Migrate from EverPro to HighLevel

EverPro contacts map directly to HighLevel contacts — name, email, phone, address, and custom fields transfer 1:1 with no transformation required. Contacts without a company association in EverPro land as standalone HighLevel contacts, and HighLevel supports assigning a primary Company to each contact post-migration if needed. This direct mapping ensures that the core contact record data remains intact and immediately usable in HighLevel from day one.

EverPro company records map to HighLevel companies with standard field transfers. Company name, domain/website, industry, and employee count move as standard fields. EverPro's multi-location company structure maps to separate Company records with a parent-company relationship using HighLevel's company hierarchy, allowing you to maintain your organizational structure in HighLevel's flattened company model.

EverPro job records (service calls, installations, maintenance visits) become HighLevel Opportunities in the Pipeline. The Opportunity Name defaults to the job description or ticket number; job status (scheduled, in-progress, completed, cancelled) maps to pipeline stage values. Service type, technician, and site-address data populate custom fields on the Opportunity.

EverPro loyalty points and tier level have no native HighLevel equivalent. We create custom fields on the HighLevel Contact: Loyalty_Points__c (number), Loyalty_Tier__c (picklist: Bronze/Silver/Gold/Platinum), and Loyalty_Since__c (date). These fields are read-only after migration — program logic must be rebuilt in HighLevel workflows if you want automated tier upgrades.

EverPro stores individual loyalty redemption events with timestamps. HighLevel has no native redemption-history object. We attach redemption records as Notes on the Contact, or as a custom object (Loyalty_Redemption__c) if you prefer structured querying. Your admin decides the format based on how the data will be used post-migration.

EverPro contact-center interactions — including call recordings, message logs, and SMS threads — attach to the Contact record in HighLevel as Activities. We transfer original timestamps and agent/owner information so that the complete service history is visible in the HighLevel contact timeline, giving your team full context when reviewing any contact record.

EverPro review scores and response history migrate as read-only custom fields on the Contact (Review_Score__c, Review_Source__c, Review_Date__c). If you plan to use HighLevel's Reputation Management module post-migration, the scores can be re-fed into HighLevel's reputation workflows as a data source.

EverPro's Business Intelligence module stores KPI snapshots (service revenue, conversion rates, technician utilization) that are tied to the module's reporting engine. HighLevel's native reporting covers pipeline and campaign metrics but not service-specific KPIs. We preserve the most recent KPI snapshot as a Note on the Account for historical reference; service-specific BI requires rebuilding in HighLevel analytics or a connected BI tool.

EverPro users (technicians, office staff, admin) resolve to HighLevel users by email match. Unmatched owners are flagged before migration — your team either creates HighLevel user accounts first or assigns records to a fallback owner. HighLevel's sub-account model means each location or brand may need its own set of users scoped to that sub-account.

EverPro custom properties and module-specific custom fields map 1:1 to HighLevel Custom Objects. HighLevel supports custom fields (text, number, date, dropdown, checkbox, etc.) on standard objects plus fully custom objects with their own field schemas. We identify all EverPro custom fields during the audit phase and pre-create matching HighLevel custom fields before data loads.