Migrate from Rezora to monday CRM

Monday's import column types are restricted — Rezora multi-value fields need pre-migration setup

Monday CRM supports a defined set of column types during CSV and native import (text, number, date, dropdown, checkbox, etc.). Rezora custom properties that use multi-select, long-text, or rich-text formats cannot be imported directly — they must be mapped to Monday's equivalent column type before the migration runs, or handled as text with delimiter-separated values that are then split post-import using Monday's automation triggers. FlitStack delivers a pre-migration column-setup checklist that specifies the exact column type to create in each Monday board before data lands, eliminating import failures caused by unsupported column type mismatches.

Campaign sequences and drip logic have no Monday CRM equivalent and must be rebuilt

Rezora's drip campaigns, lead nurture sequences, and social media automations are workflow constructs, not data records. Monday CRM's Automation Center handles only board-level triggers and actions — it has no native campaign-sequencing engine equivalent to Rezora's step-based drip logic. FlitStack exports every Rezora campaign definition as a structured JSON document (step order, delay rules, condition branches, recipient filters) that your team or a Monday consultant uses to rebuild the sequences. The campaign membership data (which contact was in which campaign) does migrate as Tags, but the timing and logic do not.

Monday's daily API call limits vary by plan — bulk migration must throttle to avoid 429 errors

Monday CRM enforces a daily API call limit that varies by plan tier: 1,000 calls/day on Basic/Standard, 10,000 on Pro (soft limit), and 25,000 on Enterprise. Rezora exports can generate large record sets when all contacts, companies, properties, and campaign memberships are included. FlitStack implements batch-size throttling and retry logic with exponential backoff to stay within Monday's rate limits during the full migration run. Teams on Basic or Standard plans may see longer migration windows due to the lower daily cap; Enterprise plans allow the fastest throughput.

Monday's per-seat pricing applies to every workspace member — Rezora agents need Monday seats assigned

Monday CRM is priced per seat, and each workspace member who needs to view or edit Items requires a paid seat. Rezora's agent-owner model allows agents to manage their own sphere contacts within a single brokerage account without per-agent seat charges beyond the platform base. Migration planning must account for how many Rezora agents need Monday access. Users who only need to receive reports (rather than manage Items) can be added as free viewers, but any agent who updates contact records or manages pipeline Items requires a paid Basic seat minimum.

Engagement history from Rezora becomes flat notes in Monday — native Activity log requires Pro+

Rezora tracks email opens, link clicks, and campaign responses with timestamps per contact. Monday CRM's native Activity log (emails, calls, meetings with timestamps and owners) is available only on Pro and Enterprise plans. On Basic and Standard plans, engagement history migrates as Update notes on the contact Item with a timestamp prefix. These notes are searchable and visible on the Item but do not populate a structured Activity timeline. If structured activity logging is required, upgrading to Pro before migration is recommended so the activity records land in the correct format.