Migrate from Real Properties to monday CRM

Monday CRM's native Contacts entity holds name, email, phone, and company link. FlitStack maps Real Properties contact fields into the corresponding monday contact fields and resolves the primary company link by matching the company name. During migration, we perform a lookup against existing Monday Companies to establish the correct linkage for each contact record, ensuring that contact-company relationships are preserved in the destination system without creating duplicate company entries.

Monday CRM's native Companies entity stores company name, domain, industry, employee count, and address. We map Real Properties company records directly, preserving the parent-child hierarchy as a custom text field where no native equivalent exists. This approach maintains the organizational structure of your company data while ensuring that all standard company attributes are correctly transferred to their corresponding Monday CRM fields for immediate usability after migration.

Real Properties' listing object has no direct monday CRM equivalent. We create a Property Board and configure columns (Status, Number, Text, Date, Location) to replicate the listing fields. Each listing becomes an item; property type, status, and address map to the appropriate column types.

Real Properties deals map to items in a Deals Board. The Status column replicates deal stage values (Active, Under Contract, Closed). Deal value maps to a Number column. The linked property reference becomes a Connect Boards column or a text field pointing to the Property Board item.

Monday CRM does not have a native activity log equivalent. We write activity records as Updates on the linked contact or deal item, or as subitems in an Activity Board with Date, Text, and Status columns for activity type. Original timestamps are preserved in the Update body or subitem date field.

Real Properties owner records resolve to monday CRM users by email match. The owner's name and contact info map to a People column on each board item. If a Real Properties owner has no corresponding monday user, we flag the record and assign to a fallback owner pending monday user creation.

Monday CRM items support a Files column that stores attachments. Listing photos, contracts, and property documents migrate as file uploads. Large attachments may require chunked upload handling; monday CRM's file storage limits apply per plan (20GB on Standard, 100GB on Pro, unlimited on Enterprise).

Real Properties custom contact fields (e.g., preferred neighborhood, financing type, lead source) have no native monday CRM equivalent. We create custom columns on the relevant board — Text, Number, Status, or Date — matching the source field type, and map values row by row.

Property-specific custom fields (HOA fees, showing instructions, commission split) require custom columns on the Property Board. We create Status columns for pick-list values and Number or Text columns for free-form data, preserving the original field label for admin reference. Each custom column is configured with the appropriate validation rules matching the source field constraints, and pick-list options are populated with the exact values from Real Properties to maintain data consistency across your migrated property records.

Lead source tracking in Real Properties maps to a custom Status column on the Deals Board. If the source values are open-text, we use a Text column and deduplicate the value set during migration so the monday admin can convert to a Status column post-migration.

Real Properties workflows (sequence triggers, stage-change automations, follow-up rules) have no equivalent in monday CRM's board automation model. We export the workflow definitions as a structured JSON document that your monday admin can use as a reference when rebuilding automations in monday's automation builder.

Reports and dashboards in Real Properties reference underlying data that migrates successfully, but the report definitions themselves do not transfer. We map all metric fields so the monday admin can rebuild charts and widgets using monday's native Dashboard feature and connect to external BI tools where needed.