Migrate from Apollo ERP to HighLevel

Apollo contacts map directly to HighLevel contacts. The email address is the primary key for de-duplication. First name, last name, phone, job title, LinkedIn URL, and address fields transfer as direct text fields. Custom fields on the Apollo contact migrate to HighLevel contact custom fields. The Apollo contact's original create date is preserved as a custom datetime field in HighLevel.

Apollo accounts map to HighLevel companies. Domain and website fields transfer directly. Industry, employee count, and LinkedIn company URL from Apollo require custom fields in HighLevel since industry and headcount are not standard HighLevel company fields. Multi-branch accounts (parent-child) are flattened to one company record per unique account ID in Apollo.

Apollo deals migrate as HighLevel opportunities. The deal name maps to the opportunity name. The deal amount maps to the opportunity value field. Pipeline stage names map to HighLevel pipeline stage names, which must be pre-created in HighLevel before migration. Probability percentages are applied per stage based on Apollo stage configuration or a default mapping provided by the customer.

Apollo tasks map directly to HighLevel tasks. Subject, body, due date, completion status, and owner assignment all transfer. Completed tasks preserve their completion timestamp. Task type (call, email, note) is stored as a custom field in HighLevel if type differentiation is needed for reporting.

Apollo sequences are a workflow-design artifact with step timing, A/B variants, and cadence controls that have no direct equivalent in HighLevel. We export the sequence definition (step order, email templates, delay intervals) as a reference document. HighLevel's Workflows engine must be rebuilt using that reference. Contacts enrolled in sequences are preserved as contacts — the enrollment state is not migratable and must be re-enrolled manually or via a Workflow trigger.

Apollo custom fields on contacts migrate as HighLevel contact custom fields. Type mapping: Apollo string/text → HighLevel text; Apollo number → HighLevel number; Apollo date → HighLevel date; Apollo boolean → HighLevel checkbox; Apollo dropdown → HighLevel dropdown. HighLevel must create these custom fields in the Contact custom field section before migration runs. Field-level validation rules are not transferred.

Apollo custom fields on accounts migrate as HighLevel company custom fields using the same type mapping as contact custom fields. Industry and employee count from Apollo's standard account fields are also stored as company custom fields since HighLevel does not have those as built-in company fields.

Apollo custom fields on deals migrate as HighLevel opportunity custom fields. These are created separately from contact and company custom fields — HighLevel maintains strict object separation between contact, company, and opportunity custom fields. The migration plan must identify which opportunity custom fields exist per deal before data lands.

Apollo's enrichment engine stores employment history, intent signals, and buying triggers per contact. These are Apollo-proprietary and have no native equivalent in HighLevel. We store the most recent enrichment snapshot as a read-only text custom field or contact note for reference. Full re-enrichment requires a third-party integration or manual process in HighLevel.

Apollo's contact-account relationship (each contact linked to a primary account) maps to HighLevel's contact-company association. A contact in HighLevel can be linked to one primary company record plus additional associated companies. If Apollo contacts have multiple account associations, the most recently modified account is set as the primary in HighLevel.