Migrate from Accelo to monday CRM

Accelo Companies map to Monday.com CRM People records. The company name becomes the Contact name field, and address, industry, and phone metadata migrate to Monday.com custom columns. Monday.com CRM People does not have a separate Company/Account object; company context lives as a linked field or text column rather than a parent record. We document this distinction during scoping and advise on whether to create a separate Companies board for cross-contact lookups.

Accelo Contacts map directly to Monday.com CRM People. First name, surname, email, phone, and title migrate to Monday.com CRM native fields. Contact-to-company associations resolve to the Monday.com People record after the company mapping is established. Custom fields on Contacts migrate to Monday.com CRM custom fields.

Accelo Deals map to Monday.com CRM Opportunities on the CRM board. Deal value, stage, owner assignment, and close date migrate to the Monday.com CRM Opportunity's native columns. Pipeline assignment maps to the Opportunity's Pipeline and Stage columns, which we configure to match Accelo's pipeline structure.

Accelo Jobs are the core project object and map to Board items in Monday.com. Phases within a Job map to Groups on the board; milestones and assignees map to columns. We preserve Job status, start date, end date, and budget metadata in custom columns. The Job-to-board structure depends on whether the customer wants a single board per Job or a more normalized structure; we confirm this during scoping.

Accelo Tasks map to Sub-items on the corresponding Monday.com board. Assignee, due date, checklist items (as sub-item rows), and task status migrate. Accelo task statuses require mapping to Monday.com status column values; we use a customer-approved status matrix during migration. Tasks without a parent Job map to a standalone board or are reconciled against the customer's board structure.

Time entries export via Accelo's /time API with billable flags, rates, and associations to Jobs and Tasks. Monday.com does not have a native time entry object; we map billable hours to numeric columns, billable rate to a separate currency column, and date to a date column. For large time entry sets (over 5,000 records), we recommend a dedicated Time tracking board rather than embedding all entries on the Job board. Time entries that reference archived financial data are flagged for manual review.

Accelo Staff records map to Monday.com Team Members by email match. Staff roles and permission levels require reconfiguration in Monday.com because Monday.com's permission model (Viewer, Editor, Admin, Owner) differs from Accelo's staff role hierarchy. Staff without a matching Monday.com user are held for admin provisioning before record migration.

Accelo Tickets map to Items on a dedicated Support board in Monday.com. Ticket status, priority, type, assignee, and description migrate. Ticket conversation threads (Comments) migrate to Monday.com Updates on the Item. SLA metadata is not natively supported in Monday.com and is preserved as custom date columns if critical to the customer's workflow.

Accelo Retainers are a compound object combining contract terms, prepaid balance, and billing rules. Monday.com has no native retainer equivalent. We separate Retainer metadata (contract dates, client, total value, balance remaining) into a written inventory document for the customer's admin to rebuild as a board with contract tracking columns. We do not migrate retainer billing logic automatically.

Accelo Invoices export with line items, amounts, status, and client association. Monday.com Standard plan and above supports basic quoting but not full invoice generation with payment processing. We preserve invoice metadata (number, date, amount, status, client) in a written inventory document and flag any invoice records referencing retired chart-of-accounts entries for manual cleanup post-migration.

Attachments on Jobs, Tasks, and Tickets export via Accelo's /attachments API. We download file content individually and re-upload to the linked Monday.com Item as a file upload. Filename and linked object association are preserved. Very large attachment sets require extended migration windows and are scoped separately.

Accelo Leads export via the Sales API with source, status, owner, and custom fields. Monday.com CRM has a native Lead object. We map Lead status, owner (by email), and custom fields directly. The customer's Monday.com CRM plan must support Leads (Professional and above).