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TRANSFER TOOL

Seed ya later,
HighLevel.

Move supported CRM records from HighLevel to your own Seedly CRM—and keep a broader local archive. Download the code, review your data, and run the move yourself.

Import contacts, deals, notes, tasks, and supported conversation history across SMS, email, Messenger, Instagram, live chat, and call records. See what else you can archive.

Pip, a green artichoke luchadora wearing a stitched coral-and-cream wrestling mask, boxes a goofy blue-and-orange robot while the smaller Seedly sprout cheers her on from behind.

A download. Not a service.

What you get

Editable source code, a local cleanup/review app, a Seedly import extension, examples, written instructions, and a short tutorial. Use the included flow or build on it.

Where it runs

On your computer, connecting to the CRM accounts you authorize. No DevLaunch-hosted migration service. An internet connection to your providers is still required.

Who does the move

You set it up, review the data, approve the import, and verify the result. No installation, migration service, or contracted technical support is included. General group/email guidance is discretionary.

The base importer: one HighLevel sub-account → one new/empty Seedly sub-account per job. Select multiple authorized sub-accounts to create separate jobs. A one-way move, not ongoing sync.

Four steps.
One fresh start.

Pip marches with a moving box held in her boxing gloves.
01

Export.

Connect with OAuth or a private token. Choose your accounts and categories, then save readable records to an encrypted local archive.

02

Clean up.

Review duplicates, tidy fields and tags, and choose what to keep.

03

Preview.

Map your records and review a dry run, including conflicts and exclusions.

04

Import & verify.

Import supported records. Check what arrived, what was skipped, and what needs attention.

Check the compatibility guide for your kit version before connecting accounts. Always test your move before cutting over.

Review it.
Then move it.

Keep an untouched source archive, review changes before importing, and check exceptions as well as successes.

The Transfer Tool offers merge or keep-both choices for possible duplicate sample contacts
Review duplicates & mappings.
A sample migration report showing created records, read-back verification, and mismatch totals
Verify the move.

Actual Transfer Tool screens with sample data.

What moves.
What stays archived.

Broader HighLevel access gives you more to keep. The Seedly importer and your local archive have different coverage—here is the breakdown.

Pip inspects a checklist with a magnifying glass.
Read more. Import what fits.

Choose Core CRM (12 permissions) or Everything readable (69 permissions: 68 reads plus OAuth token management). Then select your export categories and run Check access. Broader permissions expand possible reads—not native Seedly imports. CRM write/delete requests remain blocked on the HighLevel side.

Contacts

Base importer
What moves
Names, email addresses, phone numbers, addresses, and other supported contact details into Seedly contact records.
What to know
Selected records only. Review duplicate suggestions and field mappings before importing; not every HighLevel field has a matching destination.

Tags & custom fields

Base importer
What moves
Contact tags, supported custom-field definitions, and their values, mapped to the right Seedly fields.
What to know
Field types and dropdown options need compatible mappings. Unsupported values belong in the local archive/report, not silently dropped or forced into the wrong field.

Pipelines, stages & deals

Base importer
What moves
Opportunities become Seedly deals, with supported values, statuses, contact links, and mappings to your existing pipelines and stages.
What to know
Create destination pipelines and stages first; the importer maps them rather than creating them. Open deals use import-time activity dates for safety. This does not recreate reporting or automation.

Notes & tasks

Base importer
What moves
Plain-text contact notes and tasks with supported details, due dates, statuses, and mapped ownership. Tasks go into an Imported from HighLevel project.
What to know
Missing contacts or incompatible values need review. Overdue open tasks default to unassigned; open tasks use import-time activity dates to reduce unintended reminders.

SMS & email history

API-dependent
What moves
Supported historical messages with their content, direction, original timestamps, and mapped statuses.
What to know
Historical records only, not a live messaging connection. Scheduled or pending messages become inert history or are skipped; importing history must not re-send old messages.

Messenger, Instagram & live chat

API-dependent
What moves
Supported Facebook Messenger, Instagram, and live-chat messages and conversations, linked to imported contacts in Seedly.
What to know
Requires readable source messages and a compatible Seedly import add-on. WhatsApp and Google Business Messages are archive-only when retrieved; group chat and review-request messages are excluded.

Call records

API-dependent
What moves
Supported historical call-message records in Seedly, with the source details and timestamps the API returns.
What to know
Call records are not call audio. Dedicated recording and transcription downloads are not wired into the current export job; no complete recording-library transfer is included.

