CRM migration

Migrate from Zinc to monday CRM

Field-level mapping, validation, and rollback between Zinc and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.

Zinc logo

Zinc

Source

monday CRM

Destination

monday CRM logo

Compatibility

100%

10 of 10

objects map 1:1 between Zinc and monday CRM.

Complexity

BStandard

Timeline

24–48 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Zinc logo

Zinc

What's pushing teams away

  • Lack of live chat support forces users to rely on a chatbot or email, which some find inadequate for time-sensitive hiring queries.
  • Admin visibility into usage volumes — how many checks remain or have been used — is limited in the standard UI, frustrating finance and HR operations teams.
  • Custom check builder lacks an accessible backend view for some administrators, making it hard to audit or manage check usage at scale.

Choosing

monday CRM logo

monday CRM

What's pulling them in

  • Users praise the board-based visual interface for making pipeline stages immediately legible to non-technical team members without CRM training.
  • The no-code automation builder lets sales ops teams create lead routing, stage updates, and email triggers without developer involvement.
  • Integration ecosystem connects to Slack, Gmail, Outlook, and Zapier with minimal configuration, reducing friction for teams already using these tools.
  • The flexible column system lets teams build custom CRM views — deal value, close date, lead source — without needing a developer or pre-defined schema.
  • Teams already using monday Work Management can layer CRM features onto existing boards rather than starting from scratch.

Object mapping

How Zinc objects map to monday CRM

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

maps to

monday CRM

People Board Item

1:1
Fully supported

Each 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)

maps to

monday CRM

Custom Column Group on People Item / Subitem

1:1
Fully supported

Criminal 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)

maps to

monday CRM

Custom Column Group on People Item / Subitem

1:1
Fully supported

Employment 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)

maps to

monday CRM

Custom Column Group on People Item / Subitem

1:1
Fully supported

Education 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)

maps to

monday CRM

Custom Column Group on People Item / Subitem

1:1
Fully supported

Motor 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

maps to

monday CRM

Status Column on Subitem

1:1
Fully supported

Zinc 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

maps to

monday CRM

Person Column on People Item / Subitem

1:1
Fully supported

The 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

maps to

monday CRM

Link Column on Subitem

1:1
Fully supported

Zinc 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)

maps to

monday CRM

Text Columns on Subitem

1:1
Fully supported

Zinc 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

maps to

monday CRM

Company Board Item + Link Column

1:1
Fully supported

When 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.

Gotchas + challenges

What specifically takes care here

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 logo

Zinc gotchas

High

Integration settings do not migrate automatically

Medium

Custom check templates with bespoke rubrics require field-level mapping

Low

Audit logs are not accessible for export

monday CRM logo

monday CRM gotchas

High

Subitems are not included in bulk exports

High

Daily API call limits vary sharply by plan

Medium

Legacy automations (Sentence Builder) are being deprecated

Medium

Excel and account exports only include table views

Low

Enterprise admins can disable non-admin exports

Pair-specific challenges

  • Monday CRM API daily call limits constrain migration throughput for large candidate volumes

    Monday CRM enforces a daily API call cap that varies by plan tier — Basic and Standard plans allow 1,000 calls per day, Pro allows 10,000 per day, and Enterprise allows 25,000 per day. Each Zinc candidate with multiple checks generates multiple API calls during migration (one to create the item, one per subitem, one per custom column update). For a Zinc account with 10,000 candidates averaging four checks each, the migration may require 40,000+ API calls — which exceeds the daily limit on any plan except Enterprise. FlitStack spreads the migration across off-peak hours and uses batched subitem creation to minimize daily call consumption, but teams on Basic or Standard plans should expect the full migration to span two to three calendar days rather than a single-session run.

  • Monday CRM has no native background-check object — screening data requires custom column design

    Unlike Zinc, which has first-class objects for candidate records and check requests, Monday CRM is a board-based Work OS with no built-in CRM entity for background checks. Every check type (criminal, employment, education, MVR) must be represented using Monday CRM's column system — Status, Date, Text, Link, Dropdown, or Subitems. This means the Monday CRM admin must decide on a column architecture before migration begins: should each check type be a subitem on the People item, or should it be a set of columns on the main item? FlitStack delivers a column architecture plan during discovery so the Monday CRM schema is ready before data lands. If the wrong architecture is chosen, migrating again to restructure requires a new migration run.

