How long does a Myprosperity to HighLevel migration take?

Most Myprosperity-to-HighLevel migrations complete in 48–72 hours of clock time for under 50,000 client records. Larger practices with 500k+ records or multiple custom objects (Property_Asset, Client_Documents, Financial_Snapshot) extend to 5–7 days. The longest planning step is coordinating multiple Myprosperity export jobs if your database exceeds 200,000 records, since Myprosperity exports pull oldest records first and the download link expires after 7 days.

Will my Myprosperity task reminders and document workflows migrate to HighLevel?

No. Myprosperity task reminders and document eSignature workflows do not migrate to HighLevel. HighLevel has no equivalent to Myprosperity's built-in task gating logic tied to subscription tiers, nor its Annature eSign integration. We export workflow definitions as a JSON specification document for your team to reference while rebuilding automations in HighLevel's Workflow Builder. Integration connections (Xero sync, XPLAN feeds) also require rebuilding from scratch in HighLevel.

What happens to my Myprosperity subscription tier data (Starter/Pro) in HighLevel?

Myprosperity Starter and Pro subscription tiers migrate as a custom pick-list field (Client_Subscription_Tier__c) on each HighLevel Contact. Pro-tier features (live bank syncing, monthly valuations, advanced analytics) are preserved as boolean custom fields for reference. The feature-gating logic itself does not transfer — HighLevel workflows can be configured to check Client_Subscription_Tier__c and trigger different automation paths per tier, but this must be rebuilt post-migration.

Can I migrate Myprosperity investment holdings and property valuations to HighLevel?

Yes, but not to standard HighLevel objects. Investment holdings and property valuations have no native HighLevel equivalent, so we migrate them to a Property_Asset custom object linked to the Contact. Each asset record stores property type, valuation amount, valuation frequency, and last-updated date. Bank account and investment feed references (Xero, Macquarie) are stored as a Financial_Snapshot custom object with source system details for traceability. HighLevel's native reporting does not consume these custom objects — custom dashboards must be built post-migration if you want to visualize financial data.

What happens to client portal logins when we move from Myprosperity to HighLevel?

Myprosperity supports white-label client portal logins where clients access their own wealth data independently. HighLevel's sub-account model is designed for agencies managing client businesses, not for individual clients logging into their own portal. Client portal access does not migrate — you will need to communicate the change to clients and decide whether to send them to a new portal (e.g., a HighLevel-built client portal page) or handle client communication through other channels. We flag all client portal login records during the audit phase so this can be communicated before cutover.

Does the migration affect my Myprosperity account during the cutover?

No. FlitStack AI uses scoped read-only access to Myprosperity during the migration — your team continues using Myprosperity normally throughout the extraction and validation phases. The only impact is a brief read-only API session during the export window. A 24–48 hour delta-pickup window captures any client records created or modified in Myprosperity during the cutover period, so HighLevel reflects the final state of Myprosperity at go-live.

What happens to Xero and XPLAN integration connections after migration?

Myprosperity's Xero Practice Manager, XPLAN financial planning, and Macquarie investment feed connections are OAuth-based integrations that exist only within Myprosperity. These connections cannot be transferred to HighLevel. We export the connection configuration (account IDs, sync settings, last sync timestamps) as a JSON reference document. Rebuilding these integrations in HighLevel requires new OAuth credentials, custom API configuration via HighLevel's REST API, or Zapier/Make bridges — scoped as separate implementation work beyond the data migration.

