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Typeform to HighLevel (Migration Guide)
#1. What are the key components I need to migrate from Typeform to HighLevel?

You need to migrate the following components to ensure a smooth transition from Typeform to HighLevel: forms, contacts, automations, domains & QR codes, and reports. This comprehensive approach ensures you retain all your critical data and functionality.

First, document all form questions, including form logic, calculations, email validation, and notifications within Typeform. Then, recreate the form questions as custom fields in HighLevel under Contacts > Settings > Custom Fields. Finally, recreate the forms in HighLevel using the form builder, replicate the design and branding, and add any necessary automations. Be sure to test the forms thoroughly.

In Typeform, export the form responses as a CSV file from the Results section. Before importing into HighLevel, ensure that all date fields are in YYYY-MM-DD format and the file uses UTF-8 character encoding. Remove any line breaks or special characters from the CSV. Then, in HighLevel, navigate to the Contacts section and use the Import Contacts button to upload the CSV file. Map the fields correctly and assign tags or lists as needed. Finally, review the imported data in HighLevel to ensure accuracy.

You should only export form responses from Typeform that include both phone and email fields to migrate to HighLevel contacts. HighLevel requires these fields for contact creation, so filtering your Typeform data ensures a clean and functional import.

First, review all existing automations in Typeform to understand their logic and triggers. Then, in HighLevel, use automation workflows to recreate similar sequences, including follow-up emails and CRM actions based on form responses. Thoroughly test each automation to ensure it triggers correctly and performs as expected.

First, document your Typeform custom domain in the admin settings. Then, remove the custom domain from Typeform. Next, set up a 301 redirect in HighLevel under Sites > URL Redirects to point the old Typeform domain to the new HighLevel form. Finally, rebrand the forms with the domain in HighLevel under Settings > Business Profile.

In Typeform, get the QR code from the Share panel by clicking the last icon for the QR code. Then, in HighLevel, go to Sites > QR Codes > Create QR code. Add a name, select "Website" as the QR type, and attach your HighLevel form URLs. Remember to test and share the new QR code and monitor analytics in HighLevel.

Before canceling your Typeform subscription, export all necessary reports from Typeform by generating a report in the Results panel and saving it as a PDF. Upload this PDF to cloud storage for safekeeping since access to Typeform reports may be lost after cancellation. If needed, recreate the report as a form submissions dashboard widget.

#2. How do I migrate forms from Typeform to HighLevel?

#3. What is the correct way to export contacts from Typeform and import them into HighLevel?

#4. Since Typeform doesn't require email or phone for every submission, how do I handle contact migration to HighLevel?

#5. How do I recreate automations and follow-ups in HighLevel?

#6. What steps are involved in migrating a custom domain from Typeform to HighLevel?

#7. How can I migrate QR codes from Typeform to HighLevel?#8. How do I handle reports and data from Typeform after migrating to HighLevel, especially if I cancel my Typeform subscription?

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Zoho to HighLevel (Migration Guide)
Frequently Asked Questions: Migrating from Zoho to HighLevel

• What key components should I migrate from Zoho to HighLevel?
• You should migrate the following components to ensure a smooth transition: Contacts, Users, Calendars, Opportunities, Forms, Contracts, Sites, Automations, and Analytics. It's crucial to address each of these elements to maintain data integrity and functionality in HighLevel.
• How do I export contacts from Zoho, and what preparation is required before importing them into HighLevel?
• In Zoho, go to Setup, then Data Administration, and select Export. Choose Contacts, select the fields you want to export (including email or phone number), and download the CSV file. Before importing into HighLevel, ensure date formats are in YYYY-MM-DD, use UTF-8 character encoding, clean up any special characters, and recreate any custom fields in HighLevel under Contacts > Settings > Custom Fields.
• What is the process for migrating users from Zoho to HighLevel, and what do I need to consider?
• Export user data from Zoho via Setup > Data Administration > Export, selecting the necessary fields. Unlike contacts, users need to be manually added in HighLevel by navigating to Settings > Team > + Add Employee. When adding users, consider the user type and role (agency or sub-account user, admin or regular user) and assign appropriate permissions and subaccounts. Breakdown users by teams to efficiently copy permissions across users in HighLevel.
• How do I migrate calendars from Zoho Bookings to HighLevel?
• Export appointment data from ZohoBookings via Setup > Data Administration > Export. Then, manually recreate calendars in HighLevel under Sub-account Settings > Calendars. You'll need to reconfigure calendar settings, user assignments, meeting locations, and integrations. Calendar Syncing can be added in Subaccount Settings > Calendars > Connections.
• What's involved in migrating opportunities and pipelines from Zoho Deals to HighLevel?
• Export deals data from Zoho using the export function in the Deals module (Setup > Data Administration > Export > Deals). Recreate pipelines in HighLevel under Opportunities > Pipelines > + Add Pipeline, mirroring the stages and custom fields from Zoho. Prepare your Zoho export as a CSV and then import it into HighLevel.
• How do I move forms and contracts from Zoho to HighLevel?
• For Zoho Forms, manually export form responses as CSV files. In HighLevel, navigate to Sites > Forms and rebuild each form, matching the fields and labels from Zoho. Configure form actions in HighLevel to replicate Zoho functionality. For Zoho Contracts, download copies of your contracts. Recreate these in HighLevel under Payments > Documents & Contracts, adding custom fields, text, and signature elements.
• What are the steps for migrating a website from Zoho Sites to HighLevel?
• Since there's no direct export option from Zoho Sites, you must manually copy website content. Save HTML/CSS files or download media files. In HighLevel, go to Sites > Funnels or Sites > Websites and recreate each page, replicating the content, media, and SEO settings. After the site is rebuilt, disconnect the domain from Zoho and connect it to HighLevel under Settings > Domains > Add Domain.
• How do I migrate automations and analytics from Zoho to HighLevel?
• For Zoho Automations, document all workflow rules, autoresponders, and lead scoring rules by navigating to Setup > Automation. In HighLevel, recreate these automations under Automation > Workflows, setting up similar triggers and actions. Replicate lead scoring in Subaccount Settings > Manage Scoring > + Add New Rule. For Zoho Analytics, manually export data. In HighLevel, recreate reporting in Dashboard Widgets to match Zoho analytics (Pro Plan Users Only).

