Migrate from Effort to HighLevel

Effort users map directly to HighLevel users. Email addresses serve as the matching key during migration. Owner resolution follows email-match logic — any Effort user without a corresponding HighLevel account is flagged before migration commits so your team can provision access or assign a fallback owner.

Effort contacts map to HighLevel contacts with a direct field-to-field translation. Standard properties like name, email, phone, and address pass through without transformation. Custom fields on Effort contacts (client tier, region, account manager) migrate as custom fields on the HighLevel contact record. Original create dates are preserved as a custom datetime field since HighLevel's native CreatedDate is set at migration time.

Effort's company records map to HighLevel's Companies object. Company name, domain, industry, employee count, and address fields translate directly. Multi-location companies in Effort (with multiple field office addresses) can be handled by creating one HighLevel Company record with location data stored in a custom field or using the address fields for the primary location.

Effort's assignment records — the core of its field operations model — require a two-part mapping. Assignments with a clear client association and monetary value map to HighLevel Opportunities (with the client as the linked Contact/Company). Single-task assignments without a sales value map to HighLevel Tasks. The mapping plan distinguishes between these two patterns before migration runs.

Effort's attendance tracking (check-in times, status flags, leave types) has no direct HighLevel equivalent. We create a custom object in HighLevel called Attendance Log with fields for date, user, status, and any notes. Each attendance record becomes a separate entry linked to the User contact. Your HighLevel admin can build a workflow to surface attendance data in dashboards.

Effort daily reports are narrative entries with date, author, and free-text content. These migrate to a custom Daily Report object in HighLevel with a Date field, Author link to the User contact, and a Notes field (text area) preserving the original report content. Report attachments download and re-upload to HighLevel Files, linked to the Daily Report record.

Effort conveyance claims (distance, mode, amount, status) have no HighLevel equivalent. We create an Expense Claim custom object with fields for date, user, distance, mode of travel, amount, and claim status. Status values are mapped value-by-value to match your HighLevel pick-list setup. Linked to the User contact and optionally to an Opportunity if the claim relates to a specific client visit.

Effort locations associated with specific clients map to HighLevel Companies with an Address record. Standalone field sites without a client record map to a custom Location field on the relevant Contact record. If Effort tracks site-specific assignments, those assignments map to Tasks with the location stored in a custom address field.

Effort custom objects migrate 1:1 to HighLevel custom objects. Custom object relationships in Effort that use N:N associations require junction objects in HighLevel — we surface these as part of the pre-migration mapping plan and create the junction structure before data lands.

Files attached to Effort assignments, daily reports, or conveyance claims are downloaded, re-uploaded to HighLevel Files, and linked to the corresponding target record (Task, Custom Object entry, or Opportunity). File size limits and inline image handling follow HighLevel's upload constraints.

Effort sequences and automation rules do not have a migration path to HighLevel — the logic models are incompatible. We export your Effort sequence definitions as a structured reference document that your HighLevel admin can use to rebuild equivalent Workflow automations in the HighLevel Workflow Builder. No data loss occurs from this exclusion.