Myprosperity to HighLevel Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Myprosperity structures its data around client wealth portals, practice-level subscriptions, and financial feeds (Xero, XPLAN, Macquarie) tied to adviser-client relationships. HighLevel models everything as Contacts, Companies, and Opportunities with a sub-account architecture for multi-client agency setups. The migration carries Myprosperity client records, company associations, document metadata references, subscription tier data, and any custom fields into HighLevel's standard objects and Custom Objects API. Financial data (investment holdings, property valuations, cashflow snapshots) has no native HighLevel equivalent — we migrate it as a custom object with labeled fields so advisers retain reference access. Workflows, automations, email sequences, and integration connections (Xero sync, XPLAN feeds) do not transfer and must be rebuilt in HighLevel's Workflow Builder post-migration. FlitStack AI uses Myprosperity's API export endpoints and CSV bulk downloads to extract records, resolves adviser-owner relationships by email match against HighLevel users, and sequences the load so foreign keys resolve correctly. A 24–48 hour delta-pickup window captures any records modified during cutover.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Myprosperity

What's pushing teams away

Primary market is Australia (myprosperity.com.au with a UK arm); advisors and firms in North America have limited local data-feed coverage and support.
Pricing is not publicly published — sales-led model slows procurement for firms used to transparent SaaS tiers.
Heavy reliance on bank/investment data feeds means feature value drops sharply when an Australian institution discontinues feed support.
Power users requesting deep customisation beyond standard wealth views and goal types may need third-party planning tools alongside myprosperity.
Property and investment data quality depends on third-party providers — outages or stale feed updates surface as client-facing issues.

Choosing

HighLevel

What's pulling them in

Agencies choose HighLevel to consolidate CRM, email, SMS, scheduling, and funnels into one subscription, eliminating monthly bills for five to ten separate SaaS tools they previously stitched together.
The flat-rate pricing model bills per sub-account rather than per contact, so growing a contact database from 1,000 to 100,000 records does not trigger a billing surprise—a common pain point avoided by migrating customers.
White-label and sub-account capabilities let agencies resell HighLevel access to their own clients, turning a software cost center into a recurring revenue stream that justifies the subscription.
The platform ships a 14-day free trial with no credit card required, giving teams a low-friction entry point to validate fit before committing to the $97/month Starter tier.
Marketing agencies managing multiple client accounts use sub-accounts to maintain data isolation per client while operating under a single agency billing relationship with HighLevel.

Object mapping

How Myprosperity objects map to HighLevel

Each row shows how a Myprosperity object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Myprosperity

Client (Contact)

maps to

HighLevel

Contact

1:1

Fully supported

Myprosperity client records map to HighLevel Contacts. The client's email becomes Contact.Email, first/last name map directly. Advisers are matched by email to existing HighLevel users and assigned as Contact owner. Unmatched advisers are flagged for manual assignment before migration commits.

Myprosperity

Client Relationship (Agent Link)

maps to

HighLevel

Account Contact Relationship

1:1

Fully supported

Myprosperity stores adviser-to-client relationships with role values (Owner=0, Accountant=1, Lawyer=2, etc.). These map to HighLevel Account Contact Relationship records with custom Role field values matching the source integer codes. The relationship direction (adviser owns client vs. adviser manages client) is preserved in a custom pick-list.

Myprosperity

Practice/Firm

maps to

HighLevel

Company

1:1

Fully supported

Myprosperity practice-level records (firm name, staff license count, document storage tier) migrate as a Company record in HighLevel. This acts as the parent organization for all adviser contacts within the firm. Practice subscription tier (Starter/Pro) is stored as a custom field on the Company record.

Myprosperity

Subscription Tier Metadata

maps to

HighLevel

Custom Field on Contact

1:1

Fully supported

Myprosperity Starter/Pro subscription level per client becomes a custom pick-list field (Client_Subscription_Tier__c) on the HighLevel Contact. Pro subscription features such as live bank syncing, monthly property valuations, and advanced analytics are preserved as separate boolean flags in additional custom fields so advisers can reference them during client reviews.

Myprosperity

Document Metadata

maps to

HighLevel

Custom Object (Client Documents)

1:1

Fully supported

Myprosperity document records (file name, type, upload date, eSignature status) have no direct HighLevel equivalent. We create a Client_Documents custom object with fields for document name, category, link reference, and eSign status. Document files themselves are re-uploaded to HighLevel's file storage and linked via URL field.

