Why migrate from GoHighLevel?
GoHighLevel is a powerful tool, but several reasons push Quebec entrepreneurs to look for an alternative:
Get ready before the migration
Before you start, get these ready:
- A toncrm.io account created (free 14-day trial)
- Admin access to your GoHighLevel account
- A list of your active automations in GHL
- An inventory of your forms and capture pages
- Estimated time: 2 to 4 hours depending on complexity
Step 1 — Export your contacts from GoHighLevel
In GoHighLevel:
- Go to Contacts → All Contacts
- Click "Export" in the top right
- Select all the fields you use
- Download the CSV file
In toncrm.io:
- Go to Contacts → Import
- Upload your CSV file
- toncrm.io automatically detects the columns
- Map custom fields if needed
- Review and import
Step 2 — Migrate your pipelines
Recreate your pipeline stages in toncrm.io. If you had a simple pipeline (New → Contacted → Quote → Won/Lost), it takes 2 minutes.
For complex pipelines with several stages, note the GHL stages and recreate them in toncrm.io. The upside: toncrm.io gives you a drag-and-drop Kanban view that's more intuitive than GHL's.
Step 3 — Rebuild your automations
This is the trickiest step. GHL workflows don't export directly, but the good news: toncrm.io has pre-configured templates for the most common automations.
For each GHL workflow:
- Note the workflow's trigger
- Note each action and its delay
- Recreate the workflow in toncrm.io with the visual editor
- Test with a dummy contact before turning it on
Step 4 — Move over your forms
Recreate your capture forms in toncrm.io. The toncrm.io form editor generates an embed code that you paste on your site to replace the GHL code.
Don't forget to update the links in your ads, emails and social media to point to your new toncrm.io forms.
Step 5 — Phone and SMS migration
If you use a GHL phone number for calls and SMS, toncrm.io gives you a dedicated Canadian number. You can keep your old number by porting it to toncrm.io, or start with a new one.
Step 6 — Check and test
Before you shut down GHL, test everything:
- Submit a test form and check that the contact gets created
- Check that the automations fire
- Send a test SMS/email
- Test booking an appointment
- Check that invoices generate correctly
