Migrate from Kickserv to HighLevel

Kickserv contact records map directly to HighLevel contacts. We preserve the full name, email address, phone number, and mailing address. Kickserv contact custom fields migrate as custom fields on the HighLevel contact. Tags on the Kickserv contact are recreated as HighLevel tags and applied to the matching contact.

Kickserv company records map to HighLevel companies. The company name, website URL, industry classification, and employee count are copied directly. Billing address and shipping address fields map to the corresponding address fields on the HighLevel company record. Any custom fields defined on the Kickserv company are recreated as custom fields on the HighLevel company object, preserving all additional data your organization has tracked at the company level.

Kickserv jobs are the core record type and translate to HighLevel opportunities. The job name becomes the opportunity name. Job status (scheduled, in progress, completed, cancelled) maps to a HighLevel opportunity status pick-list value, and we create a custom pipeline in HighLevel to mirror Kickserv's job stages. The assigned technician resolves to a HighLevel user by email match.

Every custom field on a Kickserv job requires a corresponding custom field on the HighLevel opportunity. We create the custom field in HighLevel before migration, then map the values during the job-to-opportunity translation. Field types (text, number, date, pick-list) are matched to HighLevel's custom field type equivalents.

Kickserv estimates carry line items with product or service names, quantities, unit prices, and discounts. Simple estimates migrate as line items on the HighLevel opportunity. Estimates with complex multi-product bundles or conditional pricing migrate as a custom object (Estimate) linked to the opportunity so no line-item data is lost.

HighLevel has no native invoice object. Kickserv invoices (amount, status, due date, payment method) migrate as a custom object called Invoice, linked to the corresponding contact and opportunity. If QuickBooks data needs to move, that requires a separate QuickBooks export and import workflow.

Kickserv employees are matched to HighLevel users by email address. An employee with no matching HighLevel user is flagged before migration; those records can either be assigned to a fallback user or the HighLevel account owner can invite the employee to join before the migration runs. Active/inactive status on the Kickserv employee maps to the user status in HighLevel.

Kickserv time entries track hours worked per job per technician. These migrate as a custom object (Time Entry) with fields for job reference, employee reference, start time, end time, and duration. The custom object is linked to both the opportunity and the contact record so reporting can show labor hours by job.

Notes attached to Kickserv contacts and jobs migrate to HighLevel notes. The note body, creation timestamp, and creating employee (resolved to a HighLevel user) are all preserved. Notes are attached to the corresponding contact or opportunity record in HighLevel after migration.

Tags from Kickserv jobs and customers are exported and recreated in HighLevel as contact and opportunity tags. Tag names are preserved verbatim. If a Kickserv tag represents a service type (e.g., 'HVAC repair', 'plumbing'), we apply it to both the contact and the opportunity in HighLevel so you can filter by service type across both objects.

Kickserv file attachments on jobs and customers are downloaded from Kickserv's storage and re-uploaded to HighLevel's file storage, then attached to the corresponding contact or opportunity record. File size limits follow HighLevel's attachment constraints. Photos, signed documents, and work-order PDFs all migrate with their original file names.

Kickserv custom objects created via the API or exported via CSV map to HighLevel custom objects using the same name. Custom object relationships in Kickserv that use a junction-table model map to HighLevel custom object relationships established via the Custom Objects API. We verify the relationship type before migration to ensure referential integrity.

Kickserv's Customer Source field tracks where a customer originated (e.g., 'Google Ads', 'Referral', 'Website form'). HighLevel has no native lead-source field on contacts, so we create a custom pick-list field called Customer_Source__c and map every Kickserv value to it. This preserves your marketing attribution data and enables source-based segmentation in HighLevel workflows.