Migrate from REDA to HighLevel

Property-centric data model has no native equivalent in HighLevel

REDA's core value proposition is its property-centric data model with native objects for Properties, Units, and Leases tied to Salesforce's architecture. HighLevel has no native property management — all real estate concepts must be implemented as Custom Objects with custom fields. Before migration, your team (or our team) must create the Property and Lease custom object schemas in HighLevel, define the relationship fields linking them to contacts and companies, and configure the field types. This pre-work determines whether the migration lands cleanly or requires post-migration cleanup. We deliver a detailed schema setup plan as part of the migration package so the HighLevel side is ready before data moves.

Financial records require a custom object with careful currency and period mapping

REDA's financial modules — rent rolls, invoices, payment records, and deposit tracking — store monetary amounts and accounting periods natively in Salesforce objects with currency fields. HighLevel has no native financial module. All financial data must migrate as a Financial_Transaction custom object with custom currency fields, transaction dates, and period indicators. Approval workflows, payment reconciliation logic, and accounting period close rules built into REDA's Salesforce Flows do not transfer — they require a complete manual rebuild in HighLevel's Workflows or external accounting tools. We map the data but cannot migrate the business logic.

REDA workflows built on Salesforce Flow and Process Builder do not migrate

REDA's automation capabilities are built on Salesforce Flow and Process Builder — these are Salesforce-native automation tools with triggers, decision elements, and actions that execute against the Salesforce data model. HighLevel's Workflows feature is a separate automation engine with its own trigger/action paradigm. There is no automated migration path from Salesforce Flow to HighLevel Workflows — the logic must be reverse-engineered and rebuilt manually. We document REDA's active workflows and provide a rebuild reference, but every automation, approval process, and scheduled flow requires manual reconstruction in HighLevel.

HighLevel API rate limits require chunked processing for large datasets

HighLevel's API enforces a rate limit of 100 requests per 10 seconds per sub-account, with a daily cap of 200,000 requests. REDA's Salesforce-backed data model can contain large record volumes for property management companies with thousands of units, tenants, and lease records. Large migrations exceeding 10,000 total records must be chunked into batches with delay loops to stay within HighLevel's rate limits. This extends migration clock time but does not affect data integrity — records are validated in smaller batches to prevent API rejection errors.

Files must be re-attached after migration due to different storage models

REDA stores files in Salesforce Files with version control, content document linking, and check-in/check-out capabilities tied to Salesforce's document management model. HighLevel Files attach directly to records without version control — they are simpler but less robust for document-heavy workflows. Files attached to REDA records (property documents, lease PDFs, inspection reports, photos) are downloaded from Salesforce and re-uploaded to HighLevel Files, then re-attached to the corresponding contact, company, or custom object record. HighLevel's file size limit is 25MB per file — files exceeding this must be split before import.