
Migrate from HubSpot to GoHighLevel
GoHighLevel has a native HubSpot importer. It connects to your HubSpot account and moves contacts, deals, companies, notes, tasks, emails, pipelines and custom properties. Deals become opportunities. Calculated fields arrive as plain text, and recurring tasks stay behind. Test it in a non-production location first, then review the error list.
Last updated
What maps to what?
| HubSpot | GoHighLevel | Notes |
|---|---|---|
| Contacts | Contacts | Standard and custom properties, notes and emails |
| Deals | Opportunities | Pipelines and stages come across |
| Companies | Companies | Properties and associations |
| Properties | Custom fields | Mapped by key |
| Calculated fields | Single line text | They stop calculating |
| Emails | Emails | Read only after import |
What does not come across?
- Recurring tasks
- Opportunities with no associated contact
- Notes linked to companies
- Some associations, because of platform limits
- File attachments can cause errors, so plan to re-attach them by hand
How do you run the import?
- 1Use a clean account where possible, with English as the account language.
- 2Turn on Allow duplicates for contacts and opportunities. Turn de-duplication back on afterwards.
- 3Open Import on Contacts, Companies or Opportunities, choose Import data, and connect HubSpot.
- 4Select objects. Choosing Deals also selects Contacts.
- 5Start the import, which runs in the background.
- 6Open Import details, filter by Error, download the list, fix the causes and run it again.
What has to be rebuilt by hand?
HubSpot workflows and forms need rebuilding in HighLevel. Our migration service covers this work, billed against prepaid hours.
Frequently asked questions
- Does the import overwrite existing records?
- By default it adds records without overwriting existing ones.
- How many contacts can link to one opportunity?
- HighLevel lists up to 10 additional contacts per opportunity.
Sources
Related reading
Send us the list
The smallest pack is $95 for 5 hours. Unused hours are refundable, and nothing starts until you approve the scope.