Migrate from ResMan to HighLevel

ResMan tenants map directly to HighLevel contacts. Names, email addresses, phone numbers, and mailing addresses transfer as standard contact fields. The migration preserves the full tenant identity, including alternate phone numbers and secondary email addresses where present. Tenant role (Current, Former, Applicant, Guarantor) maps to a custom Resident_Role__c pick-list field on the HighLevel contact record, enabling pipeline segmentation by resident lifecycle stage.

Each ResMan lease becomes a HighLevel opportunity within a designated pipeline. Lease amount migrates as a custom currency field (Lease_Amount__c). Lease start and end dates map to custom date fields (Lease_Start_Date__c and Lease_End_Date__c). Security deposit, pet deposit, and any addendum fees migrate as custom number fields for reconciliation reference.

ResMan properties map to HighLevel companies using the property name as the company name. Property address maps to the company address fields. Property type (multifamily, affordable, mixed-use) maps to a custom Industry field on the company record. Each property gets a Company record regardless of unit count.

Each ResMan unit generates a separate HighLevel company record. The naming convention is [PropertyName] - [UnitNumber] or [UnitAddress] so each unit appears as its own company with a parent-company link to the property record. Unit status (vacant, occupied, under maintenance) maps to a custom Status__c pick-list on the unit company record.

ResMan maintenance tickets migrate as HighLevel tasks. Subject line uses the ticket category and unit reference (e.g., 'Plumbing - Unit 204'). Priority, assigned vendor, and description map to task priority, assigned user, and notes fields respectively. Original ticket creation date and last-modified date are preserved as custom datetime fields.

ResMan vendors merge into HighLevel contacts (for individual contractors) or companies (for vendor businesses). The vendor type field routes single-person vendors to contacts and company vendors to companies, preserving contact information, trade specialty, and insurance expiry dates as custom fields for compliance tracking.

ResMan applicants who have not yet signed a lease migrate as HighLevel contacts with a Resident_Role__c value of 'Applicant'. Application date, screening results, and required documents migrate as custom fields. Once a lease is signed, the role updates to 'Current Tenant' and lease opportunity records attach.

ResMan tenant screening results (credit score, criminal background, income verification) have no direct HighLevel equivalent. We create a custom object Screening_Results__c linked to the contact record, storing each screening field as a custom field within that object. Your team rebuilds the screening intake workflow in HighLevel using the exported screening reference.

ResMan utility billing records (water, electric, gas per unit) have no HighLevel equivalent. We create a custom object Utility_Billing__c linked to the unit company record. Each billing record stores utility type, billing period, amount, and payment status. Payment processing does not migrate — records serve as historical reference.

ResMan inspection records (move-in, move-out, annual) map to HighLevel tasks with a custom Inspection_Type__c field (Move-In, Move-Out, Annual). Inspection findings and photos attach as files to the task record. Inspection scheduling workflows must be rebuilt in HighLevel's workflow builder using the exported inspection template definitions.

ResMan payment transactions — rent payments, late fees, security deposit refunds — have no HighLevel equivalent and cannot be modeled as CRM records without distorting your pipeline. We export full payment history as a structured CSV for your accounting team to reconcile separately. This data remains in ResMan for audit compliance.

ResMan guarantors migrate as HighLevel contacts with Resident_Role__c set to 'Guarantor'. The associated tenant's contact record links to the guarantor via a custom Guarantor_Contact__c lookup field, maintaining the relational integrity between tenant and guarantor across both systems. Guarantor income documentation and supporting financial records migrate as custom fields on the guarantor contact for underwriting reference.

ResMan renter's insurance certificate tracking — including policy number, insurance provider name, coverage amount, and certificate expiry date — migrates as custom fields on the tenant contact record. We configure HighLevel workflow triggers based on the insurance expiry date custom field to generate automated renewal reminder sequences before coverage lapses.

ResMan documents attached to leases — including signed lease agreements, addenda, notices to vacate, and renewal amendments — migrate as file attachments on the corresponding HighLevel opportunity record. We download each document from ResMan and re-upload to HighLevel Files, preserving the original file names and attachment timestamps so document history remains intact and auditable after migration.