Migrate from REsimpli to HighLevel

REsimpli leads map directly to HighLevel contacts. Name, email, phone, and address fields transfer with direct field mapping. Owner resolution happens by email match against HighLevel users — unmatched owners flag for admin assignment before the migration runs. During import, any duplicate contacts are identified by email address and merged to prevent redundancy.

REsimpli companies map to HighLevel companies with direct field mapping on name, domain, industry, and employee count. Company hierarchies in REsimpli (parent-child relationships) map to HighLevel's parent company lookup if configured; otherwise, flat structure is preserved. If the hierarchy is complex, we preserve parent-child links using the parent company ID field for accurate reporting.

REsimpli deals with investment-specific stages (Wholesale, Buy-and-Hold, Retail) map to HighLevel opportunities. Deal amount, close date, stage name, and owner transfer directly. REsimpli's deal-stage values require value mapping against HighLevel's pipeline stage pick-list for each pipeline. We also map any custom deal fields, such as property type or financing notes, to corresponding opportunity custom fields.

REsimpli pipelines map to HighLevel pipelines 1:1. Each pipeline in REsimpli becomes a separate pipeline in HighLevel with its own stage set. Pipeline stage order and probability weights are preserved as part of the stage value mapping. If a pipeline uses custom stage names, we create matching stages in HighLevel and apply the same probability values.

REsimpli's skip-tracing results (phone numbers, email addresses, owner names discovered via skip trace) do not map to any native HighLevel field. We create a SkipTrace custom object in HighLevel and link it to the parent contact via a relationship field. Each skip-trace record preserves the data source, timestamp, and confidence score.

REsimpli list-stacking records combine multiple data layers (absentee owner, tax delinquent, vacancy flags) into a single search result. HighLevel has no native equivalent. We create a ListStack custom object with fields for each data layer, linked to the associated contact or company record by email or address matching.

REsimpli driving-for-dollars property records store property address, condition notes, estimated ARV, and assignment status. These map to a Property custom object in HighLevel with address fields, condition pick-list, and estimated value fields. Each property record links to the contact who was the source of the lead.

REsimpli drip campaigns are time-based follow-up sequences tied to deal stages. HighLevel workflows use trigger-action logic with conditions and branching — a fundamentally different architecture. We export drip campaign definitions as a JSON reference document for manual rebuilding in HighLevel's workflow builder.

REsimpli's VoiceFollow, CallAnswer, SpeedToLead, CallGrade, and MeetGrade AI agents are real-estate-specific voice and scoring tools. HighLevel's AI agents use a generic trigger-action framework. Agent configurations export as documentation; rebuilding requires mapping REsimpli's agent logic to HighLevel's AI agent triggers. We also provide a mapping table that aligns each REsimpli trigger condition with its HighLevel equivalent for streamlined reconfiguration.

REsimpli tags on contacts and deals map directly to HighLevel tags. Tags are preserved as a flat string array per contact. REsimpli's tag taxonomy (e.g., investor-type, lead source, deal status) translates directly without transformation. We also ensure that tag naming conventions remain consistent, converting any special characters to standard delimiters to avoid parsing issues.

REsimpli notes attached to contacts, companies, or deals map to HighLevel notes with original timestamps and owner preserved. Note content transfers with full text. Notes linked to specific records carry the parent reference in HighLevel. If any notes contain attachments, we download them and re-upload to HighLevel's file storage, linking each file to the parent note record.

REsimpli call logs (outbound/inbound) map to HighLevel call activities. Call duration, direction, result, and timestamp transfer directly. Call recordings in REsimpli do not transfer — we document the recording URL as a custom field for reference if re-hosting is needed.

REsimpli SMS logs map to HighLevel SMS activities. Message content, direction, and timestamp preserve. HighLevel SMS activities attach to the contact record. REsimpli's SMS templates do not transfer — we export them as a text reference for rebuilding in HighLevel.

REsimpli email activities map to HighLevel email activities. Subject, body, direction, and timestamp transfer. Email attachments in REsimpli download and re-upload to HighLevel Files, linked to the parent contact record. During this process, we verify file size limits and ensure that any inline images within the email body are preserved as separate file references to maintain formatting.