Migrate from Termene to HighLevel

Direct map. Termene's company record maps to HighLevel's Company object. Romanian CIF/CUI identifier stored as a custom field on the Company record. Original Termene record URL preserved as a custom text field for traceability back to the source platform. This mapping ensures that all primary identifiers remain searchable in HighLevel and can be used in reports and workflows.

Termene's annual revenue, profit margin, equity, and debt figures have no native HighLevel equivalent. We create a Financial_Indicators__c custom object linked to the Company record via a lookup relationship. Each financial year becomes a separate custom-object record with year, metric name, and value fields.

Termene's debt entries, insolvency proceedings, and VAT cancellations map to a Risk_Alerts__c custom object. Each alert type gets a pick-list value (datorie, insolvență, anulare_TVA) and a date field for when the risk event was recorded in Termene. Active alerts can trigger HighLevel workflow conditions.

Termene aggregates from multiple Romanian official sources (ANAF, ONRC, Buletinul Insolvenței). Source citations merge into a single Data_Source__c custom object linked to the Company, storing source_name, source_url, and last_refresh_date. This preserves Termene's data provenance in HighLevel. The Data_Source__c records also include a link to the original document when available, enabling audit trails.

Where Termene provides registered representatives, administrators, or shareholders for a company, those individuals map to HighLevel Contacts linked to the corresponding Company record. Email and phone are mapped directly; missing contact details are flagged for manual enrichment. All contacts inherit the Company's CIF/CUI field for cross‑referencing and reporting.

Termene's shareholder and ultimate beneficial owner (UBO) data maps to a Shareholder__c custom object linked to the Company. Fields include shareholder_name, ownership_percentage, and is_ubo (boolean). HighLevel's native Company object does not store ownership hierarchies, making a custom object necessary. The Shareholder__c records can be used in HighLevel workflows to enforce compliance checks on ownership thresholds.

Termene stores parsed annual financial report data. This maps to an Annual_Report__c custom object with fiscal_year, total_revenue, net_profit, total_assets, and employee_count fields. Each report year is a separate record linked to the parent Company. Historical annual reports enable trend analysis and forecasting within HighLevel's reporting tools.

Termene's VAT registration status (activ, inactiv, suspendat) becomes a pick-list custom field on the HighLevel Company record (VAT_Status__c). Status values are mapped value-by-value from Termene's taxonomy to HighLevel's pick-list options. The mapping preserves the original status labels, allowing sales teams to filter companies by VAT state without manual re‑entry.

Termene uses Romanian CAEN activity codes for industry classification. HighLevel's native Industry pick-list uses NACE codes. We create a CAEN_Code__c custom field and map CAEN codes to their nearest NACE equivalents for display in the native Industry field where a direct match exists.

Termene's subscription tier for each company (monitored vs. basic) has no CRM equivalent. We preserve it as a custom read-only field (Termene_Subscription_Tier__c) so teams know which companies had premium monitoring without rebuilding a billing logic in HighLevel. This field can be used in HighLevel reports to segment accounts by data freshness and service level.