Migrate from IDX Broker to HighLevel

IDX Broker contact records map directly to HighLevel Contacts using a one-to-one field mapping. Name, email, phone, address, city, state, zip code, and lead source fields transfer as standard Contact fields in HighLevel. Any additional standard fields present in IDX Broker are reviewed and mapped accordingly. Original create and update timestamps are preserved as custom date fields (dateCreated__c, dateUpdated__c) for reporting continuity and historical accuracy.

IDX Broker records how each lead was sourced (e.g., 'Listing Detail View', 'Saved Search Alert', 'Contact Form'). This origin data maps to HighLevel tags on the Contact record — one tag per source event, allowing workflow triggers in HighLevel based on how the lead originally entered the system.

Each IDX Broker saved search contains property criteria (location, price range, bedrooms, property type). These criteria are serialized into a HighLevel custom text field (Saved_Search_Criteria__c) and tagged with 'Saved Search' for segmentation. The raw criteria string is preserved so your team can recreate the search in HighLevel or an integrated IDX tool.

IDX Broker tracks which listings a contact saved or favorited. This translates to a HighLevel Property custom object linked to the Contact via a many-to-one relationship. Property fields (address, price, MLS number, status) map to custom fields on the Property object. This object must be created in HighLevel before migration runs.

Custom fields collected via IDX Broker lead forms (e.g., 'Moving Timeline', 'Pre-Approved Status', 'Budget Range') map to identically named custom fields on the HighLevel Contact. Pick-list values in IDX Broker map to HighLevel drop-down custom fields with value-by-value mapping to preserve the same selectable options. Any required field settings or conditional visibility rules are documented during the audit phase for manual reconfiguration in HighLevel's form builder.

IDX Broker assigns leads to agent users by email address. FlitStack resolves each owner email against HighLevel user accounts by email match. Unmatched owners are flagged before migration — your team either creates the HighLevel user first or reassigns those contacts to a fallback user before the final run.

IDX Broker stores notes per contact as text entries with timestamps and owner attribution. These transfer to HighLevel's built-in Notes feature on the Contact record, preserving the original note text, create date, and assigned user so nothing is lost in the transition.

IDX Broker's My Listings Manager creates website accounts for buyers with saved properties and search alerts. The account status and saved listing count migrate as a 'My Listings Manager User' tag plus a Saved_Listings_Count__c custom number field, signaling engagement level in HighLevel without the portal functionality.

IDX Broker's live MLS listing data is sourced from a data feed and displayed via widgets. HighLevel has no native IDX or MLS integration — this data lives on your website, not in the CRM. The listing feed and widget configuration must be rebuilt using a separate IDX integration. Property interest data (which contacts viewed which listings) does migrate as described above.

IDX Broker's automation capabilities are limited to lead notifications and email alerts. HighLevel's Workflow Builder is a fundamentally different automation engine. All automation logic must be manually rebuilt in HighLevel. FlitStack can export a list of IDX Broker notification rules as a rebuild reference for your HighLevel admin.