Migrate from Estimate Rocket to HighLevel

Estimate Rocket clients map 1:1 to HighLevel contacts. All standard fields (name, email, phone, address) carry over directly during migration. Multiple clients without email addresses create contacts flagged as 'Source Only' and require manual email completion in HighLevel before workflow triggers can activate on those records.

Client-level internal notes and address data stored in Estimate Rocket's client library map to HighLevel contact notes and address fields. HighLevel supports multiple address formats per contact record, preserving both service and billing addresses from Estimate Rocket's separate address fields.

Estimate Rocket projects become HighLevel opportunities. The project name maps to opportunity name, total estimate value to opportunity value, and project status (Active, Pending, Completed, Archived) maps to HighLevel pipeline stage values. We surface the complete stage mapping in the migration plan before the run for your review.

Estimate Rocket project status values (Active, Pending, Archived, Won, Lost) map to HighLevel pipeline stage names defined during setup. Teams with multiple distinct status values in Estimate Rocket will have corresponding multiple pipeline stages created in HighLevel, each mapped to one specific Estimate Rocket status value for accurate pipeline representation.

The combined estimate total from Estimate Rocket line items maps to the HighLevel opportunity monetary value field. If multiple estimates exist per project (original estimate plus change orders), the most recent approved estimate value becomes the opportunity amount used in HighLevel pipeline calculations.

Estimate Rocket line items with nested groups (sections and sub-items) cannot map to a native HighLevel object. We flatten each group's items into a custom text field (Line_Items__c) preserving item name, unit price, quantity, and total. Groups are separated by delimiter strings for admin readability in the HighLevel interface.

Each Estimate Rocket line item column (name, unit, unit price, unit cost, quantity, taxable flag, section, type) becomes a separate custom field on the HighLevel opportunity. Fields like Unit_Price__c, Unit_Cost__c, Taxable__c, and Line_Item_Type__c are created as type-appropriate custom fields in HighLevel before migration begins.

Estimate Rocket invoices (number, date, amount, status) map to a set of custom fields on the related opportunity: Invoice_Number__c, Invoice_Date__c, Invoice_Amount__c, Invoice_Status__c. Invoice PDF attachments are downloaded from Estimate Rocket and re-uploaded as HighLevel file attachments on the opportunity record for complete invoice record preservation.

Estimate Rocket employees map to HighLevel users by email address match. Unmatched employees are flagged before migration—your team either creates HighLevel user accounts first or assigns those records to a fallback owner. Admin versus field-user role distinctions are documented in a permissions mapping deliverable for your HR and security review.

Estimate Rocket schedule entries (calendar events with project assignments and due dates) map to HighLevel tasks and appointments. The project name field links each appointment to the related opportunity for cross-object reference. HighLevel's appointment object preserves start and end times from the Estimate Rocket schedule for accurate calendar representation.

Estimate Rocket time tracking entries (employee, project, duration, work type) map to a Time_Entries__c custom field on the related opportunity, stored as a formatted text block containing all entry details. HighLevel's native task model does not natively support the labor-type structure present in Estimate Rocket, so the formatted block preserves the complete entry data for admin reference.

Estimate Rocket item templates (Name, Units, Description, Unit Price, Unit Cost, Section, Type, Taxable, Work Notes) map to a set of custom fields on the opportunity. The item template type (material vs. labor) becomes a Taxable__c boolean. Original item templates are preserved in a JSON export for reference during HighLevel rebuild.

Estimate Rocket file attachments on projects and invoices are downloaded and re-uploaded as HighLevel file attachments. HighLevel's file size limits and supported formats apply to all re-uploaded files. We verify each attachment downloads successfully from Estimate Rocket before pushing to HighLevel to ensure complete file transfer.