Migrate from Briostack to HighLevel

Briostack Customer records map directly to HighLevel Contacts. The customer's name, email, phone, and address fields transfer as standard Contact fields. Any customer-level custom fields become HighLevel custom fields on the Contact record. If a customer has multiple locations, each location can be represented as a separate Contact linked to the same company, preserving address-level service history.

Briostack stores company/organization data separately from the customer contact. These map to HighLevel Companies. The company name, domain, industry, and employee count fields transfer directly. Multiple contacts per company use HighLevel's contact-company association model. When a company has multiple offices, each office address can be added as a separate location on the Company record, linking the relevant contacts to the correct branch.

Briostack Work Orders have no direct HighLevel equivalent — they become a HighLevel Custom Object named 'Job' or 'Work Order.' Fields including service type, scheduled date, technician assigned, status, and description migrate as custom fields. The Job Custom Object is then associated to the Contact who requested the service.

Briostack work order line items (service description, quantity, price) map to a Service Line Custom Object related to the Job, or to HighLevel Products if the items are standardized. Each line item becomes a separate record linked to the parent Job or Opportunity.

Invoices in Briostack — including invoice number, total amount, status (paid/unpaid/overdue), and due date — map to an Invoice Custom Object in HighLevel. This object links to the original Contact and Job records. HighLevel's Stripe/PayPal integration does not natively sync invoice status; FlitStack surfaces this as a post-migration configuration step.

Briostack route data (technician assigned, route sequence, scheduled stops) migrates as a Route Custom Object in HighLevel with latitude, longitude, and sequence fields. The technician name links to the HighLevel User who will own or be assigned to the related Jobs via Tasks. Briostack's native GPS dispatch data does not have a native equivalent in HighLevel.

Briostack marketing automation campaigns and email sequences do not migrate directly — HighLevel's Workflow Builder achieves the same result but the automation logic must be rebuilt. FlitStack exports Briostack campaign trigger conditions and action sequences as a rebuild reference document for your HighLevel admin.

Briostack files attached to work orders, invoices, or customer records (photos, service reports, signed documents) re-upload to HighLevel Files. Each file is linked to the corresponding Job or Contact record. File size limits and storage usage follow HighLevel's plan allowances.

Briostack's QuickBooks sync data — invoice records, payment records, and accounting flags — does not have a native HighLevel equivalent. FlitStack migrates the customer and invoice data as Custom Objects but flags the QuickBooks integration as requiring a separate reconnect to Stripe or PayPal on the HighLevel side.

Briostack customer and work-order tags (e.g., 'commercial', 'quarterly-service', 'priority-customer') migrate as HighLevel Tags. Tags are preserved on the Contact record and can trigger Workflow conditions in HighLevel — making the rebuild of automation logic more straightforward. After migration, you can create dynamic tag groups in HighLevel based on custom field values, enabling segmentation without manual tag assignment.

Briostack user accounts and technician profiles map to HighLevel Users. The mapping resolves by email — Briostack user email matched against HighLevel user email. Unmatched users are flagged before migration so your team can create or invite them to HighLevel first.

Briostack tracks chemical products applied per job for regulatory compliance. This data migrates to a Treatment Record Custom Object in HighLevel linked to the Job, storing product name, application rate, and treatment date. Some states require this data to be retained — FlitStack ensures the relationship to the original customer and address is preserved.