Migrate from Yardi to monday CRM

Yardi tenant records map to Monday CRM Contact items. The tenant's name, email, phone, and move-in date become standard contact columns. Active tenant status is preserved as a Tag or Dropdown column. Historical (former) tenants migrate with a 'Past Tenant' status tag and are retained for lease history continuity.

Yardi property records become Monday CRM Company items. Property name maps to company name. Address, property type (residential, commercial, mixed-use), and unit count become custom columns. Multi-building complexes can be represented as one Company item with a unit-count column or split into subitems per building.

Individual units within a Yardi property do not have a direct Monday CRM equivalent. Units are mapped as subitems on the parent Property item, with columns for unit number, bedroom count, square footage, and current occupancy status. This preserves the property-unit hierarchy while fitting Monday's nested item model.

Yardi lease records become Deal items on a dedicated Pipeline board. Each lease is one Deal item with a Status column reflecting lease stage (Renewal, Active, Month-to-Month, Expired). The tenant contact and property company are linked via Monday's connect boards or item relations feature. Monthly rent maps to the Amount field, lease start and end dates to Close Date and a custom Lease End Date column.

Yardi's scheduled rent amount per lease maps directly to the Monday CRM Deal's Amount (currency) column. This enables pipeline-level revenue forecasting in Monday using the built-in sum calculations on the board. The rent figure transfers as a numeric value, preserving decimals for cents precision. Lease deals on the Pipeline board aggregate total rent across all active leases using Monday's built-in column sum formula, giving your team an immediate view of recurring monthly revenue. This mapping assumes a single rent amount per lease period — if the Yardi lease has rent escalation scheduled at renewal, that future amount updates when the lease renewal deal item is created.

Yardi stores security deposit amounts and status (collected, held, returned) on the lease record. Monday CRM has no native deposit field. We create a 'Security Deposit' Number column and a 'Deposit Status' Dropdown column on each lease Deal item. Deposit status values (Collected, Held, Partially Returned, Returned) map directly.

Yardi rent payment records become Update/Activity entries on the associated Lease Deal item. Each payment is logged with the date, amount, payment method, and whether it was on-time or late. Monday's activity feed on Deal items preserves the payment history for audit purposes even though Monday lacks a formal financial transactions module.

Yardi maintenance tickets (from Yardi Service or Care Suite) migrate as items on a dedicated Maintenance Issues board. Columns capture priority (Emergency, High, Medium, Low), category (Plumbing, HVAC, Appliance, etc.), assigned vendor, and status (Open, In Progress, Completed). The item links to the affected Property Company via Monday's connect-boards relation. Alternatively, for tighter integration, maintenance items can be subitems on the Property item.

Yardi vendor records map to Monday CRM Company items (for property management vendors) or Contact items (for individual contractors). Vendor type (Plumber, Electrician, Landscaper, Insurance, etc.) is stored as a Dropdown column. Vendor contact info (name, phone, email) maps to the standard company or contact fields.

Yardi assigns users to properties by role. We resolve Yardi users by email to Monday CRM workspace members. Unmatched Yardi users are flagged before migration — you either invite them to Monday first or assign their records to a designated fallback member. This ensures every migrated item has an owner without orphaning records.

Any Yardi custom fields on tenants, properties, or leases map to Monday CRM custom columns. Column type is chosen from Monday's supported types (Text, Number, Date, Dropdown, Checkbox, Link, etc.) based on the source data type. If a Yardi field has a pick-list of values, we create a Dropdown column with those values preserved.

Yardi lease addenda are stored as linked documents or notes on the lease record. We migrate them as PDF attachments or as text updates on the associated Lease Deal item in Monday. The amendment type (rent escalation, term extension, concession) is tagged in the update so the lease history is auditable.