Migrate from Acumen to monday CRM

Acumen contacts become Monday CRM items in the Contacts board. Each contact property such as name, email, phone, job title, and address maps to an equivalent Monday CRM column type (text, email, phone, text, location). Original create dates, last‑update timestamps, and owner assignments are stored in custom datetime and person columns to preserve the full historical record and enable accurate attribution after migration.

Acumen companies map to Monday CRM items in the Companies board. Company name, domain, industry, employee count, and address fields convert to Monday text, link, dropdown, number, and location columns respectively. Additional fields such as annual revenue, phone number, and social URLs are mapped to text or link columns as appropriate, while original company IDs are retained in a custom text column for traceability and cross‑system reference.

Acumen deals become Monday CRM items in the Opportunities board. Deal name, amount, close date, and owner assignment map directly to Monday CRM Name, Number, Date, and Person columns. Additional deal attributes such as pipeline stage, probability, and custom fields are recreated as custom columns on the board, preserving the original Acumen deal ID in a dedicated text column for downstream reconciliation and delta‑run deduplication.

Acumen pipeline definitions become Monday CRM board groups representing deal stages. Stage names from Acumen's pipeline configuration map to Monday group names or a Status dropdown column; automations in Monday CRM handle stage transitions that Acumen managed through workflow rules.

Acumen call and email records attach to the relevant contact or deal item in Monday CRM as update entries with original timestamps, activity type, and body content. Meeting records become calendar‑linked updates with start and end times, preserving title, location, and attendee details in the update description. All activity IDs are retained in a custom text column for downstream correlation and delta‑run capture of new interactions.

Acumen file attachments are re-uploaded as Monday CRM file‑column values attached to the corresponding contact, company, or deal item. Original file names, MIME types, and file sizes are preserved in Monday CRM's file metadata. Each file column entry includes a direct download link and the original creation timestamp, enabling users to verify authenticity and maintain audit trails after migration.

Acumen custom fields that do not match Monday CRM native column types are created as custom columns on the target board. Field type translation maps Acumen text, number, date, and dropdown fields to equivalent Monday column types such as text, number, date, and dropdown, while complex types like formula or multi‑select become text columns flagged for manual review. Custom column names retain the original Acumen field label to preserve meaning and avoid naming conflicts.

Acumen owner assignments resolve by matching the Acumen owner email address to a Monday CRM user email. Unmatched owners are flagged before migration; records are assigned to a fallback owner or held pending invitation to Monday CRM. During migration, each resolved owner is stored in a Person column, and the original Acumen owner identifier is retained in a custom text column to support audits and map activity attributions.

Acumen workflow rules, automation triggers, and notification sequences have no direct equivalent in Monday CRM. These must be rebuilt using Monday's Recipe builder or automation triggers post‑migration. FlitStack exports workflow definitions as a machine‑readable configuration reference, including trigger types, condition logic, and action steps, so your Monday CRM admin can systematically recreate each automation in the Recipe builder and validate the resulting behavior before go‑live.

Acumen third‑party integrations and API connections do not transfer to Monday CRM. Each integration such as ZoomInfo, RingCentral, Outlook, Google Calendar, Zapier, and Make must be re‑authenticated and re‑configured in Monday CRM after migration. FlitStack provides a connectivity checklist that lists the original integration endpoints, required OAuth scopes, and webhook URLs, enabling your team to quickly re‑establish each connection and resume automated data flows without duplicating setup effort.

Acumen tags and record labels migrate to Monday CRM's Tags column on the relevant board, preserving the original tag names and their link to contacts, companies, or deals. Tags without a Monday CRM equivalent are listed in a reference table within the migration report, including the original tag identifier, target board, and recommended alternative (label column or separate tag board) for manual review.

Acumen custom objects that are not standard contacts, companies, or deals become entirely new boards in Monday CRM. All records and associated custom fields map to equivalent Monday columns, preserving field types and option lists where possible. Relationships to standard objects use Monday's Item Links column, supporting many‑to‑many connections between the custom board and contacts, companies, or deals; a mapping table in the migration report documents each link for reference.