Migrate from BoldTrail BackOffice to monday CRM

BoldTrail Contacts map directly to Monday CRM Items on a Contacts Board. Name, email, phone, address, and agent flag transfer as standard columns. BoldTrail agent-flagged contacts are marked with a custom Is_Agent checkbox column so they can be grouped separately in Monday.

BoldTrail Companies map directly to Items on a Companies Board in Monday CRM. Each Item receives the company name, domain/website, industry classification, and office location as standard columns. When a company is associated with multiple agents, the People column on the Item links back to the corresponding Contact Items on the Contacts Board, preserving agent‑company relationships without duplicating records.

BoldTrail Transactions become Items on a Transactions Board. Property address, transaction type (buy/sell/lease), status, close date, and associated agents transfer. Transaction stage maps to a Status column acting as the pipeline. BoldTrail Transaction ID is stored as a custom text column for reconciliation.

BoldTrail records commission split percentages and dollar amounts for each transaction. FlitStack extracts these values and writes them as custom Number columns — Agent_1_Split_Pct, Agent_1_Commission_Amount, Agent_2_Split_Pct, Agent_2_Commission_Amount — on the Transaction Item in Monday CRM. Because Monday CRM lacks a native commission engine, the split rules, cap thresholds, and tiered logic must be rebuilt using monday Automations or an external commission tool after migration.

BoldTrail Agent Billings record payout amounts, payout dates, and ACH status. These migrate as Items on a separate Agent Billings Board linked to the agent contact via People column. Amount, Date, Status, and Transaction_Reference columns preserve billing history. Automated billing logic is flagged as rebuild-required.

BoldTrail Commission Plans define split rules, cap rules, and tier thresholds per agent. Monday CRM has no commission calculation engine. FlitStack preserves the plan name and ID as a read-only text column on the Agent Item and surfaces a rebuild guide for monday Automations or external commission tools.

BoldTrail Form submissions are lead records that enter Contacts. Form field data transfers as custom columns on Contact Items. Form routing rules and conditional logic cannot migrate — FlitStack exports the form schema as a JSON reference for rebuilding in monday Automations or a form tool.

BoldTrail QuickBooks sync links transactions and agent payouts to the accounting system. Monday CRM has no native accounting module. QuickBooks integration must be rebuilt separately via Zapier or Make. FlitStack preserves transaction IDs referenced in BoldTrail's QuickBooks linkage for reconnection.

BoldTrail agents may have custom profile fields (license number, brokerage start date, team name). These migrate as custom columns on the Agent Item in Monday CRM. Text fields map to Text columns, dates to Date columns, and pick-lists to Dropdown columns.

BoldTrail transactions may have custom fields beyond the standard property data (referral source, buyer's agent details, listing agreement type). These migrate as custom columns on the Transaction Board Item. FlitStack preserves the original field name and data type from BoldTrail's schema.

BoldTrail files attached to transactions or contacts are downloaded and re-uploaded to the corresponding Monday CRM Item. File size limits apply (25MB per monday file). Inline images in BoldTrail notes are extracted and rehosted as attachments on the Monday Item.

BoldTrail tracks transaction lifecycle stages (Active, Under Contract, Closed, Cancelled) with timestamps. Monday CRM's Activity Log captures updates, status changes, and comments per Item. Each BoldTrail status change becomes a logged Update on the Transaction Item with timestamp and actor preserved.