Migrate from LeadTrac to monday CRM

LeadTrac leads map 1:1 to monday CRM People items. We preserve the lead's name, email, phone, source, status, and owner during migration. The original create date from LeadTrac is stored as a custom date column since monday items use the migration timestamp for their native Created field. This preserves the original record creation date for audit and historical tracking purposes.

LeadTrac contacts with established relationships to companies map to monday CRM People items with the Organization column populated from the linked company record. Contacts without a company association remain as standalone People items without an organization link. The contact's name, email, phone, and other fields migrate as separate columns on the People item.

LeadTrac company records map to monday CRM Organizations. Company name, domain, industry, employee count, and annual revenue migrate as text, link, dropdown, number, and currency columns respectively. We create the Organization item first since People and Deal items may reference it through their Organization or company link columns.

LeadTrac deals with stage, amount, close date, and owner migrate as monday Deals items. Stage name becomes the Group (pipeline column) in monday — deals are sorted into groups matching LeadTrac's stage labels. The deal amount, close date, and owner all map to their respective columns on the Deals item.

LeadTrac campaign records have no direct monday CRM equivalent since monday does not have a native Campaign object. We tag relevant People and Deal items with campaign names as monday Tags for attribution, preserving which leads and deals originated from which campaign. Full campaign logic, attribution rules, and UTM tracking must be rebuilt using monday's board structure.

LeadTrac call logs migrate as monday Updates on the associated Person item. We preserve the call direction, duration, outcome, and timestamp. Owner attribution maps to the monday user by email match — if a matching monday user exists, the Update shows that user as the author.

LeadTrac email activities become monday Updates with email subject and body preserved in the Update body. If LeadTrac tracked email opens or clicks, we store those engagement metrics as custom columns on the update item for future reference and reporting.

LeadTrac meeting records migrate as monday Updates with meeting title, date/time, location, and attendee list included in the Update body. If LeadTrac stored meeting notes, those become additional Update entries on the item to preserve the complete meeting context.

LeadTrac notes attached to contacts, companies, or deals become monday Updates on the corresponding item. Original note create date preserved as Update timestamp. Rich-text formatting simplified to plain text for monday compatibility while retaining the core note content.

LeadTrac scheduled appointments map to monday Updates with date, time, type, and outcome. The appointment title becomes the Update subject line. We link the update to the relevant Person or Deal item by including the item ID in our migration script to maintain the association.

LeadTrac document attachments download and re-upload to monday Items. We attach files to the relevant Person, Organization, or Deal item based on the attachment's parent object in LeadTrac. Files exceeding monday's per-plan storage limit may require archiving or compression before upload.

LeadTrac custom fields per object map to monday column types — text fields become Text columns, picklists become Dropdown columns, numbers become Number columns, dates become Date columns. We handle the type conversion automatically during the migration script execution.

LeadTrac owner assignments map to monday's Person column on Deals and People items. Owner resolved by email match against monday users. Unmatched owners flagged for team assignment before migration to ensure all items have a valid owner.

LeadTrac lead source values (Web Form, Referral, Trade Show, etc.) map to a monday Dropdown column on the People board. We preserve the exact source value and apply it to all migrated leads for accurate source attribution reporting.

LeadTrac lead status stages (New, Contacted, Qualified, etc.) map to monday Groups in the People board. We place leads into groups matching the status value, preserving the current stage classification across all migrated records.