Migrate from Property Shell to monday CRM

Property Shell leads and enquiries map directly to Monday CRM People board entries. Each lead becomes a Person item with name, email, phone, and source information preserved. The lead score from Property Shell migrates as a custom Number column on the People board.

Property Shell contacts with a company association map to Monday People items. If the contact has no primary company in Property Shell, the item is created without a link and the company is added separately. Email addresses are the primary matching key for owner resolution.

Property Shell companies map to the Company section within Monday CRM's People board. Company name, domain, industry, and address fields map to Monday's matching columns. Linked contacts in Property Shell are linked to the company item using Monday's relation column.

Property Shell deals migrate as items in Monday CRM's Deals board. The deal name maps to the item name, amount maps to the Amount column, and close date maps to the Close Date column. Deal owner maps to the Person (owner) column by email matching.

Property Shell pipeline stages (Enquiry, Reserved, Under Contract, Settled) are mapped value-by-value to Monday CRM Deals Status labels. Each stage name in Property Shell becomes a status option in Monday's Status column. Stage-entry timestamps are stored as a custom Date column on the Deals board.

Property Shell lot number is a property-specific identifier with no Monday CRM native equivalent. We create a custom Text column (Lot Number) on the Deals board. Values transfer as-is from Property Shell. If lots are numbered (Lot 1, Lot 2), alphanumeric values are preserved verbatim.

Property Shell settlement date defines when a property transaction closes and is a required field for many property deals. We create a custom Date column (Settlement Date) on the Deals board. Original date values transfer; empty values in Property Shell remain empty in Monday.

Property Shell development name identifies which project a deal belongs to. Monday CRM has no native project field on Deals. We create a custom Text column (Development Name) on the Deals board and map the source value. Multi-project accounts can alternatively use Monday Workspaces to group Deals boards by development.

Property Shell contract type distinguishes off-the-plan, house-and-land, and commercial deals. We create a custom Status column (Contract Type) on the Deals board with options matching the source values. This enables filtering Deals by contract type in Monday views.

Property Shell notes and activity history — including call logs, meeting records, and email interactions — migrate as Updates on the corresponding Deals item in Monday CRM. Timestamps and owner names are preserved in the update text. Monday's activity model is less structured than Property Shell's — we prefix activity updates with type labels like [Call], [Meeting], or [Email] to preserve the activity type in Monday's flattened activity model.

Property Shell owner assignments map to Monday CRM's Person column on the Deals board. Resolution is by email address — each Monday user matched by email receives ownership of the transferred records. Unmatched owners are flagged before migration and assigned to a fallback person or unassigned state.

Property Shell's AI-powered lead score is a numeric value with no Monday CRM native equivalent. We create a custom Number column (Lead Score) on the People board and map the numeric score directly. Monday automations can be built to route high-score leads to a specific pipeline stage.

Property Shell marketing automations, lead nurture sequences, and enquiry-to-contract workflows are built on Property Shell's automation engine and have no direct equivalent in Monday CRM. We document all active automations and provide a rebuild reference so your team can recreate them in Monday's automation builder. Monday's automation infrastructure supports multi-step recipes, status-change triggers, and date-based actions.

Property Shell's interactive mapping feature stores map coordinates, stage-of-release data, and lot availability status as a visual layer within the platform. Monday CRM has no native mapping feature. Lot availability data can be re-imported as a custom column on the Deals board, but the interactive visual layer must be replaced with a separate mapping tool or document.

Property Shell's built-in reporting for sales velocity, lead conversion, and project metrics is defined in the source platform. Monday CRM's Dashboard widget supports charts, tables, and KPI trackers, but the report definitions themselves must be rebuilt. We provide a data export of historical metrics so Monday dashboards can be seeded with prior-period data.