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Getting StartedMoving from GoHighLevel

Moving from GoHighLevel

Bring your whole GoHighLevel sub-account over in a few minutes, communities included: the key to make, what comes over, what GoHighLevel keeps back and what to do instead, and undo.

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You can bring your whole GoHighLevel sub-account into AutomateNexus CRM in a few minutes. Nothing in GoHighLevel changes, and you can undo the move.

Where to start: search for "GoHighLevel" at the top of any page, or open Administration → Move from GoHighLevel in the side menu. New workspaces also see it in the setup wizard and on the dashboard.

1. Make a key in GoHighLevel#

  1. Open the sub-account you are moving.
  2. Go to Settings → Private Integrations → Create new integration. Name it "AutomateNexus CRM".
  3. Tick every permission on our list. They only let us read. The move screen has a Copy the list button.
  4. Create it and copy the key. GoHighLevel shows it only once.

The permissions:

  • contacts.readonly
  • businesses.readonly
  • opportunities.readonly
  • users.readonly
  • locations.readonly
  • locations/customFields.readonly
  • conversations.readonly
  • conversations/message.readonly
  • calendars.readonly
  • calendars/events.readonly
  • forms.readonly
  • surveys.readonly
  • medias.readonly
  • workflows.readonly
  • funnels/funnel.readonly
  • funnels/page.readonly
  • documents_contracts/list.readonly
  • socialplanner/account.readonly
  • socialplanner/oauth.readonly
  • socialplanner/post.readonly
  • products.readonly
  • products/prices.readonly
  • invoices.readonly
  • emails/builder.readonly
  • locations/templates.readonly
  • links.readonly
  • blogs/list.readonly
  • blogs/posts.readonly
  • locations/customValues.readonly

2. Paste it#

Paste the key. Then paste the sub-account's address from your browser while it is open, for example app.gohighlevel.com/v2/location/…. You can paste the Location ID instead (Settings → Business Profile).

3. Bring everything over#

We show everything in the sub-account, already ticked. Press Bring everything over. You can leave the page: the move keeps going.

If you want to choose each mapping first (owners, stages, fields), use Choose each mapping instead.

What comes over#

  • Contacts, with their tags, custom fields and owners
  • Businesses, as companies
  • Opportunities and pipelines
  • Notes and tasks
  • Conversations: texts, emails, calls and chats
  • Appointments
  • Forms and surveys, rebuilt with the same questions, and their entries
  • The media library, into Documents
  • Documents and contracts you sent, as a note on each person
  • Workflows, switched off. You build each one from a description or a screenshot, then switch it on.
  • Websites and funnels, copied page by page after the move
  • Communities. Each one becomes a community app here, with:
    • its members
    • the posts made through the Social Planner
    • every comment and reply on those posts
  • Products, with their prices: one payment, a subscription or a payment plan
  • Invoices, with their lines and what was paid, each on the customer it went to
  • Email templates
  • Snippets. Text snippets become quick replies in the support inbox. Email snippets become email templates.
  • Trigger links. Each becomes a workflow, switched off, that starts when someone clicks a link to that address in an email you send.
  • Blog posts. Each blog becomes a draft website with its posts. Look it over, then publish it.
  • Calendars. Each becomes a booking page with the same length, gaps and weekly hours.

What GoHighLevel doesn't let us bring, and what to do#

  • Courses and memberships. GoHighLevel's API can't read them. Download the outline sheet from the move screen. Fill in one lesson per row: Course, Module, Lesson, Video link, Text. Then add the sheet to your community app. The courses arrive as drafts for you to check. Course videos in your media library come over into Documents.
  • Posts members wrote themselves, channels, points and levels. The API doesn't share them. Members start at level 1 here.
  • Reviews (Reputation). The API doesn't share them. Your Google reviews stay on Google. You set up review requests again here.
  • Contract and proposal templates. Download each one as a PDF in GoHighLevel and add it to Documents.

Your team#

Your GoHighLevel team doesn't join by itself, because joining sends each person an email. When the move is done, the move screen lists them under Invite your team. Choose a role for each, then press Invite, or Invite all.

Custom values#

There's no place for GoHighLevel's custom values here. When the move is done, the move screen lists each one with a Copy button, so you can put it where you used it: in an email template, a website or a workflow.

Your community members#

Each member signs in to the new community with the email they used in GoHighLevel. The first time, they choose a password with Forgot password. A member with no email in GoHighLevel keeps their profile and their posts, and can join again themselves.

Undo#

On the move screen, choose Undo. Everything the move made is taken away. Anything you changed since is kept, and so is anything something newer depends on: for example an invoice you've taken a payment on, or the account of a member who has signed in. Team invitations you sent stay sent.

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