Migrating to HighLevel: CRM & Automation Checklist
Plan a move to HighLevel across contacts, pipelines, forms, calendars and automations.
Inventory the current stack
List data, active automations, forms, domains, calendars, integrations and reporting dependencies before moving anything.
Map before importing
Decide which fields, stages and tags still have a purpose. Migration is an opportunity to remove obsolete structure rather than reproduce it.
Rebuild critical journeys
Prioritize lead capture, ownership, booking and follow-up. Run parallel checks before retiring systems that still receive live leads.
Validate after migration
Test records, permissions, communications, source tracking, forms and reports with real scenarios before declaring the move complete.