Migrate from CINC to HighLevel

CINC contacts migrate as HighLevel contacts. The primary email address is used for identity resolution. If a CINC contact has multiple company associations, the most-recently-modified company is set as the primary, and remaining associations are preserved as tags for reference.

CINC companies migrate as HighLevel companies. Parent-company hierarchies are preserved via HighLevel's company relationship fields. Multi-contact companies in CINC (N:N model) are collapsed to one primary link per contact, with secondary associations surfaced as tags for reference and future reconciliation.

CINC leads and lead statuses migrate as HighLevel contacts with a custom Lead_Status__c field capturing the original CINC status value. Status history timestamps are preserved in a companion custom datetime field. The original status labels are preserved exactly as they appear in CINC for downstream reporting continuity.

CINC deals map to HighLevel pipeline opportunities. Each CINC pipeline becomes a separate HighLevel pipeline. Deal stage names map value-by-value to HighLevel stage names. Stage enter timestamps are stored as custom datetime fields. Deal value, close date, and property address are preserved as native or custom fields on the opportunity record.

CINC tasks and reminders migrate as HighLevel tasks with original due dates, assignees (matched by email), priority flags, and completion status preserved. Completed tasks retain their status in HighLevel. Overdue tasks are flagged in the pre-flight report if the assignee email does not resolve to a HighLevel user account.

CINC notes migrate as HighLevel notes attached to the parent contact or company record. Original create timestamps are preserved as a custom field since HighLevel's note CreatedDate reflects import time. Note body content is mapped directly without transformation.

CINC custom properties on contacts — such as lead score, behavioral flags, referral source, or custom dates — are recreated as HighLevel custom fields. Field type is inferred from CINC metadata (text, number, date, pick-list). Pick-list values are created as HighLevel pick-list options to maintain dropdown consistency.

CINC deal-level custom properties (e.g., property address, offer amount, contingency flags) are mapped to HighLevel custom fields on the pipeline opportunity record. Pick-list values are recreated as HighLevel pick-list options. All deal custom fields are validated against the target pipeline before import.

CINC automations (triggers, conditions, email/SMS actions, delays) have no direct equivalent in HighLevel. FlitStack exports every automation definition as a structured JSON document listing trigger type, condition logic, action sequence, and timing — this serves as the rebuild reference for your HighLevel admin or certified consultant.

CINC saved searches with complex filter conditions (multi-field, cross-object, date-range, tag-based) cannot be imported directly. FlitStack exports each saved search definition as a structured filter specification describing every condition, operator, and value so it can be recreated as a HighLevel contact filter or smart list.

CINC tags on contacts and companies migrate as HighLevel tags. Tags used in automation logic are included in the automation-export reference document so their intended behavior can be preserved when rebuilding workflows in the HighLevel workflow builder.

CINC owner IDs are resolved by email match against HighLevel user accounts. Unmatched owners are flagged before migration; your team either creates HighLevel accounts for them or reassigns their records to a designated fallback owner before the full migration run. No record is loaded without a confirmed HighLevel owner assignment.

CINC file attachments on contacts or deals are downloaded and re-uploaded to HighLevel Files attached to the corresponding contact record. File size limits (HighLevel supports files up to 50MB) are respected during re-upload. Original file names and CINC-created timestamps are preserved as metadata in HighLevel for audit continuity.