Migrate from AscendixRE to monday CRM

Salesforce Contact maps to an Item in Monday's Contacts board. The person's name, email, phone, job title, and company link migrate as Text and Person columns. The primary AccountId lookup translates to an Organizations board link or a People column on the contact item.

Salesforce Account maps to an Item in Monday's Organizations board. Company name, website, industry, employee count, and annual revenue translate to Text, URL, Status, Number, and Currency columns respectively. Billing address is parsed into Text columns for street, city, state, and zip, with latitude/longitude preserved. Parent accounts become board-linked items or subitems, and any missing parent references are logged as a note on the child item for later resolution.

Salesforce Opportunity becomes an Item in a Deals board. StageName maps to a Status column with values matching the source stage names. Amount becomes a Number or Currency column. CloseDate migrates as a Date column. Record Type requires a separate board or a Text column since Monday has no record-type equivalent.

Salesforce Lead maps to an Item in a separate Leads board (distinct from Contacts). Lead status, source, rating, and owner migrate as Status, Text, and Person columns. Converting a Lead in Salesforce to a Contact/Opportunity does not auto-happen in Monday — manual item creation or automation is required post-migration.

The AscendixRE Property custom object maps to an Item in a Properties board. Property address, type, size, zoning, and status translate to Address, Status, Number, and Text columns. Geolocation data from Salesforce geocoding becomes two Number columns (latitude, longitude) or a Map view integration.

AscendixRE Listing__c maps to an Item in a Listings board. Listing status (Active, Pending, Leased), square footage, asking rent, and lease type become Status, Number, Currency, and Status columns. The Property__c lookup becomes a board link or subitem relationship to the Properties board.

Lease records become Items in a Leases board. Lease start/end dates, rent amount, escalations, and tenant information migrate as Date, Currency, Number, and Text columns. The Property__c and Account lookups become board links or subitems to the Properties and Organizations boards.

AscendixRE's Capital_Source__c object (for debt and equity relationships) maps to Items in a Capital Sources board. Lender/investor name, type, contact, and deal linkage migrate as Text, Status, Person, and Link columns. Deal-level capital source assignments become subitems or tags, and any additional custom fields on the source record are translated to corresponding Number, Date, or Formula columns in Monday for full fidelity.

Commission records require a custom Commissions board in Monday since no native equivalent exists. Each commission linked to an Opportunity becomes an Item with deal name, amount, rate, and calculated commission as Currency and Number columns. Calculation logic from AscendixRE must be rebuilt as Monday Formula columns.

Salesforce Tasks and Events (calls, emails, meetings logged on Contacts or Opportunities) merge into Monday's Updates feed on the related Item or become subitems in a Tasks board with a Status column. Original timestamps, owners, and subject lines are preserved. Rich-text notes map to Text columns with formatting.

AscendixRE file attachments on Properties, Listings, or Leases re-upload to Monday's Files column on the corresponding Item. Monday's file size limit (250MB per file) may require splitting large document sets. Inline images in notes download and rehost as Monday file attachments.

Any custom Salesforce objects beyond the standard AscendixRE set become new boards in Monday. Column types are matched to field data types: text fields to Text, picklists to Status, numbers to Number, dates to Date. N:N relationships between custom objects require board linking or subitems.