Attachments & files

API-dependent
What moves
Accessible message attachments downloaded to your encrypted archive and linked to imported messages for accepted file types and sizes.
What to know
The current export defaults to 25 MB per attachment; destination limits also apply. Expired URLs and rejected formats are reported. Media-library listings do not mean every library file is downloaded.

Opt-outs & do-not-disturb

Base importer
What moves
Supported channel-level communication restrictions carried into the destination, not just copied into a note.
What to know
An unresolved restriction mapping must block the affected import. Missing consent must never become permission to send messages.

Owner assignments

Base importer
What moves
Record ownership mapped to users who already exist in your Seedly account.
What to know
No automatic staff-account creation or invitations. Unmatched owners stay unassigned, with original attribution retained in the archive/report.

Keep more locally.

These additional categories can be saved to your encrypted archive when selected, reachable, and returned by the API. They are not native Seedly imports. Lists may contain less detail than individual records, files, or a complete account backup.

Calendars & appointment references

Archive only · access-dependent

Calendar and group lists, accessible schedule listings, and appointments returned on contact records.

Limit: No live bookings or reminders are recreated. The current job does not walk the full time-window calendar-event or blocked-slot endpoints.

Businesses & data definitions

Archive only · access-dependent

Business lists, custom-object schema lists, association definitions, and location custom values.

Limit: Definitions are not a complete custom-object record or relationship export. Those per-object and per-record readers need further wiring.

Forms, surveys & submissions

Archive only · access-dependent

Readable form and survey lists and submission records returned by their export endpoints.

Limit: Saved data, not working Seedly forms. The current generic reader does not set a submission start date, so provider defaults can limit the history returned.

Invoices, estimates & payments

Archive only · access-dependent

Available invoice, estimate, schedule and template lists, plus order, transaction, subscription and coupon records.

Limit: Archive data only: no live billing, payment methods, active subscriptions, or provider credentials are moved into Seedly.

Products, store & documents

Archive only · access-dependent

Readable product and collection lists, inventory, product reviews, store settings, and proposal/document and template listings.

Limit: No running storefront or signed-document file collection is recreated. Per-product prices and other ID-dependent detail endpoints are not automatically traversed.

Marketing assets & workflow inventory

Archive only · access-dependent

Available funnel and redirect lists, blog site/author/category lists, trigger links, email-builder and schedule data, campaign lists, and workflow metadata.

Limit: Not full websites, blog posts, funnel pages, or executable workflows. Workflow steps and active enrollments are not recreated.

Social planner data

Archive only · access-dependent

Available post lists, connected-account listings, categories, tags, CSV-import listings, and statistics responses.

Limit: Archiving a connected account does not transfer its authorization or restart publishing. Completeness depends on the endpoint response and pagination support.

Media-library inventory

Archive only · access-dependent

Readable file listings and metadata, retained separately from supported message-attachment downloads.

Limit: This is a library inventory, not a download of every media binary. Standalone recordings and transcriptions need additional export implementation.

AI, widgets & other accessible lists

Archive only · access-dependent

Available AI-agent and knowledge-base lists, voice-AI call logs, chat-widget listings, number pools, and affiliate records.

Limit: Best-effort reads only. Some endpoints lack a documented scope or need extra account access; a permission checkbox is not a guarantee of retrieval or complete AI configuration.

Missing permissions and unsupported endpoints can leave categories unavailable. Check the saved records, date coverage, skipped items, and errors—not just whether a permission was selected.

Saved locally ≠ imported into Seedly.

Know the difference when reviewing your results. Check skipped records and errors separately, too.

Imported
A supported record was written to Seedly and checked. Review the report and destination records to confirm what arrived.
Archived only
A retrieved record or file was saved locally for reference. It is not a native record or working feature in Seedly.
Unavailable
The source could not provide it. It is neither imported nor archived. Separate access or export work may be needed; recovery is not guaranteed.

An archive only contains data successfully retrieved from the selected supported sources. It is not an exhaustive HighLevel backup. An accessible list does not prove that every detail record or file was downloaded.

Your next custom build?

Base importer ≠ the limit of your code. These are not built-in imports or complete export flows. You or your developer can add them where the APIs and destination allow, with your own implementation and testing.

  • Native Seedly appointments, future bookings & calendar configuration
  • Native Seedly invoices, payment history & subscription records
  • Dedicated recording downloads, transcription exports & full media-library binaries
  • Custom-object record traversal, complete submission history & page/template conversion
  • Automatic merging into a populated Seedly account or ongoing two-way sync
What you can customize

Rebuild or reconnect.

