Migrate from Access CRM to monday CRM

Access CRM Contacts migrate as People Items on the Monday.com CRM Board. Standard fields (first name, last name, email, phone, address) map directly to Monday.com People column types. We use the Contact's primary email as the dedupe key. Any HubSpot owner/User assignment on the Contact resolves to a Monday.com Team member via email match before import.

Access CRM Company records map to Monday.com Organizations. The Company name becomes the Organization name, domain maps to a text column, industry maps to a tag or dropdown column, and employee count maps to a number column. Organization is created before any linked People import so that the relationship column is satisfied at insert time.

Access CRM Opportunities map to Monday.com Deals. The deal name maps to Deal title, amount maps to a number column, close date maps to a date column, and stage maps to the Status column via a customer-approved stage matrix built during scoping. We flag that Monday.com Deals have no native probability field.

Access CRM's Worst/Likely/Best monetary probability modelling has no direct Monday.com equivalent. We create three custom number columns on the Deal item (Worst Value, Likely Value, Best Value) and map the Access probability percentage to a custom percentage column. The customer's admin rebuilds the probability logic using Monday.com formula columns post-migration if needed.

Access CRM Cases (problem-tracking tickets with open-through-resolution lifecycle) map to Items on a dedicated Monday.com Board with Status columns representing case stages. We create a separate Board for Cases rather than mixing with CRM Deals to preserve the distinction between sales pipeline and customer-service tracking. Case owner assignment resolves via email match to Monday.com Team members.

Access CRM pipeline stages are tenant-defined free text with no standard vocabulary. We capture the full stage list during scoping, produce a stage-mapping matrix, and configure the Monday.com CRM Board Status column with the mapped values before any Deal or Case import. Unmapped stages default to an Archive status unless the customer explicitly directs otherwise.

Access CRM User records (name, email, role) migrate to Monday.com Team members. We resolve by email match. Any Access CRM owner reference on a Contact, Company, Opportunity, or Case without a matching Monday.com user goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Access CRM stores activity history in threaded format associated with Contacts and Opportunities. We flatten this to timestamped Updates on the corresponding Monday.com People or Deal Item. Call duration, email subject, and meeting time migrate as text in the Update body. Native activity timeline preservation requires a separate Monday.com Activity Board in Pro plan or above.

Access CRM custom fields are tenant-specific and not self-documented in the admin UI. We extract the full field manifest via the admin knowledge base, cross-reference against the Access CRM data export, and pre-create equivalent custom columns on the Monday.com CRM Board before migration. Field types (text, number, date, dropdown, checkbox) map to Monday.com column types.

Access CRM web enquiry forms capture leads directly into Opportunities. Form field structure is configurable per tenant. We treat each form as a custom field set and map form fields to custom columns on a Monday.com Lead Board. The form submission date maps to a Date column, and the enquiry source maps to a tag or dropdown column.