Migrate from MotionOps to HighLevel

MotionOps contacts map 1:1 to HighLevel contacts. All standard fields — name, email, phone, address — transfer directly. Owner assignment resolves by email match against HighLevel users. Contacts without an email receive a generated placeholder address to preserve the record.

MotionOps companies map to HighLevel companies with address, industry, and employee-count fields preserved. Company-to-contact associations migrate as HighLevel's contact-company relationship. Parent-company hierarchies in MotionOps translate to HighLevel's company hierarchy structure. All company metadata including website, phone, and annual revenue transfer as direct field mappings.

MotionOps jobs do not have a native HighLevel equivalent — they transform into HighLevel Opportunities. The job name becomes the opportunity name, the estimated or final job amount becomes the opportunity value, and the job status (scheduled, in progress, completed, invoiced) maps to a HighLevel pipeline stage. Job line items and materials are preserved as opportunity custom fields.

MotionOps proposals merge with the corresponding job record when both exist — the proposal amount and validity period become custom fields on the HighLevel Opportunity. Standalone proposals without a matching job create an Opportunity at an early pipeline stage representing the sales lead.

Invoice records do not have a direct HighLevel object — invoice number, amount, payment status, and due date migrate as custom fields on the linked Opportunity. Paid invoices update the opportunity stage to Closed Won; outstanding invoices preserve their payment status for follow-up in HighLevel's workflow engine.

MotionOps employees map to HighLevel users by email address. Unmatched employees are flagged before migration — the account admin either creates the HighLevel user first or assigns the records to a fallback user. Role and permission data requires manual rebuild in HighLevel's role settings.

MotionOps service areas and location data migrate as custom address fields on the associated Contact or Company record. Geographic tags applied to jobs become HighLevel tags for segmentation and workflow triggers. Teams with multiple service-area assignments use comma-separated tag values.

Billable time entries attached to MotionOps jobs transfer as custom number fields on the HighLevel Opportunity representing total logged hours. For teams needing detailed timesheet history, time entries are exported as a separate CSV reference file linked to the opportunity record.

MotionOps custom fields on any object map 1:1 to HighLevel custom fields. Custom field data types are preserved — text, number, date, select, multi-select, phone, email, and URL all have direct HighLevel equivalents. Multi-select values exceeding HighLevel's character limit are truncated with a reference note.

MotionOps files attached to jobs, proposals, or contacts are downloaded and re-uploaded to HighLevel's file storage. Files are associated with the corresponding HighLevel record by type — job attachments link to the Opportunity, proposal files link to the Opportunity or Contact, and employee documents link to the User record.

MotionOps workflow automations, task-assignment rules, and scheduling triggers do not migrate. FlitStack AI exports the workflow definitions as a structured reference document that your HighLevel admin uses to rebuild equivalent automations in HighLevel's workflow builder. The exported document includes trigger conditions, action sequences, and filter logic to guide the manual rebuild process.

QuickBooks Online sync configurations and third-party integration credentials cannot transfer to HighLevel. We document the active integrations so your team can reconnect them in HighLevel's marketplace or rebuild API connections using HighLevel's webhook and Zapier integration options. Additional third-party integrations beyond QuickBooks require manual reconnection and reconfiguration in HighLevel's integration settings.