CRM migration

Migrate from Gearbox to HighLevel

Field-level mapping, validation, and rollback between Gearbox and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.

Gearbox logo

Gearbox

Source

HighLevel

Destination

HighLevel logo

Compatibility

100%

11 of 11

objects map 1:1 between Gearbox and HighLevel.

Complexity

BStandard

Timeline

48–96 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Gearbox stores contacts, companies, deals, and custom properties as flat objects with a single pipeline model. HighLevel uses a Contact–Company–Opportunity hierarchy, supports multiple pipelines with configurable stages, and handles SMS, email, and appointment booking natively. We migrate contacts and companies directly into HighLevel's standard objects, preserving all standard fields including name, email, phone, address, and company associations. Custom properties, vehicle records, and maintenance data from Gearbox become HighLevel custom objects with custom fields that match the original data types. Deal history migrates into Opportunities using HighLevel pipeline stages, with the Gearbox pipeline and stage determining the target HighLevel pipeline assignment. We match Gearbox users to HighLevel users by email, preserve all original record IDs for traceability in a Source_System_ID__c custom field, and set up a delta-pickup window for records changed during cutover. Gearbox automations, funnels, and sequences do not migrate as data — their trigger-action logic must be rebuilt in HighLevel's Workflow Builder. Our team delivers a migration plan documenting every Gearbox property, its HighLevel destination, and the custom fields to pre-create so the import runs cleanly on the first attempt.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Gearbox logo

Gearbox

What's pushing teams away

  • Catalog website mismatch — the catalog points to gearboxsoftware.com, which is Gearbox Software (the video game studio behind Borderlands). The actual fleet product lives at gearboxfleet.com. This creates vendor identification risk during procurement.
  • Edition-tier API gating means custom-field and advanced object access is not guaranteed on every plan — teams on lower tiers may need an upgrade to extract their full data set during migration.
  • End-to-end FSM capabilities (advanced scheduling, dispatch routing, technician mobile workflows, customer entitlements) are not Gearbox's focus per SoftwareAdvice guidance — pure dispatch-heavy field service teams may outgrow it.
  • Public review footprint is modest compared to mainstream FSM platforms, limiting peer-driven evaluation and reducing the pool of third-party consultants.
  • Pricing is sales-led with no published per-asset or per-user rate, complicating budgeting in pre-sales evaluation.

Choosing

HighLevel logo

HighLevel

What's pulling them in

  • Agencies choose HighLevel to consolidate CRM, email, SMS, scheduling, and funnels into one subscription, eliminating monthly bills for five to ten separate SaaS tools they previously stitched together.
  • The flat-rate pricing model bills per sub-account rather than per contact, so growing a contact database from 1,000 to 100,000 records does not trigger a billing surprise—a common pain point avoided by migrating customers.
  • White-label and sub-account capabilities let agencies resell HighLevel access to their own clients, turning a software cost center into a recurring revenue stream that justifies the subscription.
  • The platform ships a 14-day free trial with no credit card required, giving teams a low-friction entry point to validate fit before committing to the $97/month Starter tier.
  • Marketing agencies managing multiple client accounts use sub-accounts to maintain data isolation per client while operating under a single agency billing relationship with HighLevel.

Object mapping

How Gearbox objects map to HighLevel

Each row shows how a Gearbox object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Gearbox

Contact

maps to

HighLevel

Contact

1:1
Fully supported

Direct field-to-field map for standard fields (name, email, phone, address). Gearbox custom properties that are text, number, currency, date, or phone type migrate as HighLevel custom fields on the Contact object. Gearbox tags are mapped to a custom field formatted as comma-separated text or parsed into HighLevel tag format if the Gearbox export supports structured tag arrays.

Gearbox

Company

maps to

HighLevel

Company

1:1
Fully supported

Gearbox company records map directly to HighLevel Companies. Company name, website, phone, address, and industry fields migrate to their HighLevel counterparts. Custom company properties become HighLevel custom fields on the Company object. Gearbox company hierarchy (parent/child) maps to HighLevel's parent-company association if supported by the export.

Gearbox

Deal

maps to

HighLevel

Opportunity

1:1
Fully supported

Gearbox deals migrate as HighLevel Opportunities. Deal name, amount, close date, and owner assignment map directly. The Gearbox pipeline and stage assignment determines which HighLevel pipeline and stage status the Opportunity receives. Gearbox custom deal properties become HighLevel custom fields on the Opportunity object.

Gearbox

Pipeline

maps to

HighLevel

Pipeline + Opportunity Stage

1:1
Fully supported

Gearbox pipelines map to HighLevel Pipelines. Each Gearbox pipeline stage becomes a HighLevel stage within the corresponding pipeline. The Gearbox stage probability values are stored as a custom field on the Opportunity for reporting continuity. Stage-entered timestamps are preserved as custom datetime fields if Gearbox exports that metadata.