Myprosperity

Investment Feed Reference

maps to

HighLevel

Custom Object (Financial Reference)

1:1

Fully supported

Myprosperity investment holdings, property valuations, and bank feed data have no HighLevel native equivalent. We create a Financial_Snapshot custom object linked to the Contact, storing feed source (Xero, Macquarie, XPLAN), last sync date, and a reference to the source record ID for rebuild traceability.

Myprosperity

Task/To-Do

maps to

HighLevel

Task

1:1

Fully supported

Myprosperity client tasks and reminders migrate as HighLevel Tasks. Original due dates, priority flags, and completion status are preserved. Task owner is resolved by email match to the adviser's HighLevel user account. Completed tasks migrate with their historical status intact.

Myprosperity

Note

maps to

HighLevel

Note

1:1

Fully supported

Myprosperity notes attached to client records migrate as HighLevel Notes. Original create timestamps and author (adviser) are preserved in the Note record. Notes linked to specific documents carry the document reference ID so advisers can trace context and cross-reference materials post-migration.

Myprosperity

Property Valuation

maps to

HighLevel

Custom Object (Property Asset)

1:1

Fully supported

Myprosperity property and vehicle valuations migrate to a Property_Asset custom object linked to the Contact. Fields include property type, valuation amount, valuation frequency (one-time/monthly), last updated date, and source system reference. Multiple property records per client are supported via multiple custom object entries.

Myprosperity

Workflow / Automation

maps to

HighLevel

Not Migrated

1:1

Fully supported

Myprosperity task reminders and document workflows have no transferable equivalent in HighLevel. FlitStack exports workflow definitions as a JSON specification document for reference. HighLevel Workflows must be rebuilt in the Workflow Builder using those definitions as a rebuild guide to recreate the automated sequences.

Myprosperity	HighLevel	Compatibility
Client (Contact)	Contact1:1	Fully supported
Client Relationship (Agent Link)	Account Contact Relationship1:1	Fully supported
Practice/Firm	Company1:1	Fully supported
Subscription Tier Metadata	Custom Field on Contact1:1	Fully supported
Document Metadata	Custom Object (Client Documents)1:1	Fully supported
Investment Feed Reference	Custom Object (Financial Reference)1:1	Fully supported
Task/To-Do	Task1:1	Fully supported
Note	Note1:1	Fully supported
Property Valuation	Custom Object (Property Asset)1:1	Fully supported
Workflow / Automation	Not Migrated1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Myprosperity gotchas

High

No bulk data export endpoint requires iterative API polling

High

Tier determines data vintage, not just feature availability

Medium

Document storage caps can silently block large migrations

Medium

Client Relationship roles have a hard-coded integer schema

Medium

eSignature packages are stored as stateful workflow objects, not plain documents

HighLevel gotchas

High

Sub-account architecture creates isolated data silos per client

High

Usage-based telecom and AI costs are not in the subscription price

Medium

Workflows have no native equivalent in most destination CRMs

Medium

API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account

Low

White-label configuration and branding assets do not export via API

Myprosperity gotchas		HighLevel gotchas
Severity	Issue	Severity	Issue
High	No bulk data export endpoint requires iterative API polling	High	Sub-account architecture creates isolated data silos per client
High	Tier determines data vintage, not just feature availability	High	Usage-based telecom and AI costs are not in the subscription price
Medium	Document storage caps can silently block large migrations	Medium	Workflows have no native equivalent in most destination CRMs
Medium	Client Relationship roles have a hard-coded integer schema	Medium	API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
Medium	eSignature packages are stored as stateful workflow objects, not plain documents	Low	White-label configuration and branding assets do not export via API

Pair-specific challenges

Financial data has no native HighLevel equivalent — custom objects required for wealth data

Myprosperity stores investment holdings, property valuations, bank feeds, and cashflow snapshots as structured data tied to client records. HighLevel has no native objects for financial assets. We migrate this data to custom objects (Financial_Snapshot__c, Property_Asset__c) with labeled fields so advisers retain reference access. However, HighLevel's reporting and workflow tools do not natively consume these custom objects in the same way Myprosperity's portal does — custom dashboards and workflow triggers on financial fields require additional configuration post-migration.
Xero and XPLAN integration connections cannot migrate and must be rebuilt

