Migrate from APRO CRM to HighLevel

Direct map. All APRO contact fields including name, email, phone, mobile phone, job title, and address migrate as HighLevel Contact fields. Owner email resolves to the matching HighLevel user; any owner without a corresponding user is flagged for fallback assignment. Real estate custom fields such as client type, preferred area, and budget range migrate as Contact custom fields, and the create timestamp is stored in a datetime field for reporting continuity.

APRO's property records (listings, buyer requirements, property addresses, listing status) have no HighLevel equivalent. We migrate them as a custom object with custom fields (address, price, type, status, client ID link) created in HighLevel before migration. Listing photos and documents are re‑uploaded to Property custom object, and each property links to buyer or seller contact via the client ID. The create date is stored as datetime field for reference.

APRO deals map to HighLevel Opportunities. Deal name, amount, and close date map directly. APRO pipeline and stage values map to HighLevel Pipeline and Stage via value mapping — destination stages must be created in HighLevel first. Stage‑entered timestamp is preserved in datetime field. Probability can be assigned during stage mapping. Each deal references property via property ID field, and deal owner resolves by email match to HighLevel user.

APRO pipelines (buyer funnel, listing pipeline) map 1:1 to HighLevel Pipelines. Each APRO pipeline becomes a separate HighLevel Pipeline. Stage names map value-by-value; APRO stage‑entered timestamps preserved as custom datetime fields in HighLevel. The mapping also captures the order of stages so the pipeline layout in HighLevel mirrors the APRO funnel. You can assign probability percentages to each stage during mapping, and the original stage‑entered timestamps are stored for reporting.

APRO stage names (e.g. Inquiry, Showing, Offer Made, Under Contract, Closed) map to HighLevel Stage pick‑list values. Each stage maps individually; untranslated stages become HighLevel stages created before migration. Probability and forecast category applied from HighLevel side. The mapping worksheet records stage order so pipeline order matches APRO. You can define probability percentages and forecast categories for each stage, and any untranslated stage is flagged for creation before migration.

APRO built-in IP telephony call logs (date, duration, outcome) migrate as HighLevel Notes with the call metadata in the note body. Call recordings do not transfer — we flag this in the migration plan so teams can export recordings separately before cutover.

APRO tasks and follow-up reminders map directly to HighLevel Tasks. Task subject, due date, status, and owner resolve by email match to HighLevel users. Completed-at timestamp is preserved as a custom field since HighLevel uses a boolean completed flag. Tasks are linked to the related Contact or Opportunity via the source system ID, and the original created date is stored in a custom datetime field.

APRO notes map directly to HighLevel Notes. Note body text, created date, and owner preserved. Notes attached to contacts or deals link to the corresponding Contact or Opportunity via the record ID mapping. Any tags or categories are stored as a custom text field, and the original note ID is saved for audit and de‑duplication.

APRO file attachments (listing photos, contracts, documents) re-upload to HighLevel Files linked to the parent Contact, Opportunity, or custom property record. File size limits apply (HighLevel's upload limits); oversized files flagged before migration. Each file's original name, size, and MIME type are stored in HighLevel's file metadata, and the source system ID is recorded for traceability.

APRO custom fields for real estate data (property type, listing status, client budget, preferred areas) migrate to HighLevel Contact custom fields and custom property object fields. Field type mapping applied: text to text, pick-list to pick-list, number to number. Date fields are mapped to HighLevel date or datetime types as appropriate. Field length limits are enforced, and any values exceeding the limit are truncated with a warning.

APRO custom automation sequences do not migrate. They use APRO's proprietary rule builder tied to real estate stage triggers. We export the sequence definitions as a reference document for manual rebuilding in HighLevel's Workflows builder — which supports triggers, conditions, and actions across contacts and opportunities.

APRO auto-generates PDFs, listing presentations, and contracts from templates — no export available. HighLevel's Proposals feature handles quote generation but not document template automation. Teams must rebuild document workflows using HighLevel's merge-field capabilities. We audit each APRO template and produce a list of template name, fields, and record types to guide the rebuild. Your team can recreate those templates in HighLevel using Proposals module or integrate a document generation service.