Migrate from Agencyzoom to HighLevel

AgencyZoom leads map directly to HighLevel contacts. Owner resolved by email match to HighLevel users. All standard contact properties (name, email, phone, address) migrate as direct field mappings. Carrier association stored as a Contact custom field (Carrier__c). FlitStack matches each lead owner by email, flagging unmatched owners for admin action. Original create dates are saved as Original_Create_Date__c for continuity.

AgencyZoom contacts migrate as HighLevel contacts — the distinction between lead and contact in AgencyZoom is a status flag, not a separate object. Both lead-type and customer-type records land in HighLevel's Contact object with lifecycle stage preserved as a custom pick-list field.

AgencyZoom's agency-level records and Company object map to HighLevel's Company object. Company name, domain, address, and industry fields migrate as direct field mappings. AgencyZoom's parent-child hierarchy collapses to a single Primary Company association per contact in HighLevel. FlitStack preserves the primary company link on each contact using a custom lookup field, and any secondary parent companies are stored as additional text references for future reconciliation.

Policies map to HighLevel Opportunities with insurance-specific fields stored as Opportunity custom fields: Policy_Number__c, Carrier__c, Policy_Type__c, Effective_Date__c, Expiration_Date__c, Premium__c, and Policy_Status__c. Pipeline-to-HighLevel-pipeline mapping preserves stage history and close dates. FlitStack creates each custom field with the correct type (text, date, currency, pick‑list) during setup, and maps each AgencyZoom pipeline to a corresponding HighLevel pipeline, applying stage probabilities and preserving the original close date on won or lost opportunities.

AgencyZoom lead source categories (referral, carrier, website, etc.) have no HighLevel equivalent — they migrate as a custom pick-list field on the Contact object. Pick-list values mapped value-by-value; unrecognized values stored as free-text or flagged for admin review. FlitStack reviews the full list of source values before import, ensuring that each term is represented in the pick‑list and that any new categories are documented for future marketing segmentation.

HighLevel has no native service-ticket object. We create a Service_Ticket__c custom object with custom fields for category, priority, status, resolution, location, and assign group — mirroring AgencyZoom's Service Center schema. Tickets linked to contacts and companies via custom lookup relationships.

AgencyZoom Sales, Service, and Onboarding pipeline stages map to HighLevel pipeline stages per pipeline. Stage names mapped value-by-value; stage probabilities re-applied on the HighLevel side. Closed/lost stages preserved with original close dates and loss reason stored on the opportunity record.

AgencyZoom lifecycle stages (Prospect, Active Policy, Quoted, Lapsed, etc.) have no native equivalent in HighLevel. We preserve the full stage label as a custom pick-list field on the Contact record. Stage-changed timestamps stored as Lifecycle_Stage_Updated__c custom datetime field for audit continuity.

AgencyZoom notes and tasks migrate as HighLevel contact activities. Notes attach to the contact record; tasks surface in the contact timeline with original create dates and assigned owners. Call logs stored as tasks with Type='Call' and call outcome notes preserved.

All AgencyZoom custom fields migrate as HighLevel custom fields. Contact-scoped properties (lead source, carrier, lifecycle stage) become Contact custom fields; policy-scoped properties (policy number, premium, carrier) become Opportunity custom fields. Custom field type preserved: text, number, date, pick-list, or checkbox.

AgencyZoom user accounts resolved by email match to HighLevel users. Assign groups without a corresponding HighLevel user flagged before migration — the agency either invites the user to HighLevel first or assigns records to a fallback owner. FlitStack generates a pre‑migration user‑mapping report, highlighting any missing HighLevel accounts so the agency can provision access before the cutover window begins.

Files attached to AgencyZoom records re-uploaded to HighLevel Files and linked back to the contact, company, or opportunity record. File size limits apply (HighLevel default 25MB per file). Inline images in notes downloaded and rehosted in HighLevel's file storage. FlitStack also validates file integrity after upload and records the original file URL in a custom field for audit traceability.