Migrate from Aritic Sales CRM to monday CRM

Aritic Company records map to Items on a dedicated Company board in Monday.com CRM. We create typed columns for company name (Text), industry (Dropdown), website (Text + URL format), address (Location or Address column), size (Number or Dropdown), and any custom fields. The Company board Item becomes the primary association point for downstream Contact Items. We import Companies first to establish the reference structure before Contacts are loaded.

Aritic Contact records map to Items on a Contact board with Person Column type for the primary contact. Standard columns include email (Email column), phone (Phone column), lifecycle stage (Status or Dropdown column), lead score (Number column), and owner (Person column assigned to a Monday.com User). We use the Contact email as the dedupe key. Any Contact with no associated Company maps to a 'No Company' placeholder Item.

Aritic Deals migrate to Items on a Pipeline board in Monday.com CRM. We configure a Status column to represent the deal stage (mapping from Aritic's pipeline stage names), a Number column for deal value, and a Date column for expected close date. The deal's primary Contact and associated Company are stored as Person and Connect boards Column types linking back to the Contact and Company board Items.

Each named Aritic pipeline becomes a separate Monday.com board. We preserve stage names and order by mapping them to Status column groups or a dedicated Status column with custom color-coding. Automation triggers attached to pipeline stages in Aritic (stage-change events) are flagged as non-migratable workflow gotchas; the customer documents which stage-change automations exist for manual rebuild in Monday Automations.

Aritic stage names (Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost, and any custom stages) map to Monday.com Status column values. Stage probability percentages from Aritic migrate as a separate Number column on the Pipeline board because Monday.com Status columns do not natively support probability. The customer configures probability display via the Number column or a separate Dashboard widget.

Aritic Tasks linked to a Deal migrate as Subtasks on the corresponding Deal Item in Monday.com CRM. Tasks linked to a Contact migrate as Subtasks on the Contact Item. Due date, assignee (Person column), and completion status migrate. Open and completed tasks both migrate; completed task history is preserved but without the full activity log that Aritic stores. Task priority from Aritic maps to Priority label within the Subtask.

Aritic Activity records (Call, Email, Meeting) are represented as Updates on the parent Contact Item or Deal Item in Monday.com CRM, preserving the activity timestamp, type label, and brief description. Monday.com does not have a native activity timeline equivalent to Salesforce or HubSpot; we use Updates as the closest representation. For high-volume activity histories (over 50,000 records), we summarize by contact rather than importing each record individually, and flag this scope during discovery.

Aritic lead score values migrate as a Number column on the Contact board Item. The numeric score at migration time transfers; Aritic's active scoring rule model (conditions, weights, and triggers) is not portable. We provide a scoring-rule inventory sheet listing each rule with its conditions and recommended Monday.com equivalent using a combination of Monday Automations and Number column thresholds. The inventory is delivered as a spreadsheet during the handoff phase.

Aritic's relationship model allows a Contact to link to any unrelated Company, which is not a parent-account hierarchy. When a Contact has more than one associated Company in Aritic, we map the primary association to the Contact Item's primary Person column and add a Connect boards Column holding the secondary Company Item or Items. Each multi-Company Contact is flagged during migration for post-import verification.

Tags applied to Aritic Contacts or Deals export as Monday.com Tags Column values. Tags are preserved as-is; Aritic segmentation rules do not migrate. If the customer uses tags for lead routing or campaign segmentation, we document the tag list and recommend rebuilding the segmentation logic in Monday Automations or as a separate spreadsheet reference.

Aritic invoices and estimates do not have a native Monday.com CRM equivalent. We create a dedicated Invoice board with Items representing each invoice, using Number columns for line item amounts, Text columns for invoice number and status, and Date columns for due date. URL-based invoice attachments from Aritic are downloaded into the migration bundle and re-uploaded as File column attachments on the corresponding Invoice Item. The customer recreates the invoice formatting in Monday.com's template or a connected tool.

Aritic Owners referenced on Contact, Company, Deal, and Task records are resolved by email match against Monday.com Users. We import all owner assignments as Person column values on the relevant Items. Any Aritic Owner without a matching Monday.com User goes to a reconciliation queue for the customer to provision the User before migration resumes. Inactive Aritic users are preserved with a status label on the relevant Items for historical accuracy.