  • Zinc automations and ATS triggers have no Monday CRM equivalent and must be rebuilt

    Zinc automates check initiation based on triggers from connected ATS platforms — for example, when a candidate advances to a specific stage in Greenhouse, Zinc automatically queues a background check. Monday CRM's automation Recipes are trigger-action blocks scoped to board events (when a column changes, when an item is created, on a schedule). There is no Monday CRM native trigger for ATS-stage advancement from Greenhouse or Lever. Teams must rebuild their check-initiation logic using Monday CRM's Recipe builder combined with an integration platform (Zapier, Make, or a custom API connector) or rebuild the workflow in the ATS itself. FlitStack exports Zinc workflow definitions as a rebuild reference document, but the automation logic itself cannot be transferred automatically.

  • Monday CRM does not have a built-in compliance or audit log for background check records

    Zinc is designed as a compliance tool — it maintains immutable check records, audit logs of who accessed results, and chain-of-custody documentation for each screening. Monday CRM is a general work management and CRM platform; it does not have a built-in compliance audit log that tracks who viewed a specific check result or when it was accessed. Teams in regulated industries (healthcare, financial services, government contracting) that rely on Zinc's compliance audit trail will need to evaluate Monday CRM's Activity Log (available on Standard and above, showing item-level changes) as a partial substitute, or configure a third-party audit solution for immutable record access logging.

  • Monday CRM subitem permissions inherit from the parent item — permission granularity is limited

    In Monday CRM, subitems inherit the visibility and editing permissions of their parent item. If a People item is shared with a specific team, all of its check subitems are visible to that same team. There is no way in Monday CRM to share a subitem (e.g., a flagged MVR result) with a subset of users who have access to the parent People item. Zinc allows fine-grained access control per check request. Teams that need to restrict access to specific check results (for example, hiding a failed criminal check from the recruiting team but showing it to HR compliance) will find Monday CRM's permission model less granular and should plan for a permission restructuring as part of the migration.

Migration approach

Six steps for a successful Zinc to monday CRM data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

Context on both ends of the pair

Zinc logo

Zinc

Source

Strengths

  • Structured digital reference reports replace unstructured phone calls, producing consistent, comparable data across hires.
  • Fast turnaround from request to completed reference — multiple reviews cite 48-hour or next-day completion timelines.
  • Integration ecosystem connects to major ATS and HRIS platforms, automating request dispatch and result ingestion.
  • Configurable check templates let companies tailor questions to role level and department without rebuilding from scratch.
  • High customer satisfaction — 4.7/5 on G2 with 83% five-star ratings across 174 reviews.

Weaknesses

  • No live chat or real-time support channel — users are directed to a chatbot or email for assistance.
  • Admin and finance users have limited self-service visibility into check consumption, volume usage, and remaining quota.
  • Integration settings and webhook configurations must be manually re-established after any migration, with no automated export of these settings.
  • Custom check templates with non-standard scoring rubrics may not map cleanly to alternative reference-checking platforms.
monday CRM logo

monday CRM

Destination

Strengths

  • Board-based UI makes pipeline stages and deal progress visually obvious without training.
  • No-code automation builder requires no developer resources to create lead routing and stage-triggered actions.
  • Flexible column system supports custom CRM fields without schema changes or admin involvement.
  • Integrates natively with Slack, Gmail, Outlook, and Zapier with minimal configuration overhead.
  • Layered product means teams already on monday Work Management can add CRM without migrating existing data.

Weaknesses

  • No native Contacts object separate from Items — contacts are managed inside a CRM module's People feature.
  • Pipeline and deal relationships use a flat item model rather than a relational object model, making complex CRM associations awkward.
  • Automations are plan-gated (250 actions/month on Standard, 25,000 on Pro) and the legacy Recipe system is being deprecated.
  • Customization and advanced views (Chart, Formula, Dependency) are locked behind Pro and Enterprise tiers.
  • Per-seat pricing with non-refundable annual billing creates cost lock-in risk during migration.

Complexity grading

How hard is this migration?

Standard CRM migration. All 8 core objects map 1:1 between Zinc and monday CRM.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Zinc and monday CRM.

  • Object compatibility

    A

    All 8 core objects map 1:1 between Zinc and monday CRM.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Zinc: Not publicly documented.

  • Data volume sensitivity

    B

    Zinc doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Zinc to monday CRM migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Zinc to monday CRM data migrations

Answers to the questions buyers ask most during Zinc to monday CRM migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Small migrations with fewer than 5,000 candidate records and a single check type complete within 24–48 hours of clock time. Larger datasets with 50,000+ records, multiple check types (criminal, employment, MVR), and subitem architecture extend to 5–7 days. The timeline also depends on how quickly the Monday CRM column architecture is designed and approved — this schema planning phase happens before any data extraction begins and is typically the longest pre-migration step.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Zinc.
Land in monday CRM, intact.

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