Migrate from Advantage HITS to monday CRM

Advantage HITS Contact records map to Monday.com CRM People items or Contact items depending on the customer's board setup. We preserve all standard fields (name, email, phone, title, address) as typed columns. Custom contact properties migrate as text, number, date, or dropdown columns on the destination item.

Advantage HITS Company records map to Monday.com CRM Company items or a designated Account board. Address fields (city, state, country) map to location or address columns if enabled in the destination board. We preserve the original company domain as a text column for reference.

Advantage HITS Deal records map to Monday.com CRM Deal items. Deal name becomes item name, deal value maps to a number column, and deal owner resolves via email to a Monday.com team member. We link each Deal item to the related Contact item via a relation column if the destination board includes contact linkage.

Each Advantage HITS pipeline becomes a Monday.com CRM board, and each pipeline stage becomes a Group within that board. We export the full pipeline definition (stage names, order, win/loss flags) separately and re-create the board and group structure before importing deal items into their respective groups.

Advantage HITS stage names are free-text fields with no stable ID. We export the complete stage list, preserve the ordering, and create matching Monday.com CRM groups in the same sequence. Deals without a stage match are placed in a default group and flagged for manual assignment.

Advantage HITS activity records merge into Monday.com CRM item updates. Each call, email, meeting, and task generates an update note on the linked Contact or Deal item with a timestamp header and activity content. Note attachments migrate as file attachments on the item. Monday.com CRM does not have a native activity timeline object; this representation preserves the history in an accessible format.

User-defined fields on Contacts, Companies, or Deals in Advantage HITS enumerate from the field metadata panel and map to Monday.com CRM column types (text, number, date, dropdown, checkbox). We map the types directly and carry values through as-is. Multi-select dropdowns in Advantage HITS become multi-select columns in Monday.com CRM where supported.

Tags applied to Advantage HITS contacts, companies, or deals expand from comma-separated lists into individual Monday.com CRM labels or tags. We map each distinct tag value to a label option in the destination board and apply all labels to the corresponding item. Customers choose between labels and tags during scoping based on their board configuration preference.

File attachments linked to Advantage HITS records are downloaded during extraction using authenticated requests, preserving original filenames. We re-upload each file to the destination Monday.com CRM item as a file column attachment. Files over 50 MB are flagged for manual handling because they risk session timeout during extraction.

Advantage HITS user accounts (name, email, role, active/inactive) map to Monday.com CRM team members by email match. Owner assignments on Deals and Contacts resolve to the matching Monday.com member by email. Users without a Monday.com account are held in a reconciliation queue for the customer to provision before record import resumes.

Advantage HITS lifecycle stage values (subscriber, lead, MQL, SQL, opportunity, customer) map to a Monday.com CRM status column or tag on the Contact item. We preserve the original stage label in a text column for audit and reporting continuity. Monday.com CRM has no native Lead object, so all prospect stages map to the contact representation.

Advantage HITS does not expose custom objects through any documented API endpoint, making them impossible to enumerate or extract programmatically. We document any custom object structures discovered during scoping in the handoff inventory and flag them as requiring manual rebuild or a custom Monday.com API integration post-migration.