Migrate from Realvolve to HighLevel

Realvolve's People records map directly to HighLevel Contacts via our standard field mapping. Email addresses, phone numbers, physical addresses, and social media handles transfer as standard Contact fields without transformation. Owner assignment resolves by matching the Realvolve owner email address to an existing HighLevel user account — unmatched owners are flagged for team invitation or record reassignment before migration completes.

Realvolve's Property records have no native HighLevel equivalent. We create a Property custom object in HighLevel (up to 10 custom objects per sub-account) and map fields like address, MLS number, property type, bedrooms, and bathrooms. Each Property links to Contact records via HighLevel's association model.

Realvolve Transactions map to HighLevel Opportunities through our standard transformation pipeline. Transaction metadata including closing date, sale price, commission split percentage, and referral partner name become custom fields on the HighLevel Opportunity object. When a single Realvolve transaction links to multiple properties, we preserve the primary property association and flag secondary property links for manual review or junction-object configuration in HighLevel.

Realvolve company records including brokerages, lenders, title companies, and other business entities map directly to HighLevel Companies. Company name, physical address, website URL, and primary contact phone transfer as standard Company fields. Company-to-contact relationships establish through HighLevel's association linking model, connecting each Company record to its related Contact records in HighLevel.

Realvolve's contact categories and classification tags migrate to HighLevel Tags using our direct tag mapping process. Tag-based segmentation logic including Realvolve dynamic group memberships converts to tag memberships on the corresponding HighLevel Contacts. The automated filtering logic from Realvolve's dynamic groups must be rebuilt manually as HighLevel SmartList filters using tag conditions and custom field criteria.

Realvolve Workflow Packages cannot migrate directly — they use Realvolve's proprietary workflow engine with pause-and-wait triggers that do not map to HighLevel's event-action model. We export workflow definitions as a structured JSON reference document and your team rebuilds them in HighLevel's Workflow Builder.

Realvolve notes and comprehensive activity history including calls, emails, meetings, and tasks migrate to HighLevel Notes and Activity records. Original creation timestamps and assigned activity owners preserve exactly as they appear in Realvolve. HighLevel associates each migrated activity with its relevant Contact record using the contact association ID from Realvolve, maintaining the complete activity timeline on each contact profile.

Realvolve File Manager documents attached to transactions or contacts download and re-upload to HighLevel as files attached to the corresponding Opportunity or Contact record. Each file preserves its original filename and attachment context during migration. File size limits apply according to HighLevel's storage configuration for your sub-account tier — large files may require additional storage provisioning before migration runs.

Realvolve dynamic groups automatically filter contacts based on property-value conditions and field criteria. These dynamic group definitions are not directly migratable to HighLevel because the underlying automation engine differs. We export the complete filter criteria as a structured reference document. HighLevel SmartLists then recreate the segmentation logic using a combination of tag filters, custom field conditions, and date-based criteria to replicate the original dynamic group behavior.

Realvolve email templates using proprietary custom merge fields do not transfer directly to HighLevel's template engine. The complete template body and full list of merge-field variable names export as a structured reference document for your team. HighLevel's template engine uses liquid-template-style variables with different field names and object scopes, requiring complete manual reconstruction of each template in HighLevel's visual email designer.

Realvolve calendar events including showing appointments, listing presentations, and client meetings migrate to HighLevel Appointments using the native calendar integration. Original start date and time, end time, assigned user, and linked contact associations preserve exactly as recorded in Realvolve. Each appointment links to its corresponding Contact record in HighLevel for complete scheduling visibility on the contact timeline.

Realvolve users resolve to HighLevel users by matching email address exactly. Unmatched Realvolve users are flagged in the pre-migration audit report — teams must either invite them to join the HighLevel sub-account first or reassign their records to an existing HighLevel user before migration runs. Role-based permissions, team hierarchies, and access control settings require manual configuration in HighLevel's user management settings after migration completes.