CRM migration
Field-level mapping, validation, and rollback between LocaliQ and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
LocaliQ
Source
monday CRM
Destination
Compatibility
7 of 9
objects map 1:1 between LocaliQ and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from LocaliQ to Monday.com CRM is a migration from a service-based marketing and lead-generation platform into a visual work-management CRM. LocaliQ does not publish a bulk-export API schema, so we coordinate authenticated API access on the customer's behalf and supplement gaps with structured dashboard exports. The primary migration objects are Dash leads (with AI-scoring attributes preserved as custom fields), marketing contacts with company associations, and campaign metadata. LocaliQ AI agent configurations, marketing automation workflows, business listings syndication settings, and ad-account connections do not migrate as functional artifacts; we deliver a written inventory of these for the customer's admin to rebuild at the destination. Monday.com's board-based data model differs fundamentally from LocaliQ's lead-centric structure, so we design the destination board schema—including groups, columns, and pipeline views—during the scoping phase rather than assuming a direct field-to-field mapping.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a LocaliQ object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
LocaliQ
Lead (Dash)
monday CRM
Contact or Lead (board item)
1:1LocaliQ Dash leads with AI-scored attributes, engagement timestamps, and lifecycle stages map to Monday.com CRM Contacts. AI scoring values (Dash-specific numeric or categorical scores) migrate as custom number columns on the Contact board. We preserve the original lead source and campaign attribution in text columns and set the Contact board's default group to reflect the Dash lifecycle stage at migration time. If the customer prefers a separate Lead board for pre-qualified prospects, we split on lifecycle stage during scoping.
LocaliQ
Contact
monday CRM
Contact (board item)
1:1Marketing contacts with associated company references and custom fields map to Monday.com CRM Contacts. Standard fields (name, email, phone, address) map to typed Monday.com columns. LocaliQ custom properties migrate as custom columns on the Contacts board. Dash-specific AI attributes (engagement scores, agent interactions) require explicit custom column creation in Monday.com before import.
LocaliQ
Company / Account
monday CRM
Company
1:1Business accounts linked to contacts in LocaliQ map to Monday.com CRM Companies. The company-contact relationship graph migrates as a Monday.com relation column linking Contact items to their parent Company item. Custom properties on the account record map to custom columns on the Companies board.
LocaliQ
Pipeline Stage
monday CRM
Board Group / Status Column
lossyLocaliQ Dash pipeline stages (lead progression states) map to Monday.com board groups or a status column on the destination board. We define the group order and naming convention during scoping, noting that custom stage names require manual confirmation at the destination. Stage ordering and any color coding are preserved as group properties.
LocaliQ
Campaign
monday CRM
Board (metadata)
1:1LocaliQ marketing campaign metadata (budget, channel, status) migrates as a lookup document rather than a native Monday.com object. We create a Campaigns reference board with campaign name, channel, budget, and status columns, then link relevant Contact items via a relation column. This preserves campaign attribution without requiring a full campaign management board.
LocaliQ
Custom Field
monday CRM
Custom Column
lossyLocaliQ custom properties on contacts, leads, and companies migrate as Monday.com custom columns. We inventory all custom fields during scoping, map data types to Monday.com column types (text, number, date, dropdown, checkbox), and create the columns before record import begins. Multi-select custom fields map to Monday.com dropdown columns with comma-separated values.
LocaliQ
AI Agent Configuration
monday CRM
Documentation (no import)
1:1Dash Voice, SMS, and chat agent configurations including greeting scripts, routing rules, and SMS templates are configuration artifacts with no Monday.com CRM equivalent. We document the agent definitions, trigger conditions, and routing logic in a written handoff inventory so the customer's admin can evaluate Monday.com's native AI Work OS agents (2026) or third-party alternatives like GoHighLevel or Aircall for replacement.
LocaliQ
Marketing Automation Workflow
monday CRM
Automation Recipe (documented)
1:1Automation sequences and trigger conditions from LocaliQ do not migrate as functional code. We deliver a written automation inventory specifying each workflow's trigger, conditions, actions, and estimated Monday.com Automation equivalent. The customer's admin rebuilds automations using Monday.com's recipe builder (Standard tier or above). Monday.com Basic does not include automations; we flag this if the customer selects Basic.
