Migrate from Inmovilla to monday CRM

Inmovilla clients become monday CRM Person Items on the People board. The client record's name, email, phone, and address fields map to the matching monday CRM Person Columns. We preserve the Inmovilla client ID as a custom Source_System_ID Column for traceability and delta-run deduplication.

Inmovilla stores property preference data (desired location, budget range, property type) as fields on the Client record. These map to custom Columns on the monday CRM Person Item — budget_range becomes a Number Column, preferred_location becomes a Dropdown Column. Your admin decides whether to keep these on the Person Item or link to a separate Properties board.

Inmovilla property records (listings with address, type, price, status, features) map to Items on a dedicated monday CRM Properties board. Each property gets its own Item with Columns for address, property type, price, status, and feature tags. The Inmovilla property ID maps to Source_System_ID__c for reference linking.

Inmovilla property status values (disponible, reservado, vendido, alquilado) map to monday CRM Status Column values. Each Inmovilla status label gets a corresponding monday CRM status label — your admin can rename these to match your monday CRM naming conventions before migration runs.

Inmovilla deals (transactions tied to a client and a property) become monday CRM Deal Items on the Deals board. The deal name, value, stage, and close date map to the corresponding monday CRM Deal Columns. The linked client and property are stored as Connect Boards Columns linking to the People and Properties boards.

Inmovilla deal stages (lead, visita concertada, oferta recibida, cerrado_ganado, cerrado_perdido) map to monday CRM Status Column values. We preserve the stage history as a custom Stage_History__c Column in JSON format so your team can see the progression in monday CRM even though monday CRM does not natively track stage-change timestamps.

Inmovilla calls, emails, and viewing appointments map to monday CRM Updates on the relevant Person or Deal Item. Each update preserves the original timestamp, the agent who logged it, and the communication type. Viewing appointments also link to the relevant Property Item via a Connect Boards Column.

Inmovilla agent records are resolved by email against monday CRM user accounts. Unmatched agents are flagged before migration — your team either creates their monday CRM account first or assigns their records to a fallback team member. Role and territory assignments in Inmovilla are preserved as custom Columns on the agent's Person Item in monday CRM.

Any Inmovilla custom fields on the Client object that have no direct monday CRM equivalent become custom Columns on the Person Item. Text custom fields map to monday CRM Text Columns, pick-list fields map to Dropdown Columns, and numeric fields map to Number Columns. We create these Columns during the migration setup phase.

Inmovilla property custom fields (energy certificate rating, floor number, orientation, etc.) become custom Columns on the Properties board Item. We create these Columns on the Properties board before migrating property records. For fields with multiple-select options, we use monday CRM Tags or a Dropdown Column as appropriate.

Inmovilla file attachments (photos, PDFs, contracts) stored on clients, properties, or deals are downloaded and re-uploaded to monday CRM's File Column on the relevant Item. File size limits apply — monday CRM handles files up to 500MB per file on Enterprise plans, 250MB on Pro. We warn if any attachments exceed destination limits.

Inmovilla leads that have not yet converted to full clients map to monday CRM Person Items with a Lead tag in the Tags Column. The lead source, interest level, and follow-up date fields map to custom Columns. Once a lead converts in Inmovilla, we update the monday CRM Item's status to Client.