Migrate from Agworld to monday CRM

Agworld Farms map 1:1 to Monday CRM Companies. Farm name, location, and contact information transfer directly. Multiple farms owned by the same entity collapse to one Company record with farm names preserved in a custom column. This consolidation ensures that all farm-related data remains accessible under a unified company profile while maintaining visibility into individual farm operations through the custom farm name column.

Agworld Fields are spatial records tied to a Farm. In Monday CRM, field names and metadata become custom text columns on the related Company record or as separate Location items linked by a relationship column. Acreage, crop history, and boundary notes map to separate columns.

Agworld Contacts (growers, agronomists, contractors) migrate to Monday CRM Contacts with first name, last name, email, phone, and address preserved. Owner assignment resolved by email match against Monday CRM users. This ensures that migrated contacts maintain proper attribution and allows your team to track which team member is responsible for each contact relationship moving forward.

Monday CRM has no native crop concept. Crop type, variety, and planting date map to custom text or date columns on the related Field or Company record. Multi-year rotation history is preserved as structured text entries in a custom column.

Agworld Jobs (spray, fertilizer, planting, harvest operations) map to Monday CRM Deals in a pipeline board. Job type becomes the deal name; associated field links become relationship columns pointing to the field location. Job status maps to Monday CRM pipeline stage values.

Agworld job activities (product applied, rate, weather conditions) migrate as Monday CRM Activity entries linked to the corresponding Deal. Original timestamps and operator notes are preserved in the activity body. This maintains the complete operational history for each job and allows your team to review environmental conditions and product application details during the migration.

Agworld agronomic recommendations (nutrient plans, pesticide recommendations) have no Monday CRM equivalent. We preserve full recommendation text in a Note attached to the relevant Field or Deal record and surface it as a custom column for quick reference. This ensures that all historical recommendations remain accessible to your team even though they cannot be represented as native Monday CRM workflow triggers or automation rules.

Agworld observations (pest sightings, disease reports, soil conditions) are unstructured text entries that cannot be expressed as Monday CRM columns. We preserve the full observation history as a structured text custom column on the relevant Field record. This approach maintains the complete observation narrative while adapting the data structure to fit Monday CRM's flat column model without losing any critical information.

Agworld product library entries (chemicals, fertilizers, seeds) migrate to Monday CRM Items in a dedicated Products board. Product name, type, rate unit, and manufacturer map to standard Monday CRM columns. Greenbook label data preserved in a text column. This creates a centralized product reference library that your sales and operations teams can access across multiple boards and deals.

Agworld file attachments on fields, jobs, or observations re-upload to Monday CRM Files linked to the parent record. File size limits per Monday CRM plan apply (25MB default). Inline images in notes are downloaded and re-hosted. This ensures that all supporting documentation, images, and files remain accessible within Monday CRM and are properly associated with their source records for future reference by your team.