Migrate from AgentLocator to HighLevel

AgentLocator contacts migrate as HighLevel contacts. Names, emails, phone numbers, and addresses map directly to their HighLevel equivalents. The AgentLocator lead source field maps to HighLevel's built-in source field. Owner resolution runs by email match against HighLevel user accounts — any AgentLocator contacts without a matching email in HighLevel are flagged for manual owner assignment before the migration completes.

AgentLocator company records — typically the brokerage name or a buyer's employer — migrate as HighLevel companies. Company address, website, and industry fields map to their HighLevel equivalents. N:1 contacts in AgentLocator collapse to primary-company lookups in HighLevel. The company load runs before the contact load so foreign-key relationships resolve correctly during the migration sequence.

AgentLocator pipeline stages (New, Working, Showing, Offer Made, Closed) map to HighLevel pipeline stages. Each AgentLocator pipeline becomes a separate HighLevel pipeline. Stage names are mapped value-by-value. HighLevel's pipeline Probability and Monry fields are populated where AgentLocator records carry deal value.

AgentLocator tags migrate as HighLevel tags. Both platforms use a flat tag model without hierarchy. Tags on contacts, companies, and opportunities carry over intact. Tags used to segment drip campaign membership require manual review in HighLevel before workflows are wired since HighLevel triggers activate on tag-added events rather than at the campaign enrollment level.

AgentLocator custom contact fields — such as lead type, pre-qualification status, or referral source — are read during migration planning. Fields that match HighLevel's built-in types (text, number, date, dropdown) are created as custom fields before data loads. Unsupported field types are preserved as text with a naming convention that flags them for review.

AgentLocator custom deal fields — for example, listing ID, property type, or showing instructions — map to custom fields on HighLevel opportunities. Property-listing metadata from AgentLocator becomes Opportunity-level custom fields since HighLevel has no native property-listing object. These custom fields are created via the HighLevel API before the deal migration batch runs.

AgentLocator call logs, emails, and SMS history migrate as HighLevel activities. Each activity is attached to its parent contact record with original timestamps preserved. HighLevel's activity model supports Type, Subject, and Body — content is mapped accordingly. The AgentLocator AI Bot conversation log migrates as notes.

AgentLocator saved filters segment leads by criteria such as lead score or registration source. These do not have a direct HighLevel equivalent. FlitStack exports the filter definitions as a reference document; HighLevel Smart Lists or workflow triggers recreate the segmentation logic on the destination side.

AgentLocator drip campaigns and automated email sequences do not migrate programmatically. FlitStack exports each drip campaign's step sequence, timing, and tag actions as a structured JSON reference document. HighLevel Workflows are then built against this reference — your team or a HighLevel specialist uses the export to recreate the automation logic.

AgentLocator's MLS multi-board feed and listing history are AgentLocator-specific and have no native HighLevel equivalent. Listing data can be migrated as a HighLevel custom object with fields for address, MLS number, status, and price — your team then uses workflows to manage listing status changes instead of AgentLocator's native IDX sync.

AgentLocator's HomeLocator mobile app tracks a buyer's saved searches and property alerts. This data does not have a direct HighLevel equivalent. FlitStack migrates the property-address records as a custom object; saved-search preferences are preserved as custom fields on the contact record for reference.

AgentLocator appointment data migrates to HighLevel's Calendar module. Appointment types are created as HighLevel Appointment Types in advance of the migration load. Historical appointments attach to their parent contact records with original timestamps preserved. FlitStack sequences the calendar migration after contacts are loaded so that parent-record lookups resolve correctly without foreign-key errors.