Migrate from Texada Software to HighLevel

Texada customer records map directly to HighLevel Contacts. The customer's name, email, phone, address, and primary company link migrate as Contact fields. Owner assignment resolves by email match against HighLevel users. If a Texada customer has no email, a placeholder address is generated to satisfy HighLevel's required email field.

Texada allows customers without email addresses, but HighLevel requires an email on every contact. We generate a placeholder email ([email protected]) and preserve the original 'no email' flag as a custom boolean field No_Email_on_Origin__c so your team can identify and update those records manually after migration.

Texada company records map to HighLevel Companies. Company name, address, phone, website, industry, and hierarchy (parent/child company via Parent Company field) migrate as Company fields. Multi-branch setups in Texada with multiple company records per customer route to separate HighLevel Company records linked by the customer contact.

Texada rental contracts have no HighLevel native equivalent. We create a Rental_Contract__c custom object with fields for contract number, start/end dates, rental rate, cycle billing frequency, and asset tags. The contract is linked to the originating Contact and Company via lookup fields. A summary also appears as a HighLevel Opportunity with the contract value and stage to surface in pipeline views.

Texada equipment units (serialized inventory items with asset tags, status, and availability calendars) have no HighLevel equivalent. We create an Equipment_Unit__c custom object with fields for unit ID, make, model, serial number, status, and rental rate. Each unit links to its current customer Contract via a lookup relationship. Availability scheduling must be maintained manually in HighLevel or via a third-party scheduling integration.

Texada work orders (service requests with labor special pricing, parts quoting, and scheduling) become HighLevel Tasks. The task subject carries the work order number, description maps to the task notes, status maps from Texada work order status to HighLevel task status, and priority maps via value mapping. Technician assignment becomes the task owner. Labor rates, parts details, and scheduling information are stored in custom fields on the task — complex scheduling logic requires manual rebuild in HighLevel Workflows.

Texada service agreement quoting (SLA-style service contracts with pricing rules) becomes a Service_Agreement__c custom object linked to the customer Contact. Agreement terms, pricing tier, and coverage scope migrate as custom fields. Recurring service agreement revenue surfaces on an associated Opportunity for pipeline visibility.

Texada's parts and vendor catalogs (used in work order quoting and inventory management) migrate as a Parts_Catalog__c custom object with fields for part number, description, unit cost, vendor, and availability flag. This preserves part data as a reference object — HighLevel does not have a native inventory or parts management module, so reordering and stock tracking must be handled outside the platform or via a custom integration.

Texada's general ledger chart of accounts and financial transaction history do not migrate. HighLevel has no native accounting module. We export the G/L data as a JSON archive and provide a rebuild reference for accounting-side setup in a dedicated financial tool. This is explicitly excluded from the FlitStack migration scope.

Texada cycle billing automates recurring invoicing for long-term rental contracts. Since HighLevel has no native billing cycle engine, we migrate cycle billing configurations (frequency, billing day, rate adjustments) as a Cycle_Billing__c custom object on the associated Rental_Contract__c record. Actual recurring invoice generation requires a third-party billing integration or manual process.

Texada's iQuote tool generates equipment sales quotes with OEM pricing books and multilingual support. Quotes migrate as Equipment_Quote__c custom objects linked to the Opportunity. Quote line items (equipment type, options, pricing) map to quote line custom fields. Complex pricing formulas and approval routing in Texada iQuote do not transfer and must be rebuilt in HighLevel's Opportunity product configuration or via a CPQ integration.

Texada file attachments on contracts, work orders, and customer records (such as signed PDFs, inspection photos, or equipment images) are downloaded and re-uploaded to HighLevel Files, linked to the corresponding Contact, Company, or custom object record. File size limits per HighLevel plan apply. Inline images in notes are downloaded, re-hosted, and re-inserted as file references.

Texada user IDs and operator records are matched against HighLevel users by email. Unmatched owners are flagged before migration — your team either creates HighLevel user accounts for them first or assigns their Texada records to a fallback owner. Service technician records that have no HighLevel user account are migrated as Contact records with a Technician__c custom flag.