Migrate from Apollo ERP to monday CRM

Apollo contacts map to Monday Items on a dedicated Contacts board. Each contact's fields translate to Monday column types: first name becomes a Text column, email becomes an Email column, phone becomes a Phone column. The contact's primary company link resolves to a connect-boards link or a Lookup column pointing to the company item.

Apollo company records map to Monday Items on a Companies board. Company name, domain, industry, employee count, and annual revenue migrate as Text, URL, Status, Number, and Number columns respectively. Apollo's hierarchical parent-company relationship maps to Monday's board linking or a separate Lookup column referencing the parent company item.

Apollo deals map to Monday Items on a Deals board. Deal name, amount, stage, close date, and owner email map to Name (Text), Amount (Number), Status (stage column), Date, and People columns. Apollo's deal-stage probability percentages do not transfer automatically — probability mapping must be rebuilt using Monday formulas or automation logic.

Apollo custom contact fields (enrichment data, seniority, intent signals, custom pick-list values) require Monday custom column creation before import. Text custom fields map to Monday Text columns. Pick-list fields map to Status columns with the Apollo pick-list values pre-loaded as options. Number fields map to Number columns. Boolean fields map to Checkbox columns.

Apollo custom company fields such as funding stage, revenue range, tech stack indicators, and acquisition signals require Monday custom columns on the Companies board. Funding stage maps to a Status column with defined options matching Apollo's values. Numeric ranges map to Number columns. Multi-select tech signals may require Tags columns.

Apollo logged activities (calls, emails, meetings with timestamps and notes) migrate as Updates on the corresponding Monday Item. The activity type and timestamp are captured in the update body. For high-volume activity logs, activities may be consolidated as a count summary in a Number column rather than individual updates.

Apollo sequences have no Monday CRM equivalent. The sequence enrollment data (which contacts are enrolled in which sequence) migrates as a Status or Tags column on the contact item for reference. Outreach automation logic must be rebuilt in Monday using Automations and integrations with email tools.

Apollo owner IDs resolve by email match against Monday workspace members. Unmatched owners are flagged before migration; their records can be assigned to a fallback owner or the account admin until Monday accounts are provisioned. Apollo user roles and permissions do not transfer.

Apollo supports multiple company associations per contact (N:1 or N:N). Monday CRM handles this via Connect Boards linking or a Lookup column referencing the Companies board. We preserve the primary company association and surface secondary associations as additional board links or tags.

Apollo attachments on contacts or deals are downloaded and re-uploaded to the corresponding Monday Item using Monday's native file upload API. Files stored in Apollo's cloud storage are re-hosted on Monday's file storage infrastructure. File size limits follow Monday's per-file constraints, and any files exceeding those limits are flagged for alternative handling or compression before upload.

Apollo connected accounts and third-party integrations such as LinkedIn Sales Navigator, Gmail, Salesforce, and other connected tools do not transfer to Monday CRM. These connections must be re-established directly in Monday via the Integrations marketplace. Email sync functionality requires setting up Monday's native Gmail or Outlook integration with appropriate OAuth credentials for each user.

Apollo's intent topic signals (indicating when a company is researching certain keywords) migrate as a custom Number column on the company Item. High-intensity intent topics can be represented as a Status column with thresholds (High, Medium, Low) computed from the intent score.