Migrate from VaultRE to monday CRM

VaultRE Contact records migrate as Items on a dedicated Contacts Board in Monday CRM. The Contact Type field (Buyer, Seller, Tenant, Landlord) maps to a single-select Status or Label Column. Role-specific properties stored on the VaultRE contact (e.g., tenant lease end date) become custom columns on the Item with appropriate types (Date, Number, etc.). Multiple active roles per contact flatten into separate Monday Items or a multi-select column — your team chooses the structure before migration.

VaultRE contacts have a primary company link. In Monday CRM, this becomes a Connect Column linking the Contact Item to the corresponding Property/Company Item. If a contact has multiple associated companies, secondary associations use sub-items or a separate Junction Board — we map the most-recently-modified association as primary by default.

VaultRE Property records (residential, commercial, land) migrate as Items on a Property Board. Property attributes (address, type, bedrooms, bathrooms, land area) map to typed Monday columns. The VaultRE Property Status (For Sale, For Rent, Sold, Leased, Off Market) maps to Monday's Status Column. Historical status changes in VaultRE are preserved as activity-log entries on the Monday Item.

VaultRE Listings are a sub-object of Property — each listing version (with photos, descriptions, and price history) migrates as a Sub-item on the Property Board in Monday. Photos migrate as Monday File Columns or are re-hosted and linked. Price changes over time are captured as Date + Amount columns on the Sub-items, preserving the listing price history for reporting.

VaultRE Deals (sale transactions, rental transactions) migrate as Items on a Deal Pipeline Board in Monday CRM. The VaultRE deal stage (Prospect, Offer Made, Under Contract, Settled, Leased) maps to Monday's Status Column with the same stage names. Deal value maps to a Number Column with currency formatting. The linked Contact and Property are connected via Monday Connect Columns.

VaultRE commission splits (agent, agency, referral) per transaction have no direct Monday CRM equivalent. We create Number Columns on the Deal Item for each split role (Agent Commission, Agency Commission, Referral Fee) with percentage or dollar amount. If your agency uses complex tiered commission rules, a separate Commission Board with relational mapping to Deals is recommended.

VaultRE's unlimited Trust Accounts and ledger entries have no Monday CRM equivalent — Monday has no native accounting, double-entry ledger, or reconciliation module. We export the Trust Account balances and ledger history as a structured CSV reference file for your finance team to rebuild in a dedicated accounting tool (Xero, QuickBooks, or similar). The ledger entries are preserved but not migrated into Monday.

VaultRE's multi-office configuration maps to Monday Workspaces (Enterprise plan) or Board Groups on a single Workspace. Each VaultRE office becomes a separate Monday Workspace with its own set of Boards for Contacts, Properties, and Deals. Staff access levels in VaultRE require manual translation to Monday's invite and permission model per Workspace or Board.

VaultRE custom contact fields (field types: Date, Checkbox, Text, Drop-down Selection up to 30 options) map to Monday Column types (Date, Checkbox, Text, Single-Select/Dropdown) with type-aware mapping. Drop-down fields with up to 30 options map directly to Monday's Dropdown Column. Text (multi-paragraph) fields map to Monday's Long Text Column. Field groups in VaultRE are preserved as Monday Column Groups on the board.

VaultRE custom property fields follow the same column-type mapping as contact fields. Property-specific custom fields (e.g., council rates, zoning, body corporate fees) become Number or Currency Columns in Monday. All custom field mappings are validated during the sample migration phase before the full run.

VaultRE staff records migrate as Monday Team Members. Owner assignment on contacts, properties, and deals resolves by email match — VaultRE owner email is matched to the Monday user email. Unmatched owners are flagged before migration for manual assignment or team invite.

VaultRE automation triggers (event-based actions on contact check-in, listing status change, deal stage progression) do not migrate. We export the trigger definitions as a JSON specification document so your Monday admin can rebuild equivalent automations using Monday's Automation Recipes. The trigger logic, conditions, and actions are documented for each active automation.

VaultRE check-in records and activity logs (including open-home attendance, appraisal notes, and meeting records) migrate as Updates on the corresponding Contact or Property Item in Monday CRM. Original timestamps and staff attribution are preserved. The Notes field content is mapped to Monday's Update text.