Migrate from Badger Maps to monday CRM

Audit Badger data inventory and map to Monday board structure

FlitStack AI connects to your Badger Maps account via the v2 REST API using token-based authentication. We extract the full object inventory: all accounts with GPS coordinates and custom fields, all contacts, all check-ins with timestamps and notes, all routes with stops, all territory assignments, and all account owners. Simultaneously, we inspect your target Monday workspace to identify existing boards, column types, and People entities. We then produce a board-structure plan for Monday: which boards to create or repurpose, which columns to add before migration, and which column types must be decided upfront given Monday's immutability constraint. You review and approve this plan before any data is written to Monday.

Create Monday board schema: CRM board, Routes board, Territories board, and custom columns

Using the approved board-structure plan, FlitStack AI creates the necessary boards and columns in your Monday workspace via the Monday API. We create the CRM board with all mapped columns (Location, Dropdown, Date, Number, Person), the Routes board with sub-item structure for stops, and the Territories board with owner assignment. During this step we resolve the column-type decisions identified in the audit — particularly for GPS coordinate columns and territory Dropdown columns. Column creation is sequenced so that dependencies (for example, a Person column that must exist before it can be referenced) are respected.

Resolve account owners by email and match contacts to Monday People entities

Before any records are written, FlitStack AI matches Badger account owners and contacts against existing Monday People entities by email address. Contacts with matching emails in Monday become linked People records. Accounts with owners who have no Monday People entity are assigned to a fallback owner and flagged in the migration report for your admin to resolve. If a Badger account has multiple associated contacts, we identify a primary contact (most recently modified) for the Person column and store remaining contact references as text links in a secondary column. Owner resolution is the gating step for foreign-key integrity — no account item lands in Monday without an owner assignment.

Run a sample migration across a representative data slice with field-level diff

FlitStack AI runs a test migration using a representative slice of your Badger data — typically 100–500 records spanning accounts, contacts, check-ins, and a route. We write these to your Monday workspace, then generate a field-level diff comparing source values (from Badger export) against destination values (from Monday API read-back). The diff covers: account names and addresses, GPS coordinate accuracy, territory column values, contact-to-account linking, and check-in update chronology. You review the diff and confirm that column types, data placement, and owner assignments are correct before the full migration is authorised.

Execute full migration with delta-pickup window and API rate-limit pacing

The full migration runs in sequenced batches: accounts and contacts first (establishing the CRM board and People entities), then routes and territories (establishing the supporting boards), then check-in updates (appended to account items in chronological order). FlitStack AI paces writes against Monday's per-plan daily call limit, pausing at the limit threshold and resuming at midnight UTC. A delta-pickup window opens simultaneously — any records modified in Badger during the migration window are captured in a second pass after the main run completes. Every write is logged in an audit trail. If reconciliation fails, one-click rollback reverts the Monday workspace to its pre-migration state.

Deliver migration report, automation reference doc, and post-migration territory setup guide

After the migration completes and the delta-pickup window closes, FlitStack AI delivers a full migration report: record counts per object, error log (with records that failed and reason codes), owner-resolution summary, and column-level data-quality summary. We also deliver a Badger Automation Reference document listing every identified automation, its trigger conditions, and its current action so your Monday admin can rebuild them in the Automation Centre. For territory management, we provide a Territory Setup Guide that maps Badger's territory names to the Monday Territory_Name Dropdown values and outlines the steps to use Monday's grouping and filtering features to replicate Badger's territory-balance reporting.