Migrate from Team Tracker to monday CRM

Team Tracker user profiles (name, email, role, department) map into Monday CRM's People board or as Contact records in the CRM module. Screenshot permission flags and monitoring status do not have a Monday equivalent and are dropped or noted in a custom text column for admin reference.

Each Team Tracker task list becomes a Group inside a Monday CRM board. The group name carries over verbatim. If Team Tracker task lists map to business units (e.g., Sales, Field Ops), the Monday board is named accordingly and groups are named for sub-teams.

Individual tasks in Team Tracker become Items in Monday CRM. The Item name maps from task title. Task description maps to the Item's Description column. Original create date and last-modified date are preserved in custom Date columns on the Monday Item.

Team Tracker clock-in/out sessions and per-task time logs are aggregated by task and written as a numeric Duration value in a Monday Time Tracking column if the target plan supports it (Pro). On lower tiers, a Number column stores total minutes logged. Owner of the time entry resolves by email match to the Monday CRM user.

Team Tracker's percentage-based activity-level metric has no native Monday CRM column type. FlitStack migrates the numeric score into a custom Number column called Activity_Score__c for reporting parity. This value is for internal visibility — it does not trigger automations by default.

Team Tracker flags whether idle time was discarded from a session. This maps to a Monday checkbox column called Idle_Discarded__c, preserving the original idle-time discard decision for reporting parity. No native Monday automation responds to this flag — rebuild any idle-threshold alerts as Monday Automation Centre recipes post-migration, using the Idle_Discarded__c column as the trigger condition if needed.

Team Tracker screenshots associated with tasks are downloaded and re-uploaded as Monday file attachments on the corresponding Items, preserving the original capture timestamp in the file metadata where supported. File size limits apply — Monday caps individual files at 500 MB on Enterprise and 250 MB on lower plans. Screenshots exceeding these limits require chunked upload or admin intervention before migration can complete.

Team Tracker leave and holiday records map to a Monday Status column scoped to leave types (Approved, Pending, Holiday). The status label values are mapped value-by-value. Team Tracker approval timestamps become Date columns on the Item, preserving the approval timeline for audit and reporting purposes.

Team Tracker departments (available on Express and Professional tiers) map to Monday CRM Workspaces or become top-level boards named for the department. Multiple Team Tracker groups within a department are merged into separate Groups within the same Monday board, maintaining the organizational hierarchy while consolidating related teams under a single board structure.

Team Tracker Express and Professional tiers allow custom fields per task (custom status labels, dropdown options, numeric fields). Each custom field maps to the nearest Monday column type — Status for labels, Number for numeric, Text for freeform. Custom dropdown options are mapped value-by-value.

Team Tracker's internal record IDs are stored in a custom text column called Source_System_ID__c on each Monday Item. This column enables delta-run de-duplication, rollback targeting, and traceability back to the original Team Tracker record, giving migration teams confidence in data integrity and the ability to trace any migrated record back to its source.

Team Tracker has no deal, opportunity, or revenue-pipeline objects. Monday CRM Deals board Items cannot be populated from Team Tracker data directly. FlitStack surfaces this as a pre-migration planning item — teams decide whether to create Deals board Items manually post-migration or link migrated Tasks to Deals via a Connect Board column.