Migrate from Bidtracer to monday CRM

Bidtracer contacts map directly to Monday CRM contacts. The contact record carries name, email, phone, job title, and company association. Owner assignment resolves by email match against Monday workspace members. Contacts without a company link in Bidtracer land as unlinked contacts in Monday CRM.

Bidtracer companies map to Monday CRM companies with name, domain/website, industry, address, and employee count fields. Parent-company hierarchies in Bidtracer (if used) translate to Monday CRM's company relationship fields. Multi-contact companies in Bidtracer map to the corresponding company record with all associated contacts linked.

Bidtracer bid opportunities become Monday CRM Deals (if using the CRM module's pipeline) or Items in a dedicated bid-tracking board. The bid record's status (Requested, Quoted, Follow-up, Targeted, Awarded, Lost, Missed, Cancelled) maps to Monday's Status column values or a Dropdown column with equivalent options. Each bid-opportunity field (division, general contractor, engineer, architect, closing date) becomes a custom column on the board.

Bidtracer's eight bid statuses (Requested, Quoted, Follow-up, Targeted, Awarded, Lost, Missed, Cancelled) require value-by-value mapping to Monday's Status column or Dropdown column options. The migration plan documents the exact value mapping so Monday boards are configured before data loads. Stage probability and forecast category are not native to Monday and require custom columns if needed for reporting.

Bidtracer project management records map to Items in a Monday CRM project board. Project name, customer, status, start date, and end date become standard columns. Sub-items in Monday CRM represent sub-tasks or phases within the project, but Bidtracer's nested task structure may require flattening into a single-item-per-task model depending on complexity.

Bidtracer service agreement records map to Items in a dedicated Service Agreements board in Monday CRM. Agreement name, customer, contract status, start date, and terms become columns. The agreement document itself (if stored as a file attachment) migrates as a file upload attached to the Item. Recurring billing terms require manual configuration as Monday columns or integrations with billing tools.

Bidtracer owner assignments on contacts, bids, and projects resolve by email match against Monday CRM workspace members. Unmatched owners are flagged before migration — your team either creates Monday accounts for them or assigns their records to a fallback owner. Owner history (who last modified a record) preserves as a custom column if reporting continuity is required.

Bidtracer CRM custom properties map to Monday CRM contact or company custom columns. Field type determines column type: text properties become Text columns, numeric properties become Number columns, date properties become Date columns, and pick-list properties become Dropdown or Status columns. The migration plan enumerates each custom property, assigns the target column type, and creates the columns in Monday before data loads.

Bidtracer bid custom fields map to custom columns on the bid-tracking board. Division codes, project types, specification references, and other construction-specific fields require column creation in Monday with appropriate types. Some Bidtracer bid fields may contain structured data (e.g., JSON or concatenated strings) that requires parsing and splitting into separate Monday columns.

Bidtracer file attachments (proposals, quotes, plans, specs, addenda) linked to bid and project records re-upload to Monday CRM as file attachments on Items. File size limits apply per Monday's storage policy. Inline images in notes download and rehost. The migration extracts the attachment list from Bidtracer, downloads files, and re-uploads to the corresponding Monday Item with the original filename preserved.

Bidtracer's BAC Estimating Tool and Security Estimating Tool store structured estimating data (drag-and-drop equipment lists, line-item pricing, scope specifications) that has no direct equivalent in Monday CRM. This data exports from Bidtracer as structured files but requires manual entry or a custom board rebuild in Monday if tracking estimating data is required. FlitStack delivers the export and a mapping plan for manual reconstruction.

Bidtracer's Invitation To Bid records (subcontractor invitations, plan access tracking) map to Monday Items or Subitems on the bid-tracking board. The invitation status, vendor/subcontractor name, response date, and access grant details become columns. Vendors without existing Monday contacts create as new contacts linked to the bid Item.

Bidtracer's Engineering Tool stores wiring diagrams, flow and sequence of operations, stencils, and kit configurations that are proprietary file formats not transferable to Monday CRM. This data exports as file attachments but the structural relationships between engineering components cannot map to Monday's column structure. Engineering data requires a separate workflow in Monday or integration with a CAD/engineering tool.

Bidtracer activity history (logged calls, emails, notes) associated with contacts, companies, and bid opportunities migrates as Updates on the corresponding Monday CRM Items. Each activity appears as a timestamped update with the activity type and content preserved. Owner of the activity resolves to the Monday workspace member by email match.