Migrate from Espresso Agent to HighLevel

Direct map. HighLevel Contact stores first name, last name, email, phone, address, and custom fields. Espresso Agent contact properties — including lead source, agent notes, neighborhood search tags, and any custom properties — migrate as custom fields on the HighLevel Contact record. The mapping preserves original timestamps and ensures each contact lands with the correct owner resolved by email match.

Direct map. HighLevel Company stores business name, domain, address, and employee count. Espresso Agent company records — typically property management firms or brokerages attached to leads — migrate as HighLevel Company records with all standard fields preserved. The mapping also carries over any custom company-level attributes as custom fields, ensuring continuity of business information across the platform.

Direct map. Espresso Agent deals store property address, listing price, status, and lead type. These map to HighLevel Opportunities with the property address as the opportunity name, price_range as the monetary value, and lead type preserved as a custom field. HighLevel pipeline and stage are configured based on deal status mapping.

Espresso Agent dialer calls, emails, and notes migrate as HighLevel Tasks. Each task receives the original timestamp, owner resolved by email, call duration (for dialer calls), and call disposition as custom fields. Recording file URLs are stored as text references pending re-upload to HighLevel's file storage.

Direct map. Espresso Agent notes attached to contacts or deals migrate as HighLevel Notes with original create timestamps and owner preserved. Rich-text formatting is simplified to plain text during migration, ensuring readability without formatting artifacts. Each note remains linked to its parent contact or deal in HighLevel, and any internal tags or mentions are retained as plain text references.

Owner resolution runs by email match between Espresso Agent owner records and HighLevel user accounts. Unmatched owners are flagged before migration and assigned to a designated fallback HighLevel user. This ensures every record lands with a valid owner in HighLevel.

Espresso Agent's five lead categories — expired, FSBO, FRBO, preforeclosure, neighborhood search — have no direct HighLevel equivalent. We create a custom pick-list field (Lead_Source_Category__c) on the HighLevel Contact with value-mapping for each category. This preserves the prospecting segmentation that drives real estate agent workflows.

Espresso Agent property-specific fields — mls_number, listing_date, property_type, sqft, beds, baths, year_built — migrate as custom fields on the HighLevel Opportunity. Fields are created in HighLevel before the bulk import runs. Property type maps as a custom pick-list; numeric fields (sqft, beds, baths) map directly as number fields.

Tags applied in Espresso Agent migrate as HighLevel Tags on the Contact record. Tag names are preserved exactly, ensuring no loss of labeling information. HighLevel supports multiple tags per contact, matching Espresso Agent's label model, and tags can be used to segment prospects, trigger workflow automations, and filter pipeline views. After migration, tags continue to drive targeted outreach and campaign logic in HighLevel.

Espresso Agent email sequence templates and campaign logic cannot be exported as reusable templates for HighLevel. We export the template subject lines, body content, sequence order, and timing rules as a structured blueprint document. A HighLevel admin rebuilds the sequences inside the workflow builder using the blueprint as a rebuild guide.

Espresso Agent stores call recording files in its own cloud storage. HighLevel has its own file storage layer (HighLevel Files / attachments). Call recording files are re-uploaded to HighLevel, and each Task record receives a file attachment link. This step adds time and complexity for migrations with hundreds of recorded calls.