Migrate from Drivecentric to HighLevel

DriveCentric contact records map 1:1 to HighLevel Contact records. Every standard field (name, email, phone, address, owner) transfers directly. Contacts without a primary company in DriveCentric land as standalone HighLevel contacts — HighLevel does not require a CompanyId on contact records.

DriveCentric company records map to HighLevel Company records. Dealerships that use DriveCentric to track customer businesses (not just individual buyers) transfer as Companies. Parent-child company relationships in DriveCentric map to the HighLevel Parent Company field if the hierarchy is meaningful for the receiving business.

DriveCentric deal records map to HighLevel Opportunity records. The Deal Name becomes the Opportunity Name, deal amount maps to Value, and close date maps to the date fields in HighLevel's Opportunity object. Pipeline stages require value-by-value mapping against the HighLevel pipeline stages configured in the destination account.

DriveCentric's pipeline structure — multiple stages per deal pipeline — becomes a HighLevel Pipeline. Each DriveCentric pipeline maps to one HighLevel Pipeline. If DriveCentric has separate new-car and used-car pipelines, two HighLevel Pipelines are created. Stage names are mapped value-by-value to the corresponding HighLevel stage names.

DriveCentric vehicle records associated with a deal have no native HighLevel equivalent. The vehicle details (VIN, Make, Model, Year, Trim, Mileage) migrate as custom fields on the Opportunity record. If the dealership tracks multiple vehicles per deal (trade-in plus purchase target), these become separate custom fields on the same Opportunity.

Trade-in vehicle details and Owed on Trade-In amounts stored in DriveCentric deal records migrate as custom fields on the HighLevel Opportunity. The owed amount is a currency-formatted custom field. No built-in HighLevel mechanism handles trade-in equity calculations — this remains a reference field for the sales team.

DriveCentric activity logs — call logs, email records, text threads, and meeting records — migrate as HighLevel Notes attached to the Contact record. The original timestamp and owner are preserved in the Note body. Email and text activities that were part of a two-way conversation thread can alternatively be structured as HighLevel Conversation records if the thread is intact.

DriveCentric contact tags migrate as HighLevel Tags on the Contact record. Tags are preserved as-is. No value mapping is required — tag names transfer verbatim. Tags used to segment lead quality or source attribution in DriveCentric map directly to HighLevel's tagging system.

DriveCentric custom objects (if configured in the source account) map 1:1 to HighLevel Custom Objects using the Custom Objects API. The custom object schema — field names, field types, and relationships — is preserved. Junction relationships in DriveCentric custom objects that use N:N associations require a junction object in HighLevel.

DriveCentric owner assignments on contact, company, and deal records are resolved by email match against HighLevel user accounts. If a DriveCentric owner email does not have a corresponding HighLevel user, the record lands under the migrating admin's account as a fallback. Owner names are preserved in a custom Source Owner field for reconciliation.

DriveCentric tracks stage-change timestamps on deal records. This historical stage progression is preserved as a custom text field (Stage_History__c) on the HighLevel Opportunity, formatted as a newline-separated list of 'Stage — Date' entries. HighLevel does not have a native stage-history audit trail for Opportunities.

DriveCentric file attachments on contact or deal records are downloaded and re-uploaded to HighLevel Files associated with the corresponding record. Large files (over HighLevel's attachment size limits) are flagged and alternative delivery methods are arranged. DriveCentric's integration with DMS-attached documents does not migrate — those are source-system documents that must be re-linked after migration.