CRM migration
Field-level mapping, validation, and rollback between Propertybase and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Propertybase
Source
monday CRM
Destination
Compatibility
12 of 12
objects map 1:1 between Propertybase and monday CRM.
Complexity
BStandard
Timeline
48–72 hours of clock time
Overview
Propertybase is a Salesforce-backed real estate CRM that stores data across custom Salesforce objects — Individual Contacts, Company Contacts, Listings, Offers/Contracts — layered on top of the Salesforce record-type model. Its data export includes all standard and custom fields but explicitly excludes formula fields and roll-up summary fields, which means calculated or aggregated values from Propertybase must be reconstructed on the destination side. monday CRM operates a board-and-item data model where contacts live in the People entity, organizations in the CRM board's Companies column, and deals as Items in a pipeline board. Propertybase's Company-to-Contact N:N relationships translate to monday CRM's Connect Boards feature, which links Items across boards without duplicating records. We map Propertybase's Listing object to a dedicated monday CRM board using the Listings column type where available, falling back to a custom board with structured columns that replicate the listing schema. Propertybase's Offer/Contract object maps to a Deals item with the relevant property linked via Connect Boards. We preserve original create dates and last-modified timestamps as custom columns in monday CRM since the platform does not expose native created-at or modified-at fields on every entity. Workflows, validation rules, and process builder automations do not migrate — they require a rebuild using monday CRM's automation recipes. Our migration runs against Propertybase's API export using scoped read access, so your team continues working in Propertybase through the cutover window with a 24–48 hour delta pickup capturing in-flight changes before go-live.
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 Propertybase 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.
Propertybase
Company Contact
monday CRM
Person (People entity)
1:1Propertybase Company Contacts (SystemIsIndividual=FALSE) map to Monday CRM People records. The person's Organization column is set by resolving the linked Company to a Monday CRM organization. If the Company Contact has no active Company, the person is created standalone and the ghost-company flag from Propertybase is preserved as a custom column.
Propertybase
Individual Contact
monday CRM
Person (People entity)
1:1Propertybase Individual Contacts (SystemIsIndividual=TRUE) represent buyers, sellers, and tenants not associated with a brokerage company. These map directly to Monday CRM People records. The ghost-company record Propertybase creates for Salesforce compliance is noted in a custom Source_Company_Ghost__c column but does not create a separate organization in Monday CRM.
Propertybase
Company
monday CRM
Organization (CRM board column)
1:1Propertybase Companies map to Monday CRM Organizations within the CRM board. Company name, domain/website, industry, and address fields translate to the corresponding Monday CRM text or location columns. Parent-child company hierarchies use Monday CRM's Connect Boards to link the child Organization to its parent Organization item on the same or a related board.
Propertybase
Listing (Project or Individual)
monday CRM
Listing Board (dedicated CRM board)
1:1Propertybase Listings do not have a native Monday CRM equivalent, so we create a dedicated monday CRM board titled 'Listings' with columns that mirror the Propertybase Listing schema: Address, List Price, Property Type, Status, MLS Number, Listing Agent, and Listing Date. Listings linked to a Master Project or Building are connected via Monday CRM Connect Boards to the parent record.
Propertybase
Offer / Contract
monday CRM
Deal Item (pipeline board)
1:1Propertybase Offers map to monday CRM Deal Items in the pipeline board. Offer amount becomes the deal's monetary value column. The linked Listing and Purchaser Contact are connected via Monday CRM Connect Boards, preserving the Propertybase lookup relationships. Offer status (Pending, Accepted, Rejected) maps to a monday CRM Status column.
Propertybase
Enquiry / Request
monday CRM
Lead Item (pipeline board or separate board)
1:1Propertybase Enquiries (leads not yet tied to a listing) migrate as monday CRM Items on a Lead board or as Items in the CRM pipeline. The linked Contact resolves to a Monday CRM Person record. Enquiry source and priority fields map to monday CRM dropdown and number columns respectively.
Propertybase
Contact-to-Company Association (N:N)
monday CRM
Connect Board Links
1:1Propertybase allows a Contact to be associated with multiple Companies (N:N). Monday CRM's Connect Boards feature links one Person Item to multiple Organization Items, replicating the N:N relationship. We migrate the primary company as the Organization column value and add secondary company links as Connect Board connections.
Propertybase
Listing-to-Offer Relationship
monday CRM
Connect Board Link (Listing board → Pipeline board)
1:1Propertybase links Offers to Listings via a lookup field. In Monday CRM, we connect the Offer Item (on the Pipeline board) to the corresponding Listing Item (on the Listings board) using Connect Boards. This preserves the relationship without duplicating listing data into the deal record.
Propertybase
Propertybase Custom Objects
monday CRM
Custom Monday CRM Boards
1:1Propertybase custom Salesforce objects (e.g., Buildings, Units, Rent Rolls) migrate as dedicated Monday CRM boards. Each custom object field maps to a Monday CRM column of the matching type (Text, Number, Date, etc.). Junction objects for many-to-many relationships translate to Monday CRM Connect Board links between the two related boards.
Propertybase
Attachment / Media
monday CRM
Monday CRM Files (item attachments)
1:1Propertybase media files (listing photos, offer documents) exported via Media Loader or the Salesforce Files attachment model are re-uploaded as monday CRM item attachments. We map the file to the corresponding Item (Listing or Offer) in monday CRM. Propertybase Media Loader links are preserved as text URLs in a Link column if direct file migration is not feasible.
