Migrate from Resco – Mobility & Productivity to HighLevel

Resco Account records (mirrored from the underlying CRM) map to GoHighLevel Location objects. The company name, address, phone, website, and industry fields transfer directly. If Resco is connected to a Microsoft Dynamics 365 or Salesforce parent, we extract Account records from that parent via the CRM API before writing to GoHighLevel. GoHighLevel Locations do not have the same hierarchical Account-Contact relationship as Salesforce; each Location can have multiple Contacts but there is no parent Account container beyond the Location itself.

Resco Contact records map to GoHighLevel Contacts. The email, phone, address, title, and owner assignment transfer directly. We resolve the Contact-to-Location relationship by matching on email domain or a pre-agreed external ID field so that each Contact links to the correct GoHighLevel Location. Contact ownership maps to GoHighLevel assigned users.

Resco Work Order records (from Field Service+ layer) map to GoHighLevel Opportunities. The work order status, assignment, line items, and associated photo attachments transfer. GoHighLevel Opportunities carry a Pipeline and Stage that we configure before migration to match the work order lifecycle (e.g., Scheduled, In Progress, Completed, Invoiced). The work order ID is preserved as a custom field for audit traceability.

Inspection Questionnaires configured in Resco Woodford are Resco-specific artifacts with conditional branching logic that has no direct GoHighLevel equivalent. We export the questionnaire definition (question text, field types, conditional rules) and deliver a written specification for rebuilding it as a GoHighLevel Custom Form with conditional logic. Response data captured in Resco migrates to GoHighLevel as Contact custom fields or Opportunities notes depending on the response structure.

Location tracking records in Resco are stored as Mobile Auditing entity entries where the Owner field is tied to the tracking user, not to the work order or asset. These records have limited value in GoHighLevel because there is no equivalent location-tracking entity. We migrate the last-known GPS coordinate as a custom field on the Contact record and flag the rest as audit-history migration, recommending the customer decide whether to import the full location history as Notes on the related Opportunity or truncate.

Route Plans are optimized sequences of work orders or inspections generated by Resco's routing engine. They are configuration data rather than transactional records and do not have a migration path to GoHighLevel. We document the current route plan assignments and recommend the customer re-create optimized routes in GoHighLevel using the Calendar and Workflow automation features post-migration.

Custom entities created in Woodford that are mirrored from the underlying CRM migrate to GoHighLevel as custom fields on the Contact or Opportunity object. Any entity not mirrored in the parent CRM requires explicit schema re-creation during scoping. GoHighLevel does not support independent custom objects; custom data lives as fields on standard objects. We pre-create the destination fields, validate types (text, number, date, dropdown), and map all values before import.

Resco documents and photos can be stored locally, on the CRM server, or routed to external services (Dropbox, Google Drive, OneDrive, SharePoint). We migrate file attachments linked to Contact or Work Order records as GoHighLevel Contact attachments or Opportunity files. Standalone local files require explicit customer instruction on routing. If Resco routes to an external cloud storage, we recommend maintaining that storage integration and linking files via URL rather than re-uploading.

Activities sync through the standard CRM integration channel and migrate as GoHighLevel Tasks and Calendar Events. Task status, assignment, due date, and description transfer. The activity type (call, email, meeting, task) is preserved as a custom tag or in the task notes field. Historical timestamps are preserved on the GoHighLevel task record for activity timeline continuity.