Migrate from LockedOn to monday CRM

LockedOn contact records map to Monday CRM Contacts with name, email, phone, address, and owner preserved. Primary property associations become custom columns or linked items on a related property board. Ensuring that each contact's communication history and assigned owner are fully traceable in Monday CRM after migration.

LockedOn company records map to Monday CRM Companies with business name, website, industry, employee count, and revenue preserved. Multiple contacts per company link via Monday's company-contact relationship. This mapping preserves the hierarchical relationship between companies and contacts, enabling accurate reporting and assignment of deals to the correct business entity.

LockedOn property objects have no Monday CRM native equivalent. We create a Property board with columns matching LockedOn property fields—address, listing price, status, bedrooms, bathrooms, photos—and link items to related contacts and deals. Ensuring all listing details and media are accessible within Monday CRM's board view.

LockedOn deals map to Monday CRM deal items on a pipeline board. The LockedOn pipeline name becomes the board name, and deal stages map to Status column groups in Monday CRM. This structure preserves deal progression and enables visual pipeline tracking within Monday CRM's board layout.

Each LockedOn pipeline stage maps to a Monday CRM Status group. Stage names translate verbatim where they match Monday's naming conventions, or we create new status groups matching your stage labels exactly. Ensuring that the workflow stages reflect the original pipeline logic and support consistent reporting across the new board structure.

LockedOn tasks and automated action plans map to Monday CRM subitems on deal items or separate activity board items, preserving due dates, assignees, and completion status. This mapping ensures that critical follow-up actions are visible within the deal board and can be tracked by the assigned team members.

LockedOn engagement history (calls, emails, meetings) migrates as Updates on Monday CRM items or separate activity board items with original timestamps and owner preserved. This preserves the full communication timeline for each record and allows your team to review past interactions directly within Monday CRM.

LockedOn documents attached to contacts, companies, or deals re-upload to Monday CRM Files linked to the corresponding items. File size limits and inline image handling apply. This ensures that all supporting materials such as contracts, brochures, and images are accessible within the relevant Monday CRM board items for straightforward reference.

LockedOn tags migrate as Monday CRM Tags on the corresponding items. Tag colors and naming are preserved where LockedOn exposes this data. This allows your team to maintain consistent categorization across records and leverage tags for filtering, reporting, and automation triggers within Monday CRM.

LockedOn custom fields on contacts, companies, properties, and deals create new custom columns in Monday CRM matching the source field type—text, number, date, dropdown, or checkbox. This ensures that all bespoke data points are available in Monday CRM, preserving reporting granularity and supporting complex workflow conditions based on those fields.

LockedOn Triggers and automation templates do not migrate. We export your workflow definitions as a rebuild reference document for your Monday CRM admin to recreate in the Automation Center. This reference includes trigger conditions, action steps, and expected outcomes to guide the recreation of automated processes in Monday CRM's recipe-based environment.

LockedOn's vendor reporting portal and seller-facing data have no Monday CRM equivalent. We migrate the underlying property and deal data; the vendor-facing experience must be rebuilt as a separate board with appropriate access controls. This ensures that the core information is preserved while the interface for vendors is re-implemented to meet your specific access requirements.