Migrate from Agentbox to monday CRM

Agentbox Contact records migrate as Items on a dedicated Contacts Board. Name, email, phone, address, and social fields map to Monday Text and Number columns. Owner assignment uses the Person column, resolved by email match against Monday users. Duplicate detection flags contacts sharing identical email addresses for admin review before final migration, ensuring data integrity across the board.

Agentbox agency and company records migrate as Items on a Companies Board. Company name, ABN, address, and industry map to Monday text and location columns. Phone and website fields become standard Text columns, and ABN is preserved as a unique identifier for Australian business records. Industry classification helps segment companies for targeted outreach and reporting within Monday's board views.

Agentbox Property records have no Monday CRM equivalent — they become Items on a Properties Board. Property-specific fields (type, suburb, bedrooms, bathrooms, carspaces, land_area, price, zoning) each become dedicated Number, Text, or Location columns. Status (For Sale, Sold, Withdrawn) maps to a Status column with values translated per Agentbox lifecycle.

Agentbox Listing records (active listings linked to Properties) migrate as Items on the Properties Board with a Listing Status column distinguishing between Under Contract, Sold ST, Sold CT. The original listing date and off-market date become Date columns on the Item.

Agentbox buyer profiles attached to Contacts — with budget range, preferred suburbs, property type, and bedroom count — migrate as Subitems on the Contact Item. Each requirement field becomes a Number (budget), Location (suburb), or Text (property type) column on the Subitem.

Agentbox tenant profiles (rental requirements) follow the same Subitem pattern as Buyer Profiles. Lease budget, preferred suburbs, move-in date, and pet policy fields become Subitem columns with appropriate types. The Subitem maintains the relationship to the parent Contact Item while organizing rental-specific details separately, allowing flexible querying and filtering of tenant requirements across the board.

Agentbox deals and transactions map to Items on a Monday CRM Deals Pipeline Board. Deal value, commission split, deal stage, and close date migrate as Amount (Number), Status, and Date columns. The board's Kanban view replicates the pipeline grouping by deal stage from Agentbox.

Agentbox Agent records resolve to Monday CRM users by email address lookup. For records where no Monday user account exists yet (such as contractors or off-platform staff), the agent name is stored in a Text column and flagged with an admin note requesting team invitation before cutover. Commission-split data attached to deals is preserved as Number columns on the Deal Item.

Agentbox Vendor records (property sellers) migrate as Contact Items on the Contacts Board with a Vendor Type label column distinguishing them from buyers and tenants. Vendor-specific fields such as selling motivation, property_address, and time_on_market become custom columns on the Item, preserving all seller context for follow-up and reporting within Monday.

Agentbox notes and activity logs attached to contacts, properties, and deals become Monday Item Updates with the original timestamp and agent name as attribution. Longer call or meeting notes migrate as Subitems on the parent Item for full content preservation.

Agentbox contact categories and tags migrate as Monday Labels columns on Contact Items. Each unique category becomes a Label option in the column configuration. Multi-tag contacts receive all matching labels on the Item, allowing filtering and grouping by category in board views. The tag taxonomy from Agentbox is preserved as a reference document for ongoing labeling consistency.

Agentbox file attachments on contacts, properties, and listings are downloaded from the source system and re-uploaded to Monday Item file columns. Large files or batch attachments exceeding individual upload limits are uploaded to Monday's file storage and linked via URL column to the parent Item, preserving the document relationship while respecting Monday's file size restrictions.