Migrate from Market Leader to HighLevel

Market Leader contact records map directly to HighLevel Contact objects. The contact's first name, last name, email address, phone number, and postal address fields transfer as-is. Market Leader lead records (contacts in a 'lead' status) also land in HighLevel as Contacts with the appropriate pipeline stage tag applied.

Market Leader company records map to HighLevel Company objects. Company name, website, industry, employee count, and annual revenue fields transfer directly. HighLevel's Company object stores address data separately — Market Leader company addresses are parsed into the Company address fields during import.

Market Leader leads and contacts are both contact records differentiated by lifecycle status. Leads without a closed-won deal become HighLevel Contacts with a 'Lead' tag applied. Leads that converted to closed-won deals map to Contact + Opportunity records in HighLevel's pipeline model.

Market Leader deal records map to HighLevel Opportunities. Deal name, deal amount, close date, and stage status transfer to the Opportunity. HighLevel's pipeline and stage model replaces Market Leader's single pipeline view — each Market Leader deal stage maps to a corresponding HighLevel pipeline stage by name and position.

Market Leader's single pipeline with named stages (New Lead, Showing Scheduled, Offer Made, Contract Sent, Closed) becomes a HighLevel Pipeline with Stages configured by name, position order, and probability percentage. Stage probability values from Market Leader are applied to the corresponding HighLevel stage settings.

Market Leader drip campaign sequences do not have a direct equivalent in HighLevel and cannot be exported as data. The drip sequence logic (step order, delay between steps, enrollment trigger, email content references) is documented from Market Leader and delivered as a Workflow rebuild specification. HighLevel Workflows are then configured by your team using the specification as a reference.

Market Leader call logs, email logs, and notes attach to the contact record. These transfer as HighLevel Tasks (for calls and emails) and Notes (for text notes). Original timestamps, owner assignments, and linked contact IDs are preserved during the import.

Market Leader file attachments on contacts and deals are downloaded and re-uploaded to HighLevel Files attached to the corresponding record. File names and original upload timestamps are preserved as metadata. HighLevel's file size limits apply (default 25MB per file). Files are uploaded via the HighLevel API in batches, preserving original file names and upload timestamps as metadata, and linked to the parent record by ID.

Market Leader custom fields on contact records (beyond standard fields like firstname, email, phone) are created as HighLevel custom fields on the Contact object. Field type mapping is applied: text fields to text, pick-lists to drop-down, date fields to date, number fields to number. Custom field API names use HighLevel's naming convention.

Market Leader custom fields on deal records transfer to HighLevel as custom fields on the Opportunity object. Fields like deal priority, property type, referral source, and closing agent are created as custom fields with appropriate types before the Opportunity import runs.

Market Leader user records are matched to HighLevel users by email address. Each Market Leader owner ID is resolved to a HighLevel OwnerId. Users without a matching HighLevel account are flagged before migration — your team either creates the HighLevel user first or assigns records to a fallback owner during the migration run.

Market Leader stores lead source and referral attribution as contact properties. These values transfer as a HighLevel custom field (Lead_Source__c) or as tags applied during import, depending on whether the value set is finite (pick-list) or free-form text. During the audit we identify whether each source field uses a pick‑list or free‑form text, then create a matching HighLevel custom field or apply tags for consistent segmentation.

Market Leader tags applied to contacts transfer as HighLevel tags. Tags are preserved during import and appear in HighLevel's tag management UI. Tags can be used in HighLevel Workflow triggers for segmentation and automation enrollment. Tags are imported in bulk using the HighLevel API, and they appear immediately in the tag management UI where you can edit, merge, or delete them as needed.