Migrate from Badger Maps to HighLevel

Badger Accounts represent companies — they store business name, address, phone, website, and industry. We map the company name and address data to HighLevel's Company object, and the primary contact within the Account to a HighLevel Contact record linked to that Company. If the Badger Account has multiple associated contacts, each becomes a separate HighLevel Contact sharing the same CompanyId lookup.

Badger Contacts carry name, email, phone, job title, and address fields. These map 1:1 to HighLevel Contact fields. HighLevel Contacts also support a Phone2 field and custom fields for additional phone numbers. Owner assignment in HighLevel resolves by email match against existing HighLevel users.

Badger check-ins record a rep's visit to an account — they include timestamp, location, notes, and log type (meeting, call, or visit). Each check-in becomes a HighLevel Task with the original timestamp, a note containing the check-in comments, and the Account/Contact as the related record. Log type maps to HighLevel's Task category field. Location coordinates from the check-in are preserved as a custom field for geographic reference.

Badger Routes store a sequence of stops with optimized order, scheduled times, and navigation data. HighLevel has no route or territory optimization engine. We export the route stop list (account names, addresses, stop order) as a multi-line custom field on the primary Contact or as a Tag set. This gives your team a reference record of the route structure without rebuilding each route manually.

Badger territories assign accounts to geographic regions and allow color-coded map filtering. HighLevel has no native territory object. We map each territory name to a HighLevel Tag (e.g., 'Territory: Northeast', 'Territory: West Coast') applied to the Contact and Company records, and optionally create a Territory__c custom field for structured reporting. Multi-level territory hierarchies (region > district) become nested tags or a Tag + custom field combination.

Badger text custom fields (e.g., 'Priority', 'Account Type', 'Specialty') map directly to HighLevel custom text fields. We create the corresponding custom field in HighLevel's Contact or Company object before migration and map values row-by-row. Field names are preserved; truncation is applied if HighLevel's character limit is shorter than Badger's.

Badger numeric custom fields (e.g., 'Annual Revenue Estimate', 'Number of Locations') map to HighLevel Number fields. HighLevel supports integer and decimal formats. We match the field's numeric precision from Badger and apply it to the HighLevel field configuration. Zero-value handling and null representation follow HighLevel's defaults.

Badger tracks mileage per route for expense reporting purposes. HighLevel has no native mileage or expense tracking module. We preserve mileage data as a custom Number field ('Mileage__c') on the associated route reference record, or as a note on the first check-in of the route. Your team should evaluate a dedicated expense tool post-migration if mileage reporting is a compliance requirement.

Badger's Standard Integration can sync with CRM Leads. If your Badger setup pulled Leads from a connected CRM, those records appear as Contacts in Badger and migrate as Contacts in HighLevel. The source CRM's Lead status history is not carried over unless it was stored as a custom field in Badger — in that case we map it to a HighLevel custom pick-list field.

Badger's follow-up flag creates a reminder to revisit an account. We convert these to HighLevel Tasks with a due date matching the follow-up date, assigned to the account owner. HighLevel's Tasks support due dates, priorities, and automatic reminders via Workflow triggers — an improvement over Badger's static reminder system.

Badger check-ins can include photo attachments and file uploads. We download each attachment from Badger and re-upload to HighLevel's file storage, linking it to the corresponding Task or Contact record. HighLevel's file size limits apply (default 25MB per file). Inline images in notes are preserved as embedded attachments.

Badger assigns accounts and routes to specific reps. HighLevel's user model is contact-centric — each Contact has an assigned OwnerId. We resolve Badger owners by email lookup against HighLevel user accounts. Unmatched owners are flagged before migration; you can invite them to HighLevel or reassign records to a fallback user.