Migrate from Leadrat CRM for Real Estate to monday CRM

Leadrat contacts map 1:1 to items on a Monday Contact board. Monday's Contact board has standard columns for name, email, phone, and address. Each contact item is linked to its owner via a Person column. Original Leadrat contact IDs are preserved in a custom Source_ID column for traceability.

Leadrat leads become items on a Monday Lead board. Lead status in Leadrat (New, Follow Up, Site Visit, Deal Closed, Lost) maps to a Status column on the Lead board. Portal source field (Facebook, Google, Property Finder) migrates as a Labels column in Monday so teams can still filter by lead origin.

Leadrat companies map to a dedicated Monday Company board. Company name, industry, website, employee count, and annual revenue become Monday columns. Companies are linked to the Contact board via Connect Boards so a contact's associated company is visible on both boards.

Leadrat's Property object is the most critical migration object. Each property becomes an item on a Monday Property board with columns for property name, type, status, area_sqft, price, location, bedrooms, bathrooms, and possession date. The Property board links to the Contact board (owner) and Lead board via Connect Boards so property-owner relationships are preserved and queryable.

Leadrat deals map to items on a Monday Deal board structured as a pipeline view. Deal name, amount, stage (Inquiry, Site Visit, Negotiation, Closed Won, Closed Lost), close date, and owner become Monday columns. Stage values become the Grouped By or Status column that drives the pipeline Kanban view in Monday CRM.

Leadrat tasks and follow-ups become items on a Monday Task board. Due date, assignee (owner), status (Pending, Completed, Overdue), and linked entity (contact, lead, property) map to Monday columns. Leadrat's overdue flag becomes a Date column with conditional formatting in Monday.

Leadrat call logs, emails, and meetings linked to contacts, leads, or properties migrate as separate items on an Activity board with a Type column (Call, Email, Meeting, WhatsApp), date, notes, and a Connect Board link back to the related contact or property item. This preserves the full activity timeline without flooding the contact item's Updates feed.

Leadrat file attachments on contacts, leads, and properties are downloaded and re-uploaded to the corresponding Monday items as file attachments. Monday's file storage (25MB per file on Basic, 250GB storage on Pro) accommodates standard property images and PDF documents. Large file batches may require chunked uploads due to Monday's file processing limits.

Leadrat owner/agent records are resolved by email match against Monday users. A matched owner populates the Person column on lead, property, and deal items. Unmatched owners are flagged pre-migration so your team can invite them to Monday or assign to a fallback user before the run.

Leadrat custom fields (e.g., portal_source_detail, broker_name,rera_number) migrate as Monday custom columns of the closest matching type: Text, Number, Date, or Labels. Custom fields that reference other Leadrat records (e.g., a linked property on a lead) map to Connect Board links in Monday. Custom fields with no Monday equivalent are stored as a JSON text column for reference.

Leadrat's automated follow-up sequences, SMS reminders, and WhatsApp triggers are not migrated. These are platform-level automation logic that has no equivalent in Monday's automation engine. FlitStack exports Leadrat's sequence definitions as a structured JSON file your team can use as a rebuild reference for Monday automations or a Zapier/Make integration.

Leadrat's native Facebook lead form, Google Ads, Bayut, and Property Finder integrations are not migrated — they are platform-specific configurations. Teams must re-create these lead sources in Monday using Monday's native form integrations, Zapier/Make webhooks, or third-party connectors. The source configuration (form URLs, API keys) is documented in the migration plan for your integration team.