Migrate from AddressTwo to monday CRM

AddressTwo Contacts migrate as Monday.com People items. The contact's name, email, phone, and address fields map to the corresponding People entity fields. Company name from AddressTwo's contact-level company field populates the People company_name field. Owner assignment maps to a Monday.com team member by email match. Activity history migrates as item updates in reverse-chronological order.

AddressTwo stores company data as a text field on the Contact record rather than a separate object. We extract that value and populate Monday.com People company_name. If the customer has multiple contacts sharing the same company name, Monday.com groups them under the same company entity. A separate Company board can be created if the customer requires a dedicated company record with additional fields beyond what People supports.

AddressTwo Deals map to Monday.com Opportunity items on a Deals board. The deal name becomes the item title, deal stage maps to a board column with stage values, deal value maps to a Number or Currency column, and close date maps to a Date column. Owner assignment resolves by email match to a Monday.com team member.

Each AddressTwo Deal pipeline stage becomes a Monday.com board column. Stage names migrate verbatim and are presented as column headers in the Deals board. The customer chooses column type (Status, Label, or Dropdown) during scoping to match how the sales team prefers to filter and group deals.

AddressTwo date-stamped Activities (calls, meetings, tasks) migrate as Monday.com item updates. Each activity creates a reverse-chronological update entry on the related People or Opportunity item with the timestamp, activity type, and notes preserved. Call duration and meeting location migrate as update text rather than structured fields because Monday.com People does not have native duration or location fields.

AddressTwo BCC-collected email threads stored per Contact migrate as an item update or Note attachment on the People item. The thread is stored as flattened conversation text. Monday.com CRM does not have native threaded email storage; email capture after migration relies on the Gmail or Outlook integration. Historical threads are preserved but are not interactive as they would be in a native email CRM.

Free-text notes attached to an AddressTwo Contact migrate as item updates on the corresponding Monday.com People item. If a note has a date, that date appears in the update timestamp. If the note has no date, it appears as the current migration date with an indicator. Long notes that exceed update character limits are split across multiple updates.

AddressTwo contact tags migrate as Monday.com Tags on the People item. Tags are a native People entity feature. Campaign membership tags (e.g., Sent_Winter2024) migrate as tags so that the customer can filter the People board by campaign history.

AddressTwo tracks which contacts were sent a mass email campaign. We migrate campaign membership as a tag on each People item (e.g., tag: Winter2024_Campaign). If the customer has multiple campaigns, tags are applied per campaign. Campaign analytics (open rates, click rates) do not migrate because AddressTwo does not export that data in its standard export path.

AddressTwo custom fields on Contacts and Deals migrate as custom columns on the Monday.com People and Opportunity items. We pre-create the column in the destination board before migration. Column type is chosen to match the data type: text fields become Text columns, date fields become Date columns, numeric fields become Number columns, and multi-select fields become Dropdown or Tags columns. Fields without a clear Monday.com equivalent are flagged for customer review.