Migrate from Real Estate 7 to monday CRM

Real Estate 7 contacts map as items in Monday's People board. Each contact's first name, last name, email, phone, and title become columns. The lead_status field determines a Status column value in Monday. We preserve the original Real Estate 7 contact ID as a text column for traceability.

Real Estate 7 company records transform into items within Monday's dedicated Organizations board. Standard company fields including name, website, industry classification, physical address, and phone number map directly to their matching Monday column counterparts. During the migration, we also establish connect column links to the People board, enabling associations between individual agents or brokers and their respective brokerage agencies.

Real Estate 7 listings (the real estate asset — address, MLS number, list price, bedrooms, bathrooms, square footage, property type, status) become items in a custom Properties board in Monday. Each real estate-specific field maps to a Monday column of the matching type: text, number, date, or dropdown. This is the most complex transformation in the migration.

Real Estate 7 deals map as items in Monday's Deals board (or a custom Deals board if you use multiple pipelines). Deal name, amount, stage, close date, and owner become columns. Stage names map to Monday group names in the Kanban view.

Real Estate 7 maintains explicit links between deals and their associated property listings through a dedicated relationship table. Within Monday, we accommodate this by creating a Connect Boards column on the Deals board that links each deal item to its corresponding property listing item stored in the Properties board. This architectural approach preserves the critical property-to-transaction relationship throughout the migration.

Real Estate 7 assigns agents or brokers to listings and deals. We map agent assignments to Monday's native Person column on each item, linking to the agent's contact record in the People board. This ensures the listing shows the assigned agent prominently.

Real Estate 7 stores call logs, emails, and notes tied to contacts, companies, or listings. Monday's item updates capture this history as a chronological feed. We migrate note body text into the Updates section of each item, preserving timestamps and author attribution.

Real Estate 7 defines lead status using a structured pick-list with values including New, Contacted, Qualified, Lost, and Won. These status values translate directly to Monday Status column values on the People board. To maintain reporting continuity, we additionally preserve all status-change timestamps within a dedicated Last Status Change date column, allowing historical analysis of lead progression through your sales pipeline.

Real Estate 7 allows custom fields on listings (e.g., HOA fees, parking spaces, year built). We create matching custom columns on the Monday Properties board for each custom field, using the most appropriate column type (number for fees, text for details, date for key dates).

Real Estate 7 stores photos and documents attached to listings and contacts. Monday supports file attachments on items. We re-upload files to Monday items, preserving original filenames and upload timestamps. Monday's 250MB file size limit per file applies.