Migrate from Atomic CRM to monday CRM

Atomic CRM Contacts (Supabase table) map to Monday.com CRM People Board Items. The primary key uuid, full name, email, phone, company association, and all custom columns discovered during schema audit transfer to Monday.com typed columns (Text, Email, Phone, Connect Board, etc.). We use email as the dedupe key during import. The CRM owner relationship (auth UUID) resolves by email to a Monday.com team member. Custom contact properties added in Supabase Studio become Monday.com columns with type-matched configurations. Empty or null fields that have no Monday.com equivalent are skipped rather than created as placeholder columns.

Atomic CRM Companies map to Monday.com CRM Organizations Board Items. The company name, sector, size, website, LinkedIn URL, phone, revenue, and tax identifier columns transfer to matching Monday.com column types. The companies table is migrated before Contacts so that the company-contact relationship (company UUID foreign key on the contact) resolves to a Monday.com Connect Board column pointing at the Organizations Item. Custom company columns discovered in Supabase Studio create additional columns on the Organizations Board.

Atomic CRM Deals map to Monday.com CRM Deals Board Items. Deal name, value, category (set via Atomic CRM Settings page or App.tsx props), status, and owner transfer to the Deals Board. The category becomes a Status column option — we configure the Status column options during board setup to match the source categories captured from the Settings page. Company and Contact lookups resolve to Connect Board columns pointing to the Organizations and People Items. Closed-won and closed-lost reasons map to Dropdown or Text columns depending on whether they are structured enums or free text in the source.

Atomic CRM Notes (Supabase table) are linked to a Contact or Deal via a polymorphic or foreign-key relationship. In Monday.com CRM, notes become Updates on the parent People or Deals Item, preserving the note body, author (mapped to Monday.com team member), and creation timestamp. Notes linked to Deals attach to the Deals Item; notes linked to Contacts attach to the People Item. Notes without a valid parent reference go to a reconciliation queue for the customer to route.

Atomic CRM Tasks (Supabase table) are linked to a Contact or Deal and carry a task type (Call, Email, Meeting) now configurable via the Atomic CRM Settings page. In Monday.com CRM, tasks become Subitems on the parent People or Deals Item. Task type maps to a Label or Status column on the Subitem. Status (pending, done), priority, assignee (mapped to Monday.com team member), and due date transfer to Subitem columns. Tasks without a parent reference are held in a reconciliation queue.

Every Supabase table column discovered during schema audit that is not a standard Atomic CRM field — including custom columns added by the customer through Supabase Studio — maps to a Monday.com column of the matching type. Text columns become Text columns; date columns become Date columns; boolean columns become Checkbox columns; UUID or reference columns become Connect Board columns pointing to the related board. We configure column limits, required flags, and dropdown options to match the source data constraints. Columns with no Monday.com equivalent (e.g. Postgres-specific types) are documented and discussed with the customer before deciding whether to store as Text or exclude.

Atomic CRM owners (Supabase Auth UUIDs) assigned to Deals and Tasks are resolved by email against the Monday.com workspace members. We extract the distinct set of owner emails from the Deals and Tasks tables, match them to Monday.com team members by email address, and use that mapping to assign the Owner column on Deals and the assignee on Tasks. Any owner without a matching Monday.com team member is flagged in a reconciliation report for the customer to provision before record import proceeds.

Atomic CRM stores attachment metadata in Supabase but the actual file lives in Supabase Storage or a custom S3 bucket. We extract the storage URLs from the attachments table during data extraction and map them to Monday.com Link columns on the parent People or Deals Item. The original filename and MIME type are stored as Text columns beside the Link column. Binary blob storage does not migrate — we document the complete list of attachment URLs for the customer to evaluate whether to host files externally and update links post-migration.