Migrate from Follow Up Boss to HighLevel

Follow Up Boss People records map directly to HighLevel Contacts. Name, email, phone, address, and all standard fields transfer as-is. Primary company link in Follow Up Boss attaches to the corresponding HighLevel Company record. Owner/User assignment resolves by email match against HighLevel users.

Follow Up Boss Companies map 1:1 to HighLevel Companies. Company name, domain, address, and industry fields transfer directly. Parent/child company hierarchy in Follow Up Boss maps to HighLevel's Company hierarchy field. Multi-company associations on a Person collapse to primary Company with additional associations stored as Tags.

Follow Up Boss Deals map to HighLevel Opportunities. Deal name, value/amount, expected close date, and assigned Person link transfer directly. The destination Opportunity is associated with the mapped Contact. Note that a single Follow Up Boss Deal maps to one Opportunity — deals without a Contact association link to a placeholder in HighLevel.

Follow Up Boss stages (Lead, Active, Pending, Sold, Dead) become named Stages within a HighLevel Pipeline. Teams running one pipeline map to one Pipeline in HighLevel; teams with separate buyer/seller flows create multiple Pipelines. Stage transition timestamps in Follow Up Boss are preserved as custom datetime fields in HighLevel for reporting continuity.

Tags migrate directly — Follow Up Boss Tags appear as HighLevel Tags on the Contact record. Tag names and tag assignments per Person/Deal transfer as-is, preserving the exact spelling and case. HighLevel's tag model supports unlimited tags per contact, matching Follow Up Boss behavior. Multi-value tags on a single record are split into individual Tag entries in HighLevel. Tag metadata such as color coding or creation timestamps does not transfer as HighLevel Tags lack these properties.

Follow Up Boss Action Plans do not have a direct equivalent in HighLevel. FlitStack exports Action Plan definitions (triggers, steps, delay logic, message templates) as a structured JSON reference document. Your team rebuilds these in HighLevel's Workflow builder — we provide the exported definitions and a mapping guide so no step is forgotten.

Follow Up Boss Smart Lists filter by stage transition time, days since last contact, lead source, and property type. HighLevel's equivalent uses Tag-based segmentation combined with custom field filters in Opportunities. FlitStack exports Smart List definitions; our mapping document translates filter criteria to HighLevel Tags and custom field values.

Follow Up Boss Tasks transfer to HighLevel Tasks on the associated Contact or Opportunity record. Task title, due date, assigned user (resolved by email match), completion status, and original create date all migrate directly. Completed Tasks preserve their completion timestamp in the migration. Overdue status flags are recalculated by HighLevel upon import based on the migrated due date against current date.

Follow Up Boss calendar Events including showings, appointments, and calls map to HighLevel Calendar Events. Start time, end time, attendee list, associated Contact, and event type transfer directly. HighLevel's calendar natively supports Google Calendar and Outlook synchronization, allowing imported events to display for the same attendees in those external calendar systems.

Follow Up Boss Notes on People or Deals migrate as HighLevel Notes on the corresponding Contact or Opportunity. Note body, author (resolved by email), and create timestamp transfer directly. Rich-text formatting is preserved where the source Note uses standard text.

Follow Up Boss file attachments on People or Deals are downloaded and re-uploaded to HighLevel Files. Files attach to the mapped Contact or Opportunity record. HighLevel's file storage has a 25MB per-file limit — large files over this threshold are flagged for manual review.

Follow Up Boss custom fields (text, number, date, dropdown) map to HighLevel custom fields on Contacts or Opportunities. Dropdown custom fields require value-by-value mapping since Follow Up Boss choice labels may differ from HighLevel choice labels. FlitStack creates the destination custom fields before data lands and maps each value explicitly.

Follow Up Boss tracks lead source (Zillow, Realtor.com, website form, etc.) as a system field. HighLevel has no native lead-source field — the source value migrates as a Tag (e.g., tag: 'Source: Zillow') plus an optional custom field on the Contact for reporting. FlitStack preserves the full source attribution history.

Follow Up Boss's Timeframe to Move field (used to track buyer/seller move timelines) has no direct HighLevel equivalent. We migrate this as a custom date field or text field on the Contact, preserving the original range value (e.g., '3–6 months') and the date it was set.