Moving records does not move the systems that run your business.

  • Workflows, triggers, automation steps & active enrollments
  • Websites, funnels, forms, domains & DNS
  • Phone numbers, number porting & messaging registrations
  • Connected services, passwords, API keys & provider authorizations
  • Payment methods, billing operations, memberships & course access

Make the importer
your own.

Change the rules.

Adjust field mappings, tag naming, cleanup rules, and duplicate handling to match how your business works.

Extend the move.

Build additional data readers, record types, or destination adapters where source access and destination support make it possible.

Make it feel like you.

Adapt the local review interface, add checks, or change your reports. You have the source to work on—not just a settings screen.

Editable code. Not unlimited promises.

Custom development is not included. You are responsible for your changes, testing, security, and maintenance. APIs, account permissions, and third-party licenses still apply; some ideas may not be possible. Use the code for your business and authorized client migrations within the supplied license—not to redistribute or resell the kit.

Before you start.

You'll need your own accounts, backups, and someone comfortable running code.

You'll need

  • Authorized HighLevel access through your own private OAuth app or a sub-account Private Integration Token
  • Your own licensed, deployed Seedly installation on a supported version
  • A new/empty Seedly sub-account for each job and permission to install the import add-on
  • Destination pipelines, stages, and users ready for mapping
  • A computer able to run the code, internet access, and storage for your encrypted export
  • Independent backups and time to review, test, and verify

Neither CRM license, hosting, API charges, nor other provider costs are included. Check the kit's operating-system and software requirements before you buy.

You stay in control.

Review duplicates, map fields and owners, inspect a dry run, then approve the move. Check the report and actual Seedly records afterward.

  • The 10–15 minutes refers to the tutorial, not your migration time.
  • Setup, large exports, cleanup, and verification may take much longer.
  • Keep HighLevel and your backups until you have verified the cutover.
  • Do not use unsupported versions or assume every file, field, or channel will transfer.
Read the FAQs

The code.
The guide.
Your move.

  • Local migration app + editable source code
  • OAuth or private-token connections
  • Broader encrypted archive + separate sub-account jobs
  • Guided cleanup & field mapping
  • Seedly historical-import add-on
  • Sample data + written setup instructions
  • A 10–15 minute instructional video
  • Compatibility notes + verification checklist

Bring your own licensed Seedly installation and authorized HighLevel access. Hosting and third-party costs are separate. The video's length is not a migration-time promise. Custom development is your responsibility.

Good questions.
Straight answers.

What exactly am I buying?

A downloadable source-code kit with a local review app, an independently authored Seedly import extension, written instructions, sample data, and a 10–15 minute tutorial. You install and run it yourself. It is not a SaaS login, Seedly license, done-for-you migration, or contracted support service.

Can I customize the importer?

Yes. You get editable source code, not a locked-down service. Change field mappings, cleanup rules, the review interface, or reports. You or your developer can also build extra data readers and destination adapters where the platforms allow it. Custom development, testing, security, and ongoing maintenance are your responsibility and are not included in the purchase. Source access does not bypass API limits, permissions, or third-party licenses.

Can I move multiple sub-accounts?

Yes. Save multiple OAuth or Private Integration Token connections. Agency OAuth can discover authorized installed sub-accounts; select accounts and map each to a Seedly destination to create separate jobs. PIT uses one token per sub-account. Each job remains a one-way migration into a new/empty Seedly sub-account—not a populated-account merge, shared-account consolidation, or ongoing two-way sync.

What do the broader permissions unlock?

The Core CRM preset requests 12 permissions. Everything readable requests 69: 68 reads plus OAuth token management. The broader preset lets the exporter attempt more archive categories; it does not add a Seedly import handler for every category. Select those categories when creating the job and run Check access. Actual results depend on the grant, account, endpoint, date range, and implemented reader. The preset excludes agency-only company, snapshot, and custom-menu permissions.

Is this made by Seedly or HighLevel?

No. GoSeedly is an independent DevLaunch product, operated by Hypercat Studio LLC. We are not affiliated with, endorsed by, sponsored by, or otherwise connected to Seedly CRM or HighLevel. Their names identify the source and destination platforms, not a business relationship.

Will it move absolutely everything?

No. GoSeedly has a focused Seedly import flow and a broader local archive flow. Supported contact, deal, note, task, message, and attachment records can be imported; other readable categories stay in the archive. Some catalog entries still need additional export code, and some source data is unavailable. Check the release-specific compatibility guide and your actual job results. More permissions do not guarantee a complete backup or a full CRM clone.

