Migrate from Wealthengine to HighLevel

Direct map. Every Contact record enriched with WealthEngine attributes maps to a HighLevel Contact with the same name, email, phone, and address fields carried over. Wealth attribute fields from WealthEngine are written to custom fields on the Contact record. Original enrichment date preserved as a custom datetime field for audit continuity.

Direct map. Organizations that received WealthEngine enrichment (such as corporate donors or foundation contacts) migrate as HighLevel Company records. Fields like organization name, domain, and industry map directly. WealthEngine giving history for organizational donors migrates as custom currency and number fields on the HighLevel Company record.

WealthEngine's Propensity to Give score has no native equivalent in HighLevel. We create a custom number field (Propensity_to_Give__c) on the Contact object and migrate the score as an integer or decimal value. If WealthEngine delivered P2G as a band (e.g., High/Medium/Low), we create a custom pick-list field instead to preserve the categorical designation.

Gift Capacity Rating is a WealthEngine proprietary field estimating a donor's maximum realistic gift amount. We map this to a custom currency field (Gift_Capacity_Rating__c) on the Contact object in HighLevel. If the source uses a rating scale rather than a dollar amount, we create a custom pick-list field with equivalent values.

WealthEngine's Total Assets field reports estimated total assets for an individual or household. We create a custom currency field (Total_Assets__c) on the Contact object in HighLevel. This field can be used in SmartLists and workflow triggers for segmentation without requiring external enrichment.

Estimated Annual Donations represents WealthEngine's modeled charitable giving history for each donor contact. This field migrates as a custom currency field (Estimated_Annual_Donations__c) on the Contact object in HighLevel. We preserve the original WealthEngine data source identifier and enrichment timestamp in companion custom datetime fields, ensuring reporting integrity and data lineage continuity after migration.

Every enriched record carries a screening timestamp from WealthEngine. This date migrates as a custom datetime field (Wealth_Screened_Date__c) on the Contact record. This field is critical for teams that need to re-screen records older than a specified threshold and for tracking data freshness in HighLevel reports.

RFM scoring from WealthEngine is a composite metric combining recency of giving, frequency of donations, and monetary value. We create a custom text field (RFM_Score__c) to store the composite score. If WealthEngine provides individual R, F, and M components, we create three separate custom number fields for granular segmentation in HighLevel SmartLists.

WealthEngine's Giving Inclination field rates a contact's demonstrated charitable intent. We map this to a custom pick-list field (Giving_Inclination__c) on the Contact object with values matching WealthEngine's scale. This field can drive HighLevel Workflow triggers—for example, contacts with 'High' Giving Inclination enter a capital campaign nurture sequence.

We preserve the internal WealthEngine profile identifier for each donor record as a custom text field (WealthEngine_ID__c) on the Contact record in HighLevel. This field enables delta-run de-duplication during future enrichment cycles, provides traceability back to the original WealthEngine profile for audit purposes, and supports re-screening workflows without requiring manual record lookup or cross-referencing external spreadsheets.

WealthEngine users often tag contacts by segment (e.g., 'Major Donor Prospect', 'Mid-Level Annual Fund', 'Corporate Funder'). We map these segments to HighLevel Tags on the Contact record. Tags in HighLevel drive SmartList filtering and Workflow triggers, replacing the segmentation logic that WealthEngine users manage through external exports.

WealthEngine flags contacts with planned giving indicators (bequest intentions, annuity trusts, charitable remainder trusts). We create a custom pick-list field (Planned_Giving__c) on the Contact object with values like 'Bequest', 'CRUT', 'CRT', 'None'. This field can trigger HighLevel Workflows for legacy giving stewardship campaigns.

WealthEngine categorizes contacts into net worth bands (e.g., '<$500K', '$500K-$1M', '$1M-$5M', '$5M+'). We map this to a custom pick-list field (Net_Worth_Band__c) on the Contact object. HighLevel SmartLists can filter by Net_Worth_Band__c to build campaign lists targeting specific wealth tiers without exposing raw net worth figures.

WealthEngine's real estate holdings attribute flags whether property ownership data was found for a contact. We create a custom pick-list field (Real_Estate_Holdings__c) with values like 'Found', 'Not Found', 'Partial'. This field supports prospect research workflows in HighLevel by indicating whether additional property research would be worthwhile.