Migrate from Tekion to monday CRM

Tekion Contact maps 1:1 to a Monday CRM Person item. Standard fields (first name, last name, email, phone, job title) map to Monday's built-in Person columns. Custom Tekion fields — lifecycle stage, lead score, Tekion ID — become Monday custom columns on the CRM board and must be pre-created before migration runs. Monday's board structure means these custom columns need configuration before data lands.

Tekion Company maps to Monday CRM Organization item. Company name maps to the Organization Name column; domain becomes Website; industry, employee count, and annual revenue map directly to matching Monday columns. Monday does not have a native parent-child hierarchy for organizations. Multi-rooftop dealer groups that use Tekion's parent_company relationship need a custom column in Monday to track group affiliation per location.

Tekion Deal maps to a Monday CRM Deal item. Deal name, amount, and close date map directly to the Name, Amount (Number column), and Close Date (Date column) on the Deal board. Tekion's dealstage (pick-list value) maps to the Monday Status column on the Deals board. We configure the Status column with Tekion's exact stage names and probabilities so the Monday pipeline reflects Tekion's pipeline model. Probability percentage and priority require custom Number columns since Monday does not have native fields for these.

Tekion owner_id resolves by email match to Monday CRM users. The Monday Assignee column holds the mapped owner. Unmatched owner IDs are flagged before migration; the team assigns those records to a fallback Assignee or creates Monday user accounts first. Monday's assignee is a single-user field per item, which covers Tekion's owner assignment use case but does not support separate owner vs. assigned-to fields.

Tekion's call, email, and meeting objects map to Monday CRM sub-items on the associated Person item. Call type, date, duration, outcome, and notes become custom columns on the sub-item. Monday does not have a native activity log object, so activity history lands as structured sub-items with owner, timestamp, and notes preserved in custom columns. The original Tekion activity owner maps to the sub-item Assignee.

Tekion DMS vehicle records with VIN, license plate, and mileage have no Monday CRM equivalent. We create a Vehicle Information Board and link it to Person and Deal items via Monday's Lookup column. VIN maps as a Text column; license plate as Text; mileage as Number. Each vehicle record is an item on the Vehicle board, linked by license plate or VIN as a shared key.

Tekion stores F&I product applications — tire protection, paint protection, GAP coverage, vehicle service contract type and cost — as fields on the deal record. Monday CRM has no native product catalog or F&I module. Each product type becomes a custom Status or Number column on the Deal item. F&I product terms and pricing structures require a separate F&I Products board created in Monday, with deal items linked via Lookup column to the product records.

Tekion service appointments (service advisor, RO number, service type, status) map to Monday CRM sub-items on the Person item with custom columns for appointment date, service type, status, and notes. Monday does not have a native service-appointment object, so the appointment record structure is replicated using sub-items with a custom Status column for appointment state (Scheduled, In Progress, Completed).

Tekion custom CRM objects — typically automotive-specific fields beyond standard contact/deal properties — map to Monday custom columns on the relevant board. Monday supports text, number, date, status, and timeline column types. Each custom Tekion field requires a matching Monday column type; complex pick-list fields from Tekion become Monday Status columns with Tekion's exact pick-list values pre-loaded.

Tekion API data extraction is governed by the API License and Data Sharing Agreement — access scope and permitted use cases are defined in that agreement and must be reviewed before migration. Monday CRM API accepts data via bulk import with daily call limits scoped by plan tier: Basic/Standard 1,000/day, Pro 10,000/day, Enterprise 25,000/day. FlitStack AI batches and throttles Monday API writes to respect these limits; for large record sets, CSV bulk import is used in parallel to avoid throttling delays.