How do I import from GoHighLevel?
Bring your GoHighLevel sub-account into Alori.
Bring your GoHighLevel sub-account into your Alori app.
Find GoHighLevel and click Connect.
Sign in to GoHighLevel as an agency admin and choose the sub-account to connect.
Choose Bring my data into Alori. Review what to import, its fields, owners and pipelines, then try the sample and check what comes over.
When the sample looks right, choose Import everything. Contacts, opportunities, conversations, call recordings and message attachments, appointments, invoices and products can come over. Sent newsletters appear as sent campaigns in Marketing.
To keep your phone number, open Phone system, find the numbers from GoHighLevel and open the form to bring the number you already have. Fill out the move request.
The import reads GoHighLevel; it does not change it. You can import again to bring changes over without doubling records. Imported customers, companies and deals show Imported from with where each link came from and when it was made.
After an import, review possible look-alike records. Records merged in your old CRM may still be separate in Alori. See How do I merge duplicate customers? and How do I merge duplicate deals?.