Myprosperity maintains live connections to Xero Practice Manager (client accounting data), XPLAN (financial planning), and Macquarie investment feeds. These connections are platform-specific OAuth tokens and API integrations that do not exist in HighLevel. We export the current feed configuration (account IDs, sync frequency, last sync timestamps) as a reference document. Rebuilding these integrations in HighLevel requires new OAuth connections, custom API work via HighLevel's REST API, or use of Zapier/Make bridges — scoped as separate implementation work beyond the data migration.
Myprosperity subscription tiers control portal feature access — no direct HighLevel equivalent

Myprosperity Starter and Pro tiers gate features like live bank syncing, monthly property valuations, and advanced analytics. HighLevel has no equivalent feature-gating model tied to contact records. We preserve subscription tier as a custom field on each Contact so advisers can segment Pro-tier clients for premium service workflows. However, the gating logic itself must be recreated as HighLevel workflow conditions (e.g., IF Client_Subscription_Tier__c = 'Pro', THEN trigger live-sync workflow). This reconstruction requires a review of all tier-gated features to ensure no functionality is lost during the transition.
HighLevel sub-account architecture differs from Myprosperity's per-client portal model

Myprosperity supports separate client portal logins with white-label branding per client. HighLevel's sub-account model is designed for agencies managing multiple client businesses from one login — not for individual clients accessing their own portal. If your Myprosperity setup relies on clients logging in to view their wealth portal, that client portal experience does not transfer to HighLevel. We can flag client portal login records for your team to communicate the change to clients before cutover.
Bulk export from Myprosperity limited to 200,000 oldest records per job

Myprosperity's CSV export caps at 200,000 records per export job, pulling the oldest records first. Large Myprosperity databases (practices with 500k+ client records) require multiple export jobs with manual date-range segmentation coordinated across your team. We cross-reference record counts against Myprosperity's reported total before committing to a migration scope. In-flight records created between export windows are captured in the delta-pickup phase, ensuring continuity and completeness across the migration boundary.

Migration approach

Six steps for a successful Myprosperity to HighLevel data migration

Pre-migration audit and export planning

FlitStack AI reviews your Myprosperity data volume, custom field configuration, and integration setup before any extraction begins. We identify the total record counts across clients, companies, tasks, notes, and documents, then coordinate multiple export windows if your database exceeds the 200,000-record per-job limit. We deliver a data dictionary mapping every Myprosperity field to its HighLevel destination (standard field, custom field, or custom object) so you can review the plan before extraction starts.
Extract data via Myprosperity API and bulk CSV

We connect to Myprosperity using scoped read access and extract all client records, company/firm records, tasks, notes, document metadata, property valuations, and subscription metadata via their API endpoints and bulk CSV export. Financial feed configuration (Xero account IDs, XPLAN links, Macquarie feed references) is exported as a JSON specification document for your integration team to reference during rebuild. All export operations run read-only against Myprosperity — your team continues using the platform normally.
Create HighLevel custom objects and fields

Before loading data, FlitStack AI creates the custom objects and custom fields required for Myprosperity data that has no standard HighLevel equivalent: Client_Subscription_Tier__c, Adviser_Role__c, Property_Asset__c, Client_Documents__c, and Financial_Snapshot__c. We configure field types (pick-list, currency, datetime, lookup relationships) to match the source data structure. If your HighLevel account uses the sub-account model, we set up the agency-level schema first, then configure custom objects per sub-account as needed.
Resolve owner relationships and run sample migration

Adviser email addresses in Myprosperity are matched against HighLevel user accounts by email. Unmatched advisers are flagged before migration so your team can either invite them to HighLevel or assign a fallback owner. We run a sample migration of 100–500 representative records (spanning contacts, companies, tasks, notes, and document metadata) and generate a field-level diff report so you can verify mapping accuracy before the full run commits.
Full migration with delta-pickup and rollback readiness

The full migration loads all records into HighLevel — companies first (as parent records), then contacts with their adviser relationship mappings, then tasks and notes. Document files are re-uploaded to HighLevel Files and linked to custom object records. A 24–48 hour delta-pickup window captures any records created or modified in Myprosperity during the cutover. FlitStack AI generates a post-migration audit log showing record counts, field-level validation results, and any records that require manual review. One-click rollback is available if reconciliation reveals data integrity issues.

