Migrate from PropertySimple to monday CRM

PropertySimple contacts migrate as monday CRM Person entities. Every standard field (name, email, phone, address, job title, city, state, ZIP code) maps directly to the Person record's corresponding fields. Owner assignment resolves by email match against monday CRM user accounts. We preserve the original created date and last-modified timestamp from PropertySimple as custom datetime columns to maintain historical continuity for reporting and audit purposes.

PropertySimple company records including brokerages, franchises, and property management firms migrate as monday CRM Organization entities. The organization's name, website, industry classification, phone number, and address fields (street, city, state, ZIP code) map directly to their corresponding Organization fields. Contacts link to their primary organization via monday CRM's dedicated Organization column type on the Person record.

PropertySimple deals become monday CRM board items on a dedicated Deals board. Each deal's stage label (Active, Under Contract, Closed Won, Closed Lost) maps to a monday CRM status group value within the board's status column. The deal item's columns receive all mapped property fields including listing ID, property type, commission split, and deal amount. Owner assignment resolves via email match to monday CRM users.

PropertySimple pipeline configurations with multiple stages translate to monday CRM board status groups. Each PropertySimple stage name becomes a status label within the board's status column. Stage sequence order is preserved based on PropertySimple's pipeline configuration order. Pre-migration setup of status groups in monday CRM is required before deal records are imported.

PropertySimple's ChatGPT4-powered lead score (a numeric value or tier — High, Medium, Low) has no native equivalent in monday CRM. We create a Number column (Lead_Score__c) or a Dropdown column with the same tier labels on the Person board. monday AI automations can then use this column for follow-up routing, contact prioritization, and conditional trigger logic.

PropertySimple call, email, and text activity records migrate to monday CRM's activity timeline on the linked Person record. Original timestamps, activity type, and owner are preserved. Each activity type maps to a monday CRM activity label (Call Logged, Email Sent, SMS Sent). Gmail or Outlook integration is required for full call and email logging post-migration.

PropertySimple's ZIP-code exclusive marketing targeting data has no native monday CRM equivalent. The targeted ZIP codes migrate as a Text column (Target_ZIP_Code__c) on Person records. Your team can use this column in monday automations to trigger notifications, filter boards by geographic territory, or feed segmentation logic in connected marketing platforms.

PropertySimple custom properties on contacts beyond standard fields become monday CRM custom columns on the Person board. Column type is inferred from the source data type — text strings become Text columns, numbers become Number columns, dates become Date columns, and pick-list values become Dropdown columns with matching options.

PropertySimple custom properties on deals including listing ID, property type, commission split, and other listing-specific data become monday CRM custom columns on the Deals board. We map the property type to the closest monday column type. Rich-text or long-text fields become Text columns with multi-line enabled to preserve full content.

PropertySimple owner IDs are resolved by matching the owner's email address against monday CRM user accounts. Unmatched owners are flagged before migration and assigned to a fallback monday CRM user or placed in a dedicated Unassigned group pending account creation. No record lands without a valid assignee to maintain accountability visibility.

PropertySimple stores social media account links (TikTok, Instagram, Facebook, LinkedIn) as contact properties for its marketing automation layer. monday CRM has no native social-account field type, so these URLs migrate as read-only Text columns on Person records for reference purposes only. They do not trigger monday automations and cannot sync with social platforms.

PropertySimple file attachments on contacts or deals including listing documents, contracts, and disclosures are downloaded and re-uploaded to monday CRM's Files section linked to the corresponding Person or board item. monday CRM's 250MB per-file storage limit accommodates typical real estate document sizes. Files are associated with their parent record by linking the uploaded file to the contact or deal item.