Migrate from Inception to HighLevel

Inception Contact maps 1:1 to HighLevel Contact. All standard fields (first name, last name, email, phone) transfer directly. Pharma-specific properties (HCP classification, therapy area) require HighLevel Custom Fields created before migration. Primary company link resolves to the corresponding HighLevel Company record.

Inception Company maps to HighLevel Company. Healthcare organization name, address, and specialty fields transfer as direct field matches. Parent-child company hierarchies in Inception map to HighLevel's Company hierarchy via a parent-company reference field. Multi-address companies split into separate address records if needed.

Inception Deal maps to HighLevel Opportunity. Deal name, value, expected close date, and owner transfer directly. Inception deal stages map to HighLevel Pipeline stages using a value-mapping table — stage names are matched by label first, then by order position if labels differ. Probability values are preserved as a custom field for reporting continuity.

Inception Pipelines map to HighLevel Pipelines, but each Inception pipeline with distinct stage sets becomes a separate HighLevel Pipeline object. If multiple Inception pipelines share identical stage definitions, they can consolidate into one HighLevel Pipeline with a source-system tag preserved as a Custom Field to distinguish origin data.

Inception Activities (field visits, sample interactions, prescriber calls) map to HighLevel Tasks with Type field set to 'Call', 'Meeting', or 'Task' based on the Inception activity category. Original timestamps, owner assignments, and outcome codes transfer as Custom Fields since HighLevel Tasks lack a native outcome-code structure.

Inception Notes map to HighLevel Notes. Rich-text formatting is preserved during migration. Notes attached to specific Contacts or Companies carry their parent-record association into HighLevel. Shared notes with multiple associations become separate Note records linked to each relevant Contact or Company.

Inception's HCP classification field (e.g., Physician, NP, PA, Pharmacist) has no direct HighLevel equivalent. FlitStack creates a Custom Field of type Pick-List on the HighLevel Contact object, populated with Inception's exact classification values. This field is available for filtering and workflow triggers in HighLevel.

Inception's therapy area property (e.g., Cardiology, Oncology, General Medicine) migrates as a Multi-Select Pick-List Custom Field on HighLevel Contact. If Inception stores multiple therapy areas per contact, they populate corresponding options in the HighLevel multi-select field. This ensures that all therapy area associations are preserved and can be used for filtering, reporting, and workflow triggers in HighLevel. The multi-select field allows you to assign multiple therapy areas to a single contact, reflecting the complex relationships typical in healthcare settings.

Inception's DEA license number and state license fields migrate as Text Custom Fields on the HighLevel Contact. FlitStack validates format (e.g., DEA XX-0000000) and flags any malformed entries for correction before migration completes. Proper DEA number formatting is critical for compliance and regulatory tracking. FlitStack checks each entry against the standard DEA format (two letters followed by a dash and seven digits) and flags any entries that don't match this pattern, ensuring data integrity before migration.

Inception's territory field (assigning HCPs to sales rep territories) maps to a Pick-List Custom Field on HighLevel Contact. If Inception territories map to HighLevel users, FlitStack can alternatively resolve territory assignment to the corresponding HighLevel user record via owner lookup.

Inception users and deal owners resolve to HighLevel users by email address match. Unmatched owners are flagged before migration; your team either creates the HighLevel user account first or assigns records to a fallback owner. Inception user roles do not map to HighLevel permission sets — those are destination-side configuration.

Inception file attachments on Contacts, Companies, or Deals re-upload to HighLevel Files and attach to the corresponding record. HighLevel's file size limit (default 25MB per file) applies; files exceeding this are flagged for manual handling. Inline images in notes download and rehost as HighLevel-hosted assets.

Inception automation rules (follow-up sequences, prescriber nurture triggers, sample-drop reminders) do not migrate. FlitStack exports a JSON description of each active automation — trigger conditions, action steps, and delay rules — as a reference document your team or a HighLevel certified admin uses to rebuild in the Workflow Builder.