Migrate from Thunderbolt Pipeline to monday CRM

Thunderbolt Pipeline contacts migrate as items on the Monday CRM Leads board. Email, phone, company association, and owner assignment transfer directly as standard columns. Original create date preserved as a custom date column since Monday's system Created Date is set at migration time rather than reflecting the original record creation.

Thunderbolt Pipeline companies map to Monday CRM account items. Company name, address, domain, industry, and employee count become standard columns on the Accounts board. Parent-company hierarchies in Thunderbolt become linked-item columns in Monday CRM referencing the parent account item.

Thunderbolt Pipeline bids become Monday CRM deal items. Bid name maps to deal title, bid amount maps to monetary value, and bid stage maps to Monday group structure — each Thunderbolt Pipeline bid stage becomes a group (column section) on the Deals board. Bid close date maps to expected close date in Monday.

Thunderbolt Pipeline bid stages (e.g., Quote Sent, Under Review, Awarded, Lost) map value-by-value to Monday CRM groups on the Deals board. The group order reflects the original pipeline sequence. Stage probability is not native to Monday and is not migrated — rebuild as a custom number column if needed.

Thunderbolt Pipeline workforce planning records (employee names, trade classifications, availability windows) migrate as items on a dedicated Monday CRM Resources board. Availability dates become date columns; trade type becomes a dropdown column. FlitStack sequences this migration after accounts and contacts so resource assignments can link to the correct account items.

Thunderbolt Pipeline compliance records (insurance expiration, license numbers, union certification) have no direct Monday CRM equivalent. We map them as custom columns on the relevant board — insurance expiration as date columns, license numbers as text columns — so compliance flags are visible on the account or resource item they belong to.

Thunderbolt Pipeline stores contact-to-company relationships. Monday CRM supports linked items via the linking column — each contact item links to its associated account item. Unlinked contacts (no company in Thunderbolt) land on the board without a link and are flagged for review.

Thunderbolt Pipeline bid records include associated contacts such as estimators and project managers who contributed to the bid. Monday CRM's linking column connects each deal item to the relevant lead items on the Leads board. Multiple contacts per bid are linked individually to maintain accurate team attribution across the project.

Thunderbolt Pipeline owner assignments on bids and contacts are resolved by email match against Monday CRM workspace users. Unmatched owners are flagged before migration — your team either creates the Monday user first or assigns records to a fallback user. No record lands without a responsible user.

Thunderbolt Pipeline file attachments (subcontractor agreements, drawings, compliance documents) re-upload to Monday CRM's file column on the relevant item. File size limits follow Monday's per-file constraints. We surface any attachments exceeding the limit before migration so your team can decide whether to host externally.

Thunderbolt Pipeline custom properties per record type — trade classification on bids, union status on contacts, insurance carrier on accounts — migrate as Monday CRM custom columns. Text properties become text columns, dates become date columns, and pick-list values become dropdown columns with options preserved exactly from Thunderbolt Pipeline.

Thunderbolt Pipeline notes attached to bids and contacts migrate as Updates on the corresponding Monday CRM item. Original author and timestamp are preserved in the update attribution. High-volume activity logs (many updates per item) are summarized — oldest and most recent preserved, bulk logs noted in a separate archive file.