Migrate from Vaulta to monday CRM

Vaulta's vault is a top-level container with security rules, users, and document libraries. We map each Vaulta vault to a Monday CRM workspace so that workspace-level permissions align with Vaulta's vault-level access controls. The Vault description becomes workspace notes. If multiple vaults exist, we create corresponding workspaces and map board ownership to vault admins.

Vaulta folders nest inside vaults and contain documents and sub-folders. We map each top-level Vaulta folder to a Monday CRM board within the target workspace. Nested sub-folders become Monday CRM groups within that board, preserving the hierarchical grouping. If folders span multiple vaults, we consolidate under a single target workspace or create a board-per-folder based on your naming convention.

Vaulta documents are the primary data unit — structured records with standard and custom fields. We map each Vaulta document to a Monday CRM Item within the target board. Vaulta document metadata (owner, dates, type, status, version) becomes Monday CRM column values. Document content files are re-uploaded as Monday CRM file attachments linked to the Item. Items inherit the board's group structure from the Vaulta folder hierarchy.

Vaulta supports custom object types with user-defined field schemas, pick-lists, and relationship fields. Monday CRM has no equivalent custom object — these map as a set of custom columns on the target board, using the closest Monday CRM column type per Vaulta field data type. Multi-valued Vaulta fields map to Monday CRM text or label columns with comma-separated values since Monday CRM has no native multi-select column type.

Vaulta users have accounts tied to vault roles and permissions. We resolve Vaulta users by email match against Monday CRM registered users. Unmatched owners are flagged before migration so your team can invite them to Monday CRM or assign a fallback user. Vaulta role assignments (vault owner, contributor, viewer) are preserved as a text field for admin reference when rebuilding Monday CRM permissions post-migration.

Vaulta tracks document versions with version numbers, authored timestamps, and change summaries. Monday CRM Items carry a last-activity date but have no native version history log. We preserve Vaulta's version number and last-modified-by user as text columns on the Monday CRM Item so historical version context is available even though full version branching is not replicated.

Vaulta's role-based security assigns vault-level and object-level permissions to users and groups. Monday CRM's permission model uses workspace membership and per-board owner/editor/viewer roles. We map Vaulta role names to Monday CRM workspace invites and board-level access roles, but field-level visibility rules in Vaulta have no Monday CRM equivalent — these must be reviewed and rebuilt as board-level or column-level restrictions post-migration.

Vaulta automations and vault-level workflows are Vaulta admin configuration, not data records. Monday CRM automations and recipes live in a separate automation layer and are not exported or migrated by FlitStack AI. We export Vaulta automation definitions as a structured reference document that your Monday CRM admin can use to rebuild equivalent automations using Monday's recipe builder.

Vaulta documents carry a lifecycle_state field (draft, submitted, under review, approved, released, archived) governing document status transitions. We map each Vaulta lifecycle state value to a Monday CRM Status column value or group label on the target board. If your team uses Vaulta's lifecycle model to track document approval workflows, the Monday CRM Status column replicates the stage concept.

Vaulta documents support file attachments stored in the vault's document repository. We re-upload these files as Monday CRM file attachments linked to the corresponding Item. File size limits apply per Monday CRM plan (50 MB per file on Pro and Enterprise). Inline images embedded in Vaulta document content are extracted and re-uploaded as separate file attachments.

Vaulta maintains a per-object audit log of field-level changes, user actions, and lifecycle transitions. Monday CRM's activity log captures Item updates and column changes but does not retain a field-level change history. We preserve Vaulta audit log entries as a text or long-text column on each migrated Item so the change record remains accessible for compliance review.

Vaulta supports object relationships such as document-to-document or document-to-product linkages. Monday CRM has no native relational model between boards. We map Vaulta relationships using Monday CRM's Connect boards column type (linking Items within or across boards) or by storing related Item IDs as a text column. N:N relationships that span Vaulta vaults map to a junction board in Monday CRM.