Migrate from Socrates to monday CRM

Socrates contacts become items on a dedicated Contacts board in Monday CRM. Each contact's properties map to columns on the item. The contact's primary company link becomes the item's main link field; secondary company associations surface as subitems. If a contact has multiple tags, these map to Monday's tag column or status groups, and any custom fields such as "Lead Source" are created as dropdown or text columns in the Contacts board.

Socrates companies map 1:1 to Monday CRM organization items on a Companies board. Company domain, industry, employee count, and revenue become Monday columns. Parent-company hierarchy translates to item group structure within the board. If a company has a logo or primary contact, those assets are attached as Monday files to the organization item, and any related deals are linked via the Deals board's organization link.

Socrates deals migrate as items on a Deals board. The deal name becomes the item title, amount maps to a number column, and stage maps to a Monday status column. Multi-stage pipelines in Socrates require multiple status groups or separate boards in Monday CRM.

Socrates logged activities (calls, emails, meetings) migrate as subitems attached to the relevant contact or deal item. Each subitem carries a date column, owner column, type column (call/email/meeting), and notes column. Original timestamps and owners are preserved. If an activity includes an attachment, FlitStack uploads the file to the subitem's file section, respecting Monday's 25 MB per‑file limit. Custom activity fields such as "Outcome" are mapped to additional text or dropdown columns.

Socrates' AI-generated relationship scores have no Monday CRM equivalent. We map these to a custom number column (Relationship_Score__c) on contact items. Teams must configure thresholds manually in Monday's automation recipes if they want stage-based triggers. The column can be displayed as a numeric gauge or used in formulas to color‑code contacts by score. FlitStack also logs the original score range for reference during threshold setup.

Socrates stores agent-generated memory and reasoning notes per contact. Monday CRM has no native memory layer. These migrate as text columns on contact items or as separate archive board items for reference. Teams using Socrates AI-memory heavily must rebuild reasoning workflows manually in Monday automations.

Socrates custom objects map to dedicated Monday CRM boards. Each custom object record becomes a board item. Custom object fields become board columns. Relationships between custom objects translate to Monday item links or subitem hierarchies. If a custom object has a many‑to‑many relationship with contacts or deals, FlitStack creates a junction board and links items via Monday's item‑link column, preserving the association for downstream reporting.

Socrates contact and deal tags map to Monday CRM's tag column type or status groups per board. Value-by-value mapping ensures tag labels match exactly. Tags used for segmentation may require Monday-side list views or filters as replacement for Socrates' auto-segmentation.

Socrates owners resolve to Monday CRM users by email match. Unmatched owners are flagged before migration — teams either invite them to Monday or assign records to a fallback user. Monday's person column shows assignee per item. If a Socrates owner has multiple assigned records, all items are updated to the matched Monday user in a single batch operation, preserving the original assignment history in the item’s activity log.

Socrates file attachments re-upload to Monday CRM's file storage per item. Monday's 25MB per-file limit applies. Files attached to notes in Socrates download and rehost as Monday item files. If a file exceeds the 25 MB limit, FlitStack splits the content into multiple parts and attaches each part to the item, with a note indicating the split. File metadata such as original creation date is preserved in a custom date column.