Migrate from AgentLocator to monday CRM

AgentLocator leads map directly to monday CRM People board items. Each lead record becomes a Person item. First name, last name, email, phone, address, and custom field columns carry over. Owner assignment resolves by email match to monday CRM users.

AgentLocator company records map to monday CRM Organizations board items, maintaining the one-to-one relationship between source and destination records. Company name, domain/website, industry, employee count, and annual revenue fields translate directly to standard Organization columns. Custom company fields defined in AgentLocator become extra columns on the Organizations board, preserving all custom data without requiring manual re-entry. The company-to-contact linkage is maintained through cross-board references on the People board.

AgentLocator deals become monday CRM Deals board items with a direct field-to-column mapping for standard deal attributes. The deal's linked contact and company resolve to the corresponding People and Organizations board items using FlitStack's cross-board reference system, automatically creating the relationship without manual re-linking. Pipeline stage values from AgentLocator translate to monday CRM pipeline column status options during import, ensuring deal progression history is preserved and visible in the Deals board's Kanban view.

AgentLocator stage values (New Lead, Contacted, Showing Scheduled, Offer Made, Closed Won, Closed Lost) map to monday CRM pipeline column status options. Each value maps one-to-one — teams with custom stage names must confirm the value mapping list before migration runs.

AgentLocator tags migrate as monday CRM tags or labels attached to the appropriate Person item on the People board. Tags that span multiple record types in AgentLocator — such as tags applied to both contacts and companies — are handled separately per board during migration. This means a tag named "Hot Lead" on a contact remains distinct from the same tag name on a company record. Teams have the option during migration planning to either preserve all tags as individual label entries or consolidate similar tags into broader categories to reduce label proliferation in monday CRM.

AgentLocator lead source (Organic, Google Ads, Facebook, Referral, etc.) has no native monday CRM equivalent. FlitStack creates a Lead Source custom column on the People board and maps values by name. If lead source has sub-types (e.g., Google Ads campaign name), those flatten unless a separate sub-column is created.

AgentLocator custom fields on leads (e.g., MLS Number, Preferred Area, Property Type, Budget Range) become monday CRM custom columns on the People board. All column types are created during the monday CRM setup phase before data imports. Field type parity is maintained — text, number, date, and dropdown fields map to their monday equivalents.

AgentLocator call logs, email records, and notes are exported from the activity log CSV and written as monday CRM Updates or mapped to a custom Activity Date column on the Person item. Because monday CRM has no unified activity timeline per contact, notes are attached as Updates and call metadata is preserved as a custom text column for reference.

AgentLocator's forced registration gates property search behind lead capture. The registration status per lead (completed / incomplete) has no direct monday CRM equivalent. FlitStack preserves the flag as a custom column for reference — the gating logic must be rebuilt in monday CRM using forms and automation recipes.

AgentLocator drip campaigns and automated listing emails are platform-locked and cannot be exported. FlitStack provides a campaign-definition export (campaign name, trigger conditions, email sequence order, cadence) that your monday CRM admin uses to rebuild automations using monday's recipe builder or Zapier.

AgentLocator's built-in dialer stores call duration, disposition, recording links, and timestamps per contact. monday CRM has no native dialer — call logs cannot be imported as native records. FlitStack preserves call metadata as a custom text column and provides a telephony integration guide for reconnecting a VoIP tool (Aircall, RingCentral) post-migration.