Migrate from BrightDoor to monday CRM

BrightDoor contacts map 1:1 to monday CRM People Items. The Person's Name, Email, Phone, and Address fields are standard monday CRM fields. Owner attribution transfers as the Item's Responsible Person. BrightDoor contact associations to multiple companies require manual assignment of the primary company in monday CRM.

BrightDoor company records (brokerages, developer firms, builder brands) map to monday CRM Organizations. Organization name, domain/website, address, and industry fields map directly. Sub-companies and office locations in BrightDoor can be modelled as separate Organization Items or as Groups within one Organization board.

BrightDoor deals map to Deal Items on the monday CRM Deals board. The deal name becomes the Item title; amount, close date, and stage become columns. The pipeline view in monday CRM groups Items by Status column, which replicates BrightDoor's pipeline board visually.

BrightDoor's named pipeline stages (Prospecting, Contract Sent, Under Contract, Closed Won, etc.) translate to monday CRM Status column options. In monday CRM's pipeline view, each Status option becomes a column; groups are optional visual separators. Stage-entry timestamps can be stored in a custom Date column.

BrightDoor's 'price ranges' custom field (e.g. $200K–$300K, $300K–$500K) maps to a monday CRM Dropdown or Number column. If the source uses free-text price ranges, a Dropdown column preserves the exact values. If numeric, a Number column enables filtering by price tier in monday dashboards.

BrightDoor's community association field maps to a monday CRM Text column on Deal Items. If BrightDoor stores community as a separate related object rather than a flat field, FlitStack recreates it as a dedicated Community board with a Link column connecting to Deals, preserving the referential relationship in monday's board architecture.

BrightDoor's 'time frame to purchase' field maps to a monday CRM Date column for single target close dates, or a Timeline column when both start and end dates are present. The Timeline column provides visual representation of the purchase window and integrates with monday's calendar and deadline features.

BrightDoor's interest-tag custom fields covering lot preferences, amenity interests, and feature requests map to monday CRM's Tags column on Enterprise plans or a multi-select Dropdown column on lower tiers. These tags enable cross-entity filtering and segmentation for marketing campaigns and pipeline analysis.

BrightDoor call logs, emails, and meeting notes attach to contact or deal records. In monday CRM these become Item Updates with the original timestamp and owner attributed. The Activity Log column on CRM boards surfaces recent changes to Items for audit trails.

BrightDoor owner IDs are resolved to monday CRM users by matching email addresses from the user directory. Any owner without a corresponding monday user account is flagged and placed on a provisioning checklist for account creation before the migration run executes.

BrightDoor file attachments on contacts, companies, and deals are downloaded and re-uploaded to monday CRM's File column on the corresponding Items. File names and original upload dates are preserved where accessible. Storage limits vary by plan: 5GB Basic, 20GB Standard, 100GB Pro.

BrightDoor's automated follow-up sequences and deal-stage trigger rules have no native monday CRM equivalent. monday's Automation recipes handle board-state triggers (when Status changes, notify user) but cannot replicate time-delayed email drip sequences. FlitStack exports BrightDoor's workflow definitions as a reference document for your monday admin to rebuild.