Migrate from LionDesk to HighLevel

Audit LionDesk schema and export data via REST API v2

FlitStack connects to your LionDesk account via OAuth 2.0 and audits the full schema — standard fields, custom field definitions (type and name), pipeline configurations, deal stages, and owner list. We export all contacts, companies, deals, notes, and activity records in paginated API batches. API rate-limit pacing is applied to prevent throttling errors. The audit produces a field mapping document and flags any LionDesk-specific constructs (video URLs, campaign references) that require manual action before cutover.

Create HighLevel pipelines and custom field schema

Before data lands, FlitStack generates a HighLevel setup plan: pipeline names and stages matching your LionDesk deal pipelines, custom field definitions with correct types for each LionDesk custom field, and tag categories matching your LionDesk tag taxonomy. HighLevel admin creates pipelines and custom fields from the plan. We validate the schema matches the mapping document before ingestion begins.

Resolve owners by email and validate relationship integrity

LionDesk owner emails are matched against HighLevel user accounts. Unmatched owners are flagged in a pre-flight report — your team either creates HighLevel user accounts for them or designates a fallback owner. We also validate that every contact has a primary company (LionDesk companies must be ingested before contacts to satisfy the foreign key). Circular or orphan relationships are flagged and resolved per your instructions before migration runs.

Run sample migration with field-level diff

A representative slice — typically 100–300 records covering contacts, companies, deals, and notes — migrates first. FlitStack generates a field-level diff comparing source and destination values for every mapped field. You review the diff to verify stage mapping, custom field values, owner resolution, and note attachment. Approval of the sample unlocks the full migration run. Any field mapping corrections are applied before the full run commits.

Execute full migration with delta-pickup window

Full data ingestion runs against HighLevel's API v2. A delta-pickup window (24–48 hours after initial load) captures any LionDesk records modified during the cutover period. Audit logs record every operation. If reconciliation identifies record count discrepancies or data integrity issues, one-click rollback reverts the HighLevel data to the pre-migration state. Post-migration, you receive a reconciliation report with record counts, mapping summary, and a list of video URLs requiring re-hosting.

Deliver campaign reference document for workflow rebuild

FlitStack exports your LionDesk drip campaign and sequence definitions as a structured reference document — step order, trigger conditions, delay rules, and content snippets. Your HighLevel admin uses this document to rebuild campaigns in HighLevel's Workflow Builder. We do not migrate workflow logic automatically; the rebuild is a manual step using the reference document as a blueprint. Contact lists enrolled in active drips are identified in the migration report so enrollment can be restarted in HighLevel manually.