Migrate from Field2Base to HighLevel

Field2Base stores contact information on the user record associated with a submitted form. Email, phone, name, and job title map directly to HighLevel's standard Contact fields. Multiple submitted forms by the same contact collapse to a single HighLevel Contact record with the earliest submission date preserved.

Each completed form submission in Field2Base becomes a HighLevel activity log entry (Task or Note). The submission date maps to the activity created date. The form template name becomes the activity subject or description. Form region values populate custom fields on the contact record and are also recorded in the activity body for audit continuity.

Field2Base form templates define the regions (fields) that workers complete. The template structure cannot be migrated automatically. FlitStack AI exports the template definition as a reference document. Each form template must be manually rebuilt in HighLevel's form builder or as a custom object, then the custom fields in HighLevel are mapped back to the Field2Base regions.

Most form regions (text fields, numeric inputs, dropdown selections) map to HighLevel custom fields on the Contact object. Each region in Field2Base becomes a separate custom field in HighLevel. The field data type in Field2Base determines the HighLevel custom field type: text regions become text custom fields, numeric regions become number custom fields, and date regions become date custom fields.

Field2Base supports rich field types—photo capture, signature, barcode scan, and GPS coordinates. These do not have a native HighLevel equivalent and are stored as text fields or URL fields pointing to the file attachment. Photo files are re-uploaded to HighLevel's file storage and linked. GPS coordinates are stored as a concatenated text field.

Checkbox regions in Field2Base produce true/false or yes/no values. These map directly to HighLevel custom checkbox fields on the Contact record. For multi-select checkbox regions in Field2Base where multiple options can be selected simultaneously, FlitStack AI converts these to a custom multi-select field in HighLevel or uses a tag-based approach to capture all selected values without data loss.

The original submission timestamp from Field2Base is preserved as a custom date field on the HighLevel contact record. The same value also appears as the created date on the linked activity log entry. This dual preservation maintains both record-level and activity-level audit trails.

Field2Base assigns each submitted form to a user account (the field worker who completed the form). HighLevel does not have a native field-worker assignment model. FlitStack AI resolves the Field2Base user by email against HighLevel user accounts and attaches the assignment as a contact custom field or tag for reference.

If Field2Base form submissions capture a company name or reference, those map to HighLevel's Company object. The company lookup from the submitted form connects to the corresponding HighLevel Company record by name matching. If no company record exists in HighLevel, FlitStack creates one from the submitted form data.

Field2Base's Mobile Forms app saves form drafts offline when connectivity is unavailable. These drafts sync when the device reconnects. HighLevel has no offline-draft equivalent. FlitStack AI includes draft records in the migration if they have been synced; records still in draft-only state are flagged and included at your direction.

Field2Base workflow definitions—single-step form review and approval chains—do not transfer to HighLevel. FlitStack AI exports the workflow configuration as a reference PDF showing the approval chain, reviewer assignments, and conditional rules. Your HighLevel admin rebuilds these as HighLevel Workflows using the exported configuration as a checklist.

Field2Base's Data Integration Module (DIM) and Enterprise Dispatch Module (EDM) connect to back-end SQL databases, ERP systems, or third-party CRMs. HighLevel's native integrations and API v2.0 handle many of these cases. Connections must be evaluated individually. FlitStack AI audits each active DIM/EDM connection and provides a rebuild plan using HighLevel integrations, Zapier, or custom API work.

Field2Base licenses map to HighLevel user accounts by email. All active Field2Base user accounts are provisioned as users in the destination HighLevel sub-account. The Field2Base role hierarchy (admin vs. field worker) is translated to HighLevel's role structure. Inactive or archived Field2Base accounts are not migrated as active users.

Field2Base's analytics dashboard shows submission counts, completion rates, and per-field metrics per form template. HighLevel's native reporting covers pipeline, contact, and campaign metrics but does not replicate Field2Base's form-specific analytics. Historical analytics data is exported as a CSV report and stored in HighLevel's files for reference. Reporting dashboards must be rebuilt in HighLevel using its reporting tools.

Field2Base's Admin Portal controls user management, license assignment, security settings, and branding options. These are not data records and do not migrate. FlitStack AI delivers a settings-parity checklist so your HighLevel admin can configure account settings, white-label options, and user roles to match Field2Base's prior configuration.