Migrate from IDX Broker to monday CRM

IDX Broker contacts migrate to Monday CRM People. First name, last name, email, phone, and address split into separate columns on the People board. Owner resolution maps the IDX Broker agent field to a Monday workspace member by email match.

Email address migrates as a direct text column on the People board. If a contact has no email in IDX Broker, the field is left blank in Monday — duplicates based on email are flagged before migration. This duplicate check prevents redundant contact records from entering your Monday workspace and ensures data integrity throughout the migration process.

Phone number maps to the Phone column type on the People board. Mobile and office numbers stored as separate fields in IDX Broker are concatenated or kept as two separate text columns based on your board configuration. We preserve the distinction between mobile and office phone numbers to maintain contact accessibility information.

IDX Broker stores address as a single formatted string. We split it into Street, City, State, and ZipCode columns on the People board. If IDX Broker stores address components separately, each maps directly to the corresponding Monday column. This structural change improves searchability and enables geographic filtering of contacts within Monday.

IDX Broker lead statuses (New, Active, Closed, etc.) map to Monday Status column values. Custom statuses require a value-by-value mapping before migration — we deliver the mapping plan before data moves. This ensures lead lifecycle continuity and prevents status mismatches that could disrupt your existing workflow processes.

Each IDX Broker property listing becomes a Monday item on a Listings board. We create custom columns for every property field — listing ID, MLS number, address components, price, bedrooms, bathrooms, status, and agent link — so every listing detail is searchable and filterable in Monday.

IDX Broker stores the full property address as one string. Migration splits this into separate Street, City, State, Zip, and Country columns on the Listings board, enabling address-level filtering and map integrations in Monday. This granular address structure supports regional reporting and geographical analysis of your property portfolio.

Listing price stored as a string with currency formatting in IDX Broker converts to a plain number in Monday's Numbers column type, enabling sum calculations, filtering by price range, and board chart visualizations. This transformation allows you to analyze pricing trends and create dynamic dashboards that aggregate property values across your listings.

IDX Broker listing statuses map to Monday Status column values. Active listings appear as Open items, Pending as Working on it, and Sold as Complete — or your custom status labels are preserved if the board is configured to match.

The IDX Broker agent assigned to a listing links to a Monday workspace member by email match. If the agent does not yet exist in Monday as a workspace member, we create a People record for them and link it to the listing before the full migration runs.

The MLS listing identifier from IDX Broker is stored as a plain text column on the Listings board item, preserving the original MLS reference for audit and re-syncing purposes. This maintains a direct link back to the source MLS system, enabling future data reconciliation or feed re-synchronization with your MLS provider.

IDX Broker saved searches represent buyer preference data tied to contacts. Monday CRM has no native saved-search object — we preserve the data as a text note on the contact's People record for reference. Rebuilding saved-search logic requires a separate custom board or a monday sky workflow.

Lead source (Organic, IDX Website, Referral, etc.) from IDX Broker migrates as a text column or Labels column on the People board. This field is used to segment contacts in Monday dashboards and automations. Understanding where leads originate helps optimize marketing spend and refine outreach strategies based on source performance.

Agents in IDX Broker are matched to Monday workspace members by email address. Unmatched agents are flagged before migration so your team can invite them to the Monday workspace or reassign their records to an existing member. This ensures all agent-to-listing relationships are properly maintained during the transition.

IDX Broker links contacts to saved listings through internal IDs. In Monday CRM we use the relation column to link People to their associated Listings items. We deliver the linking plan before migration — you decide whether to link one primary listing or all saved listings per contact.