Migrate from Road Runner to monday CRM

Road Runner contacts map directly to monday CRM People items in the Contacts board. Each Road Runner contact becomes a separate item. The Name field maps to Monday's Name column. Email, phone, job title, and address fields map to their corresponding text or location columns. Owner assignment maps to the People column if the owner is a Monday user, otherwise flagged for manual assignment.

Road Runner leads become items in a dedicated Leads board in Monday CRM. A custom Status column captures the Road Runner lead status value. If Road Runner uses lifecycle stages, those migrate as a custom text or label column on the item. The separate board keeps lead records distinct from converted contacts in the Contacts board, matching Road Runner's object separation.

Road Runner company records map to the Organization column on each contact item in the Contacts board. When a Road Runner contact has an associated company, the company data populates the Organization column linked to the contact. Address fields from Road Runner split across Monday's location sub-fields (City, State, Country, Zip) if available, or combine into a single address text column.

Road Runner deals migrate as items in a Deals board in Monday CRM. The deal name maps to the item Name. Deal amount maps to a Number column. Owner maps to a People column. Pipeline and stage values map to a Pipeline column and the board's group-based stage columns respectively. Close date maps to a Date column.

Road Runner pipelines with multiple named pipelines map to a Pipeline column in the Deals board, with each pipeline name as a label option. Each pipeline's stages become Groups in the Deals board. Teams using a single pipeline in Road Runner map to a single-group Deals board with no Pipeline column required. Multiple pipelines require the Pipeline column to differentiate deal types across the same board.

Road Runner stage names per pipeline map to Monday CRM group names in the Deals board. Stage names convert value-by-value: each Road Runner stage label (e.g., 'Qualification', 'Proposal Sent', 'Closed Won') becomes a Monday group with the same label. Stage entered timestamps from Road Runner migrate as custom datetime columns on the deal item if tracking is required.

Road Runner engagement records — calls, emails, and meetings — attach as Updates to the parent contact or deal item in Monday CRM. Each update records the activity type, timestamp, owner, and a summary. For detailed activity tracking, activities migrate as sub-items with a Type column set to 'Call', 'Email', or 'Meeting' and relevant fields populated from the Road Runner activity record.

Road Runner custom fields on any object become new columns in the appropriate Monday CRM board. Text fields become Monday text columns. Number fields become number columns. Date fields become date columns. Pick-list values from Road Runner become label columns in Monday with the same options. Fields with no equivalent column type become text columns and are flagged in the mapping plan for admin review.

Road Runner file attachments associated with contacts, companies, or deals re-upload to Monday CRM as file attachments on the corresponding item. Files stored in Road Runner's native storage are downloaded and re-attached. Monday's per-file size limit applies — files exceeding the limit are flagged for splitting or alternative handling.

Road Runner tags and labels migrate as Monday CRM tags on the corresponding item. If Monday's native tag feature is not available on the plan, tags migrate as a text column with semicolon-separated values. Tags are preserved so filtering by tag in Monday works after migration.

Road Runner owner IDs resolve to Monday CRM users by email match against the monday.com user list. Matched owners populate the People column on the item. Unmatched owners — where no Monday user corresponds to the Road Runner owner email — are flagged in the pre-migration audit. Records with unmatched owners land under a designated fallback user for manual reassignment.

Monday CRM's native Created At timestamp reflects when the item was created in Monday, not the original Road Runner record creation date. FlitStack preserves the Road Runner original create date in a custom Original_Created_Date__c column on each item so reporting continuity is maintained. Update timestamps migrate as a second custom column if the audit trail requires it.

Road Runner's internal record ID (contact_id, deal_id, company_id) has no native equivalent in Monday CRM. We preserve the Road Runner ID as a custom text column (Source_ID__c) on each item for traceability, delta-run de-duplication, and cross-reference during the reconciliation phase.