Migrate from Pega Platform to HighLevel

Pega Data Pages containing party or customer data map to HighLevel Contacts. Each Data Page row becomes one Contact record, with standard properties such as name, email, phone, and address mapped to corresponding HighLevel fields. When a Data Page includes custom properties, those map to custom Contact fields, which must be created in HighLevel before migration. The mapping preserves data types and, where possible, uses name parity for straightforward field correspondence.

Pega Data Pages storing organizational entities map to HighLevel Companies. Organization‑level properties such as name, address, industry, website, employee count, and annual revenue map to the corresponding standard Company fields. Parent‑child organization hierarchies in Pega are translated into HighLevel’s Company relationship model, where the child organization is linked to the parent via a relationship field. Custom fields on the organization Data Page require pre‑creation in HighLevel before migration.

Pega Case Types represent business processes, and each instance becomes a HighLevel Opportunity linked to the appropriate pipeline. The case label maps to the Opportunity name, and the case ID is stored in a custom field. Case status values translate to pipeline stage names via a value‑mapping table, while priority is saved in a custom Opportunity field created before migration. This preserves the business context of each case.

Pega Work Parties attached to cases (e.g., Customer, Broker, Adjuster) map to HighLevel contact‑opportunity associations. Standard Pega party roles translate to built‑in HighLevel Opportunity Contact Roles, while non‑standard roles are stored in a custom Opportunity field (e.g., PartyRole__c) or as tags, preserving the original role name while linking the contact to the opportunity.

Pega Assignments represent work items assigned to operators. Each Assignment becomes a HighLevel Task linked to the parent Contact or Opportunity. Assignment status (Open, Resolved, Pending) maps to HighLevel Task status (pending, completed), and the original create date, assigner operator, and urgency level are preserved on the Task. If a due date exists, it is migrated as a custom date field for future workflow reminders.

Pega case attachments are downloaded and re‑uploaded to HighLevel as file attachments on the corresponding Contact or Opportunity record, preserving the original file name, description, and create date. Large files exceeding 25 MB use chunked upload handling for reliable transfer. This ensures all relevant documentation migrates alongside the case data.

Pega custom data classes (extending Pega’s class hierarchy) map one‑to‑one to HighLevel Custom Objects. Each custom property becomes a Custom Object field, and any relationships are translated to custom relationship fields or junction objects. N:N relationships in Pega require junction Custom Objects in HighLevel to preserve the many‑to‑many linkage. Your HighLevel admin must define the Custom Object schema before migration.

Pega Operator IDs resolve to HighLevel users by email match. Unmatched operators are flagged before migration, giving your team the option to create HighLevel users for them or assign their case assignments to a fallback user. Operator work‑basket ownership is preserved where possible, and any operator-specific routing rules are documented for later configuration in HighLevel. This ensures that case ownership and assignment logic remain traceable throughout the migration.

Pega’s AI‑powered Decision Tables and Decision Trees have no direct HighLevel equivalent. Decision logic is preserved in a specification document we deliver for manual rebuild in HighLevel’s Workflow Builder using conditional branches and tag‑based routing. The specification captures all condition columns, output values, priority order, and any dependent data references, giving your HighLevel admin a complete blueprint to reconstruct the decision logic as nested workflow conditions.

Pega SLA rules (deadline, urgency, actions on breach) have no native HighLevel equivalent. SLA parameters—deadline datetime, urgency level, and SLA name—are migrated as custom date or datetime fields on the Opportunity record. Rebuilding enforcement requires creating time‑triggered workflows that check the due date and send reminders or trigger escalations in HighLevel. We provide a complete SLA parameter export and rebuild specification to guide your HighLevel admin through the implementation.

Pega RPA bots automate desktop interactions and cannot run in HighLevel, as there is no equivalent bot‑runner architecture. We document each bot’s trigger, action sequence, target application, and required credentials, providing a detailed playbook for your team to evaluate HighLevel workflow alternatives or third‑party RPA tools such as UiPath, Automation Anywhere, or Power Automate. This documentation ensures that automated desktop processes can be reconstituted after the migration, maintaining operational continuity.