Migrate from Captorra to HighLevel

Captorra leads map directly to HighLevel contacts using a one-to-one field mapping. Primary fields including name, email, phone, and address transfer as-is without transformation. Custom lead properties such as referral source and intake channel migrate to HighLevel custom fields on the contact record, preserving all historical lead data for reporting continuity.

Captorra contacts with active case relationships migrate as HighLevel contacts with all associated data intact. Phone numbers, email addresses, and postal addresses map field-for-field to their HighLevel equivalents. Tags in HighLevel can replicate Captorra's contact categorization labels, allowing the firm to maintain its existing organizational structure without additional custom field configuration.

Captorra case records transform into HighLevel Opportunities using status mapping logic. Case status values (Open, Pending, Closed) map to corresponding pipeline stage values in HighLevel. The migration creates one separate pipeline per Captorra case type so that stage semantics remain accurate and distinct across the firm's different practice areas.

Captorra's custom intake form fields require HighLevel custom fields created via the Custom Fields API before migration begins. Pick-list fields in Captorra become choice fields in HighLevel to preserve the same selection interface. We create all required custom fields during schema setup so the destination schema is ready for data insertion.

Captorra referral source field values (e.g., Google Ads, Partner Firm, Walk-in) merge into a HighLevel custom field and a tag simultaneously. The tag enables HighLevel workflow segmentation without requiring a custom field lookup in automation conditions, while the custom field preserves the original value for reporting purposes.

Files attached to Captorra cases or contacts re-upload to HighLevel Files, preserving original filenames and file contents. HighLevel's 25MB per-file limit applies to all uploads — files exceeding this limit are flagged during the audit phase for pre-migration compression or archival instructions before the transfer begins.

Captorra case notes and activity timestamps migrate as HighLevel notes attached to the contact record. Both timestamps and author information (owner email) are embedded in the note body text since HighLevel notes do not have a separate created-by metadata field that would preserve original attribution automatically.

Captorra users are matched to HighLevel users by email address lookup during the pre-flight phase. Unmatched users are flagged in a pre-migration report with resolution options — either invite them to HighLevel before migration or assign their case records to a fallback owner to prevent orphaned opportunities post-migration.

Captorra custom objects from the Enterprise tier map one-to-one to HighLevel custom objects. Relationships between custom objects that use N:N links in Captorra require junction object setup in HighLevel to preserve the relationship structure — this is documented in the pre-migration schema plan for review before data transfer.

Captorra automation rules such as 'Send notification when case status changes to Closed' have no direct equivalent in HighLevel and cannot migrate programmatically. We export all Captorra rule definitions as a reference document for rebuilding in HighLevel's Workflow Builder, giving your team a complete blueprint of existing automations.

Captorra's Business Analytics and ROI reports do not transfer to HighLevel. The underlying data migrates completely, but reports and dashboards must be rebuilt in HighLevel's Analytics section or connected to an external BI tool. We provide a comprehensive data dictionary so your analytics team can reconstruct key metrics and validate data accuracy post-migration.