CRM migration
Field-level mapping, validation, and rollback between Gearbox and HighLevel. We move data and schema; workflows are rebuilt natively in HighLevel.
Gearbox
Source
HighLevel
Destination
Compatibility
11 of 11
objects map 1:1 between Gearbox and HighLevel.
Complexity
BStandard
Timeline
48–96 hours
Overview
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.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
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
HighLevel
Contact
1:1Direct 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
HighLevel
Company
1:1Gearbox 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
HighLevel
Opportunity
1:1Gearbox 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
HighLevel
Pipeline + Opportunity Stage
1:1Gearbox 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
HighLevel
Custom Object: Vehicle
1:1Gearbox 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
HighLevel
Custom Object: Maintenance Record
1:1Gearbox 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
HighLevel
Contact
1:1Gearbox 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
HighLevel
Custom Object: Inspection
1:1Gearbox 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
HighLevel
Note / Task
1:1Gearbox 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
HighLevel
HighLevel Workflow (manual rebuild required)
1:1Gearbox 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
HighLevel
Tag
1:1Gearbox 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.
| Gearbox | HighLevel | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Pipeline | Pipeline + Opportunity Stage1:1 | Fully supported | |
| Custom Object: Vehicle Record | Custom Object: Vehicle1:1 | Fully supported | |
| Custom Object: Maintenance Record | Custom Object: Maintenance Record1:1 | Fully supported | |
| Custom Object: Driver | Contact1:1 | Fully supported | |
| Custom Object: Inspection | Custom Object: Inspection1:1 | Fully supported | |
| Activity: Notes / Tasks | Note / Task1:1 | Fully supported | |
| Gearbox Automations | HighLevel Workflow (manual rebuild required)1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported |
Gotchas + challenges
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 gotchas
Gearbox edition tiers gate API access
Work order history links assets by ID, not UUID
Preventive maintenance schedules use interval math that varies by platform
Contractor records may be soft-deleted in Gearbox
HighLevel gotchas
Sub-account architecture creates isolated data silos per client
Usage-based telecom and AI costs are not in the subscription price
Workflows have no native equivalent in most destination CRMs
API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
White-label configuration and branding assets do not export via API
Pair-specific challenges
Migration approach
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.
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.
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.
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
Gearbox
Source
Strengths
Weaknesses
HighLevel
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Gearbox and HighLevel.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Gearbox: Not publicly documented..
Data volume sensitivity
Gearbox doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Gearbox to HighLevel migration scoping. Not seeing yours? Book a call.
Walk through your Gearbox to HighLevel migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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