Migrate from Realvolve to monday CRM

Realvolve People records map directly to Monday CRM Contacts. Each Person becomes an Item on the Contacts board. Monday's Contact Info section auto-parses First Name, Last Name, Email, and Phone from mapped fields. Owner email resolves to the Monday team member account.

Realvolve Companies map to Monday CRM Accounts. Company name, address, website, and industry populate the Account Item's standard columns. Multi-contact associations in Realvolve (N:1 people-to-company) require Monday's Account link column on the Contacts board. FlitStack also maps the primary contact flag to ensure the main relationship is prioritized in Monday.

Realvolve Transactions are the core record — they contain deal value, stage, commission split, and all related parties. In Monday CRM, this becomes an Item on the Deals board with deal value in a Numbers column, stage in the Status column, and related contacts via link columns. The transaction ID is stored as a custom column for traceability.

Realvolve Transaction stages (Active, Pending, Closed Won, Closed Lost, and any custom stage names) map value-by-value to Monday Status column options. We preserve the original stage-entered date as a Date column on the Deal Item. Your Monday admin can reorder Status options to match your preferred pipeline flow after migration.

Realvolve Tasks assigned to People or Transactions migrate as Subitems on the relevant Monday Item, or as separate Items on an Activities board if your Monday setup uses a dedicated board. Original due date, assigned user (resolved by email), and task notes are preserved.

Realvolve's File Manager stores property documents, contracts, and attachments. These re-upload to Monday Items via the Files column or as linked attachments on the relevant Contact or Deal Item. Monday's file storage limits per plan apply (5GB on Basic, 20GB on Standard).

Realvolve Workflows contain automation logic, conditional branches, and CRM-triggered actions — this logic does not have a structural equivalent in Monday. We export your workflow definitions as a structured JSON document and a visual map your Monday admin uses to rebuild rules in Monday's automation builder.

Realvolve users are matched to Monday team members by email address. Inactive or uninvited Realvolve users are flagged before migration; their records receive a 'Migrated Owner' placeholder that your Monday admin reassigns after go-live. We recommend mapping all active users before migration to prevent orphaned ownership on deal and contact records.

Realvolve's Quick Connect stores LinkedIn, Facebook, Twitter URLs per contact. Monday CRM has no native social-link field — these migrate as separate Text columns (LinkedIn URL, Facebook URL, Twitter Handle) on the Contacts board. Your admin can use these columns for clickable links by formatting them with the URL prefix if needed.

Realvolve Notes attached to People or Transactions migrate as Updates on the corresponding Monday Item, preserving the original note text, author, and create timestamp. Monday's Updates column shows the note history inline on each Item. This keeps conversation context intact for agents reviewing contact or deal history in Monday.

Realvolve's Escrow Manager tracks earnest money, contingencies, and closing dates per transaction. These migrate as custom columns (Earnest Money Amount, Contingency Date, Closing Date) on the Deals Item, or as Subitems with status tracking if your team prefers a checklist format.

Realvolve custom properties (type: text, number, date, dropdown) map to Monday custom columns by data type — Text → Text column, Number → Numbers column, Date → Date column, Picklist → Dropdown column. Monday's 20+ column types cover the standard range; complex types (calculation, dependency) require Pro or Enterprise plan.