Migrate from Fello to HighLevel

Fello contacts map directly to HighLevel contacts. Name, email, phone, address, and job title transfer as standard HighLevel contact fields. Owner resolution matches Fello owner email against HighLevel user email addresses. Unmatched owners are flagged before migration so a fallback owner can be assigned in HighLevel.

Fello company records map to HighLevel companies. Company name, domain, and address fields transfer directly. Note that Fello company records in a real estate context may represent property owner entities or brokerage affiliations — these land as standard HighLevel Company records.

Fello does not expose a public custom objects API, so property-specific data (listing address, estimated value, listing status, days on market) is stored as contact custom fields in Fello. In HighLevel, we create a Property custom object with fields for address, value_estimate, listing_status, and days_on_market, then establish a one-to-many relationship between the Contact and Property custom object.

Fello's 0–100 AI lead score has no native equivalent in HighLevel. We create a custom Number field called lead_score on the HighLevel Contact object and populate it with the original Fello value. The score is preserved for reporting and segmentation in HighLevel.

Fello captures TCPA consent timestamps when contacts fill out forms. This data migrates to a custom Date field (tcpa_consent_date) on the HighLevel Contact. Compliance flags and consent source also transfer as custom text fields to support future outreach compliance checks.

Fello deals map to HighLevel opportunities. Each Fello pipeline becomes a HighLevel pipeline view. Pipeline stages map to HighLevel opportunity stages with stage probability reapplied based on HighLevel's stage configuration. Fello deal owner resolves by email against HighLevel users. We also preserve the original deal value, close date, and any attached notes as custom fields on the HighLevel opportunity, ensuring that historical deal context is retained for future reporting.

Stage names in Fello pipelines are mapped one-by-one to HighLevel opportunity stages. We capture stage sequence and probability from Fello and reapply them to the corresponding HighLevel stage. Stage-entered timestamps are preserved as custom datetime fields for historical reporting continuity.

Fello contact tags transfer as HighLevel contact tags. Tags are preserved as comma-separated values in a HighLevel tag field. If tags represent complex behavioral segments, they can be used to trigger HighLevel workflow conditions after migration. We recommend auditing tag names before migration to avoid duplicates and to consolidate similar segments into a consistent taxonomy that works well in HighLevel's workflow builder.

Fello engagement events (email opens, link clicks, outreach sent) map to HighLevel Tasks with Type set to reflect the engagement type. Original timestamps and associated contact links are preserved. HighLevel's activity feed then shows the full engagement history on each contact record.

Fello's bi-weekly Home Value Report generates estimated property values per contact. We extract the latest estimated value and report date, then write them to the estimated_value and last_valuation_date fields on the Property custom object, linked to the originating Contact. If multiple valuations exist over time, we store the most recent value while archiving older entries as a JSON log for compliance and historical analysis.

Fello Growth and Scale plans allow custom properties per contact. We audit all active custom properties from Fello and create corresponding custom fields in HighLevel before migration. Field data types are matched — text to text, number to number, date to date — and pick-list values are mapped individually.