CRM migration
Field-level mapping, validation, and rollback between Zinc and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Zinc
Source
monday CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Zinc and monday CRM.
Complexity
BStandard
Timeline
24–48 hours
Overview
Zinc is a pre-employment background-check and referencing toolkit designed for HR and recruiting workflows — it excels at automating candidate screening, check orchestration, and result tracking, but it is not a general-purpose CRM. Monday CRM, built on the monday.com Work OS, is a visual board-based CRM where every entity (People, Deals, Companies) lives as a board with customizable columns, subitems, and no-code recipe automations. There is no direct object-level equivalence: a Zinc candidate + their check history maps to a Monday CRM People board item with linked custom columns and subitems for each check type. We extract Zinc records via API using scoped read access, preserving candidate names, contact details, check types, statuses, request dates, completion dates, and result URLs. Each check type (criminal, employment, education, MVR) becomes a dedicated column group or subitem on the Monday CRM People board, with Status mapped to a Monday CRM Status column so the pipeline view reflects screening progress. Custom fields, file attachments, and owner assignments migrate as Monday CRM custom columns, Person assignments, and file links. Workflows, integrations, and API connections in Zinc do not migrate — those are rebuilt in Monday CRM's automation recipes and integrations directory. The full migration runs against a test board first, with a field-level diff so you can verify column mapping before the production cutover commits.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Zinc object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Zinc
Candidate / Person
monday CRM
People Board Item
1:1Each Zinc candidate record (name, email, phone, company, title) becomes a Monday CRM People board item. FlitStack maps the candidate's primary contact fields to the corresponding Monday CRM person columns. Multi-check candidates remain a single item with checks stored as subitems or custom columns.
Zinc
Check Request (Criminal)
monday CRM
Custom Column Group on People Item / Subitem
1:1Criminal background check records from Zinc map to a dedicated subitem or column group on the Monday CRM People item, with columns for Status, Request Date, Completion Date, Result URL, and Verifier Notes. The subitem inherits the parent item's Person assignment automatically.
Zinc
Check Request (Employment)
monday CRM
Custom Column Group on People Item / Subitem
1:1Employment verification records map to a separate subitem or column group on the Monday CRM People item. The check status maps to the Monday CRM Status column so the item shows green (Complete), yellow (In Progress), or red (Flagged) in board view without opening the subitem.
Zinc
Check Request (Education)
monday CRM
Custom Column Group on People Item / Subitem
1:1Education verification records migrate as a subitem with Status, Institution, Degree, Graduation Year, and Verification Date columns. If Zinc stores the verification PDF as a URL, that URL is preserved as a link column in Monday CRM so the full education history is accessible without leaving the board view.
Zinc
Check Request (MVR)
monday CRM
Custom Column Group on People Item / Subitem
1:1Motor Vehicle Record checks map to a subitem with Status, Request Date, Completion Date, and Result URL columns. MVR-specific fields like license number and issuing state are stored as dedicated text columns in Monday CRM for quick reference during the hiring review.
Zinc
Check Status
monday CRM
Status Column on Subitem
1:1Zinc check statuses (Pending, In Progress, Completed, Flagged, Expired) map to Monday CRM Status column values. We configure the Status column with colors matching Zinc's status semantics — green for Complete, gray for Expired — so board view is immediately interpretable for recruiting or sales ops teams.
Zinc
Owner / Assigned Recruiter
monday CRM
Person Column on People Item / Subitem
1:1The Zinc user assigned to a check migrates as a Person column assignment in Monday CRM. Email-based matching resolves the Zinc owner to an existing Monday CRM workspace member. Any owners unmatched by email are flagged in a pre-migration report for manual assignment to prevent orphaned records.
Zinc
Check Result / Report URL
monday CRM
Link Column on Subitem
1:1Zinc stores result PDFs and report URLs as a URL field on each check record. FlitStack maps this to a Monday CRM Link column on the subitem, preserving the original result document reference so compliance teams can access the full report without leaving Monday CRM.
