Migrate from Zinc to HighLevel

Contacts map 1:1 to HighLevel Contacts. Zinc contact properties (name, email, phone, job title, custom fields) land as their equivalent HighLevel custom fields on the Contact record. Tags on a Zinc contact migrate as tag text attached to the HighLevel Contact.

Zinc companies map directly to HighLevel Companies. Business name, domain, industry classification, employee count, and annual revenue migrate as their equivalent HighLevel fields using direct field-to-field mapping. Companies that are linked to contacts in Zinc create the same associated relationship in HighLevel's Companies tab, preserving the relationship structure between business records and the contacts working with those businesses.

Zinc deals map to HighLevel Opportunities. Deal name, amount, close date, and owner email resolve to the corresponding HighLevel user. Deal stage maps value-by-value to the target HighLevel Pipeline Stage. Pipeline association requires a matching HighLevel Pipeline to be created first.

Zinc deal pipelines map to HighLevel Pipelines. Each Zinc pipeline becomes one HighLevel Pipeline with its own set of configurable stages. Stage names, probabilities, and forecast categories are set per HighLevel Pipeline at migration time based on Zinc stage values.

Zinc custom fields on contacts, companies, or deals require pre-creation of matching custom fields in HighLevel before data loads. Field type (text, number, date, pick-list) is preserved. Pick-list value sets need explicit value-mapping where Zinc and HighLevel pick-list options differ.

Zinc tags migrate as HighLevel tags attached to contact records. Tags are stored as plain text in HighLevel — no automation logic is preserved. Any Zinc workflow triggers based on tag application need to be rebuilt as HighLevel Workflow rules using the Tag Added trigger.

Notes associated with Zinc contacts, companies, or deals migrate as HighLevel Notes attached to the corresponding record. Note body text, original created date, and author information are preserved. Rich-text formatting in Zinc notes is simplified to plain text in HighLevel.

Zinc call and email activity logs map directly to HighLevel Tasks with the appropriate type designation — Type='Call' for phone calls and Type='Email' for email communications. Meeting records from Zinc migrate as HighLevel Tasks containing meeting details including any notes or outcomes recorded. The original activity timestamps and the assigned owner links from Zinc are preserved intact on the corresponding task record in HighLevel, maintaining the complete activity history for audit and follow-up purposes.

Zinc owner assignments on contacts, companies, and deals resolve by matching the owner email address to an existing HighLevel user account. If no matching HighLevel user is found for a given owner email, the affected records are assigned to a designated fallback user and flagged in the migration report for manual owner reassignment after the migration completes. This ensures records are not left unassigned during the migration process.

If Zinc contains custom objects beyond the standard contact, company, and deal model, those objects map to HighLevel Custom Objects using a custom field creation approach. Custom object relationships that are many-to-many in Zinc require junction objects to be designed and created in HighLevel's schema before the migration plan is finalized. The junction object design ensures referential integrity is maintained across the migrated data structure.

File attachments linked to Zinc contacts, companies, or deals are downloaded from Zinc's storage and re-uploaded to HighLevel's file storage, associated with the corresponding target record in the destination system. File size limits imposed by the HighLevel platform apply to migrated attachments, and any files exceeding these limits are flagged for review before the migration finalizes. Standard file type support is maintained during the transfer process.