Gearbox

Custom Object: Vehicle Record

maps to

HighLevel

Custom Object: Vehicle

1:1
Fully supported

Gearbox vehicle records have no direct HighLevel equivalent. We create a HighLevel Custom Object named Vehicle with custom fields for VIN, make, model, year, license plate, current mileage, and service due date. The vehicle-to-driver association migrates as a relationship field linking the Vehicle custom object to the Contact record of the assigned driver.

Gearbox

Custom Object: Maintenance Record

maps to

HighLevel

Custom Object: Maintenance Record

1:1
Fully supported

Gearbox maintenance history is stored as a custom object in HighLevel with fields for service date, service type, parts used, labor hours, cost, and associated vehicle. The maintenance record links to both the Vehicle custom object and the related Contact or Company. Original Gearbox timestamps and service provider notes are preserved as custom text fields.

Gearbox

Custom Object: Driver

maps to

HighLevel

Contact

1:1
Fully supported

Gearbox driver records map to HighLevel Contacts with the role distinguished via a custom field (Driver_Role__c). Driver license number and expiration date are stored as custom fields on the Contact. Vehicle assignment is tracked via a custom relationship field or a text field holding the associated vehicle identifier.

Gearbox

Custom Object: Inspection

maps to

HighLevel

Custom Object: Inspection

1:1
Fully supported

Gearbox inspection records (inspection date, score, inspector, deficiencies) become a HighLevel custom object with corresponding custom fields. Each inspection links to the associated Vehicle custom object. Inspection status (Pass/Fail) is stored as a pick-list custom field in HighLevel for filtering and reporting.

Gearbox

Activity: Notes / Tasks

maps to

HighLevel

Note / Task

1:1
Fully supported

Gearbox notes and logged tasks migrate to HighLevel Notes and Tasks respectively. Original create dates are preserved as custom datetime fields since HighLevel sets CreatedDate at import time. Task owners are resolved by email match against HighLevel users. Notes attached to specific records carry their parent-record association forward.

Gearbox

Gearbox Automations

maps to

HighLevel

HighLevel Workflow (manual rebuild required)

1:1
Fully supported

Gearbox automations — triggers, actions, conditions, and time delays — are platform-native logic that cannot export as portable data. They must be rebuilt in HighLevel's Workflow Builder. We document every Gearbox automation in a structured reference sheet (trigger type, conditions, actions, sequence order) so your HighLevel admin or implementation partner can rebuild them using HighLevel's trigger-action canvas.

Gearbox

Tag

maps to

HighLevel

Tag

1:1
Fully supported

Gearbox tags migrate to HighLevel tags. If Gearbox exports tags as a comma-separated string per contact, we parse the string and create individual HighLevel tag entries for each value. Tag naming conventions are preserved as-is. Multi-value tags from Gearbox are flattened to individual tags in HighLevel since HighLevel tags are not hierarchical.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Gearbox logo

Gearbox gotchas

High

Gearbox edition tiers gate API access

Medium

Work order history links assets by ID, not UUID

Medium

Preventive maintenance schedules use interval math that varies by platform

Low

Contractor records may be soft-deleted in Gearbox

HighLevel logo

HighLevel gotchas

High

Sub-account architecture creates isolated data silos per client

High

Usage-based telecom and AI costs are not in the subscription price

Medium

Workflows have no native equivalent in most destination CRMs

Medium

API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account

Low

White-label configuration and branding assets do not export via API

Pair-specific challenges

  • Custom field type mismatches cause import validation failures

    Gearbox custom properties have specific data types (text, number, currency, date, phone). HighLevel custom fields must match those types for validation to pass. A Gearbox currency field importing into a HighLevel text field will accept the value but breaks filtering and reporting. We audit Gearbox export field types during discovery and create matching HighLevel custom field types before the import step. If a Gearbox field type has no HighLevel equivalent (e.g., a Gearbox rich-text property), we flag it for manual review and import it as a text field with a note.

  • Tags require parsing from comma-separated strings

    Gearbox exports contact tags as a single comma-separated string value per contact. HighLevel tags are individual entries attached to a contact. We parse the Gearbox string during the migration, splitting on commas and creating individual HighLevel tag records. If a Gearbox contact has 15 tags, the import generates 15 individual HighLevel tag entries for that contact. Tag names with internal commas require custom parsing rules identified during the discovery audit.