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Calendly to HighLevel (Migration Guide)

#1: What is the purpose of this migration guide?

This guide provides a comprehensive overview and step-by-step instructions for migrating your scheduling and appointment functionalities from Calendly to HighLevel. The primary goal is to facilitate a smooth transition, ensuring that all scheduling features, along with associated automations, are successfully moved while leveraging the expanded capabilities of HighLevel.

The migration requires a careful transfer of the following key components: Users, Calendar Configurations, Availability Settings, Video Conferencing setup, Payment Collection methods, Calendars (Event Types), Workflows (Automations), and Contacts. Ensuring each of these is properly migrated will ensure seamless operation within HighLevel.

First, export a list of your Calendly users as a CSV file by logging into Calendly, navigating to Account > Users, and selecting Export. Then, log in to HighLevel, go to Agency Settings > Team, and add any missing users using the "+ Add Employee" button. Refer to the Calendly export to determine each user's appropriate role in HighLevel.

Before connecting your calendar to HighLevel, disconnect your Google Calendar, Outlook, or iCloud calendar from Calendly via Account > Calendar Sync. Then, in HighLevel, navigate to Settings > Integrations, connect your calendar, and configure sync preferences in Calendars > Calendar Settings > Connections. After connecting, test the calendar sync to ensure that booked events appear correctly in HighLevel and that existing busy events in your connected calendar are respected.

First, disconnect Zoom from Calendly via Integrations > Zoom. Next, in HighLevel, navigate to Settings > Calendar > Connections and connect your Zoom account, authorizing HighLevel to access it. Finally, in your calendar settings in HighLevel, set Zoom as the default location for your appointments, if applicable.

First, disconnect Stripe from Calendly on the Integrations page. Be aware that disconnecting Stripe from Calendly will make all event types accepting payments free. Next, log into your HighLevel subaccount and add the payment gateways from the Payments Tab > Integration. You can then connect your payment solution to HighLevel calendars.

In Calendly, document all your Event Types, including their name, duration, location, and associated settings such as buffer times, minimum notice, and daily limits. Then, in HighLevel, navigate to Calendars > Calendar Settings and create a new calendar for each event type, configuring appointment details to match the Calendly settings. Custom fields used in Calendly can be recreated as custom fields in HighLevel Forms. Finally, test the booking process after setting up to verify settings.

From your Calendly home page, document existing workflows, including triggers and actions. In HighLevel, navigate to Automation > Workflows and create new workflows, matching the conditions and actions documented from Calendly, selecting triggers and customizing messages using HighLevel's variables. Be sure to test the workflow execution by creating a test appointment and observing whether the workflows trigger as expected.

#2: What are the key components that need to be migrated from Calendly to HighLevel?#3: How do I migrate users from Calendly to HighLevel?#4: How do I ensure my calendar availability is accurately reflected in HighLevel?#5: How can I set up video conferencing with Zoom in HighLevel after migrating from Calendly?#6: How do I transfer payment collection from Calendly to HighLevel?#7: How do I migrate my Calendly Event Types to HighLevel?#8: How do I recreate my Calendly workflows in HighLevel?convert_to_textConvert to source