Migrate from FieldPro to HighLevel

FieldPro outlets are retailer or distributor locations with address and GPS data. These map directly to HighLevel Company records. The outlet name becomes the Company name, the full address maps to Company address fields, and the outlet code (FieldPro's unique identifier) is stored as a custom field (Outlet_Code__c) on the Company for reference and deduplication.

FieldPro agents are field representatives who visit outlets and conduct retail audits. They map to HighLevel Contact records. Agent name, email, phone, and role title transfer as direct Contact fields. The FieldPro agent ID is preserved as Agent_ID__c for traceability and owner resolution. Agents without an email address in FieldPro are flagged and assigned to a fallback HighLevel user.

FieldPro agents who will actively use HighLevel after migration must resolve to HighLevel User accounts. Resolution happens by email match. Unmatched agents are flagged before migration — your team either creates HighLevel user accounts for them or reassigns their records to an existing user. Agent territory or region data from FieldPro maps to a custom Contact field (Territory__c).

FieldPro products and SKU-level data have no direct HighLevel equivalent — HighLevel Opportunities support line items but not a full product catalog. We create a Product custom object in HighLevel with fields for SKU, product name, category, and unit price. This enables you to associate products with Opportunities via custom object relationships.

FieldPro retail audit results (store visits, shelf audits, compliance checks) do not map to any native HighLevel object. We create a Retail_Audit__c custom object with fields for audit date, outlet reference, agent reference, compliance score, and key observations. Each audit record links to the outlet Company and agent Contact via lookup relationships.

FieldPro sales orders or distribution records map to HighLevel Opportunities. The outlet maps to the Opportunity's associated Company via lookup. Order value maps to Opportunity amount, order date maps to the CloseDate, and the order status maps to the Opportunity pipeline stage. HighLevel's pipeline stages are recreated to match FieldPro's order status lifecycle.

FieldPro deployment package tiers (1–25 SKU, 26–50 SKU, 51–100 SKU) and their associated service scope are captured as Opportunity-level custom fields in HighLevel. We create a Deployment_Package__c picklist field to preserve the tier classification and service context without requiring a separate custom object, maintaining data visibility on the Opportunity record itself.

FieldPro visit logs recording agent-to-outlet interactions migrate as HighLevel Activities (Tasks) attached to the Contact and Company records. Each activity preserves the original timestamp, agent name, visit outcome, and outlet reference. HighLevel's activity timeline surfaces these on the Contact and Company record pages.

FieldPro captures outlet GPS latitude and longitude for field routing. HighLevel has no native geo-coordinate fields on Companies. We create Latitude__c and Longitude__c custom number fields on the Company record, preserving location data for reference even though HighLevel does not use them for routing.

FieldPro uses tags or labels to categorize outlets (by region, retailer tier, or product focus). These map to HighLevel Tags on Company and Contact records. Tag values transfer as-is, and HighLevel's Smart Lists can use these tags for segmentation and workflow triggers post-migration.