  • Gearbox automations do not migrate as data

    Gearbox workflows, sequences, and trigger links are stored as platform-native trigger-action logic. They cannot be exported as portable automation data and re-imported into HighLevel. Every automation in Gearbox must be rebuilt manually in HighLevel's Workflow Builder. We deliver a Gearbox Automation Reference document listing each automation's trigger, conditions, actions, and sequence order so your HighLevel admin or implementation partner can rebuild them. This is the most time-intensive part of any Gearbox-to-HighLevel migration.

  • Multi-location Gearbox accounts require custom field or sub-account strategy

    Gearbox supports location entities natively. HighLevel does not have a native location object. For multi-location Gearbox accounts, we either replicate locations as a custom pick-list field on records (simpler) or set up separate HighLevel sub-accounts per location (more complete isolation). Sub-account setups add configuration time and require a HighLevel Agency-tier subscription. We present both options in the migration plan with trade-offs so your team can decide based on reporting and access-control requirements.

Migration approach

Six steps for a successful Gearbox to HighLevel data migration

  1. Discovery audit of Gearbox data export

    We connect to your Gearbox account via scoped read access and export a full data inventory: every contact with all custom properties, every company, every deal with pipeline and stage assignment, all tags, all custom objects (vehicles, maintenance records, drivers, inspections), and all note and task records. We validate record counts, identify duplicate or stale records for optional cleansing, and document every Gearbox custom property name and its data type. This audit produces the field mapping document that drives every subsequent step.

  2. Create HighLevel schema and custom fields

    Before importing data, we create the HighLevel custom objects and custom fields needed to receive Gearbox data. This includes the Vehicle and Maintenance Record custom objects, all custom fields for contacts and companies, and the pipelines and stages that correspond to Gearbox pipelines. We configure the tag field for contact records and set up the Gearbox Source ID custom field on every object for traceability. If your account has multiple locations, we configure the location custom field or sub-account structure based on your choice from the discovery audit.

  3. Sample migration with field-level validation

    We run a representative sample migration — typically 100–500 records spanning contacts, companies, deals, and one vehicle and maintenance record — before committing to the full run. We generate a field-level diff comparing source Gearbox values to their HighLevel destinations. You review the sample in HighLevel and confirm that field mappings, tag parsing, pipeline assignment, and owner resolution are correct. We adjust the mapping document and re-run the sample until you approve before scheduling the full migration.

  4. Full migration with delta-pickup cutover

    The full migration runs against your HighLevel account. A delta-pickup window (typically 24–48 hours after the migration completes) captures any records created or modified in Gearbox during the cutover period. We match Gearbox owners to HighLevel users by email and flag any unresolved owners for manual assignment. After the delta pickup, we run a reconciliation report comparing record counts by object, flagging any discrepancies for review. Your team can begin using HighLevel as soon as the reconciliation report is approved. We provide a rollback script targeting the migration audit log if critical issues surface post-go-live.

Platform deep dives

Context on both ends of the pair

Gearbox logo

Gearbox

Source

Strengths

  • Five-module structure (Maintenance + 4 optional) lets teams scope cost to capability.
  • Native Geotab integration for telematics-driven preventive maintenance triggers.
  • Compliance module purpose-built for fleet-specific document expiry tracking.
  • Multi-site inventory with stock transfers handles distributed parts depots.
  • Traffic-light status visualisation reduces daily-fleet-status overhead.

Weaknesses

  • Catalog website is wrong (points to a video game studio), creating vendor identification confusion.
  • Edition-tier API access gates some objects behind upgrades.
  • Not positioned as an end-to-end FSM platform — dispatch and technician routing are not core strengths.
  • Sales-led pricing with no published per-asset rate.
  • Modest independent review footprint compared to leading FSM platforms.
HighLevel logo

HighLevel

Destination

Strengths

  • Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate.
  • Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow.
  • Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship.
  • Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons.
  • Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.

Weaknesses

  • The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover.
  • The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises.
  • Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations.
  • Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment.
  • The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Gearbox and HighLevel.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Gearbox: Not publicly documented..

  • Data volume sensitivity

    B

    Gearbox doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Gearbox to HighLevel migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Gearbox to HighLevel data migrations

Answers to the questions buyers ask most during Gearbox to HighLevel migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your Gearbox to HighLevel migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most Gearbox-to-HighLevel migrations complete in 48–96 hours of clock time for under 25,000 records across all objects. Larger migrations with complex custom objects (vehicle and maintenance records), multiple Gearbox pipelines, or data cleansing requirements extend to 5–14 days. The discovery audit and HighLevel schema setup take 1–3 days before any data moves. The actual data import is the fastest phase; pipeline configuration and custom field creation are the planning-heavy steps.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Gearbox.
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