Migrate from Homesnap Pro to HighLevel

Homesnap Pro contact records map directly to HighLevel contacts. Agent name, email address, phone number, and physical address fields carry over as-is without transformation. Owner resolution logic links each contact to the HighLevel user account whose email address matches the Homesnap owner email field on the record.

Homesnap Pro company records representing brokerages and teams map to HighLevel company objects. Company name, address, phone number, and website/domain fields translate directly to HighLevel company fields. Parent-child company hierarchies configured in Homesnap Pro map to HighLevel's company hierarchy relationship fields.

Homesnap Pro deal records representing property transactions map to HighLevel opportunities. The deal name and monetary amount carry over directly; the deal stage value maps to a corresponding HighLevel pipeline stage via value mapping. Pipeline structure in HighLevel must be created before migration begins to receive the stage values.

Homesnap Pro's deal pipeline organization structure has no direct HighLevel equivalent, so we create a custom pipeline in HighLevel that matches the stage names and probability weights from Homesnap Pro. Deal records from Homesnap Pro are then mapped into this pipeline as opportunities during migration.

Homesnap Pro showing tasks and appointments map directly to HighLevel tasks. Original due dates, assigned task owners, and task status values carry over. HighLevel tasks support custom field enrichment if additional showing metadata beyond the standard fields needs to be preserved for reference.

Homesnap Pro notes attached to contacts and companies map to HighLevel contact notes and company notes respectively. Note body content and the original creation date are preserved during migration. Notes are imported in bulk via HighLevel's bulk import tool for efficiency with large volumes.

Homesnap Pro custom fields on contacts, companies, and deals require corresponding custom fields to be created in HighLevel before migration begins. We generate a comprehensive custom field creation plan specifying field names, data types (text, number, date, picklist), validation rules, and whether each field is required on the form.

Homesnap Pro tags applied to contacts carry over as HighLevel tags directly. Tags are preserved during bulk import operations and can trigger HighLevel workflow conditions post-migration for segmentation and automated follow-up sequences.

Files attached to Homesnap Pro records are downloaded from the source system, re-uploaded to HighLevel's file storage, and linked back to the corresponding contact or company record. Large files exceeding 25MB may require alternative storage solutions or Google Drive linking.

Homesnap Pro property listings backed by MLS data are external references, not records in the Homesnap Pro database. We cannot migrate MLS listing data itself. We preserve the MLS number and property address as custom fields on the relevant contact or opportunity for reference.

Homesnap Pro's agent productivity reports including rankings, production metrics, and custom report configurations have no HighLevel equivalent. Historical report snapshots can be exported as PDF files from Homesnap Pro and stored in HighLevel. HighLevel reporting must be rebuilt using its analytics tools and migrated custom fields post-migration.

Homesnap Pro automations including showing reminders, listing alerts, and notification triggers do not transfer to HighLevel. We export a detailed list of all active automations with their triggers, conditions, and actions as a structured reference document for rebuilding these in HighLevel's workflow builder.