Migrate from Real Estate CRM Software to HighLevel

All contact records (buyers, sellers, leads, past clients) migrate directly to HighLevel Contact objects. Phone numbers, email addresses, and owner assignments map 1:1. Original create dates are preserved as custom datetime fields since HighLevel sets CreatedAt at migration time. Any additional custom fields on the source contact, such as preferences or lead scores, are also transferred as matching custom fields in HighLevel.

Brokerage and company records map to HighLevel Company objects. HighLevel's Company object supports custom fields for brokerage-specific data like license numbers, MLS office IDs, and commission split rules. Primary contact associations migrate as the primary link; secondary contacts attach via relationship fields.

Since HighLevel has no native property object, FlitStack creates a Property custom object and migrates every listing record. Fields like address, MLS number, listing price, status, and days-on-market map to custom fields on the Property object. Each Property record links to its primary Contact (seller/buyer) via a relationship field.

Transactions become HighLevel Opportunities. The migration maps each deal to an Opportunity linked to the associated Property custom object (via a relationship field) and the Contact record. Deal stage names map to HighLevel pipeline stages value-by-value; the mapping plan is delivered before migration runs.

Real estate pipeline stages (e.g., Pre-Listing → Active → Under Contract → Closed) map to HighLevel Opportunity pipeline stages. If the source uses multiple pipelines (one per agent or transaction type), each becomes a separate HighLevel pipeline. Stage probability values are mapped per stage if the source stores them.

Calls, emails, notes, and showing activity associated with contacts or deals migrate as HighLevel Contact or Opportunity activity records. Original timestamps and owner IDs are preserved. HighLevel stores activity history inline with the contact record, making it visible in the timeline view without a separate object.

Documents attached to contacts, companies, or deals re-upload to HighLevel Files, maintaining the original file name and attaching to the migrated record. HighLevel's file storage has a 25MB per-file limit; files exceeding this are flagged before migration and handled on a case-by-case basis.

Real estate-specific custom fields (e.g., HOA fees, lot size, year built, MLS area, garage spaces) create as custom fields in HighLevel. FlitStack delivers a custom field schema plan before migration so your HighLevel admin can pre-create the fields. Field types are matched (currency → currency, date → date, picklist → picklist).

Commission split percentages and agent allocation fields migrate to custom fields on the Opportunity object. HighLevel has no native commission calculation engine; FlitStack preserves the split values as reference fields so your team can build formulas or export to a commission tool post-migration.

Contact and deal tags from the source CRM migrate as HighLevel Tags. Tags are flat in HighLevel (no hierarchy), so nested source tags collapse to a flat tag name. Tag assignment to contacts and opportunities is preserved during migration. If a tag name conflicts with an existing HighLevel tag, the migration appends a suffix to ensure uniqueness without duplicating records.

Owner assignment in the source CRM resolves by email match to HighLevel users. Unmatched owners are flagged before migration; your team either creates HighLevel users for them or assigns a fallback owner. Agents without a HighLevel seat are marked as 'LegacyOwner' in a custom field for audit continuity.

Lead source pick-list values (e.g., Zillow, referral, open house, MLS lead) migrate as a custom pick-list field on the HighLevel Contact. If HighLevel already has a 'Lead Source' field, values map directly. Otherwise, FlitStack creates a Source__c custom field with the exact pick-list values from the source.