Migrate from GP Flow to HighLevel

GP Flow investor records map directly to HighLevel Contacts. The contact's name, email, phone, address, and custom properties migrate as HighLevel custom fields. Owner resolution uses email matching to HighLevel user records, with unmatched owners flagged for admin review before the bulk load begins.

GP Flow company records migrate 1:1 to HighLevel Companies. Company name, domain, industry, employee count, annual revenue, and address fields map to their HighLevel equivalents. Parent-child company hierarchies in GP Flow map via the HighLevel parent-company lookup. GP Flow custom properties on the company record are created as HighLevel custom fields. The migration script verifies that parent records are loaded first to maintain hierarchy integrity.

GP Flow deal records become HighLevel Opportunities. Deal name maps to Opportunity name, deal amount maps to Amount, deal stage maps to Opportunity status via a stage-value mapping, and close date maps to Close Date. GP Flow stage-entered timestamps migrate as custom datetime fields.

GP Flow pipeline stages map to HighLevel pipeline stages with value-by-value mapping. Each GP Flow stage name gets a corresponding HighLevel stage name, and stage probability is re-applied in HighLevel's pipeline configuration. Multiple GP Flow pipelines map to separate HighLevel pipelines.

GP Flow fund records (offering name, fund size, target close date, status) have no native HighLevel equivalent and migrate as a HighLevel Custom Object. Fund-to-investor relationships require a junction object linking each Fund to its investor Contacts. The Fund custom object holds offering name, fund size, target close date, and status. The schema is created via HighLevel's Custom Objects API before migration.

Capital commitment amounts, funding stages, and wire-instruction data stored in GP Flow custom fields on deal records migrate as a Commitment custom object linked to the Fund custom object and the investor Contact. Amount fields migrate as currency-formatted custom number fields.

GP Flow tasks migrate to HighLevel Tasks with subject, due date, status, and assigned owner preserved. Tasks linked to a specific contact or deal carry the relationship forward via HighLevel's task-to-contact and task-to-opportunity linking. All task custom fields are transferred as HighLevel custom fields, and any attachments on GP Flow tasks are uploaded to the corresponding HighLevel Task record. The migration also preserves the task priority and any due-date reminders.

Notes attached to investor or deal records migrate as HighLevel Notes. Note body content and original create timestamps are preserved. Notes are linked to the corresponding Contact or Opportunity record in HighLevel. Any GP Flow note custom fields are created as HighLevel custom fields on the Note object. Attachments associated with notes are downloaded and re-uploaded to the linked HighLevel Contact or Opportunity, preserving file references.

GP Flow tags (investor type, accreditation status, deal category) migrate as a text custom field listing tag values, since HighLevel's native tags are dynamic workflow triggers rather than static label storage. Tags can be re-created as HighLevel tags post-migration if workflow triggers are needed.

Documents and files attached to GP Flow investor or deal records are downloaded and re-uploaded to HighLevel's file storage, linked to the relevant Contact or Opportunity record. File size limits per HighLevel's storage configuration apply. All file metadata such as original file name, upload date, and file type are preserved. The migration process respects any size restrictions set in HighLevel and flags oversized files for manual handling.

GP Flow owner records resolve by email against HighLevel user accounts. Unmatched owners are flagged before migration runs; their records are assigned to a designated fallback owner in HighLevel. User role and permission settings must be reconfigured in HighLevel's access control.

Any GP Flow custom properties that have no direct HighLevel equivalent (accreditation dates, LP entity names, co-investment flags) are created as HighLevel custom fields on the appropriate object, or as custom object fields for entity-level properties. Field type matching (text, number, date, pick-list) is applied during schema setup.