Migrate from Rent Manager to monday CRM

Each Rent Manager Property becomes a Monday CRM Board. The board name maps from Property.Name, address maps to board location columns, and the board description holds property-level notes. Units within the property become Items or Subitems on the board, depending on the selected plan tier.

Rent Manager Units map to Monday Items on the property board. Unit number becomes Item name, amenities map to checkbox or dropdown columns, and unit status (occupied, vacant, under maintenance) maps to a Status column. Subitems are available on Standard and above plans.

Tenant records from Rent Manager migrate as Monday CRM Contacts. First name, last name, email, phone, and address fields map directly. Tenant lease history attaches to the contact as a linked deal. If the tenant is currently active, a Monday CRM Deal is created for the active lease.

Rent Manager Prospects (pre-lease leads) become Monday CRM Contacts with a Lead status. Prospect interest type and source information map to custom contact fields. Once a Prospect converts to a Tenant in Rent Manager, the corresponding contact updates to a Customer status in Monday CRM.

Property owners migrate as Monday CRM Contacts flagged with an Owner type. Owner payment distributions and commission rates do not have a native Monday equivalent — these map to custom number or text columns on the owner contact record. Owner portal credentials do not migrate.

Vendors map to Monday CRM Contacts with a Vendor type. Vendor company name maps to company name on the contact, and vendor categories (plumbing, electrical, landscaping) map to a dropdown column. Vendor payment terms and W-9 data do not have native equivalents in Monday CRM.

Active Rent Manager Leases become Monday CRM Deals. Deal name is the property address plus unit number. Deal amount maps from monthly rent, close date from lease end date, and pipeline stage from lease status (Active, Month-to-Month, Expired). Lease term length maps to a custom number field.

Work orders map to Items on the property board or as Subitems on the related unit. Work order description maps to item name, priority maps to Status (Low/Medium/High/Urgent), assigned vendor maps to a Contact column, and cost maps to a Number column. Completed work orders become archived items.

Rent Manager's double-entry accounting transactions have no Monday CRM equivalent. Rent payments, deposits, and AP disbursements are exported as CSV for reference and audit trail purposes. Rebuilding this data in Monday requires either the Accounting Power-Up integration or manual entry into compatible third-party accounting software.

Rent Manager Premium's unlimited custom fields become Monday custom columns on the relevant board. CRM contact custom fields require mapping per-field — we generate a custom field creation plan before migration runs so your Monday admin can pre-create columns. Field type mapping follows Rent Manager data type (text, number, date, checkbox) to the nearest Monday column type.

Rent Manager file attachments on properties, units, tenants, or work orders are downloaded and re-uploaded to the corresponding Monday board item. We handle the export and re-upload; Monday's 250MB per file limit applies. Files without an attached contact or item are organized into a migration archive board.

Rent Manager's 450+ built-in reports have no Monday CRM equivalent. The underlying data migrates — financial transactions, occupancy rates, and rent rolls — but report definitions must be rebuilt as Monday Dashboard widgets (Pro plan and above) or exported as reference CSVs.