Migrate from Acumen to HighLevel

Audit Acumen data structure and export configuration

FlitStack AI connects to Acumen via scoped API access and audits the data model: object counts, custom field definitions, project pipeline stages, and tag taxonomy. We identify any Acumen-specific configurations (time-tracking modules, billing records, custom workflows) that require mapping decisions. This audit produces a migration plan document specifying which objects migrate, which require custom field creation in HighLevel, and which export as reference CSVs only. Your team reviews and approves before any data movement begins.

Create HighLevel custom fields and pipeline stages

Before importing data, FlitStack AI pre-creates the required Custom Fields in HighLevel using the HighLevel API: membership_type pick-list, custom datetime fields for date preservation, and any number or text fields matching Acumen Profile Custom Fields. Pipeline stages in HighLevel are configured to match Acumen's project status values. This step runs parallel to your team exploring HighLevel's interface — the schema is ready before the first import batch arrives.

Resolve owners by email and validate tag taxonomy

Acumen staff records match to HighLevel users by email address. Unmatched staff members flag for your admin to either invite as HighLevel users or assign to a fallback owner before migration. Acumen tags and segmentations export as a name list, which we map directly to HighLevel Tags. We deduplicate tag names during import so no redundant tags land in HighLevel.

Run sample migration with field-level diff

A representative sample (typically 200–500 records spanning Contacts, Companies, Opportunities, and Activities) migrates first. FlitStack AI generates a field-level diff report comparing source values against destination values — verifying membership_type preservation, pipeline stage mapping, datetime accuracy, and tag assignment. Your team reviews the diff and approves before the full migration commits. Sample migration typically completes within 24 hours of access provisioning.

Execute full migration with delta-pickup cutover

Full data migration runs in sequence: Companies first (parent references resolve), then Contacts (company lookups attach), then Opportunities (company and contact links establish), then Activities (parent record IDs link correctly). A delta-pickup window opens at cutover — typically 24–48 hours — capturing any Acumen records modified during the switch. FlitStack AI logs every operation to an audit trail. One-click rollback reverts HighLevel to the pre-migration state if reconciliation fails.

Deliver reference exports and rebuild guides

Post-migration, FlitStack AI delivers three artifacts: (1) an Acumen invoice and time-entry CSV export for your accounting team's records, (2) a PDF workflow reference guide documenting each Acumen automation rule for manual HighLevel Workflow rebuild, and (3) a data reconciliation report showing record counts, duplicate resolution, and any unresolvable mappings requiring manual review. Your team completes the HighLevel Workflow rebuild using the reference guide at your own pace — no deadline pressure from the data migration side.