Migrate from Property Raptor to monday CRM

Property Raptor Contact maps 1:1 to monday CRM Contact. Standard fields (name, email, phone, address) transfer directly. Custom contact properties migrate as monday CRM custom fields on the contact record. The mapping preserves all field-level data including any historical values, ensuring continuity of contact information across the platform transition.

Property Raptor Company (backed by Salesforce Account) maps to monday CRM Account. Company name, domain, industry, and employee count transfer as standard monday Account fields. Parent-child hierarchies become monday board item links, maintaining the organisational structure of the agency's client relationships in the new system.

Property Raptor Deal (Salesforce Opportunity) maps to monday CRM native Deal object. Deal name, amount, stage, and close date map to monday Deal fields. Pipeline stages are re-created as monday pipeline stages by the admin before migration runs, ensuring the deal pipeline reflects the agency's specific sales process.

Property Raptor leads that have not converted to contacts map to monday CRM Contacts with a Lead_Status__c custom field set to the source status value. No separate Lead object exists in monday CRM, so unconverted leads are stored as contacts with a custom status indicator for tracking.

Property Raptor tasks and calendar events map to items in a monday CRM Tasks board with assignee, due date, and status columns. Original timestamps and owner email are preserved as custom columns, maintaining the full history of task assignments and completion dates.

Notes attached to Property Raptor records become monday item Updates. Documents and file attachments are downloaded and re-uploaded to the mapped monday item as Files with original filenames preserved, ensuring attachments remain associated with the correct records.

Property Raptor's custom Property object has no monday CRM equivalent — it migrates as a dedicated monday board named 'Properties' with custom columns for address, type, status, price, and agent. Each property record becomes a monday item, creating a searchable property inventory in monday CRM.

Listing records (linked to properties) migrate to a monday Listings board with columns for listing type, price, status, property link, and agent. The link to the Property board item is stored as a monday board relation column, maintaining the relationship between listings and their associated properties.

Enquiry records migrate to a monday Enquiries board with columns for person, source, property interest, status, and agent. Enquiry source values (portal, website, WhatsApp) map to monday status or label columns, preserving the origin of each enquiry for analytics.

Property Raptor owner and user records are resolved by email match against monday CRM team members. Unmatched owners are flagged before migration; their records are assigned to a fallback monday user or held for manual re-assignment, preventing data loss during the transition.

Agent-specific assignments and commission tracking from Property Raptor migrate to a monday Agent board with columns for agent name, active listings count, and commission fields — or as custom columns on the Property and Listing boards, supporting agent performance tracking.

All Property Raptor custom fields on contacts, companies, and deals migrate as monday CRM custom fields. monday supports text, number, date, label, and board-relation column types. Salesforce pick-list fields become monday label columns with values re-created manually, preserving custom field data.