Migrate from Vaulta to HighLevel

Vaulta stores user account records that map directly to HighLevel Contacts. The account holder's name, email, and wallet address export from Vaulta and land in HighLevel as a Contact record. Owner assignment is resolved by matching email against HighLevel user accounts.

Organizational Vault accounts that represent companies or projects map to HighLevel Businesses (Companies). The business name, domain, and any associated tags migrate as Business custom fields. Multi-account structures collapse to a single Business record with the primary contact linked. Secondary accounts or sub-organizations are preserved as additional Business records and linked to the parent organization where a hierarchy exists.

Vaulta transaction logs (transfers, swaps, staking events) do not have a native HighLevel equivalent. FlitStack creates a custom Transaction object in HighLevel via the Objects API, mapping fields including transaction hash, type, amount, timestamp, and counterparty. This object can be linked to the originating Contact.

Current token holdings per Vaulta account are preserved as a custom Token Balance object in HighLevel. Fields include token symbol, balance amount, and last-updated timestamp. This is reference data — HighLevel does not execute on-chain actions. If an account holds multiple token types, a separate Token Balance record is created for each symbol. Historical balance snapshots are not migrated; only the balance at migration time is recorded as a point-in-time reference.

Labels and tags applied to Vaulta accounts map to HighLevel Contact Tags. Tags are preserved as-is; HighLevel's tag model supports unlimited tags per contact. Tags that represent segment membership can be used to trigger HighLevel workflow conditions after migration. Tag names containing special characters or exceeding HighLevel's 50-character limit are truncated or sanitized during migration. Duplicate tags within the same contact record are deduplicated automatically.

Notes attached to Vaulta accounts migrate as HighLevel Contact Notes. The original create date is preserved as a custom field since HighLevel notes do not expose a separate createdate attribute in the standard note object. Rich-text formatting in Vaulta notes is converted to plain text or HTML depending on the content complexity. Notes longer than 2,000 characters are split into multiple note entries to comply with HighLevel's note length limits.

Action items tracked in Vaulta map to HighLevel Tasks. Task subject, due date, assigned user, and completion status are preserved. HighLevel tasks can be linked to the corresponding Contact or Business record. Overdue tasks retain their original due dates; completed tasks show their completion status as set in Vaulta. Recurring tasks in Vaulta are migrated as individual task entries without recurrence logic, since HighLevel's task model does not support native recurring schedules.

Vaulta promotional campaigns that include user participation records migrate as a custom Campaign object in HighLevel, linked to participating Contacts. Campaign metadata (name, start date, type) is preserved; on-chain participation data is stored as custom fields. Participation history — including airdrop claims, reward claims, and referral actions — is recorded as structured data within the Campaign object. Campaign status (active, ended, canceled) is migrated as a custom picklist field to support HighLevel reporting on campaign performance.

Vaulta blockchain wallet addresses are stored as a custom text field on the HighLevel Contact record. This preserves traceability between the CRM contact and the on-chain identity without requiring HighLevel to interact with the blockchain. Multiple wallet addresses per contact are supported as comma-separated values or separate field instances depending on your HighLevel configuration. The wallet address field is read-only after migration to prevent accidental overwrites that would break the on-chain linkage.

Vaulta team members with platform access are mapped to HighLevel users by email. Vaulta roles and permissions do not translate to HighLevel's role model and must be reconfigured in HighLevel's Settings > Users > Roles and Permissions after migration. Team members without a matching HighLevel account are flagged for user creation or alternative assignment. Role mappings are documented in the migration handoff package, listing each Vaulta role and a recommended HighLevel equivalent for your admin to configure manually.

Vaulta integrations with decentralized applications (DApps) and external blockchain services have no HighLevel equivalent. These connections must be rebuilt as HighLevel integrations or handled via Zapier/Make if a compatible trigger exists. FlitStack documents all active integrations as part of the pre-migration audit.

Vaulta smart contract states and on-chain program data are blockchain-native and cannot migrate to HighLevel's SaaS CRM. Historical contract interaction records can be preserved as custom object entries for audit purposes, but the live contract state remains on-chain. Contract addresses are documented as reference data in the migration handoff package, allowing your team to query the blockchain directly if needed. Any Vaulta-specific logic embedded in smart contracts must be re-implemented as HighLevel workflow rules or external automation after cutover.