Migrate from Eagle CRM to HighLevel

Eagle CRM contacts map directly to HighLevel contacts. All standard fields — name, email, phone, address, job title — carry over. Eagle custom fields on contacts migrate as HighLevel contact custom fields. Owner assignment resolves by email match against HighLevel users; unmatched owners are flagged before the migration commits.

Eagle CRM companies map to HighLevel companies with direct field parity on name, website, domain, industry, and address. Parent-company hierarchies in Eagle CRM map to HighLevel's Company record hierarchy. Multi-company associations on a single Eagle contact are preserved as HighLevel company links.

Eagle deals (and contracts) map to HighLevel opportunities. Eagle's pipeline and stage values are mapped value-by-value to HighLevel pipeline stages. The deal amount, close date, and stage-entry timestamp are preserved. Deal-to-contact associations attach to the HighLevel opportunity's primary contact link; secondary contact relationships use opportunity contact roles.

Each Eagle CRM pipeline becomes a HighLevel pipeline. FlitStack AI creates the corresponding pipeline in HighLevel and maps Eagle stage names to HighLevel stage names value-by-value. Probability and forecast-category metadata is applied as HighLevel stage configuration where present in Eagle.

Eagle CRM notes attached to contacts and companies migrate as HighLevel notes on the corresponding contact record. Original create date, note author, and parent-record link are preserved. Notes containing rich text or embedded files are handled through file re-upload to HighLevel's attachment storage.

Eagle CRM tasks and activity logs — including calls logged, meetings scheduled, and follow-up reminders — migrate as HighLevel tasks attached to the relevant contact record. Task subject, due date, completion status, assigned owner, and timestamps are all preserved during migration. Call notes and meeting outcomes land as task descriptions in HighLevel, maintaining the full context of each activity.

Eagle CRM custom fields on contacts — such as lead source, property interest, or move-in timeline — require corresponding contact custom fields to be created in HighLevel before migration. FlitStack AI creates the custom field definition in HighLevel and maps values during the data load. Field type (text, pick-list, date, number) is matched to the closest HighLevel custom field type.

Eagle CRM custom fields on deals — such as property type, listing status, or commission split — map to HighLevel opportunity custom fields. These must be created in HighLevel before migration. FlitStack AI generates the custom field schema in HighLevel and populates values from Eagle's deal custom property data.

Eagle CRM tags and labels applied to contacts migrate as HighLevel tags on the corresponding contact record. Tags used for segmentation, lead status categorization, or property-type classification are fully preserved. HighLevel supports unlimited tags per contact with no naming restrictions. FlitStack AI maps Eagle tag names exactly as they appear, maintaining your existing tagging taxonomy without any renaming or consolidation required.

Eagle CRM owner assignments on contacts, companies, and deals resolve by email match against HighLevel user accounts. If a HighLevel user account exists for the owner's email, the record is assigned to that user. Unmatched owners are flagged pre-migration so your team can either invite the user to HighLevel or reassign records to a fallback owner.

Eagle CRM file attachments on contacts and deals are downloaded and re-uploaded to HighLevel's file storage, linked to the corresponding contact record. File size limits apply; files exceeding HighLevel's per-upload cap are flagged for manual handling. Inline images in notes are extracted and rehosted as HighLevel attachments.

Eagle CRM workflows and automation rules have no export format and do not migrate. FlitStack AI exports workflow definitions as a written reference document so your HighLevel admin can rebuild them in HighLevel's workflow builder. Automation logic — triggers, conditions, time delays, and actions — must be recreated manually in HighLevel after cutover.

Eagle CRM integrations with third-party tools (IDX listing feeds, MLS sync, property portals) do not have migration paths to HighLevel. Each integration must be rebuilt using HighLevel's integration options (native integrations, Zapier, Make, or custom API connections). FlitStack AI documents the active Eagle integrations as part of the migration audit.