Zinc
Check Type Metadata (pricing tier, turnaround SLA)
monday CRM
Text Columns on Subitem
1:1Zinc check packages often include tier information (Standard, Plus, Premium) and turnaround SLAs that have no native Monday CRM equivalent. We create text columns (Check Tier, Turnaround SLA) on the subitem to preserve this metadata for compliance and audit purposes.
Zinc
Company / Employer Name
monday CRM
Company Board Item + Link Column
1:1When Zinc candidates have an associated employer (especially for employment and MVR checks), the employer name maps to a link to the Monday CRM Companies board if a matching company item exists. If no match is found, the name is stored as a text column on the People item.
| Zinc | monday CRM | Compatibility | |
|---|---|---|---|
| Candidate / Person | People Board Item1:1 | Fully supported | |
| Check Request (Criminal) | Custom Column Group on People Item / Subitem1:1 | Fully supported | |
| Check Request (Employment) | Custom Column Group on People Item / Subitem1:1 | Fully supported | |
| Check Request (Education) | Custom Column Group on People Item / Subitem1:1 | Fully supported | |
| Check Request (MVR) | Custom Column Group on People Item / Subitem1:1 | Fully supported | |
| Check Status | Status Column on Subitem1:1 | Fully supported | |
| Owner / Assigned Recruiter | Person Column on People Item / Subitem1:1 | Fully supported | |
| Check Result / Report URL | Link Column on Subitem1:1 | Fully supported | |
| Check Type Metadata (pricing tier, turnaround SLA) | Text Columns on Subitem1:1 | Fully supported | |
| Company / Employer Name | Company Board Item + Link Column1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Zinc gotchas
Integration settings do not migrate automatically
Custom check templates with bespoke rubrics require field-level mapping
Audit logs are not accessible for export
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Design Monday CRM board architecture for background check data
Before extracting any data from Zinc, FlitStack works with your Monday CRM admin to design the board and column structure. We review Zinc's check types, status values, and metadata fields, then deliver a column architecture plan specifying which check types become subitems vs. column groups, which Status column values to configure, which custom columns to create, and how the People board should be organized. This plan is reviewed and approved before any migration code runs.
Extract Zinc candidate and check records via scoped read access
FlitStack connects to Zinc using scoped read-only API credentials. We extract all candidate records, all check requests (criminal, employment, education, MVR, drug test) linked to those candidates, and associated metadata including owner assignments, status history, result URLs, and package tier information. The extract runs in read-only mode — your team continues working in Zinc uninterrupted. We validate record counts and field completeness against a sample of records before proceeding.
Build Monday CRM custom columns, subitem templates, and status configurations
Using the architecture plan from Step 1, we pre-create all custom columns on the Monday CRM People board: Status columns with color-coded values matching Zinc's status semantics, Date columns for request and completion dates, Text and Dropdown columns for check type metadata, Link columns for result documents, and Person columns for owner assignment. If subitems are the chosen architecture, we configure the subitem template so every new check subitem includes the required columns automatically.
Run a sample migration with field-level diff on a representative record set
A sample migration runs against 50–200 representative records — spanning candidates with multiple check types, different statuses, and mixed owner assignments. We generate a field-level diff comparing each Zinc field against the corresponding Monday CRM column value so you can verify that check statuses, dates, result URLs, and owner assignments landed correctly before the full migration commits. Any mapping errors are corrected in the migration plan before the production run.
Execute full migration with delta-pickup window for in-flight records
The production migration runs against the full Zinc dataset, creating People items and check subitems (or custom column groups) on Monday CRM. A delta-pickup window — typically 24 hours after the primary run begins — captures any check requests created or updated in Zinc during the cutover period so Monday CRM reflects Zinc's final state at go-live. FlitStack provides an audit log of every record created and updated. One-click rollback reverts all Monday CRM changes if reconciliation fails.
Platform deep dives
Zinc
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Zinc and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Zinc and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Zinc and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Zinc: Not publicly documented.
Data volume sensitivity
Zinc doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Zinc to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Zinc to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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