LocaliQ
Review
monday CRM
Note / Board Item
1:1LocaliQ review data including ratings, content, dates, and response history migrates as a Reviews reference board linked to the relevant Company item via a relation column. Pending response drafts migrate as notes attached to the review record. The syndication mechanism does not transfer; re-verification and new responses happen directly in Monday.com or a dedicated review management tool.
| LocaliQ | monday CRM | Compatibility | |
|---|---|---|---|
| Lead (Dash) | Contact or Lead (board item)1:1 | Fully supported | |
| Contact | Contact (board item)1:1 | Fully supported | |
| Company / Account | Company1:1 | Fully supported | |
| Pipeline Stage | Board Group / Status Columnlossy | Fully supported | |
| Campaign | Board (metadata)1:1 | Fully supported | |
| Custom Field | Custom Columnlossy | Fully supported | |
| AI Agent Configuration | Documentation (no import)1:1 | Fully supported | |
| Marketing Automation Workflow | Automation Recipe (documented)1:1 | Fully supported | |
| Review | Note / Board Item1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
LocaliQ gotchas
Performance guarantees excluded from termination rights
No publicly documented bulk-export API
Data transmitted unencrypted over the API
Campaign pause authority is discretionary
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Discovery and export feasibility assessment
We audit the customer's LocaliQ account to inventory leads, contacts, companies, custom fields, pipeline stages, and campaign metadata. Because LocaliQ lacks a documented bulk-export API, we identify which data is accessible via authenticated API and which requires dashboard-based manual export. We document any Dash AI-scored attributes, lifecycle stages, and engagement timestamps that require custom column creation in Monday.com. The discovery output is a written migration scope with a data availability matrix showing API-accessible versus dashboard-export-required objects.
Monday.com board schema design
We design the destination Monday.com CRM board structure based on the customer's business process rather than mirroring LocaliQ's schema directly. This includes creating the Contacts board (with custom columns mapped from LocaliQ fields), the Companies board (linked to Contacts via relation column), a Deals pipeline board (with groups mapped from LocaliQ pipeline stages), and any reference boards for campaigns or reviews. We define column types, group ordering, and automation triggers during this phase so the schema is ready before record import begins.
Authenticated export coordination and data extraction
We coordinate authenticated API access with LocaliQ on the customer's behalf, extracting records via the advertising data API where the schema supports it. For data not accessible via API, we guide the customer through structured dashboard exports, applying FlitStack AI field taxonomy to normalize LocaliQ's custom property names. We run deduplication passes on contacts and companies using email and domain as match keys before formatting for Monday.com import. A snapshot of the full data set is captured before any cancellation or pause request is submitted to LocaliQ.
Sandbox migration and reconciliation
We run a full migration into a Monday.com test workspace using production-like data volume. The customer's RevOps lead reviews record counts, spot-checks 20-30 random records against the LocaliQ source, and validates that custom columns are populated correctly and relation links between Companies and Contacts are intact. Board views (Kanban, Table, Calendar) are validated for usability. Any mapping corrections and missing custom columns are added before production migration begins.
Production migration and cutover
We run production migration in dependency order: Companies (first, as the parent entity), then Contacts (with Company relation resolved), then Deals (with Contact and Company relations resolved), then campaign metadata and review records. Each phase emits a row-count reconciliation report. During cutover, we freeze new LocaliQ writes, run a final delta import of any records modified during the migration window, and then enable Monday.com CRM as the system of record. LocaliQ dashboards remain accessible for historical reference during a two-week parallel window.
Automation rebuild handoff and go-live support
We deliver the AI agent configuration inventory and workflow automation map to the customer's admin team. The automation map specifies each LocaliQ workflow's trigger, conditions, and recommended Monday.com Automation recipe equivalent (or a note that Basic plan lacks automation capability and an upgrade is needed). We do not rebuild LocaliQ workflows as Monday.com automations inside the migration scope. We support a one-week hypercare window where we resolve any record reconciliation issues raised by the customer's team after go-live.
Platform deep dives
LocaliQ
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across LocaliQ and monday CRM.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
LocaliQ: Not publicly documented.
Data volume sensitivity
LocaliQ doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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