Migrate from Amwork to monday CRM

Amwork Contact records map to Monday CRM Contact Items. We map Amwork contact fields (name, email, phone, address, lifecycle stage, owner) to Monday CRM Column types: text for name and email, phone for telephone, date for lifecycle dates, and dropdown for owner assignment. Custom contact fields from Amwork map to Monday Columns of equivalent type (text, number, date, or dropdown). Contact-to-company links migrate as relationship Columns pointing to the linked Company Item.

Amwork Company records map to Monday CRM Company Items. The company domain becomes the Website Column, industry maps to a dropdown Column, and address data maps to text Columns for city, state, and country. Linked Contacts from Amwork attach to the Company Item via Monday's relationship Column or a manual linking step depending on the customer's Monday CRM plan tier.

Amwork Deal cards map to Monday CRM Items on a dedicated pipeline board. Each Amwork pipeline becomes a separate Monday board with Groups representing the pipeline stages. Deal value, close date, and custom deal fields migrate to Monday Columns of equivalent type. The deal owner migrates as the Item assignee. We create the Groups in Monday matching the Amwork pipeline stage names before deal import so no post-migration stage reassignment is required.

Amwork Leads in the Deals and Leads section map to Monday CRM Items on a separate Lead board or a dedicated Group within the main CRM board. Lead status field maps to a Monday Column with status values matching the source statuses. If the destination Monday CRM plan does not include a separate Leads section, Leads migrate alongside Deals on the same board with a lead status Column distinguishing them from converted opportunities.

Amwork Projects map to Monday boards. The project name becomes the board name, project description becomes the board description, and project status maps to a Column. Member assignments migrate as board subscribers. If Amwork project templates exist, we map them to Monday board templates and document the template mapping for the customer's admin to apply post-migration.

Amwork Tasks inside Projects map to Monday Items on the corresponding Project board. Assignee, due date, priority, and checklist sub-items migrate to Monday Columns and sub-items. Parent-child task hierarchies preserve as sub-items or dependency links depending on the customer's Monday plan. Task status maps to a Column matching the source task status values.

Amwork custom fields on Contacts, Companies, Deals, and Tasks map to Monday Columns of matching type. Text custom fields become text Columns, number fields become number Columns, date fields become date Columns, and choice-type fields become dropdown Columns. We create the destination Columns on the appropriate Monday boards before data migration begins, ensuring all Column IDs are available for mapping during the import phase.

Amwork time entries attach to Tasks and Projects, not directly to Contacts. We migrate time entries as read-only sub-items on the associated Monday Task Item, preserving entry duration, date, description, and billable flag as sub-item Columns. For projects that do not have a direct Monday board equivalent, time entries migrate as Note records attached to the relevant Item. This preserves the data but requires the customer to adjust their time-logging workflow post-migration since time cannot be logged directly against Contact or Company Items in Monday CRM.

Amwork User records (name, email, role, active status) map to Monday User accounts. Owner assignments on Deals, Tasks, and Projects migrate by resolving Amwork user email to the Monday User account. Any Amwork user without a matching Monday User account is flagged in a reconciliation report for the customer's admin to provision before the final migration phase.

Amwork file attachments on Tasks and Deals migrate as hosted file links attached to the corresponding Monday Item via a URL Column or a linked file integration. Large attachment batches (over 1,000 files) may require chunked migration to stay within Monday API throughput limits. We document the full list of attachments and their target Items for the customer to host or re-link post-migration.