Migrate from Apptivo to monday CRM

Apptivo Contact records map directly to People Items in Monday.com CRM. Standard fields (name, email, phone, address) map to the corresponding People column types. The 100-500 custom fields per Apptivo CRM app map to Monday.com custom columns added during board setup. We enumerate every custom field from Apptivo's Master Layout before migration and create matching columns in Monday.com's People board before any contact import begins.

Apptivo Lead records map to People Items with a custom Lead Status column added to distinguish them from standard Contacts. Lead score, source tracking, and lifecycle stage from Apptivo migrate as custom columns on the People Item. We preserve the original Apptivo lead identifier in a notes field for audit trail purposes during the migration window.

Apptivo Customer records (B2B account objects) map to Monday.com Organizations. The company name becomes the Organization name, and billing address maps to the Organization address columns. We use company name as the dedupe key during import. Existing Apptivo Contacts linked to a Customer are associated via a lookup relationship to the Organization after the Organization is created, ensuring the parent-child relationship is satisfied at insert time.

Apptivo Opportunity records map to Deals on Monday.com CRM's Deals board. Deal amount, expected close date, pipeline stage, and owner migrate to the corresponding Deal columns. Stage names from Apptivo map to Monday.com status column values on the Deals board, and we configure the status column during board setup to match the customer's pipeline stages.

Apptivo Cases migrate to Items on a dedicated Cases board in Monday.com CRM. Ticket status, priority, owner, and associated customer map to the relevant columns. Case conversation threads from Apptivo's customer portal migrate as comments on the Monday.com Item, preserving the original thread ordering by timestamp. We create a Cases board per the customer's process before migration begins.

Apptivo Projects require a board reconstruction in Monday.com. The project metadata (name, start date, end date, owner) becomes a top-level Item or Group on a Monday.com board, and project tasks migrate as sub-items under the parent. Milestone markers from Apptivo map to Groups within the board when the structure is compatible. Custom project-level fields migrate as columns on the board. This is a configuration-heavy mapping; we confirm the desired board structure with the customer before building.

Apptivo's per-app Master Layout custom attributes have no direct Monday.com equivalent. Each Monday.com board requires its own column set built manually or via the API. We enumerate all custom attributes across all active Apptivo apps during discovery, present a board-column mapping plan, and add columns to the target Monday.com boards before importing records that use those fields. Any custom attributes that cannot map to a Monday.com column type (e.g., Apptivo radio button to Monday.com status vs dropdown) are flagged in the discovery report for the customer to decide.

Apptivo workflow rules are configuration artifacts that reference object IDs and stage transitions. Monday.com automations use a different trigger and action model. We do not migrate workflows. We scan every active workflow across all Apptivo apps during discovery, document the trigger, conditions, and actions in a written inventory, and provide a recommendation for each workflow's Monday.com automation equivalent. The customer's admin rebuilds the automations post-migration.