Migrate from Follow Up Boss to monday CRM

FUB People become Monday Contact board items. Each person is one item; all FUB person properties migrate as columns in the Contact board. Email uniqueness is checked before insert to prevent duplicate contacts in Monday. If a duplicate email is detected, the existing Monday item is updated with the latest FUB data rather than creating a new row, preserving history and avoiding redundant records.

FUB Companies map to Monday Company board items. Company records must be created before linking them to Contact items via Monday's Connect board columns. Circular or missing parent‑company references are flagged before migration. Any orphan company without a valid parent receives a temporary 'Unknown' placeholder entry, ensuring that all Contact items can be linked without breaking referential integrity during the load.

FUB Deals with their pipeline stages map to a Monday Deal board. Each pipeline in FUB becomes a Group within the Deal board, and each stage within a pipeline becomes a Status column value. Deals without a company link are attached to a default 'Unassigned' company item.

FUB stage names map one-to-one to Monday Status column values per pipeline group. Stage‑entry timestamps migrate as a Date column; stage probability percentages are preserved as a Numbers column for forecasting reference in Monday dashboards. If a pipeline contains a stage that does not exist in Monday's status list, the missing value is created automatically before the mapping runs, preserving the original order and allowing color coding to be applied to match FUB's visual cues.

Monday has no native lifecycle field. FUB lifecycle stage values (Lead, Active, Customer) migrate as a Dropdown column on the Contact board. Dropdown choices are created in Monday before migration so values map correctly on insert. If a person record lacks a lifecycle stage, the system assigns a default 'Lead' choice and flags the record for review, ensuring every contact has a defined status in the new board.

FUB Action Plans (automated drip sequences) have no Monday CRM equivalent. We export all Action Plan definitions as structured JSON including step order, delay rules, and action types — your Monday admin uses this to rebuild sequences using Monday Automations and/or Integrations.

FUB calls, emails, meetings, and notes become items in a dedicated Activity board linked to the Contact board via Monday's Connect columns. Activity type maps to a Status or Label column; original timestamps and owner email are preserved on each activity item.

FUB Tags migrate as Label columns in their respective Monday boards — Tags on people appear in the Contact board, tags on deals in the Deal board. Multi-value tags per record are stored as comma-separated label values or as a separate Tags board linked by person.

FUB custom fields of type text map to Monday text columns, numbers to Numbers columns, dates to Date columns, and dropdowns to Dropdown columns with choices set from the FUB choices array. Dependency between custom fields in FUB is not enforced in Monday — we document dependencies as migration notes.

FUB internal IDs, original create dates, and last‑modified timestamps are stored as custom text or date columns in Monday for traceability, deduplication, and reconciliation. Monday's system‑created dates will reflect the migration run; original FUB dates are preserved alongside them. These ID columns also enable subsequent delta syncs, allowing FlitStack to identify and update only records that have changed in FUB without re‑migrating the entire dataset.

FUB's person‑to‑deal associations map via Monday's Connect column on the Deal board linking back to Contact board items. Multi‑contact associations on a single deal are supported through multiple Connect column values per deal item, allowing each deal to reference any number of contacts. If a contact referenced in FUB does not yet exist in Monday, the system creates a placeholder Contact item first, ensuring no association is lost during the migration.

FUB file attachments on people or deals are downloaded and re-uploaded as Monday File column values linked to the relevant item. File size limits apply per Monday plan. Inline images in FUB notes are extracted and re-hosted as Monday file attachments.