Migrate from EXACT to monday CRM

EXACT Account records (company name, domain, industry, employee count) map to monday Contacts with the Organization field set. Multiple EXACT accounts with the same domain may need deduplication before mapping to a single monday Contact organization. FlitStack performs a pre-migration domain scan to identify potential duplicates and flags records requiring manual consolidation before the migration run executes, ensuring that no duplicate organizations are created in monday CRM.

EXACT Contact fields — name, email, phone, job title, address — map directly to monday Contact person fields. The contact's Organization field is set by resolving the EXACT AccountId lookup to the corresponding monday Contact organization. FlitStack maintains a lookup table during migration to track EXACT AccountId values and their corresponding monday organization IDs, ensuring all person records are linked to the correct organization before the migration completes.

EXACT contact-level custom properties (e.g., Preferred_Contact_Method, Loyalty_Tier) become monday Contact columns of the matching type (Dropdown, Date, Number). FlitStack creates the column definition in monday's contact schema before loading data. Custom property type detection includes validation against monday's supported column types, with fallback mappings provided for EXACT field types that lack direct equivalents in monday CRM's column library.

EXACT Opportunities become monday items on a pipeline board. The Opportunity Name maps to the item title; Amount maps to a Numbers column; Stage maps to a Status group column; Close Date maps to a Date column. FlitStack preserves the original Opportunity ID in a Text column for traceability and future delta synchronization between the systems.

EXACT stage pick-list values (Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost) are mapped value-by-value to monday Status column options. Each Status group in monday represents one pipeline stage. Stage order is preserved from EXACT's configuration to maintain visual pipeline flow consistency in monday's Kanban-style board view.

EXACT Opportunity-level custom fields (e.g., Deal_Type, Renewal_Date, Competitor) are added as monday board columns on the deal pipeline board. Type-aware mapping ensures date fields become Date columns, pick-lists become Dropdown columns with matching option values, and numeric custom fields use Numbers columns with appropriate precision settings.

EXACT Activities are stored as monday item updates: each activity generates an update entry with the activity type, subject, date, and owner in the body text. For structured activity tracking, activities can also become subitems on the deal item with type-label columns. The transformation preserves activity chronology within the deal item's update feed.

EXACT file attachments are downloaded and re-uploaded to monday's file storage, then attached via a File column on the relevant item. monday's 250 MB per-file limit applies; large attachments are flagged before migration. FlitStack generates a pre-migration attachment audit report listing all files exceeding the size threshold, with recommendations for manual re-upload or alternative storage solutions.

EXACT User records are matched to monday workspace members by email address. EXACT OwnerId on Opportunities and Contacts resolves to a monday user. Unmatched owners are flagged and assigned to a fallback monday user pending team setup. This owner resolution step runs before data migration to ensure all records have valid owner assignments in monday.

EXACT custom objects map to separate monday boards. If the custom object has a relationship to Contacts or Opportunities, a Connect boards column is added to link the items across boards. N:N relationships between EXACT custom objects require monday integration tools or manual linking. FlitStack documents all relationship paths in the schema diff report.

EXACT workflows and automations do not migrate to monday. We export workflow definitions as a JSON reference document listing triggers, conditions, and actions so your monday admin can rebuild equivalent automations using monday's recipe builder. The export includes condition logic, time-based triggers, field update rules, and notification actions for each workflow definition.

EXACT reports and dashboards are not migrated. Underlying data (contacts, deals, activities) transfers to monday; reporting must be rebuilt using monday's native Dashboard and Chart widgets, or connected to a BI tool. FlitStack delivers a reporting rebuild guide that maps each EXACT report metric to equivalent monday Dashboard widget configurations.