Migrate from Accruent Vx Field to HighLevel

Accruent Work Orders carry status, scheduled dates, assigned technician, location, parts used, and labor notes. HighLevel has no standard work order object — we create a WorkOrder__c Custom Object with custom fields for each FSM attribute. Original work order IDs are preserved in Source_WO_ID__c for traceability. Status values map value-by-value to a custom picklist on the Custom Object.

Accruent line items track parts, quantities, and labor per work order. We create a WorkOrderLine__c Custom Object linked to WorkOrder__c via a lookup relationship. Each line preserves part number, quantity, unit cost, and description. HighLevel's Custom Object relationship model handles the parent-child linkage.

Accruent Asset records store equipment name, serial number, location, condition, warranty expiry, and maintenance history. HighLevel has no native asset object — we create Asset__c as a Custom Object with custom fields for each attribute. Maintenance history is stored as a custom long-text area field with newline-delimited entries.

Accruent asset locations (addresses, facilities) map directly to HighLevel Company records. We extract location name, address, city, state, ZIP, and contact from Accruent and populate the corresponding HighLevel Company fields. Multiple assets at one location link via the Company record.

Accruent technician records (name, email, phone, skills, certifications) migrate to HighLevel Contact records. We tag each technician contact with a Role tag ('Technician') so HighLevel Workflow filters can route tasks appropriately. Email and phone map directly; skills become custom multi-select fields.

Accruent customer accounts with billing address, primary contact, and account status map 1:1 to HighLevel Company records. The account name becomes the Company Name; billing address maps to the standard address compound field. Primary contact links via HighLevel's contact-company association, preserving the relationship between the account record and its main point of contact in the new system.

Accruent parts and materials inventory with SKU, description, quantity on hand, reorder level, and bin location maps to an InventoryItem__c Custom Object in HighLevel. We create custom fields for each attribute. HighLevel has no native inventory tracking — reorder automation must be rebuilt as a Workflow.

Accruent attachments (photos, signatures, documents) on work orders have no direct HighLevel equivalent. We download each attachment and store the file URL or base64 content in a custom long-text area field (Attachments_JSON__c) on the linked WorkOrder__c record for reference — not as native HighLevel Files.

Accruent service task records (type, duration, technician, completion notes) with timestamps map to HighLevel Tasks. We populate the task subject with the service type, link it to the Contact (technician) and Company (location), and preserve the original completion timestamp in a custom datetime field.

Accruent custom fields defined on Work Order, Asset, or Inventory objects map to HighLevel custom fields on the corresponding target Custom Object. Field type translation: text to short text, number to number, date to date, picklist to picklist. We create each custom field in HighLevel before the import job runs.

Accruent service locations with address, site manager, and site-specific notes migrate as HighLevel Company records with a Site_Manager__c custom field. Multiple work orders tied to the same location link via the shared Company record — no separate junction object is required since HighLevel's native contact-company relationship handles the association directly.