Migrate from Atendare to monday CRM

Atendare Contact records map to Monday.com CRM People items. We extract the contact's name, email address, phone number, segmentation tags, lifecycle information, owner assignment, and all custom properties. Each custom property in Atendare becomes a typed column in Monday.com (text, number, date, dropdown, or link) configured on the People board before import. The contact-to-company relationship in Atendare maps to the People item's Company association in Monday.com CRM, which we resolve at import time by creating or matching the Company item first.

Atendare Company records map to Monday.com CRM Company items. Company name, domain, address, industry, and custom properties migrate. The Company board is created before any People import so that the company-people linkage is satisfied at insert time. If Atendare stores multiple contacts per company, all linked People items receive the same Company association in Monday.com.

Atendare Deals map to Monday.com CRM Deal items on the pipeline board. Deal name, value, expected close date, owner, and custom properties migrate directly. The pipeline and stage assignment in Atendare maps to a Status column on the Monday.com pipeline board, with stage names preserved as Status values. If Atendare uses multiple pipelines, we create a separate Monday.com board per pipeline and map the stage definitions to Status columns on each board.

Atendare Pipelines with their configurable stages map to Monday.com CRM boards. Each pipeline in Atendare becomes a board in Monday.com, with the pipeline name as the board name and the pipeline's stage names as Status column values. Stage probabilities migrate to a Numbers column if the team uses probability-based forecasting. Stage ordering is preserved by the Status column ordering in Monday.com. We create the boards before importing Deals so that the pipeline-stage assignment is a valid Status value at insert time.

Atendare Activities (calls, meetings, tasks) linked to Contacts or Deals migrate as Updates to the corresponding People or Deal item in Monday.com CRM. Each activity becomes a timeline entry with the activity type, timestamp, description, duration (for calls), and owner. We use the original Atendare timestamp to preserve chronological ordering in the Monday.com Activity Timeline. If the activity is linked to both a Contact and a Deal in Atendare, we log the entry on both the People item and the Deal item in Monday.com.

Atendare Owners (sales reps assigned to Deals, Contacts, and Activities) map to Monday.com User accounts. We extract all distinct owner email addresses from Atendare records and match them against the destination Monday.com workspace members. Any owner without a matching Monday.com User account is flagged in the reconciliation report for the customer's admin to provision before record import begins. Owner assignment on Deals resolves to the Deal item's Owner column in Monday.com.

Atendare custom properties on Contacts, Companies, and Deals are mapped to Monday.com column types during board setup. Text properties map to Text columns, numeric properties to Numbers columns, dates to Date columns, dropdown values to Dropdown columns, and URLs to Link columns. We define all column configurations before importing records so that incoming data satisfies the column type constraints. Any Atendare custom property without a clear Monday.com equivalent is flagged for the customer to decide whether it maps to a Text column or is deprioritized.

Atendare Product Catalog entries (product name, SKU, description, pricing) migrate to Monday.com as subitems on a Products board, or as standalone items on a dedicated Products board if the customer prefers separate product management. Product-Deal associations in Atendare are recreated by linking the product subitems to the corresponding Deal items in Monday.com. If the customer uses Monday.com's native invoicing or third-party integrations (Stripe, QuickBooks), the product setup in Monday.com should align with those integrations post-migration.

Atendare contact segments defined by filter rules are extracted as saved filter criteria. In Monday.com, we recreate equivalent segments as Groups on the People board or as Tags if the team uses the tagging model. The customer chooses the segmentation strategy during scoping. Segments used for marketing campaigns in Atendare do not migrate as active marketing lists; the customer rebuilds these in Monday.com's CRM Segments feature or a connected marketing tool.

Proposals and Contracts in Atendare (Enterprise tier only) are exported as document references and linked to the corresponding Deal item in Monday.com. The proposal line items, totals, and status migrate to a dedicated Proposals board or as columns on the Deal item. If the proposal PDFs are stored within Atendare's document management, we extract the PDF URLs and attach them as Links on the Deal item. Monday.com does not have a native proposal or quote PDF generation feature in its core CRM board; customers typically use a third-party quoting tool (e.g., PandaDoc, Quoter) post-migration.