Migrate from Vinsolutions to monday CRM

VinSolutions customer records migrate as Items in Monday's People board. Name splits into a single Name column; email, phone, and address fields map to Monday's text and Country column types. The item's create date is preserved as a date column since Monday's native Created at cannot be backdated.

Monday CRM has no native Lead object. FlitStack creates a dedicated Leads board with a Status column representing lead lifecycle stages: New → Contacted → Working → Qualified → Disqualified. VinSolutions lead source (website, referral, OEM campaign) maps to a Labels or Dropdown column. Owner resolves by email against Monday workspace members.

VinSolutions vehicle records — stock number, VIN, make, model, year, trim, mileage, and sale price — map to custom text and number columns in a dedicated Inventory board. Vehicle status (Available, Sold, Trade-In) maps to a Status column. The Inventory board links to Deals via Monday's connected boards column so vehicle and deal records stay associated.

VinSolutions deals migrate as Items in a Deals board. Deal amount maps to a Number column with currency formatting; close date maps to a Date column; pipeline stage maps to a Status column with values matching VinSolutions' process stages. Owner resolves by email against Monday workspace users.

VinSolutions Processes fire task reminders, email templates, and stage-entry sequences. Monday CRM automation operates on board-level column-change triggers and cannot replicate VinSolutions' event-based process logic. FlitStack exports process definitions as a structured JSON reference for your Monday admin to rebuild using Monday's Automation Center.

VinSolutions tasks with original due dates and owners become Items in an Activities board linked to the relevant People item, or as Subitems within the contact record. Completed status maps to a Status column; task body maps to a Text column. Original create and due timestamps are preserved as date columns.

VinSolutions email activity with subject, body, direction (sent/received), and timestamp becomes an Item in the Activities board. Direction maps to a Labels column (Inbound / Outbound). The related contact is linked via the People column, preserving the relationship without duplicating the email content across multiple records.

VinSolutions call logs with call type, duration, outcome, and original timestamp migrate as Items in the Activities board. Call type maps to a Dropdown column; duration in seconds maps to a Numbers column; outcome maps to a Labels column. Contact link is preserved via the People column.

VinSolutions file attachments on customer, vehicle, or deal records are downloaded and re-uploaded to Monday's file upload column on the corresponding item. Monday's file size limits apply (25 MB per file). Inline images in VinSolutions notes are extracted and hosted as Monday file attachments.

VinSolutions custom fields like trade-in value, lender name, F&I product add-ons, and service RO number have no Monday CRM native equivalent. FlitStack creates matching custom columns in the appropriate board (Inventory for vehicle fields, Deals for F&I fields) using text, number, or dropdown types as dictated by the data type.

VinSolutions tracks lead source for every prospect — website visits, OEM campaign responses, referral introductions, walk-in traffic, and paid advertising — and this source attribution migrates to Monday as Labels or Dropdown column values on the Leads board. Your sales team can filter leads by source in Monday to identify which campaigns generate the highest-quality leads and which referral channels close fastest, enabling data-driven budget allocation across your marketing channels.

VinSolutions desking records store deal structure, financing terms, and vehicle trade-in details. These map to custom number and text columns in the Deals board — APR, term, monthly payment, down payment, and trade-in allowance — as well as a link to the Inventory board item for the traded vehicle.