Migrate from FastTrack to monday CRM

FastTrack Contact records map 1:1 to monday CRM People board Items. Each Contact becomes an Item with name, email, phone, and job title stored in matching column types. Original create timestamps are preserved as a custom Date column since monday CRM's Item creation date reflects migration time, not the source record age.

FastTrack Company records map to monday CRM Organizations board Items. Company name, domain, industry, employee count, and annual revenue translate to Text, URL, Status, Number, and Number columns respectively. Multi-company associations on a Contact require mapping to monday CRM's Organization linking features.

FastTrack Deal records map to Items on monday CRM's main Deals board. The Deal name becomes the Item name. Deal amount maps to a Number column. The deal stage maps to a Status column with options matching FastTrack's stage names — we deliver a stage-to-status mapping plan before import.

FastTrack Pipelines with multiple stages translate to a single monday CRM board with a Status column. Each FastTrack pipeline stage becomes a Status column option. Teams with multiple FastTrack pipelines can either map them to separate monday CRM boards or use a single board with a Status column that covers all stages.

FastTrack Activity records (calls, emails, meetings) associated with a Contact or Deal are merged into monday CRM Item Updates on the related Contact or Deal Item. Each Activity type maps to a distinct Update with the activity subject, date, and notes. High-volume activity histories may be trimmed to the last 12 months to keep monday board performance optimal.

FastTrack custom fields on Contacts (beyond standard name/email/phone) require new columns in monday CRM's People board. We create columns matching the FastTrack field type: Text columns for strings, Number columns for integers/currency, Date columns for dates, Status columns for pick-lists. Up to 150 columns per board are supported.

FastTrack Custom Objects (if available on the plan) map to dedicated monday CRM boards. Each Custom Object record becomes an Item on its own board. N:N relationships between Custom Objects and standard objects (Contacts, Deals) are mapped using monday Item linking — your team configures link columns after migration.

FastTrack file attachments on Contacts, Companies, or Deals are re-uploaded to monday CRM as file attachments on the corresponding Items. monday CRM supports file uploads up to 500MB per file on Pro and Enterprise plans. Files are attached directly to Items using monday's native file column or attachment feature.

FastTrack Owner assignments on Deals and Contacts map to monday CRM's Person column. Owners are resolved by email match against monday CRM user accounts. Unmatched owners are flagged before migration — your team either creates monday user accounts for them or assigns records to a fallback person.

FastTrack Notes attached to Contacts, Companies, or Deals are migrated as monday CRM Item Updates with the Note content. The note create date is preserved in the update timestamp. Rich-text formatting is simplified to plain text since monday CRM Updates do not support full rich-text rendering.