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.

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What maps to what?

HubSpotGoHighLevelNotes
ContactsContactsStandard and custom properties, notes and emails
DealsOpportunitiesPipelines and stages come across
CompaniesCompaniesProperties and associations
PropertiesCustom fieldsMapped by key
Calculated fieldsSingle line textThey stop calculating
EmailsEmailsRead 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?

  1. 1Use a clean account where possible, with English as the account language.
  2. 2Turn on Allow duplicates for contacts and opportunities. Turn de-duplication back on afterwards.
  3. 3Open Import on Contacts, Companies or Opportunities, choose Import data, and connect HubSpot.
  4. 4Select objects. Choosing Deals also selects Contacts.
  5. 5Start the import, which runs in the background.
  6. 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

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