Migrate from AllClients to monday CRM

AllClients Contact records map to Monday.com CRM People board Items. Each contact row from the AllClients contact CSV becomes a single Item with name, email, phone, and address stored as typed columns. We use Monday's native People feature columns (Name, Email, Phone) where available, and text columns for fields that do not have a dedicated People column type.

AllClients exports Notes as a separate Notes.csv file decoupled from the main contact CSV. We join Notes.csv to Contacts.csv using the contact's email address or internal record ID as the join key. Joined notes load as E&A (Email and Activity) timeline entries on each People board Item in Monday.com CRM. If a contact's email has changed between exports, the join produces an unmatched remainder that we flag for manual review.

AllClients user-defined Custom Fields map to Monday.com custom field columns. Monday.com supports text, number, date, email, phone, URL, label (multi-select), and location custom field types. We discover all AllClients custom field definitions during scoping and configure matching typed columns on the destination People board before data loads.

AllClients contact Tags export as comma-separated values within the contact record or as a separate tagging export. We map Tags to Monday.com's Labels column, which accepts multi-value label entries per Item. Multi-value tags split on comma and load as individual Label entries on each Item.

AllClients Groups have no independent export; contacts are filtered by group membership during export. We capture group membership during the AllClients export by running filtered exports per Group, then map Group membership as a multi-select Label or text column on the People board Item so each contact retains its group associations.

AllClients Tasks export with task title, due date, and completion status from within contact records. We map task title to a sub-item on the People Item or to a text column with date column for due date and a status column for completion. Scheduled future tasks and completed tasks both migrate; open tasks with no due date load with status open.

AllClients accounts have 1-2 users on base plans. We capture Name, Email, and role for each AllClients user during scoping. Owner assignment on AllClients contact records maps to Monday.com team member assignment on Items. If a Monday.com team member does not exist for a given owner, we flag for admin provisioning before record import.

AllClients Email Templates are HTML blobs stored in the Email Marketing section. Monday.com CRM does not have a native email template library. We skip email template migration and deliver a written inventory of every AllClients Email Template with its subject, body, and linked images so the customer can manually recreate templates in their chosen email sending tool post-migration.

AllClients file attachments associated with contact records are downloaded from AllClients storage and re-uploaded to Monday.com as File column attachments. For large binary files we chunk the download and upload process. If attachment size exceeds Monday.com limits, we store files in cloud storage and populate a URL column referencing the file location.