Migrate from Rechat to monday CRM

Rechat Contact records map directly to Monday CRM People Items. Each contact's name, email, phone, and status fields become columns on the People board. Owner resolution matches Rechat user emails to Monday workspace members so the assigned agent maps correctly.

Rechat Company objects represent brokerages, holding companies, and affiliated service providers. These map to Monday Organization Items on the Organizations board, preserving company name, website domain, physical address, city, and state as typed columns. Brokerage-specific fields like number of agents and brokerage license numbers migrate as additional custom numeric and text columns on the Organization Item.

Rechat Deal records — including deal name, amount, stage, close date, and associated contact — migrate as Items on a dedicated Deals board in Monday CRM. Each Rechat pipeline maps to a Group within the Deals board, and deal stage values become column selections within that Group.

Rechat pipelines define a sequence of deal stages. In Monday CRM, each pipeline becomes a Group within its board. Stage names are stored as column values (status or dropdown columns) scoped to that Group. Multi-pipeline Rechat accounts require one Deals board per pipeline.

Stage names from each Rechat pipeline map to specific Status column selections. Value mapping is performed per pipeline since Monday Status columns are board-level but filtered by Group. Stage order and probability metadata are preserved as additional numeric or text columns.

Rechat custom fields — including MLS Listing IDs, Agent Tier levels, and Brokerage License numbers — require new columns in Monday CRM. Column type is chosen by data type: text for IDs, dropdown for tier levels, and date for license expiry dates. Monday's dependency configuration is available for linked field logic.

Rechat saves email metadata (subject, date, teaser body preview) rather than full message content. Email records attach as subitems or rich-text columns on the relevant People Item in Monday CRM, preserving the original timestamp, sender address, recipient, and thread reference for complete activity audit trails and conversation continuity after migration.

Rechat call logs (duration, direction, outcome) and meeting records (date, attendees, notes) migrate as subitems on the linked Deal or Contact Item in Monday CRM. Original timestamps and agent assignments are preserved so the activity timeline remains continuous after cutover.

Rechat user records containing agent names, email addresses, and role assignments map to Monday workspace members by email match. Inactive Rechat users are flagged and documented before migration so that Monday accounts can be provisioned in advance, preventing orphaned deal and contact ownership assignments during the cutover window.

Rechat file attachments are re-uploaded to Monday CRM as Files attached to the relevant Item. Files are base64-encoded during migration and stored against the People, Organization, or Deal Item they were linked to in Rechat. Maximum file size per Monday's storage limits applies.

Rechat automations (Flow-based triggers on MLS updates, listing changes, and deal stage transitions) have no equivalent in Monday CRM's automation builder. Monday's automation triggers and conditions follow a different event model. FlitStack exports Rechat Flow definitions as a reference document for manual rebuild in Monday's Automations center.