Migrate from Real Intelligence to monday CRM

Real Intelligence custom fields require manual column type mapping in Monday CRM

Real Intelligence stores custom field definitions with type metadata (string, integer, date, pick-list) that doesn't automatically translate to Monday CRM's column types. Text fields in Real Intelligence might map to either Text or Long Text columns in Monday CRM depending on content length. Pick-list fields need Monday CRM Dropdown options created with matching values before migration. We generate a column creation checklist before migration runs so your Monday CRM workspace is configured to accept the exact field types from Real Intelligence. Without pre-created columns, custom field data falls back to generic Text columns or gets dropped during the import phase.

Monday CRM board structure must be provisioned before deal migration runs

Monday CRM requires boards to exist before items can be added to them. Real Intelligence deals have stage pick-list values that determine which pipeline column each deal belongs to. If the Monday CRM board columns (stage names) don't exist before migration, deals cannot be placed into the correct stage column and will land in a default column or fail insertion. We deliver a board setup specification document that lists every board, column name, column type, and column order needed based on the Real Intelligence deal stage configuration. Your Monday CRM admin creates boards before the migration window opens.

Activity history converts to updates with type-prefixed text, losing structured fields

Real Intelligence activity records store structured data: call duration, email direction (sent/received), meeting attendees, and note categories. When these convert to Monday CRM updates, only the subject and body text transfer — structured metadata like call duration or attendee count becomes part of the update text string rather than a filterable field. Monday CRM updates don't support custom attributes, so activity-based reporting (e.g., average call duration by rep) requires rebuilding using Monday's formula columns or exporting to a BI tool. We document every activity record's structured fields in a companion CSV so your team can determine which metrics need manual rebuilding.

Monday CRM API rate limits cap migration throughput on Basic and Standard plans

Monday CRM enforces daily API call limits that vary by plan: Basic and Standard plans cap at 1,000 calls per day, Pro at 10,000 (soft limit), and Enterprise at 25,000. Real Intelligence data volumes may require significantly more calls for large record sets. We throttle migration requests to stay within the daily limit for your plan tier, which extends migration clock time for accounts with 50,000+ records. Enterprise plans with higher API limits can run faster but still face complexity limits per query. We identify the optimal query batching strategy during the scoping phase to minimize total migration duration within your API constraints.

Owner resolution by email fails for inactive or deleted Real Intelligence users

Monday CRM user accounts must exist for owner assignment to work. Real Intelligence owner records with email addresses that don't match any Monday CRM user (due to leavers or email domain changes) result in unassigned items after migration. We run a pre-migration owner audit comparing Real Intelligence owner emails against Monday CRM user list. Unmatched owners are flagged with the count of affected records. Your team can either invite those users to Monday CRM before migration or designate a fallback owner. Records without valid owners after migration require manual reassignment in Monday CRM's board interface.