Platform deep dives

Context on both ends of the pair

Myprosperity

Source

Strengths

Client portal with white-labelled mobile app builds brand visibility for accounting and advisory practices
Integrates with Xplan, Xero Practice Manager, and MYOB for practice-side data import
Investment feed aggregation from XPLAN and Macquarie consolidates client wealth data in one view
Document e-signing via Annature integrates into the client workflow natively
Pro tier provides live bank feed syncing and monthly valuation updates

Weaknesses

No publicly documented bulk export or migration API — data extraction relies on per-record API calls or CSV/XPM import templates
Starter tier limits bank feeds to one-time sync and valuations to one-time snapshots, reducing the richness of migrated financial history
Tier-gated features (Fact Finds, Survey Analytics, Advanced Mobile Branding) mean not all clients on a plan have equivalent data
Document storage caps (50–200GB) may require archival or selective migration for high-volume practices
Practice Portal staff licenses and client subscription limits are tied to the current tier — over-importing will trigger an upgrade

HighLevel

Destination

Strengths

Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate.
Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow.
Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship.
Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons.
Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.

Weaknesses

The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover.
The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises.
Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations.
Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment.
The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

	Myprosperity Source	HighLevel Destination
Strengths	Client portal with white-labelled mobile app builds brand visibility for accounting and advisory practices Integrates with Xplan, Xero Practice Manager, and MYOB for practice-side data import Investment feed aggregation from XPLAN and Macquarie consolidates client wealth data in one view Document e-signing via Annature integrates into the client workflow natively Pro tier provides live bank feed syncing and monthly valuation updates	Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate. Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow. Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship. Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons. Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.
Weaknesses	No publicly documented bulk export or migration API — data extraction relies on per-record API calls or CSV/XPM import templates Starter tier limits bank feeds to one-time sync and valuations to one-time snapshots, reducing the richness of migrated financial history Tier-gated features (Fact Finds, Survey Analytics, Advanced Mobile Branding) mean not all clients on a plan have equivalent data Document storage caps (50–200GB) may require archival or selective migration for high-volume practices Practice Portal staff licenses and client subscription limits are tied to the current tier — over-importing will trigger an upgrade	The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover. The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises. Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations. Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment. The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

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Migrate from Myprosperity to HighLevel

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Myprosperity

HighLevel

How Myprosperity objects map to HighLevel

What specifically takes care here

Six steps for a successful Myprosperity to HighLevel data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Myprosperity to HighLevel migration cost

What are you migrating?

Frequently asked questions about Myprosperity to HighLevel data migrations

Can't find your answer?

Related migrations to explore

Move from Myprosperity.
Land in HighLevel, intact.

Migrate from Myprosperity to HighLevel

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Myprosperity

HighLevel

How Myprosperity objects map to HighLevel

What specifically takes care here

Six steps for a successful Myprosperity to HighLevel data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Myprosperity to HighLevel migration cost

Frequently asked questions about Myprosperity to HighLevel data migrations

Can't find your answer?

How long does a Myprosperity to HighLevel migration take?

Will my Myprosperity task reminders and document workflows migrate to HighLevel?

What happens to my Myprosperity subscription tier data (Starter/Pro) in HighLevel?

Can I migrate Myprosperity investment holdings and property valuations to HighLevel?

What happens to client portal logins when we move from Myprosperity to HighLevel?

Does the migration affect my Myprosperity account during the cutover?

What happens to Xero and XPLAN integration connections after migration?

Related migrations to explore

Move from Myprosperity. Land in HighLevel, intact.

Move from Myprosperity.
Land in HighLevel, intact.