Migrate from Atollon Lagoon CRM to monday CRM

Atollon Folders (contacts stored within the Firm database) map to Items in a Monday.com Contacts board. We extract folder name, classification (client, potential client, partner), contact details (email, phone), and any custom form field values from the linked formvalue records. The contact's parent Firm reference resolves to a Monday.com Group or a linked Company Item depending on the board structure the customer chooses. We normalise formvalue field values into Monday.com custom fields (text, number, date, dropdown) using the formID to resolve the field schema before mapping.

Atollon Firms (company-level records) map to Monday.com Items in a Companies board or to Groups within the Contacts board. We carry forward firm classification (client, potential client, partner), address data, and any custom firm-level formvalues. Firms with child Folders link to their contact Items via a lookup relationship column. Where the customer's Monday.com setup uses a single Contacts board with company data as group-level fields, we flatten the firm data into group properties.

Atollon Projects (Contracts, Business cases, Service contracts, Consultations) map to Items in a Monday.com Projects board. We apply subtype-aware mapping by classifying each project by its template origin before applying the corresponding custom field set. Contract projects carry contract value, duration, and renewal date as custom fields; Service contracts carry SLA terms and assigned service contacts; Consultations carry engagement type and deliverable milestones. Projects without a clear template default to a generic item mapping with a Project Type label applied. We preserve the project-folder or project-firm linkage as a People or Relation column pointing to the migrated contact or company Item.

Atollon Activities (calls, emails, meetings, tasks) linked to Folders or Firms migrate to Monday.com Updates on the linked Item, with Time Tracking entries for call duration and meeting length. We preserve the original timestamp, activity type, owner, and body content. Calls become Updates with a note of duration; emails become Updates with the email body and subject preserved; meetings become Updates with location and attendee notes; tasks become subitems or to-do column entries on the linked Item. The original Atollon owner resolves to the Monday.com user by email match.

Atollon Milestones track timeline checkpoints within Projects or Activities and may carry custom form data. We map Milestones to Monday.com Subitems on the parent Project Item, applying the milestone's due date as the Subitem's due date and any custom formvalues as Subitem custom fields. For milestones that are purely date-based (no additional fields), we use a Timeline column on the parent Item with start and end dates representing the milestone window.

Atollon custom forms attached to Folders, Projects, Activities, or Milestones via formID and context have their values stored in separate formvalue records. We parse each formvalue record, resolve the field schema via formID, and map each field value to the corresponding Monday.com custom field on the target Item. Multi-value fields (checkboxes, multi-select) map to Monday.com multi-select or dropdown columns. The mapping handles the 1:N case where one parent has multiple formvalues by creating separate Item entries or by appending values to a multi-value field depending on the form semantics.

Atollon's Service and Support module manages ticket-like records with status, priority, assigned agent, and linked Firm/Project references. We map these to Items in a Monday.com Service board, preserving status (as Status column), priority (as Priority or Labels column), assigned agent (as People column), and linked Firm/Project references (as Relation columns pointing to the migrated company and project Items). Historical ticket conversations migrate as Updates on the Item.

Atollon billing and finance module generates invoices linked to Projects or Firms, including invoice header data, line items, amounts, and status. We map invoice header records to Monday.com Items with custom fields for invoice number, issue date, due date, total amount, and status. Line items map to Subitems with description, quantity, unit price, and line total. Detailed financial history migration (payment logs, credit notes) depends on the customer's Monday.com setup; we map the invoice header and line items as the primary scope and flag detailed payment history as a separate consideration if the customer requires it.

Campaign management is an Ultimate-tier feature in Atollon that links campaign records to targets. Monday.com CRM does not have a native campaign management module equivalent to Atollon's campaign tracking. We do not migrate campaign records as functional CRM data. We extract a list of campaign names, statuses, and linked targets as a CSV inventory that the customer's marketing team uses to rebuild campaign structure in Monday.com (using Tags, Groups, or a dedicated Campaigns board) and to reimport target contact lists manually or via CSV upload.