Migrate from Property Minder to HighLevel

Property Minder contacts migrate directly to HighLevel Contacts. All standard fields (name, email, phone, address) map to their HighLevel equivalents. Real estate–specific properties (property of interest, listing number, MLS search criteria) are preserved as custom fields on the HighLevel Contact record since HighLevel has no native real estate field model.

Property Minder's lead-stage values (Prospect, Active Buyer/Seller, Client) map to a custom pick-list field (Lead_Status__c) on the HighLevel Contact. Stage-entry timestamps are preserved as Lead_Status_Date__c custom datetime fields to maintain historical progression in HighLevel reports. This ensures continuity in tracking how contacts move through your sales pipeline and preserves valuable historical data for future analysis and forecasting.

Property Minder company records map to HighLevel Companies. Company name, website, industry, and address fields migrate directly. Parent-child company hierarchies in Property Minder map to the parent-company lookup in HighLevel; circular references are flagged before the migration run. This approach maintains your organizational structure while ensuring data integrity throughout the migration process.

Property Minder's link-table model for multi-company contact associations is collapsed to a single primary company in HighLevel. The most-recently-modified company association becomes the primary; additional companies are stored as a comma-separated reference list in a custom field (Other_Companies__c) for manual reconciliation.

Property Minder's automated follow-up sequences (time-triggered emails and tasks tied to lead stages or listing activity) have no migration path to HighLevel's Workflow Builder. FlitStack AI exports sequence definitions as a structured JSON reference document so your HighLevel admin can rebuild triggers, conditions, and actions in the Workflow Builder.

Property Minder notes migrate to HighLevel Notes with original timestamps, author attribution, and parent-record links preserved. Rich-text formatting is retained where supported. Notes without a parent contact or company are attached to the nearest related record or flagged for manual placement.

Property Minder tasks and reminders map to HighLevel Tasks with subject, due date, status, and owner preserved. Completed vs. open status carries over. Tasks linked to specific contacts inherit the contact lookup; orphaned tasks are flagged before migration. This ensures your team can pick up exactly where they left off without losing any pending or completed work items.

Property Minder MLS search definitions and saved search assignments per contact cannot migrate as functional searches because HighLevel has no MLS integration. Search parameters including location, price range, property type, and bedroom/bathroom preferences are stored as text fields on the contact record for agent reference. We document the rebuild path including recommended third-party MLS connectors that integrate with HighLevel's Workflow Builder to restore automated listing alerts.

Property Minder's contact tagging taxonomy (source tags, interest-type tags, agent-assignment tags) migrates directly to HighLevel Tags. Tag names are preserved exactly; duplicate tags are deduplicated at migration time.

Property Minder file attachments on contacts and companies are downloaded and re-uploaded to HighLevel's file storage. File size limits and inline image handling follow HighLevel's upload constraints. Attachments without a parent record are placed in a dedicated migration folder for manual association.

Any custom fields in Property Minder beyond the standard contact properties (such as property-type preference, financing status, or agent notes per listing) are recreated as HighLevel custom fields before migration. Field type mapping is type-aware: text fields, pick-lists, dates, and numbers each get the matching HighLevel field type.

Property Minder owner IDs are resolved by email match against HighLevel users. Unmatched owners are flagged before migration; you can either invite them to HighLevel first or assign their records to a fallback user. No record lands without a valid HighLevel owner.