MoveOver migration checklist

Export HighLevel. Import into Votel.

A screenshot-led walkthrough from the MoveOver Chrome extension through a completed Votel import. Included with MoveOver tool access. Use it to confirm what is included, what changes, and how many records will be processed before you commit.

Start the walkthrough

This is a migration, not a blind copy. MoveOver collects the supported HighLevel data into a ZIP. Votel then shows what it can import, what it will change or skip, and the record count for each section before the import runs.

01Upload02Review03Contacts04Import
Part 1 of 2

Export with MoveOver

Collect the selected HighLevel assets and save the original ZIP package.

01
HighLevel1 minute

Open the correct sub-account

MoveOver reads the HighLevel location currently open in Chrome, so verify the source before you begin.

  1. Sign in to HighLevel or your agency’s white-label HighLevel domain.
  2. Switch into the sub-account you want to export.
  3. Confirm the location name before opening the extension.
Check twice

The account shown in HighLevel is the account MoveOver will package.

02
Chrome extension2–5 minutes

Open MoveOver and choose what to export

Select the supported categories and, where offered, choose individual assets or select all.

MoveOver Chrome extension showing generic demo funnels and the Export button
Select Sites & Funnels or Account Data, choose the assets, then click Export. Demo names are used for privacy.
  1. Click the Chrome extensions icon, then open MoveOver (GHL Backup & Export).
  2. Review Sites & Funnels and Account Data.
  3. Select the categories and records you want to move.
  4. Click Export.
See the full category queue
MoveOver export category list including sites, automations, forms, contacts, templates, fields, values, tags, and phone system
The queue shows each category as it runs or waits.
03
From 15 minutes to 2 hours

Let the export finish and save the ZIP

Keep Chrome open while MoveOver collects the selected records. Websites and funnels normally take the longest.

MoveOver export progress with category statuses
Progress view: categories run in sequence.
MoveOver export activity log containing generic demo asset names
The live activity log shows the asset currently being collected. Demo names and URL are used for privacy.
MoveOver export complete message and Download again button
The download starts automatically. Use Download again if needed.
Do not interrupt a long export

An export can take from 15 minutes to 2 hours. Website and funnel pages are the heavy-lifting portion, so their progress may appear slower than other categories.

  1. Leave the export tab open until Export complete appears.
  2. Confirm the category count, file count, and ZIP file name.
  3. Save the ZIP without extracting or changing its contents.
Part 2 of 2

Import into Votel

Open the importer, then complete Upload, Review, Contacts, and Import in order.

04
Votel2 minutes

Open the GoHighLevel importer

The importer is in Votel’s Other Integrations catalog.

  1. In Votel, click Settings.
  2. Click Integrations, then Other Integrations.
  3. Click Add Integration.
  4. Search for GoHighLevel.
  5. Click Import from GoHighLevel.
Votel Settings with neutral account placeholders plus Integrations, Other Integrations, and Add Integration
Settings → Integrations → Other Integrations → Add Integration. Account branding is replaced with neutral placeholders for privacy.
Votel Add Integration dialog
Open the integration catalog.
Votel integration search result for Import from GoHighLevel
Choose Import from GoHighLevel, not the separate connected-account option.
05
Upload

Upload the ZIP

Choose the unmodified ZIP that MoveOver downloaded and wait for Votel to finish reading it.

Votel GoHighLevel importer uploading a ZIP file
The Upload phase shows both percentage and megabytes transferred.
  1. Choose the ZIP produced by MoveOver.
  2. Wait until upload and package analysis finish.
  3. Confirm the displayed location and export date belong to the intended source.
06
ReviewMost important check

Review every section and record count

This screen explains what will be imported, what will change or be lost, what is skipped, and how many records are included.

Selected sectionA checked section is queued for import.
Record countThe badge shows how many records Votel found.
Change or loss noticeRead every orange warning before continuing.
Votel Review phase showing custom field count and change warnings
Example test run. Your sections, warnings, and record counts will differ.
  1. Read any red Problems with this export notice.
  2. For each selected section, confirm the record count is plausible.
  3. Read every What will change or be lost message.
  4. Clear the checkbox for anything you do not want to import.
  5. Continue only when the package matches your migration plan.
View all Review screenshots
Review sections for custom values, tags, and contacts
Custom values, tags, and contacts.
Review sections for conversations and message templates
Conversations and message templates.
Review section for forms
Forms and their compatibility notes.
Review sections for calendars, phone system, and voice AI agents
Calendars, phone system, and voice AI agents.
Review sections for websites, web apps, and automations
Websites, web apps, and automations.
Counts are evidence, not a guarantee

Record totals confirm what Votel found in the package. Warnings explain whether each type has a direct equivalent, a partial conversion, or no supported import path.

07
Contacts

Choose duplicate handling and confirm field mappings

Decide how existing contacts are matched, then verify every HighLevel field is mapped to the intended Votel field.

Votel Contacts phase showing duplicate handling
Choose the duplicate behavior that fits the destination workspace.
Primary contact field mappings
Primary identity and communication fields.
Contact address field mappings
Address fields.
Final contact mappings and import summary
Final fields and mapping summary.
  1. Choose how Votel should handle contacts that already exist.
  2. Confirm identity fields such as email and phone.
  3. Review address, source, company, and custom-field mappings.
  4. Do not map two source fields to one destination unless that is intentional.
Done means

The duplicate rule is intentional and every mapped destination field has the meaning you expect.

08
From 15 minutes to 2 hoursImport

Run and monitor the import

Start the import, keep the job available, and let Votel work through each selected category.

Votel import progress showing completed and current categories
The overall percentage, current category, and processed record count update as the job runs.
Plan for variable processing time

The import can take from 15 minutes to 2 hours. Websites and funnels are the heavy-lifting portion and usually take the longest. A slower website or funnel stage does not by itself mean the import has failed.

  1. Click the final import confirmation only after completing Review and Contacts.
  2. Monitor the overall percentage and current category.
  3. Leave time for websites and funnels to render and process.
  4. Wait until the import is complete.
  5. Spot-check representative contacts, fields, forms, automations, websites, and funnels in Votel.
Migration complete

You moved over!

Your selected HighLevel records are now in Votel. Keep the original ZIP as your migration backup.

Migration handoff check

Before calling the move complete, preserve the export and verify the destination.

1. SaveKeep the original ZIP as your migration backup.
2. ConfirmMake sure the import finished successfully.
3. Spot-checkOpen examples from every imported category.
4. Follow upRetry or rebuild anything that still needs attention.
Screenshot note. These images document a test migration captured September 14, 2026. Workspace names, selections, warnings, progress, and record totals are examples. Your results will depend on the source account and the importer’s current supported mappings.