Migrate from REIPro to HighLevel

REIPro contacts migrate directly to HighLevel contacts using a field-for-field mapping strategy. Email addresses, phone numbers, full name, physical address, and owner assignment all carry over intact during the transfer. Any contacts with unassigned owners are automatically resolved by matching the owner email against existing HighLevel user accounts before the full migration run commits its changes to the destination system.

REIPro company records — including landlord entities, LLCs, seller entities, and other business structures — map directly to HighLevel company records. Parent-child hierarchies between companies are preserved using HighLevel's built-in company relationship fields. Any multi-contact companies stored in REIPro as separate records consolidate into one primary Company record in HighLevel to prevent duplicate entries.

REIPro deals migrate as HighLevel opportunities. The deal name, amount, close date, owner, and stage name transfer over intact. Stage mapping is driven by the 10-step tracker — each step number becomes a corresponding HighLevel pipeline stage name. REIPro deal priority (high/medium/low) is preserved by mapping to a custom opportunity field created in HighLevel during setup.

REIPro's 10-step workflow tracker maps to HighLevel pipeline stages. Step 1 (Lead Identification) through Step 10 (Closing/Rehab Complete) each become a named stage in a HighLevel pipeline. The step number and step name are both stored — HighLevel uses the stage name for visual pipeline tracking, and the step index is preserved as a custom field for reporting continuity.

REIPro property records have no native equivalent in HighLevel. FlitStack AI creates a Property Custom Object in HighLevel with fields for address, ARV, repair cost estimate, property type, MLS comps URL, deed history, mortgage status, and owner name. This object links to the associated Opportunity via a lookup relationship. The Custom Object schema is delivered as a setup plan before migration data is written.

REIPro call logs, email records, and meeting entries all migrate as HighLevel tasks and calendar appointments. Original timestamps, assigned owners, and the parent contact or opportunity links are fully preserved throughout the migration. Call duration and outcome notes transfer as task description content to maintain complete activity history within the destination records.

REIPro notes attached to contacts, companies, or deals migrate as HighLevel notes. The original creation date and assigned owner are preserved for audit trail continuity. Any rich-text formatting present in REIPro notes is converted to plain text in HighLevel, as HighLevel's native note format does not support HTML markup or advanced formatting styles.

REIPro skip-trace results including owner phone number, verified mailing address, and owner name contain dense per-property data. These fields are migrated as contact-level custom fields in HighLevel: Owner_Phone__c, Owner_Mailing_Address__c, and SkipTrace_Date__c. Property-level skip trace data maintains its association by linking to the corresponding Property Custom Object record.

Any custom properties defined by the user on REIPro contacts or deals are inventoried and cataloged before migration begins. HighLevel custom fields are then created with matching field types — including text, number, date, and pick-list configurations. Pick-list values undergo value-by-value mapping in cases where source and destination pick-list options differ to ensure accurate data translation.

REIPro file attachments on property records, deals, and contacts are downloaded, re-uploaded, and linked to the corresponding HighLevel record. File size limits (25MB per file in HighLevel) are enforced — files exceeding the limit are flagged for manual download links.

REIPro owner IDs are resolved by email match against HighLevel users. Unmatched owners are flagged before migration — your team either invites them to HighLevel first or assigns their records to a fallback owner. No record lands without a valid HighLevel owner.

REIPro workflows built in its workflow builder do not migrate. They must be rebuilt in HighLevel's Workflow Builder. FlitStack AI exports your REIPro workflow definitions as a JSON reference document so your HighLevel admin can map triggers and actions during the rebuild phase.