Does archived mean it will appear in Seedly?

No. Archived means a retrieved record or file is saved in your local export for reference. Imported means it has actually been written to Seedly. Some retrieved data may be archive-only; unavailable data is neither archived nor imported. Review those outcomes, skipped records, and errors before making your cutover.

What about appointments, invoices, or call recordings?

Readable invoice and payment lists, calendar lists, and contact appointment references can be archived; they are not native Seedly imports. Supported call-message records do have an import mapping, but dedicated call recordings, transcriptions, full calendar-event traversal, and complete media-library downloads still need additional export wiring. A supported message attachment is a separate case. Editable source lets you build on this, but custom development and testing are your responsibility.

Which message channels can move into Seedly?

The import mappings cover SMS, email, Facebook Messenger, Instagram, live chat, and call records where the source provides compatible records. WhatsApp and Google Business Messages stay archive-only when retrieved. Group chat and review-request message types are excluded. This preserves history; it does not connect a live inbox, send a message, or transfer a phone number. Call records do not mean call audio is included.

What about workflows, funnels, and phone numbers?

The base importer does not recreate workflows, funnels, or running automation states. Plan to rebuild or separately implement them. Phone porting, DNS, payment credentials, and provider authorizations need separate setup with the relevant providers. Editable code is useful, but it cannot replace those external processes. GoSeedly is not a full business-system clone.

Do I need to know how to code?

You don't need to write the migration engine to use the base kit, but you do need to follow a technical setup guide, run code locally, configure credentials, and install a compatible Seedly extension. Changing the engine or adding new integrations requires development skills. Bring a technical operator if that isn't your thing. This is not a managed migration or done-for-you service.

Do I need my own Seedly license and installation?

Yes, plus authorized access to your HighLevel account. Neither CRM, its hosting, nor third-party service charges are included. You are responsible for your accounts, platform permissions, licensed software, and any API, storage, or infrastructure charges.

Do you receive my CRM data or credentials?

You run the migration code on your computer and connect to the CRM systems you authorize. This is not a DevLaunch-hosted migration service. Don't send us passwords, tokens, customer lists, recordings, or unredacted exports for support. Review any code you customize and the providers it connects to. The sales website separately processes technical data and optional analytics; see the GoSeedly Privacy Policy.

Can importing send old messages or trigger automations?

Ordinary CRM write endpoints can have side effects. Use the dedicated historical-import extension on a supported version, not live send or booking endpoints. Test in an isolated account before importing real data. Customizations can introduce new side effects, so you are responsible for reviewing and testing any changes, including messaging, booking notifications, and automation behavior.

Who is responsible for backups and checking the result?

You control and approve the migration. Keep independent source and destination backups, test in an isolated account, review mappings and opt-outs, and verify the report and real records before making a cutover. Never cancel HighLevel or delete source data just because an import has finished. No tool can guarantee recovery of data the source no longer provides.

What if an API changes or a migration is interrupted?

Keep your archive and migration logs, then follow the supplied recovery instructions before retrying. Review what was already imported so you do not create duplicates. Platform changes may require changes to your copy of the code. No lifetime compatibility, uptime, maintenance, or future updates are promised. This is a code product you operate and maintain, not an ongoing service.

Is the migration finished in 15 minutes?

The instructional video is 10–15 minutes. Actual setup, cleanup, exporting, importing, and verification may take substantially longer, depending on account size, files, API limits, and the condition of your records.

Can I use it with sensitive or regulated client data?

Do not assume the kit is certified for regulated workloads or that buying it supplies a data-processing agreement or business associate agreement. You must establish the permissions, agreements, safeguards, and lawful basis your data requires before use. For client work, obtain the client's authorization.

Is technical support or a done-for-you migration included?

No. You download and run the code yourself. There is no included installation, technical support, custom development, migration service, response-time promise, or guaranteed fix. We may offer discretionary general guidance in our Facebook group and by email, but that is not a contracted support service. Never share credentials or unredacted customer data when asking a question.

Are there refunds?

All sales are final. We do not offer voluntary refunds, returns, or exchanges for this digital code product. Please review compatibility and technical requirements before buying. This does not exclude a refund or other remedy that applicable law requires.

Can I modify the code or use it for client migrations?

The license is for running and modifying the code for your business and authorized client migrations—not redistributing, publishing, sublicensing, or reselling the kit. Editable source does not mean an unrestricted open-source license. Buying the code does not transfer its copyright or include Seedly's license. Review the supplied license before purchase.

Pip leaps in celebration with both boxing gloves raised.

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