Migrate from Notifi to HighLevel

Notifi Contact maps directly to HighLevel Contact. The primary phone, email, name, and address fields translate 1:1. Notifi's VoIP call history migrates as HighLevel Tasks with Type=Call and the original timestamp preserved. Owner assignment matches Notifi user email to a HighLevel user account.

Notifi Company maps to HighLevel Company. Company name, domain, address, and industry fields translate directly. HighLevel Company records can be linked to Contact records via the Contact's company field. Multi-location Notifi companies may need to be split into separate HighLevel Companies if each location operates as a distinct entity.

Notifi Job is the central field-service record — it holds status, assigned technician, scheduled time, location, and line items. HighLevel has no native Job object, so Jobs map to a HighLevel Custom Object (Job__c) linked to the Contact record, or to an Opportunity if the job represents a revenue-producing deal. Job status (scheduled, in-progress, completed, cancelled) maps to a custom pick-list field.

Notifi Estimates carry line items, pricing, and approval status. Each Estimate becomes a HighLevel custom object record linked to the Contact. If the Estimate is tied to an active deal, it also attaches as a custom field on the corresponding Opportunity so total estimated value is visible in the pipeline view.

Notifi Invoices (with payment status and line items) migrate to a custom Invoice__c object in HighLevel linked to the Contact. Payment status (paid, partial, overdue) becomes a custom pick-list field. HighLevel does not have native billing, so invoice records are stored for reference and reconciliation rather than for triggering payment workflows.

Notifi user records (technicians, dispatchers, admins) are matched to HighLevel users by email address. Notifi role names (Admin, Technician, Dispatcher) map to HighLevel permission roles. Users must be provisioned in HighLevel before the migration run so owner lookups resolve correctly — unmatched owners are flagged for manual assignment before data lands.

Notifi contact tags migrate directly to HighLevel contact tags. Tags are preserved as comma-separated string values on the Contact record. HighLevel tags drive workflow triggers and contact segmentation, so the full tag set from Notifi is preserved intact. During migration, duplicate tags are merged case‑insensitively, and any tag exceeding 100 characters is truncated to the limit while keeping the original name for reference.

Notifi custom properties on Contact (beyond standard name/email/phone fields) become HighLevel custom fields on the Contact object. Field types are mapped: text to text, number to number, pick-list to pick-list. HighLevel's custom field naming convention applies (alphanumeric with spaces allowed in display labels).

Notifi custom properties on Job records (e.g., job type, priority, equipment used) map to custom fields on the Job__c custom object in HighLevel. If the job maps to an Opportunity, these fields also attach to the Opportunity for pipeline-stage reporting visibility.

Notifi workflows (auto-texts, follow-up rules, estimate reminders) do not migrate to HighLevel Workflows. The two platforms use different automation builders with incompatible trigger/action logic. FlitStack exports the full Notifi workflow definitions as a structured JSON reference document so your HighLevel admin can rebuild each automation in the HighLevel Workflow builder.

Notifi job scheduling and technician calendar entries map to HighLevel Calendar appointments linked to the Contact. GPS tracking data (route and location fields) does not have a HighLevel equivalent and is preserved as custom text fields on the appointment for reference. HighLevel's round-robin and team calendar features can be configured post-migration for ongoing scheduling.

Notifi file attachments on Jobs and Contacts (photos, signed documents, invoices) re-upload to HighLevel's file storage attached to the corresponding Contact or custom Job__c record. File size limits on the HighLevel plan apply. Inline images in notes are downloaded and rehosted in HighLevel's media library.