Migrate from Origo BPO to HighLevel

Origo client records map directly to HighLevel Contacts. Email addresses resolve as the primary key. Contacts without emails are imported with a placeholder and flagged for review. During import, any duplicate email addresses are detected and merged according to your merge rules. Phone numbers, job titles, and address fields map directly to the corresponding HighLevel Contact fields, preserving all available data for each client record.

Origo company-level data (business name, domain, industry) maps to HighLevel Companies. A Contact is created and linked to the corresponding Company via the Company field. All available address and website information are transferred as well, and the Industry pick-list values are matched against HighLevel's standard list, with a default set for any unrecognized categories.

Origo service requests do not have a native equivalent in HighLevel. We create a ServiceRequest__c custom object with fields for request ID, type, status, date, resolution date, and priority — linked to the Contact. Each ServiceRequest__c record also captures the assigned staff and any associated notes, ensuring that the full history of client interactions is preserved within the CRM for future reference and reporting.

Origo BPO's performance metrics (profit-per-employee, NPS, SLA compliance) have no HighLevel native equivalent. Migrated as Number fields on the Contact record for reporting continuity. During import, each metric value is validated for numeric format, and any missing entries are set to null to avoid import errors. These fields can then be used in HighLevel dashboards and custom reports to track performance trends over time.

Origo staff assigned to a client account are resolved by email match against HighLevel users. Unmatched staff are flagged; the contact is assigned to a default owner until resolution. If multiple staff members are linked to the same client, the primary staff member becomes the Contact owner, while additional assignments are stored in a custom multi-select field for reference.

Origo client tags (industry classification, service tier, region) map directly to HighLevel Tags on the Contact. Tags are preserved verbatim for segmentation and workflow triggers. During import, any new tags are created automatically in HighLevel if they do not already exist, ensuring that your existing categorization scheme remains intact and can be used immediately for targeted campaigns and list filters.

Origo invoicing status values (Paid, Pending, Overdue, Credit Hold) map to a custom pick-list field on the Contact. Credit Hold status is flagged separately as a boolean for SLA monitoring. All imported records retain the original invoice date and amount in separate currency fields, enabling you to reconcile payment status within HighLevel and trigger collection workflows as needed.

Origo's service backlog metric is a numeric field on the Contact record. Used for operational reporting in HighLevel dashboards and workflow conditions. During import, any non-numeric entries are cleaned to zero and flagged for review, ensuring data integrity. You can then set threshold-based triggers in the Workflow Builder to alert your team when backlog exceeds a defined limit.

Origo LTV data (stored as currency in AUD) is migrated as a Currency field on the Contact. Exchange-rate normalization applied at import if reporting currency differs. The original AUD value is preserved alongside a second field showing the converted amount in your chosen reporting currency, allowing you to analyze lifetime value without losing the source data.

Origo service notes and historical updates are imported as HighLevel Notes on the Contact timeline, preserving original timestamps and author attribution. Each note is linked to the relevant Contact and, where applicable, to the associated ServiceRequest__c record, ensuring that the full context of past interactions remains accessible for future follow-ups and reporting.

Origo accounts with multiple named contacts are split into individual Contact records, all linked to the same Company. The Account Contact Relationship object tracks which contacts belong to the same client entity. During import, the primary contact is designated as the main owner, while the secondary contacts retain the relationship type set to 'Secondary' for straightforward filtering and reporting within HighLevel.

If Origo contains active deal or service contract records, they migrate as HighLevel Opportunities with stage, amount, close date, and owner mapped via email resolution. The pipeline stage is translated to the corresponding HighLevel stage using a value mapping table, and any missing close dates are set to the import date as a placeholder, which can be updated after review.