Migrate from Wise Agent to monday CRM

Wise Agent contacts map to Monday CRM Person items on a People board. The Person type automatically links to an Organization item via the built-in People column. We preserve original Wise Agent contact IDs in a Source_ID custom column for delta-run deduplication.

Wise Agent companies map to Monday CRM Organization items, with address, industry, phone, and employee-count properties becoming Organization-level custom columns. Parent–child company hierarchies in Wise Agent become separate Organization items linked via a Parent_Org custom column to preserve the corporate structure in Monday's flat organization model.

Wise Agent's referral tree allows N:N contact-to-company associations per contact. Monday CRM's Person item links to one Organization via the People column; additional associations migrate as subitems or as entries in a custom Linked_Companies multi-select column with manual rebuild recommended.

Wise Agent transactions become items on a dedicated Deals board. Each item represents one real estate transaction with Status mapped to a Monday Status column reflecting the transaction stage (Active, Under Contract, Closed). Associated contact and property items link via Connect boards columns.

Wise Agent transaction checklists become Monday CRM subitems on each Deals item. Each checklist line transforms into a subitem with its own Name, Status, Assignee, and Due Date columns. The completed/open state of each Wise Agent checklist line maps to a Done/Open value in the subitem Status column to preserve task completion status.

Monday CRM has no native drip campaign equivalent. We preserve Wise Agent drip campaign names, step counts, and target labels in a Drip_Campaign_Reference__c custom column. The campaign logic must be rebuilt using Monday's automation recipes — we export the full Wise Agent campaign definition as a JSON reference file.

Wise Agent labels migrate to Monday tags at the item level. If labels need board-specific scoping, we create a Labels multi-select column on the People board with the exact Wise Agent label vocabulary. Category groupings in Wise Agent require manual grouping in Monday since tags are flat.

Wise Agent task reminders linked to contacts or transactions become subitems on the relevant Deals or People item in Monday CRM. Due dates, assignees, and priority flags map to Monday subitem columns. Unassigned tasks without a parent record migrate to a standalone Tasks board to ensure no work items are lost during the migration.

Wise Agent calendar entries and showing/event schedules migrate to a dedicated Events board with Start Date, End Date, and Location columns. For teams using Google Calendar or Outlook, we recommend Monday's native two-way sync post-migration rather than migrating historical calendar items in bulk.

Wise Agent custom properties become Monday CRM custom columns on the appropriate board. Text properties map to Text columns, dates to Date columns, numbers to Numbers columns, and pick-lists to Dropdown or Multi-select columns. We pre-create all custom columns during the Monday schema setup phase.

Wise Agent email and SMS activity history attached to contacts becomes Monday Updates on the relevant Person item. Each communication entry migrates as an Update with timestamp, direction (sent/received), content body, and sender name preserved. Monday's activity log aggregates these automatically for a complete communication timeline on each contact record.

Wise Agent lead source fields such as Zillow, Realtor.com, referrals, and website captures map to a Lead_Source dropdown column on the People board. Values are mapped one-for-one using the existing Wise Agent vocabulary, and any unmapped or custom values are preserved as text for post-migration review and consolidation into the dropdown options.