---
title: "What Transfers When You Migrate from GoHighLevel to unLocked CRM?"
description: "A complete breakdown of every data type that imports from HighLevel — contacts, tags, pipelines, workflows, forms, and custom fields."
url: https://unlockedcrm.ai/blog/highlevel-migration-what-transfers
canonical: https://unlockedcrm.ai/blog/highlevel-migration-what-transfers
category: "competitor-comparisons"
published: 2026-04-10
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# What Transfers When You Migrate from GoHighLevel to unLocked CRM?

<h2 data-ai-block="definitive-answer">The Short Answer</h2>
<p>unLocked CRM's HighLevel importer transfers <strong>contacts (with all fields), custom fields, tags, pipelines & opportunities, form structures, and workflows</strong>. Workflows are imported in review mode — nothing activates without your approval. The entire process takes under 15 minutes.</p>

<h2>Full Import Breakdown</h2>

<h3>✅ Contacts — Full Transfer</h3>
<p>Every contact imports with name, email, phone, notes, and all associated metadata. Custom field values transfer alongside the contact records, so you don't lose any segmentation data.</p>

<h3>✅ Custom Fields — Structure + Values</h3>
<p>All custom fields you've created in GHL import into unLocked with their field types preserved (text, dropdown, date, checkbox, etc.). Existing values on contacts transfer with them.</p>

<h3>✅ Tags — Complete Taxonomy</h3>
<p>Your entire tag structure imports automatically. Tags remain associated with the correct contacts, so your segmentation stays intact from day one.</p>

<h3>✅ Pipelines & Opportunities</h3>
<p>Pipeline stages, opportunity records, and deal values all transfer. Your sales pipeline looks the same in unLocked as it did in GHL — just with better insurance-specific tools around it.</p>

<h3>✅ Forms — Structure Import</h3>
<p>Form fields, logic, and structure import. Styling may need light adjustments to match unLocked's interface, but the functional structure is preserved.</p>

<h3>⚠️ Workflows — Import + Review</h3>
<p>Workflows import in their entirety but are placed in <strong>review mode</strong>. This means you can inspect every automation before it goes live. No surprises, no accidental emails, no rogue sequences.</p>

<h2>What Doesn't Transfer (And Why)</h2>
<p>Some GHL-specific elements don't have direct equivalents:</p>
<ul>
<li><strong>Website/funnel pages</strong> — GHL's page builder is proprietary; pages need to be rebuilt (but unLocked's form and landing page tools make this fast)</li>
<li><strong>Twilio/Mailgun configurations</strong> — unLocked has built-in calling, texting, and email that replace these integrations</li>
<li><strong>Membership site content</strong> — if you use GHL's membership features, that content stays in GHL</li>
</ul>

<h2>The Migration Score</h2>
<p>Before you commit, unLocked shows you a <strong>Migration Score</strong> — the exact percentage of your GHL system that transfers automatically. Most insurance agents see 85-95% automatic transfer rates.</p>

## Related

- https://unlockedcrm.ai/blog/switch-from-highlevel-to-unlocked-crm
- https://unlockedcrm.ai/blog/highlevel-migration-checklist-insurance-agents

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Source: [What Transfers When You Migrate from GoHighLevel to unLocked CRM?](https://unlockedcrm.ai/blog/highlevel-migration-what-transfers) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/highlevel-migration-what-transfers.