Migrate from My Practice Now to HighLevel

My Practice Now Client records map directly to HighLevel Contacts. Address, phone, email, and custom fields carry over as Contact properties. Owner resolution happens by email match against HighLevel users; unmatched clients get assigned to a fallback owner flagged for review.

My Practice Now appointments are split into two HighLevel objects based on type: task-oriented appointments (reminders, to-dos, follow-ups) become HighLevel Tasks with the original due date, time, and assigned user preserved as Task properties. Calendar-bookable appointments with specific start and end times become HighLevel Events linked to the Contact record, maintaining the full appointment schedule in HighLevel's calendar view.

My Practice Now invoices become HighLevel Opportunities with the paid amount stored as monetaryAmount and the invoice status mapped to a custom Opportunity status field. Unpaid invoices land in a 'Quote Sent' or 'Proposal' stage; paid invoices move to 'Won' with the close date set to the payment date.

If your My Practice Now setup stores separate company or business records distinct from client contacts, they migrate to HighLevel Companies. Company name, website, address, industry classification, and any custom fields carry over directly. Migrated Companies are then linked to their associated Contact records via the Contact's Company field lookup.

My Practice Now client notes migrate as HighLevel Notes attached to the corresponding Contact record in HighLevel. The original note body text, create date, and last-modified date are all preserved during migration. Rich-text formatting present in My Practice Now notes gets converted to HighLevel's supported note format.

My Practice Now tags and labels migrate as HighLevel Tags on Contact records. If the same tag appears on multiple record types (client and invoice), we create separate tag entries per object type. You can specify tag-merge rules if the source uses inconsistent labeling.

Recurring billing arrangements are handled using a dual-object approach: a custom field set on the Contact record stores the billing frequency (weekly, monthly, quarterly), next billing date, and billing amount; separate Opportunities are created for each completed billing cycle to preserve the full payment history without requiring HighLevel's commerce module.

My Practice Now custom fields on Client records become HighLevel custom fields on Contact. Field types are mapped: text fields to Single Line Text, number fields to Number, date fields to Date, and pick-list fields to Dropdown. Unique-field constraints are applied per HighLevel's limit of 10 unique fields per object.

If My Practice Now has custom objects (e.g., for service-specific records), they map 1:1 to HighLevel Custom Objects. Associations between custom objects and Contacts become HighLevel Custom Object Associations. Each custom object can have up to 10 unique fields in HighLevel.

My Practice Now staff or practitioner records are matched to HighLevel users by email address. Unmatched staff members are flagged in the pre-migration report — you either invite them to create HighLevel accounts first or reassign their records to a designated fallback user before migration runs.