Migrate from Apto to HighLevel

Direct field-level map from Apto contact properties to HighLevel contact fields. Email is the primary key for de-duplication. Owner resolved by email match to HighLevel user. Custom properties on Apto contacts become HighLevel custom fields. During migration, any missing or malformed email addresses are logged for review, ensuring data quality before final import.

Apto company records map to HighLevel company objects. Company name, domain, address, industry, and employee count map to equivalent HighLevel company fields. Parent-company relationships in Apto map to HighLevel's parent company lookup if the structure is hierarchical. If Apto contains hierarchical parent‑company relationships, we map them to HighLevel’s parent‑company lookup field to preserve organizational context.

Apto deals migrate as HighLevel opportunities. Pipeline and stage in Apto map to HighLevel's Pipeline and StageName fields on the opportunity. Deal amount, close date, and owner transfer directly. Stage probability is recalculated based on HighLevel's stage configuration. Stage probabilities are recalculated to align with HighLevel’s configured stage weights, ensuring accurate forecasting.

Apto pipelines become HighLevel pipelines with stages. Each Apto pipeline stage maps to a corresponding HighLevel stage within the pipeline. Stage order and probability values are preserved. Teams with multiple pipelines in Apto create matching pipeline structures in HighLevel before migration.

Apto tasks map to HighLevel tasks. Subject, description, due date, priority, and status transfer directly. Task owner resolves by email match. Completed status and completion timestamps are preserved as custom fields or standard fields where HighLevel supports them. If a task’s owner cannot be resolved, the task is flagged for manual assignment before the import batch finalizes.

Apto notes map to HighLevel notes attached to the parent contact or company. Note body content, created date, and creator transfer. Rich-text formatting is preserved where both platforms support it. Notes without a parent contact or company are logged at the account level.

Apto custom fields on any object require pre-creation in HighLevel as custom fields before migration. Field type mapping: Apto text becomes HighLevel text, Apto pick-list becomes HighLevel drop-down, Apto number becomes HighLevel number. We generate a custom field creation checklist based on the Apto schema audit.

Apto tags transfer as text tags on the corresponding HighLevel contact. Tags used for segmentation in Apto become filter criteria in HighLevel workflows. Duplicate tag values are consolidated during migration. Tag-to-contact associations are preserved via HighLevel's tag assignment on the contact record.

Apto call logs, email logs, and meeting records map to HighLevel tasks with a type indicator. Original timestamps, duration, and outcome notes are preserved as task description or custom fields. This preserves engagement history without requiring a separate activity log object.

Apto user records are resolved by email against HighLevel users. Unmatched owners are flagged before migration for team invitation or fallback assignment. Active vs. inactive status in Apto does not block migration — inactive users are mapped as read-only owners in HighLevel.

Apto file attachments on contacts, companies, or deals are exported to local storage and re-uploaded to HighLevel's document management. File size limits and format restrictions apply. We flag oversized files and unsupported formats before migration for manual handling. We also verify file size compliance with HighLevel’s upload limits and recommend compression if needed.