Migrate from Flexie to HighLevel

Flexie Workers map to GoHighLevel Contacts. The worker's name, phone, email, availability windows, and employment status map to Contact fields. Custom properties per worker (certifications, pay rate, employment type) migrate to GoHighLevel Custom Fields on the Contact object. Availability windows cannot map to a native GoHighLevel field; we store them as a JSON-formatted custom text field or as a separate Custom Object (Availability Rules) with a Lookup to the Contact. The customer's team configures any scheduling integrations in GoHighLevel's Calendar feature post-migration.

Flexie Venues represent locations or establishments where workers are deployed. GoHighLevel does not have a native Venue object. We create a Locations Custom Object (or a text Custom Field on Contact for simple deployments) to preserve venue names, addresses, and operational settings. Multi-location operators with franchise structures may prefer a separate Locations Custom Object with a Contact-to-Location Lookup to track which workers are associated with which venues.

Flexie Shifts have no GoHighLevel native equivalent. We create a Shifts Custom Object with fields for shift_date (date), start_time and end_time (time), status (open, filled, cancelled), and a Lookup to the Contact (worker) and the Location (venue). This preserves shift timing, assignment status, and the venue reference. Open shifts (unfilled) are imported with no Contact Lookup and flagged for review before GoHighLevel's Calendar or a third-party scheduling tool is configured.

Shift Assignments in Flexie are the junction between Workers and Shifts tracking acceptance status, notes, and timestamps. These map to the Shifts Custom Object status field (filled vs. open) and an assignment_notes custom field on the Shifts record. We do not create a separate junction object; the assignment relationship is encoded in the Shifts record's Contact Lookup. Coverage gaps (unfilled shifts at migration time) are preserved as open Shifts records for the customer's team to action in the new system.

Flexie's per-worker custom fields (certifications, clearance levels, pay rate, emergency contact, onboarding date) map to GoHighLevel Custom Fields on the Contact object. We extract the live schema during discovery via Flexie's API, map each custom property to a typed GoHighLevel field (text, number, date, picklist), and flag any with picklist values that exceed GoHighLevel's character limits. Picklist values are reviewed and truncated or remapped during the field mapping phase.

Flexie venues may have custom fields for operating hours, capacity, manager contact, or location-specific settings. These map to the Locations Custom Object's custom fields. Address data from Flexie venues migrates as separate text fields (street, city, state, zip) or as a formatted address string, depending on GoHighLevel's field configuration in the target sub-account.

Flexie documents attached to Workers or Venues (certifications, IDs, contracts) migrate as document metadata (file name, type, upload date) and a link to the source file location. GoHighLevel does not host files natively in the same way; we attach document metadata as a custom text field or link on the Contact or Location record. Actual file hosting (if self-hosted on Flexie) must be moved separately by the customer's team. We flag any documents that require re-upload due to hosting differences.

Flexie Entity Forms serve as data entry points and workflow triggers for onboarding, compliance, and availability updates. GoHighLevel has a separate Forms feature that replaces this function. We do not migrate Entity Form definitions; we document every Flexie Entity Form with its field layout, trigger conditions, and submission destinations so the customer's team can rebuild them as GoHighLevel Forms. Form submission history migrates as Contact notes or a Custom Object record if the submission data is critical.