Migrate from CRM for real estate to HighLevel

Direct map. HighLevel Contact object accepts first name, last name, email, phone, address, and custom fields. Owner resolution happens by email match against HighLevel user list. Unmatched owners flagged before migration. This mapping also preserves the original contact creation date in a custom field to maintain historical reporting continuity.

Direct map. HighLevel Company stores organization name, domain, phone, address, and industry. Contact-to-company linking uses HighLevel's built-in association — contacts can be linked to one primary company with additional relationships tracked via tags. All company records retain their original industry classification, which can be used for segmentation in HighLevel.

Direct map. Source deal fields (name, amount, stage, close date, owner) map to HighLevel Opportunity fields. Pipeline name and stage labels are configured in HighLevel before migration — we deliver a stage-mapping plan as part of the schema setup. The plan also defines probability percentages for each stage to align forecasting.

HighLevel has no native Listing or Property object. We create a Property custom object with address, price, status, beds, baths, MLS number, and listing type fields. The custom object links to the contact who owns the listing via a lookup relationship.

Direct map for task records. Source call logs, showing appointments, and follow-up tasks migrate as HighLevel Tasks with subject, due date, owner, and original timestamp. Completed status and outcome notes preserved in the task body. Task priority levels are also transferred to maintain urgency ranking.

Source tags (buyer, seller, hot-lead, MLS-source) migrate as HighLevel tags directly on contacts. Tags used for automation triggers in the source do not activate in HighLevel — they serve as reference data for rebuilding workflows. They can be filtered in HighLevel to segment contacts for future campaigns.

Source lead status values (New, Active, Customer, Inactive) map to a custom pick-list field (Lead_Status__c) on the HighLevel Contact. HighLevel's native contact type (lead vs. customer) is set based on the source status value mapping plan delivered before migration. The mapping can also drive pipeline assignment rules in HighLevel.

Source notes on contacts migrate as HighLevel Contact Notes with author, timestamp, and body text. Rich-text formatting is converted to plain text for compatibility. Notes attached to deals or listings link to the relevant Opportunity or Property custom object. This linking ensures that note context is preserved across related records.

Source users and agents resolved by email match to HighLevel users. Unmatched agents are flagged for invitation before migration. HighLevel's sub-account user limits are checked against the migration scope during scoping. If the number of users exceeds the sub-account limit, a plan upgrade or user consolidation can be arranged before the migration begins.

Source file attachments on contacts, deals, or listings re-upload to HighLevel's file storage linked to the target record. File size limits and format restrictions are applied during the import step. PDF and image files supported; file size capped at HighLevel's per-file limit.

Source communication logs (call logs, email summaries, SMS threads) migrate as Tasks with the original timestamp, direction, and a text summary of the content in the task notes field. HighLevel's live conversation inbox does not inherit source history — it starts fresh at cutover.

Source automations (drip sequences, task triggers, portal sync rules) do not migrate. We export your workflow definitions as a reference document for your HighLevel admin to rebuild using HighLevel's Workflows builder. The exported definitions include trigger conditions, action steps, and any associated time delays for each automation.

Source MLS listing integrations are third-party connections that cannot transfer to HighLevel. After migration, the MLS feed must be reconnected via HighLevel's API or a supported integration partner. Reconnecting the MLS feed requires valid API credentials and may involve coordinating with your MLS vendor to ensure uninterrupted listing updates.