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A lot of people think a CRM migration is just:
Export data ➝ Import data ➝ Done. 😂
This one was not even close. 🧠
Over 15 days we worked through:
• Contact migration
• Notes migration
• Activities migration
• Attachments migration
• Custom field mapping
• Role mapping
• Timestamp preservation
• Duplicate prevention
• Relationship matching between records
Every day involved testing, validation, spot checks, and reviewing edge cases before moving another batch.
One of the biggest challenges was preserving years of note history while working around GoHighLevel limitations on backdated note timestamps. Instead of ignoring the problem, we built a process to preserve the original dates and context inside the notes themselves.
Another challenge was making sure contacts, activities, notes, and related records stayed connected after migration. One broken relationship can make a CRM unreliable.
The work people see is the finished CRM.
The work they do not see is the planning, testing, QA checks, mapping logic, rollback planning, and hundreds of small decisions that make the migration successful.
Huge thanks to Chuck Chiodo for trusting us with the project and for the kind words. ✨
Communication, transparency, and getting the details right will always be our priority.
RECOMMENDED
“It was a pleasure to work with Abdullah and Kashif. They were very professional and knowledgeable. Communication is extremely important to me. I appreciate that they consistently responded to any communication in a very timely manner.”
Chuck Chiodo
First Contact MarketingThe network for creativity
Join 1.25M professional creatives like you
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