Migrate from Realpage to monday CRM

RealPage stores residents and contacts as part of its lease module. We extract the contact record with name, email, phone, and address fields and create a People item in Monday CRM's Contacts board. The original lease association is preserved as a text column referencing the lease ID.

RealPage sometimes stores full name as a single display field. FlitStack splits on the last space delimiter to populate Monday's discrete FirstName and LastName columns. Edge cases with multi-word last names are flagged for manual review before the full run.

RealPage property owners and management‑company contacts map to Monday CRM Organizations. The organization name, website, industry, and address fields migrate directly, while owner type (e.g., individual, LLC, corporate) is stored in a custom text column for reference. Parent‑owner hierarchies map to Monday's Organization hierarchy when the structure is defined, and duplicate organization names are flagged for review before the final load to prevent merging distinct entities.

Leases and rental units have no direct Monday CRM equivalent. We create a Leases board with columns for Unit ID, Property, Lease Start, Lease End, Monthly Rent, Security Deposit, and Tenant (linked to People item). Each lease row links to its tenant People item.

RealPage revenue‑management deals and pipeline opportunities migrate to Monday's native Deals board. Each deal maps the Deal Name to the Name column, the monetary amount to Deal Amount, and the pipeline stage to the Status column using a value‑by‑value lookup. Expected close date, owner (email‑matched to a Monday user), and any custom deal fields are transferred, preserving the original owner assignment and close‑date timeline in Monday.

RealPage pipeline stages map to Monday's Status column using a value‑by‑value lookup. Each RealPage stage name is matched to a corresponding Monday default deal stage, preserving the relative order of the pipeline. Custom stage names are added as new Status options during the Monday schema setup, and their colors or workflow triggers are configured to reflect the original process as closely as possible.

RealPage maintenance work orders map to a Work Orders board in Monday CRM. The board includes columns for Property (linked to Organization), Unit, Description, Priority (mapped from RealPage priority levels to Monday Status or priority values), Assigned Vendor (linked to Vendors board), Status, and Created Date. The work‑order ID is stored in a Source_ID__c text column for traceability, and file attachments are uploaded to the relevant board item.

RealPage vendors migrate as Organization items on a dedicated Vendors board in Monday CRM. The Vendor Name, Contact Name, Phone, Email, and Category fields are mapped to the Organization Name, Email, Phone, and Industry columns, respectively. Vendors are kept separate from customer Organizations to prevent contact list pollution, and each vendor record is linked to relevant Work Orders via a Vendor link column for smooth reference.

RealPage's accounting module (GL detail, AP/AR, recovery reconciliation) has no Monday CRM equivalent. We discuss scope with the client: either exclude accounting exports entirely or create a custom Accounting board with basic columns for reference. Accounting records typically require a separate ERP migration.

RealPage documents attached to leases, work orders, and contacts are downloaded and re-uploaded to the corresponding Monday CRM board item as file attachments. File size limits on the target Monday plan apply (Standard: 250MB per file). Inline images from notes are extracted and hosted separately.

RealPage owner IDs are resolved by email match against Monday CRM users. Unmatched owners are flagged before migration — the team either creates a Monday user account or assigns records to a fallback owner. No record lands in Monday without an owner assignment.

Monday CRM sets the CreatedDate of each imported item to the import timestamp, overwriting any original creation timestamp. FlitStack preserves the original RealPage create date and last‑modified date as custom datetime columns (Original_Create_Date__c and Original_Modified_Date__c) on every board, allowing historical reporting and timeline analysis while keeping the native date columns for import‑time reference. These custom columns can be used in filters, dashboards, and automations just like any other date field.