Migrate from Checkbox to monday CRM

Checkbox respondent records map directly to Monday CRM People. Each respondent's name, email, and contact properties become Monday Person fields. Email addresses are used for duplicate detection and owner matching in Monday. The mapping also preserves any custom contact attributes stored in Checkbox, mapping them to corresponding custom Person columns in Monday. Tags or group memberships are transferred to Monday’s People tags, ensuring continuity of segmentation.

Each Checkbox survey response becomes a Monday CRM Deal item. The survey questions map to column values on the board. The response submission date becomes the Deal creation timestamp. Multiple surveys from the same respondent link to the same Person record.

Each Checkbox form or intake survey translates to a Monday CRM board (or a named group within a unified board). Board structure mirrors the survey's section hierarchy. Status columns in Monday replicate the survey's progress or stage fields. Custom columns also inherit field types such as date, number, and dropdown to capture all answer formats. The resulting board layout is designed for immediate use by sales and ops teams.

Checkbox workflow rules do not migrate. FlitStack exports the rule definitions (triggers, conditions, actions) as a JSON reference document. Monday's Automation Center must be rebuilt manually using Monday's trigger-action builder, or with assistance from a Monday implementation consultant. Teams should review the exported JSON to capture any conditional branches and ensure all integrations are reconnected after the automation is rebuilt.

Checkbox users map to Monday CRM users by email match. Each user is assigned as a board member or Deal owner. If Checkbox user emails do not have Monday accounts, they are flagged for account creation before migration. During the mapping, user roles and permissions are also transferred to maintain the same access levels in Monday.

Files uploaded to Checkbox survey responses are downloaded and re-uploaded as Monday file attachments on the corresponding Deal item. File size limits follow Monday's per-file upload limits. Large files may require chunked upload handling. We also preserve original file metadata such as upload timestamps and the uploader's email for audit purposes.

Checkbox custom fields on survey responses translate to Monday board columns. Field type matching: text fields to Text columns, date fields to Date columns, dropdown fields to Dropdown columns. Some Checkbox field types may require a general-purpose Text column in Monday with the raw value stored.

Checkbox teams and user groups map to Monday Workspaces, providing organizational separation for CRM boards and related project boards. Workspace permissions control who can access the migrated CRM data. Each workspace can be further subdivided using Monday's board groups, allowing granular control over which teams view or edit specific deals and contacts.

Survey submission timestamps migrate to Monday as a Date column value on the Deal item. Original submission datetime is preserved for reporting continuity. Monday's internal Created At timestamp is also recorded separately for audit purposes. The date mapping respects Monday's timezone settings to ensure consistent scheduling across the CRM.

Checkbox response completion status (e.g., 'Submitted', 'In Review', 'Completed') maps to Monday's Status column with value-by-value mapping. Status color coding is preserved to maintain visual signal continuity in the board view. If the Checkbox status includes custom labels, FlitStack creates matching Status options in Monday, ensuring no loss of granularity.

Checkbox integrations (Slack, Salesforce, Ironclad, etc.) are third-party connections that must be rebuilt in Monday's integration ecosystem. FlitStack provides a list of active integrations from Checkbox's connected apps for manual reconfiguration in Monday. Teams should map each integration's trigger events to Monday Automations or use Zapier/Make connectors to replicate the workflow in Monday's environment.