Migrate from Lofty to HighLevel

Lofty stores first_name and last_name as distinct properties for each contact record, while HighLevel requires separate FirstName and LastName fields on its Contact object. During the export phase, our migration pipeline splits Lofty's name fields and validates the data for formatting consistency before merging them into the appropriate HighLevel contact fields. Standard email, phone, and address fields map directly without requiring transformation.

Lofty's Company object transfers directly to HighLevel's Company object on a one-to-one basis. All standard fields including company name, website domain, physical address details, and industry classification map without modification. Multi-location company structures in Lofty that use parent-child relationships are preserved using HighLevel's company hierarchy feature, maintaining the organizational structure throughout the migration.

Lofty deal records map directly to HighLevel Opportunity records. The deal name, monetary amount, current pipeline stage, expected close date, and assigned owner all transfer without transformation. Lofty pipeline names and their associated stage configurations are pre-created in HighLevel using identical naming conventions before any deal records are loaded into the system.

Lofty pipeline stage names require individual value-by-value mapping to their corresponding HighLevel stage names within the matching pipeline configuration. Stage probability weightings defined in Lofty are preserved either through HighLevel's native probability fields if available, or stored as custom numeric fields to maintain accurate deal forecasting data throughout the transition.

Lofty tags migrate to HighLevel as native tags on the appropriate record types, maintaining a one-to-one correspondence. Tags that span multiple record types in Lofty retain their associations in HighLevel by applying the same tags to corresponding record types. All tags intended for segmentation and workflow trigger purposes are pre-created in HighLevel before migration execution to ensure proper functionality.

Lofty's seven custom field types encompassing Text, Date, Number, Currency, Single-Select, Multi-Select, and Percentage require identical pre-creation in HighLevel before any records containing those fields can be imported. Lofty Starter-tier accounts with a 10-field per-type ceiling necessitate priority-based field selection, while paid-tier accounts approaching the 50-per-type limit require careful migration sequencing to prevent field overflow issues.

Lofty's note content and timestamped activity log entries including phone calls, email exchanges, and SMS messages have no direct equivalent in HighLevel's native data model. We resolve this by creating custom text-area fields on both the Contact and Opportunity objects to house the complete historical activity record, preserving the original timestamp and owner attribution for audit continuity and compliance purposes.

Real estate-specific property data stored in Lofty custom fields such as property address, property type classification, listing status, and MLS listing number map to identically named custom fields in HighLevel. For organizations utilizing HighLevel Enterprise with access to the Custom Objects API, we can construct a dedicated Property custom object featuring relational links to the associated Contact or Company record for enhanced data modeling flexibility.

Lofty owner identifiers are resolved through email address matching against the corresponding HighLevel user accounts within the destination organization. Any owner records that cannot be matched are flagged as exceptions prior to migration execution. Your implementation team must either pre-create the missing HighLevel user accounts or designate a fallback owner assignment for unmatched records during the migration run.

Lofty's primary contact-to-company association maps directly to HighLevel's Contact.AccountId lookup field on the Contact record. For contacts associated with multiple companies in Lofty, the primary company link is established through the standard lookup field while secondary company associations are preserved using a custom multi-select field or documented in a relationship notes field within the contact record.

Lofty's lead source tracking fields and UTM parameter fields including utm_source, utm_medium, and utm_campaign are preserved as custom fields on the HighLevel Contact object. These fields are essential for marketing attribution analysis and campaign performance reporting, requiring pre-creation in HighLevel with appropriate field types before the contact migration batch executes.

File attachments associated with Lofty contacts, companies, and deals are downloaded from Lofty's storage system and re-uploaded to HighLevel's file storage, with each file linked to its corresponding destination record. The destination platform's file size restrictions apply, with HighLevel's default limit of 25 megabytes per individual file governing the transfer of larger attachments.

Lofty workflows and automations constitute platform-specific configuration that cannot be directly transferred to HighLevel's Workflow Builder. We export your complete Lofty workflow definitions as structured reference documents formatted in JSON, organized by workflow name, trigger type, conditional logic, and action sequences. Your HighLevel administrator uses these exported files as a step-by-step rebuild guide.

Lofty's API enforces strict 90-day query window limitations on date-range exports, requiring multiple sequential paginated API requests to retrieve historical data spanning periods exceeding 90 days. Our migration pipeline chunks the export into sequential date windows, reconciles retrieved records by their unique Lofty ID to prevent duplication from overlapping window boundaries, and loads the consolidated dataset into HighLevel in ordered sequence.