Into HighLevel

Sources that can move into HighLevel: Spreadsheet / CSV, HubSpot, Pipedrive, Affinity, Freshsales, ActiveCampaign, OnePageCRM, Zendesk Sell, Close, folk, Insightly, Bitrix24, Capsule, SugarCRM, SuiteCRM, Salesflare, Vtiger, Twenty, Attio. A CSV import is free. A CRM migration is priced by record count; the sample is free. See pricing. HighLevel to HighLevel is not offered.

Object by object: What objects are supported for HighLevel migrations.

Connect

• Sign in to HighLevel and choose the sub-account to move into. Shuttio asks to read and write contacts, businesses, opportunities, pipelines, custom fields, tags, conversations and files there.
• Shuttio's access is stored encrypted, and 14 days after the migration finishes it removes the Shuttio app from the sub-account and deletes its copy. A migration is pinned to the sub-account it first wrote to: connecting another sub-account is refused.

What Shuttio writes

• People as contacts with their name, first email and phone, address, website, source, tags and Do Not Disturb settings, put into their business. Other emails and phones go into a note on the contact.
• Companies as businesses with name, website, email, phone, address and description.
• Deals as opportunities with their value, status (open, won, lost, abandoned), contact and assigned user, in the pipeline and stage of the same name. A pipeline the sub-account lacks is created with its stages, and a stage a same-named pipeline lacks is added to it.
• Your own contact and opportunity fields as HighLevel custom fields, created for you: text, number, money, date, and single or multiple choice. A field HighLevel already has under that name and a type that fits is reused, never changed.
• Notes, and meetings, calls and emails as notes on the contact with their date, and tasks with their due date, done state and assigned user.
• Owners are matched to the HighLevel user with the same email and set as the assigned user. No user is invited: each is a paid seat. A record whose owner has no user stays unassigned.

Where each thing lands

Matching, and what is never changed

• A contact is matched on email by HighLevel's own duplicate check, and a business on website domain, then name, before anything is created.
• A record that matches one you already had is linked to, not written: its values are yours, and a cancel never removes it. The run counts them.

HighLevel's request limits

HighLevel allows 100 requests every 10 seconds and 200,000 a day for each sub-account. Shuttio keeps under 9 a second, so 10,000 contacts take about an hour. When the day's quota is used the run pauses, and Resume carries on from where it stopped.

Known limits

• Businesses take no custom fields through HighLevel's API: those columns are left out and named on the review.
• Notes and tasks live on contacts only. An activity on a deal is written on the deal's contact; one on a company alone is not written.
• HighLevel has no user-type custom field: a user column other than the owner is written as the matched user's email.
• Files, lists, custom objects and conversation messages are not written. A logged email is a note: HighLevel's message import needs a Marketplace conversation provider.
• A rollback deletes what the migration created: notes, tasks, records, then the stages it added, the pipelines, tags and custom fields it created. Records, pipelines and stages that already existed are not touched.