Migrate from Less Paper Co. to HighLevel

Less Paper Co. stores customer name, phone, email, and address within each work order record. FlitStack AI extracts these into separate HighLevel Contact records. If a single customer has multiple work orders, all contact fields map to one Contact record and the work order history attaches as a custom field or linked Opportunity.

Less Paper Co. work orders reference a service location or business name. This maps to a HighLevel Company record. Address, website, and industry fields extract from the work order and populate the corresponding Company fields. Multiple work orders at the same address collapse into one Company.

Each Less Paper Co. work order becomes a HighLevel Opportunity. The work order number maps to Opportunity name, work order status maps to Pipeline stage, and total job amount maps to Opportunity value. A Custom Object or custom field stores the original Less Paper Co. work order number for traceability.

Less Paper Co. uses custom status values like 'Scheduled', 'In Progress', 'Completed', 'Invoiced'. These map to HighLevel pipeline stage values defined in the destination account. Stage mapping is done value-by-value before migration runs so no records land in an undefined stage.

Less Paper Co. assigns a technician name to each work order. FlitStack resolves technician names against HighLevel user accounts by email or name match. Unmatched technicians are flagged for review before migration. Each technician's work history attaches as a custom field or note on the related Opportunity.

Less Paper Co. stores scheduled appointment windows (date, start time, end time) per work order. These migrate as custom date/datetime fields (Scheduled_Date__c, Scheduled_Start__c, Scheduled_End__c) on the Opportunity. HighLevel's native Calendar feature can be manually linked after migration for appointment management.

Less Paper Co. tracks parts consumed per work order. Line-item parts migrate to a HighLevel Custom Object called 'Parts_Used__c' with a lookup relationship to the Opportunity. Part name, quantity, and unit cost map as typed fields. If the destination account does not use inventory tracking, this data consolidates into a custom text field on the Opportunity.

Less Paper Co. records payment status and amount per work order. Total payment amount maps to Opportunity.Amount if the payment is the full job value. Payment status and invoice number are stored as custom fields (Payment_Status__c, Invoice_Number__c) on the Opportunity. Payment processing logic must be rebuilt using HighLevel Payments or a connected Stripe/PracticePal integration.

Less Paper Co. stores internal notes and customer-facing comments per work order. These migrate as HighLevel Notes attached to the related Contact or Opportunity. Original timestamps and author information are preserved where available from the Less Paper Co. export. Note attachments are linked bidirectionally so users can access comments from both the Contact record and the associated Opportunity.

Every Less Paper Co. configuration includes client-specific custom fields. FlitStack AI inventories all custom fields during the audit phase, creates matching custom fields in HighLevel (text, number, date, picklist, or checkbox), and maps each field value during migration. Custom field creation is validated against HighLevel's field-type constraints before the full migration runs.

Less Paper Co. allows photo and document uploads attached to work orders. These are downloaded from the source system and re-uploaded to HighLevel as Files attached to the corresponding Contact or Opportunity record. File size limits and format compatibility are checked before the bulk upload runs.