Migrate from StrategicERP to HighLevel

StrategicERP party or contact records map directly to HighLevel contacts using a one-to-one field mapping. Primary phone, email, address, and owner assignment transfer as-is with no transformation required. Secondary contacts associated with a project or unit link via HighLevel's contact relationship model, maintaining the connection hierarchy from the original ERP structure.

StrategicERP organization records map to HighLevel companies with a straightforward field-level correspondence. Company name, address, domain, and industry classification transfer directly to their matching HighLevel company fields. Where StrategicERP maintains a parent organization hierarchy, HighLevel's company relationship fields preserve this structure through standard parent-company linkage.

StrategicERP projects — the core entity for real-estate, construction, and infrastructure data — map to HighLevel opportunities when the project represents a commercial or revenue-generating event such as a unit sale or lease. When the project is operational rather than commercial, it maps to a custom Project__c object in HighLevel with dedicated status and phase fields to capture the full project lifecycle.

StrategicERP unit records — encompassing apartments, plots, floors, and inventory units — have no direct HighLevel equivalent. We create a Unit__c custom object containing fields for unit number, type, size, status, and price, then establish a lookup relationship linking each unit to its parent Project opportunity for complete hierarchical data integrity.

Unit owners and tenants from StrategicERP map to HighLevel contacts with a custom Owner_Type__c field that distinguishes between owner, tenant, and investor classifications. The contact's associated company may link to the parent project opportunity or remain unlinked depending on your specific business model and reporting requirements.

StrategicERP financial records — including payments, receivables, and charges — represent high-volume transactional rows that do not map row-for-row to HighLevel's flat record structure. Key fields including amount, status, date, and transaction type map as custom fields on the relevant HighLevel contact or opportunity, preserving essential financial reference data without attempting to replicate a full accounting module.

Procurement records from StrategicERP map to a dedicated Procurement__c custom object in HighLevel, capturing fields for vendor name, item description, quantity, cost, and approval status. This approach captures the operational procurement data for reporting purposes without attempting to replicate an ERP-grade supply-chain management module within the CRM environment.

StrategicERP resource assignments — representing staff members allocated to specific projects — map to custom fields on the relevant HighLevel opportunity. The assigned staff member's name and role store as text fields or link directly to the staff contact record, preserving the assignment information within the project context.

StrategicERP classification tags covering project type, unit status, owner category, and other categorizations transfer directly to HighLevel tags as straightforward label mappings. HighLevel tags apply across contacts, companies, and opportunities, enabling comprehensive segmentation and filtering capabilities throughout the migrated data set.

Documents attached to StrategicERP records — including project documents, unit images, and financial attachments — are downloaded and re-uploaded to HighLevel Files with original filenames preserved. Each file links to its corresponding contact, company, or custom object record to maintain document accessibility and association within the new CRM system.