Migrate from Salesflo Engage to HighLevel

Salesflo Engage team members map to HighLevel users by email address. User records are created first so that task assignments and visit ownership can resolve correctly during migration. FlitStack flags any Salesflo Engage user without an email before migration commits.

Salesflo Engage locations — the physical sites where visits occur — map directly to HighLevel Companies. Address fields, location name, and GPS coordinates (latitude and longitude) transfer to the Company record. Multiple visits to the same location collapse to one Company record with a visit-count custom field.

Salesflo Engage contacts migrate to HighLevel contacts as a direct object-to-object map. Names, email addresses, phone numbers, and contact properties transfer to matching HighLevel contact fields. Custom contact properties migrate to HighLevel custom fields on the Contact object or as tags depending on the property type.

Salesflo Engage visit records do not have a native equivalent in HighLevel. FlitStack maps each completed or scheduled visit to a HighLevel Opportunity record using the associated Location as the Opportunity name and the visit outcome as the Pipeline stage. Original GPS coordinates and visit timestamps are stored as custom fields on the Opportunity for audit continuity.

Salesflo Engage task assignments — tasks assigned to team members at specific locations — map to HighLevel Tasks. Task subject, due date, completion status, and assigned team member transfer directly. Tasks linked to a specific visit carry the Opportunity ID as a lookup so the relationship survives in HighLevel.

Salesflo Engage dynamic surveys contain multiple question-answer pairs that do not fit standard HighLevel fields. FlitStack creates a Survey_Response__c custom object and maps each survey question to a custom field. The parent contact and location links are preserved as lookups on the custom object so survey responses are queryable by contact or by location in HighLevel reports.

Each question in a Salesflo Engage survey becomes a named custom field on the Survey_Response__c object. Field type is inferred from the question response type — text answers become text fields, numeric answers become number fields, and multiple-choice answers become pick-list fields. Question order is preserved in the field label or help text for rebuild reference.

Salesflo Engage records GPS latitude and longitude at visit check-in. These coordinates migrate as two custom number fields on the HighLevel Opportunity — CheckIn_Latitude__c and CheckIn_Longitude__c. They are displayed on the Opportunity record for field audit and are available for location-based reporting if a Google Maps integration is added to HighLevel.

Salesflo Engage location tags identify site categories (retail, wholesale, partner, etc.). These migrate as HighLevel tags on the associated Company record. Tag values transfer as-is; HighLevel's tag model supports duplicate tags across contacts and companies so the same location classification applies to both objects.

Salesflo Engage files attached to visit records or form submissions are downloaded and re-uploaded to HighLevel as Files attached to the corresponding Contact, Company, or custom object record. File size limits follow HighLevel's upload constraints per plan tier. The migration preserves file metadata such as original upload dates and file names for auditability.

Salesflo Engage workflows and visit-routing rules do not migrate. The migration exports workflow definitions as a structured reference document for your HighLevel admin. HighLevel's Workflow Builder recreates visit-triggered automations using calendar-based triggers, contact-update actions, and Opportunity-stage-change triggers that approximate the original Salesflo Engage logic.