Propertybase
Propertybase Owner (Salesforce User)
monday CRM
Monday CRM User (assigned to item)
1:1Propertybase owner assignments (which Salesforce User owns a Contact, Listing, or Offer) are resolved by email matching against Monday CRM users. Unmatched owners are flagged before migration; you can assign them to monday CRM users first or fall back to a default owner for the entire import batch. Owner resolution ensures accountability on every migrated item.
Propertybase
Activity History (Calls, Emails, Notes)
monday CRM
Monday CRM Updates and Activity columns
1:1Propertybase activity logs (calls logged as Tasks, emails as EmailMessage records, notes as Salesforce Notes) are mapped to monday CRM Updates on the relevant Items. Original timestamps and owners are preserved. Since Monday CRM does not have a native activity-timeline model, we store activity type and timestamp in structured columns on each Item.
| Propertybase | monday CRM | Compatibility | |
|---|---|---|---|
| Company Contact | Person (People entity)1:1 | Fully supported | |
| Individual Contact | Person (People entity)1:1 | Fully supported | |
| Company | Organization (CRM board column)1:1 | Fully supported | |
| Listing (Project or Individual) | Listing Board (dedicated CRM board)1:1 | Fully supported | |
| Offer / Contract | Deal Item (pipeline board)1:1 | Fully supported | |
| Enquiry / Request | Lead Item (pipeline board or separate board)1:1 | Fully supported | |
| Contact-to-Company Association (N:N) | Connect Board Links1:1 | Fully supported | |
| Listing-to-Offer Relationship | Connect Board Link (Listing board → Pipeline board)1:1 | Fully supported | |
| Propertybase Custom Objects | Custom Monday CRM Boards1:1 | Fully supported | |
| Attachment / Media | Monday CRM Files (item attachments)1:1 | Fully supported | |
| Propertybase Owner (Salesforce User) | Monday CRM User (assigned to item)1:1 | Fully supported | |
| Activity History (Calls, Emails, Notes) | Monday CRM Updates and Activity columns1:1 | 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.
Propertybase gotchas
Formula and roll-up summary fields excluded from exports
Ghost company records for Individual Contacts
Workflow rules do not export — automations must be rebuilt
Media Loader assets require separate migration path
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
Pre-migration audit: export Propertybase data and design Monday CRM board architecture
FlitStack AI initiates a scoped-read export from Propertybase via the Salesforce Data Export tool, capturing all standard and custom objects (Companies, Contacts, Listings, Offers, Enquiries) and their relationships. We cross-reference the export against Propertybase's documentation noting that formula and roll-up summary fields are excluded — these are flagged for manual rebuild in Monday CRM. Based on the export, we design the Monday CRM board architecture: a People board, an Organizations board, a Listings board, and pipeline boards for Deals and Leads. We also map Propertybase record types to board structures and design the Connect Board links that will replace Propertybase lookups. This plan is delivered before any data moves.
Resolve owners and configure Monday CRM users
Propertybase owner assignments (Salesforce User IDs on Contacts, Listings, and Offers) are resolved by matching the owner's email address against Monday CRM user accounts. We generate a pre-migration owner mapping report: any Propertybase owner without a corresponding Monday CRM user is flagged for your team to either create the monday CRM user first or designate a fallback owner. Owner resolution is critical because Monday CRM assigns items to a user — if no owner is assigned, the item appears unowned in the pipeline board. We do not assign Propertybase owner IDs as text values in Monday CRM; we require an actual monday CRM user account for every active owner.
Create Monday CRM boards and columns matching the mapped schema
Before data ingestion begins, FlitStack AI creates the Monday CRM boards and column structure derived from the pre-migration audit. This includes: the People board with contact fields, the Organizations board with company fields, the Listings board with property columns (Address, Price, Type, Status, MLS Number), and the pipeline board for Deals and Leads. All Monday CRM column types are set at this stage (Text, Number, Date, Dropdown, Formula) so that data loads directly into typed columns without re-import. Custom pick-list values in Propertybase are pre-created as Monday CRM dropdown options to ensure value-mapping completeness on import.
Run a sample migration with field-level diff
A representative slice — typically 200–500 records spanning Contacts, Organizations, Listings, and Deals — migrates first. We compare field values in Propertybase against the corresponding Monday CRM Items and generate a field-level diff report. This catches mapping errors, value-mapping gaps, missing dropdown options, and relationship resolution failures before the full run commits. You review the diff and approve field mapping changes before we proceed. For listings specifically, we verify that Connect Board links between Offer Items and Listing Items resolve correctly and that listing photos and documents attach to the right Items.
Full migration with delta pickup and go-live reconciliation
The full dataset migrates into the configured Monday CRM boards. We run ingestion in batches respecting the API rate limits for your plan tier, and we track progress against the daily call budget to avoid DAILY_LIMIT_EXCEEDED errors mid-run. After the primary migration completes, we open a 24–48 hour delta pickup window during which your team continues working in Propertybase. Any records created or modified during this window are captured in a final delta export and merged into Monday CRM. We then run a reconciliation report comparing record counts, Connect Board link completeness, and owner assignment rates before declaring go-live. FlitStack AI provides an audit log of every operation and a one-click rollback option if reconciliation reveals critical gaps.
Platform deep dives
Propertybase
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 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 Propertybase and monday CRM.
Object compatibility
1 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
Propertybase: Salesforce API limits apply — not publicly documented per Propertybase tier.
Data volume sensitivity
Propertybase exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Propertybase to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Propertybase to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Propertybase
Other ways to arrive at monday CRM
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.
