Migrate from HomeSpotter Spacio to monday CRM

Every Spacio lead record maps to a People board item in Monday CRM. The lead's name, email, phone, and capture timestamp transfer as standard fields. Spacio's internal lead ID is stored as a custom text column for traceability and delta-run de-duplication.

Spacio captures guest source per open house (flyer, online ad, door knock) as a form field on each lead. Monday has no native guest-source column; we create a custom single-select column on the People board and populate it with the source value from Spacio's custom form response.

Each Spacio property (address, listing price, MLS number, bedrooms/baths, listing agent) maps to an Organizations board item in Monday CRM. The property address fields collapse into a single text column or address column type depending on Monday's column availability. Additional property attributes like listing price, MLS number, bedroom and bathroom counts, and listing agent details are stored in custom columns on the Organizations item to preserve all relevant property information from Spacio.

Spacio's Open House object (event date, start/end time, associated property, hosting agent) has no direct Monday CRM equivalent. We create a dedicated Open Houses board in Monday with a Date column for the event date, a Link/Connect board column linking to the Property organization, and items representing each guest who attended.

Each Spacio lead associated with an open house event becomes a sub-item on the Open Houses board item. This preserves the event-to-guest relationship and allows filtering leads by open house in Monday without duplicating records. Sub-items inherit the parent event's date, property link, and agent assignment while maintaining individual guest details like contact information, source, and follow-up status.

Spacio agents (name, email, team membership, phone) are matched to Monday user accounts by email address. Unmatched agents are flagged before migration for manual account creation or fallback assignment. Spacio agent ID is preserved as a custom text field on relevant records for reconciliation. Team membership is translated into Monday group assignments to maintain organizational structure across both platforms.

Spacio allows custom check-in questions per open house event. Each unique custom field identified during discovery is mapped to a Monday custom column on either the People board (if guest-level) or the Open Houses board (if event-level). Spacio's field type (text, checkbox, number) determines the Monday column type.

Spacio sends automated follow-up emails after open houses and tracks send status. The last email send status (sent, failed, pending) maps to a custom single-select column on the People item. Email content does not transfer. The status field serves as a reference flag for follow-up sequencing in Monday, and you can use it to filter which leads still require outreach without rebuilding the entire automation flow.

If Spacio records include deal or quote data linked to open house leads, those map to Monday's Deals board. Deal name, value, stage, and close date transfer as standard columns. Linked property organization attaches via a board relation column. This connection lets you view the originating open house context from the deal record and trace any deal back to the specific property and agent who hosted the event.

All data extraction runs via Spacio's REST API (ws.spac.io/api/v1). Data is pulled in batches respecting Spacio's 12,000 calls/hour ceiling, then ingested into Monday respecting the target account's daily call limit (1,000 for Basic/Standard, 10,000 for Pro, 25,000 for Enterprise). FlitStack monitors these limits in real-time, automatically throttling ingestion when approaching caps and resuming when the limit resets. The ingestion process maintains data integrity through transactional writes and validates each batch against Monday's schema before committing records.