Migrate from Vinsolutions to HighLevel

VinSolutions stores prospect records as Leads before DMS matching. We migrate all Leads as HighLevel Contacts, preserving the original create date in a custom field and tagging each record with its VinSolutions lifecycle stage so the team can segment follow-up sequences in HighLevel's Workflow Builder.

VinSolutions Customers and BDC-managed contacts land as HighLevel Contacts, with address fields, phone, email, and owner assignments mapping directly. If a contact lacks a company link, we generate a placeholder Company record in HighLevel to satisfy the required lookup relationship. This ensures referential integrity and allows any subsequent company linking to be performed after migration using HighLevel's native editing tools.

VinSolutions Dealer accounts map to HighLevel Companies. Fields like company name, address, and industry pick-list values map directly. Parent/child hierarchies in VinSolutions carry over using HighLevel's parent Company field. Multiple contacts per company collapse to primary + secondary contact roles.

VinSolutions vehicle deal records (with make, model, year, and amount) migrate as HighLevel Opportunities. Each opportunity's pipeline and stage map to a HighLevel custom pipeline. Stage probability and close date carry over; the original deal create date is preserved in a custom datetime field.

VinSolutions Sales Processes (step-based dealership workflows tied to DMS events) have no HighLevel equivalent. We export process definitions as JSON reference documents for the dealer team to rebuild in HighLevel's Workflow Builder. Process step names and trigger conditions are preserved in the export.

VinSolutions logged calls, emails, and meetings migrate as HighLevel Tasks. The activity type (call, email, meeting) maps to the Task type field. Original timestamps, owners, and associated contact links are preserved so the HighLevel activity timeline reflects the full communication history.

Free-text notes attached to VinSolutions contacts and opportunities migrate as HighLevel contact notes. We preserve the note body, create date, and owner so the narrative record is complete in HighLevel. If the note references a specific vehicle, the vehicle data is preserved in the contact's custom vehicle fields.

VinSolutions stores vehicle make, model, year, VIN, mileage, and trade-in value on every deal and contact. HighLevel has no native vehicle object. We create custom fields on the Contact record — Vehicle_Make__c, Vehicle_Model__c, Vehicle_Year__c, VIN__c, Mileage__c — and populate them during migration. These fields can drive HighLevel Workflow triggers once rebuilt.

VinSolutions includes a dedicated Performance Manager whose consulting notes and KPI tracking are stored inside the CRM. We migrate these as a custom text field (Performance_Manager__c) and attach summary notes so the deal context is preserved, though the human consultation relationship must be continued outside the system.

VinSolutions DMS sync records — gross profit figures, F&I product data, and deal-matching audit logs — are tied to Dealertrack, CDK, or other DMS integrations that HighLevel does not support. These records cannot migrate and must be re-extracted from the DMS directly after cutover.

VinSolutions Predictive Insights assigns a purchase-likelihood score based on Cox Automotive browsing data (Autotrader, KBB). HighLevel has no equivalent scoring engine. We migrate the score as a custom Number field (Predictive_Insight_Score__c) on the Contact so historical lead quality data is available for reporting.

VinSolutions custom objects used by Enterprise-tier dealerships map 1:1 to HighLevel custom objects. Custom object relationships such as one-to-many and many-to-many translate to HighLevel's relationship model, preserving field-level data across linked records. During the mapping phase we flag any many-to-many relationships that require a junction object in HighLevel, and we generate a specification for that junction object so your team can create it before the migration run.