Migrate from Entera to HighLevel

Entera contacts migrate directly to HighLevel contacts. First name, last name, email, phone, and address fields map 1:1. Owner assignment uses email-match against HighLevel user accounts — unmatched owners are flagged before the migration commits so your team can invite or reassign.

Entera companies map directly to HighLevel companies. Key fields including company name, domain, industry classification, employee count, and annual revenue migrate cleanly. For Entera records with parent-child company hierarchies, FlitStack uses HighLevel's parent company lookup field — any circular reference that would create an infinite hierarchy is flagged and reported during the pre-migration data audit.

Entera investment deals migrate as HighLevel Opportunities. Deal name, amount, close date, and stage map to opportunity name, monetary value, expected close date, and pipeline stage respectively. Custom deal properties (cap rate, ARV, rehab budget) are created as custom fields on the HighLevel opportunity.

Entera deal stage names map to HighLevel pipeline stage names through direct value translation. Each unique stage in your Entera setup receives a corresponding named stage in the target HighLevel pipeline. Once stages are mapped, probability percentage values are applied individually per stage using HighLevel's stage probability configuration settings, preserving the expected close-rate assumptions from your original Entera pipeline.

Entera stores full property addresses on deal records. HighLevel opportunities have a limited native address schema, so the property street address, city, state, and ZIP migrate as a custom text field on the opportunity. This preserves the investment property location for reporting and routing.

Real estate investment fields (cap rate, after-repair value, renovation budget, property type, loan-to-value ratio) have no HighLevel native equivalent. FlitStack creates custom fields on the opportunity object matching the field type — numeric fields for rates and amounts, text for property types, and date fields for renovation timelines.

Entera activity logs spanning calls, emails, property showings, inspection notes, and other engagement records migrate as HighLevel Tasks or Notes attached to the parent contact or opportunity record. All original activity timestamps and owner assignments are preserved exactly as they exist in Entera. Any rich-text formatting, bullet points, or embedded links present in the original notes carry over into HighLevel's note format without modification.

Entera deal attachments — purchase agreements, inspection reports, property photos — are re-uploaded to HighLevel as files attached to the corresponding opportunity record. HighLevel's file size limits (25 MB per file) apply; larger files are split or linked by URL reference.

Entera tags and labels on contacts and deals migrate directly to HighLevel tags. Tag names are preserved exactly. Tags applied across multiple object types (contact tags, deal tags) are migrated per-object so the tag filter logic works identically in HighLevel's segmentation views.

Entera custom objects such as loan terms, seller disclosures, and property condition records map 1:1 to HighLevel custom objects using the Custom Objects API. All custom object fields are created in HighLevel with matching data types to preserve data integrity. The relationships linking custom objects to parent contacts or opportunities are maintained using HighLevel's relationship linking capabilities, ensuring associated records remain connected after migration.

Entera workflows and automated investment pipelines do not transfer to HighLevel. FlitStack exports workflow definitions as a reference document so your team can rebuild them in HighLevel's Workflow Builder. The export includes trigger conditions, action sequences, and conditional branching logic captured from the source.

Entera users and deal owners are resolved by email match against HighLevel user accounts. If a HighLevel user account does not exist for an Entera owner email, the record is assigned to a fallback owner specified by your team before migration. Unresolved owners are flagged in the pre-migration audit report.