Migrate from APRO CRM to monday CRM

APRO Contact records map to Monday CRM People Board Items. Each contact becomes an Item with columns for name parts, email, phone, job title, and address. Owner resolves by email match to Monday user accounts. If an email address lacks a matching Monday user, the owner is flagged for manual assignment during the cutover phase.

APRO Company records map to Monday CRM Organization Board Items. Each company becomes an Item with columns for company name, domain, industry, employee count, and address. Multi-company associations collapse to primary relation plus label tags. Where multiple associations exist, we retain the primary link in the relation column and tag secondary links for reference.

APRO Deal records map to Monday CRM Deal Board Items with pipeline columns for stage, status labels for probability, and numeric columns for deal value. Deals link to contact Items via relation columns. The pipeline stage mapping preserves historical stage names and probability percentages to keep reporting consistent after migration.

APRO Property Listing records require a dedicated Monday CRM board since no native property object exists. Each listing becomes an Item with separate columns for address components, price, status, automatch criteria text, and presentation template reference. Automatch rules are preserved as structured text for reference, not as active automation.

APRO pipeline stages (Lead, Qualified, Proposal, Negotiation, Closed Won/Lost) map to Monday pipeline column status labels. Each stage name and probability value maps individually to ensure reporting continuity. If your APRO setup includes custom stage names or weighted probabilities, we include those in the mapping plan so no reporting nuance is lost after migration.

APRO document templates with auto-creation logic have no Monday CRM equivalent. We preserve template field mappings as a structured reference document for manual rebuild in Monday Docs or a third-party document tool. The reference includes field names, merge tags, default values, and conditional logic, allowing your team to quickly recreate templates with the same data sources.

APRO activity logs and notes map to Monday Update columns on Items with original timestamps and owner attribution. Complex activity threads may require Sub-items to preserve conversation structure. If a thread contains more than ten entries, we recommend grouping related updates into a single Sub-item to keep the board layout clean and readable.

APRO file attachments on contacts, companies, deals, and property listings re-upload to Monday as file attachments on the corresponding Items. Original filenames and URLs preserved in a reference column. We also verify file size limits for Monday's storage plan and flag any attachments that exceed the allowed size before upload.

APRO custom fields (automatch criteria, document template references, IP telephony settings) require new Monday custom columns. Field type mapping applies: text to Text, options to Labels/Dropdown, numbers to Numbers, dates to Date. For fields that store structured data such as JSON or multi-select lists, we serialize them into long Text columns to preserve the original content without loss.

APRO owner and agent records resolve by email match to Monday user accounts. Unmatched owners flagged before migration for team invitation or fallback assignment. IP telephony ownership doesn't transfer. During the delta-pickup phase, any new owners created in APRO after initial extraction are matched and added to Monday, ensuring continuous ownership attribution.

APRO tags and categories map to Monday Label columns on the respective boards. Multi-value tags become multi-select Label columns in Monday CRM. If your APRO setup includes nested tag hierarchies, we flatten them into a single Label column with pipe-separated values, preserving the full taxonomy for reference.

APRO automatch rules have no Monday CRM operational equivalent. FlitStack preserves automatch criteria as structured text in a dedicated column for manual reference. Active automatching must be rebuilt using Monday's automation builder. We provide an automation design guide that maps each original automatch condition to trigger-filter-action steps in Monday, helping your admin reconstruct the logic efficiently.