Migrate from Aurea CRM to monday CRM

Aurea Contact records map directly to Monday.com CRM Contacts. Standard fields (name, email, phone, address) map to their Monday.com CRM column equivalents. The Aurea contact's related Account link maps to a Connect Board column pointing to the Companies board. We extract contacts via Aurea's Import/Export module and map to Monday.com's standard contact columns with custom fields carried over as text, number, or date columns depending on Aurea field type.

Aurea Account records map to Monday.com CRM Companies. The parent-child relationship between Accounts and Contacts is preserved in Monday.com CRM by linking the Contact item's Company column to the Account item. Account type, industry, annual revenue, and custom fields map to Monday.com custom columns. Account is imported before Contacts to satisfy the dependency relationship.

Aurea Opportunity records map to Monday.com CRM Deals. Deal name, value (amount), closing date, and probability map to Monday.com CRM deal columns. Aurea's configurable pipeline stages map to Monday.com CRM pipeline groups, with stage names explicitly preserved as group labels. Closed-won and closed-lost reasons from Aurea custom properties become Monday.com status labels on the deal.

Aurea Activity records (tasks, appointments, timeline entries) map to Monday.com CRM's Updates and Activity Log per item. Task status, due date, and description map to update text entries in the item's activity feed. Appointments with attendee information map to a connected Meetings integration or a custom date column group. We preserve the original Aurea timestamp as an update note with the source system attribution. Configurable Aurea activity subtypes that have no Monday.com CRM equivalent are flagged during scoping for manual review or archived as item updates.

Aurea Campaign Manager records (campaign type, status, response metrics) do not have a direct Monday.com CRM equivalent. We map campaign status to a Campaign Status column on a Work Management board if the customer tracks marketing campaigns in scope. Aurea campaign workflows (triggered sends, response tracking) are documented as automation recipes to rebuild in Monday.com Automations. Campaign data with no Monday.com equivalent is flagged for the customer's admin to decide whether to archive or map to a custom board.

Aurea Partner records (channel partner leads and opportunities with partner-specific quota and territory assignments) map to a dedicated Partner board in Monday.com Work Management if the customer maintains partner relationship management in scope. Territory and quota assignments migrate as custom number or currency columns. Partner portal data that references specific Aurea PRM configurations requires a custom board schema agreed upon during scoping.

Aurea document management stores files linked to records. We migrate documents as File Upload column entries on the relevant Monday.com item if the file store is accessible via Aurea's export. For large attachment volumes or inaccessible file stores, we flag records with high attachment counts and provide a reference document listing each record's attachments with file names, sizes, and storage paths for manual handoff. Monday.com's file storage limits are confirmed before migration to ensure the imported volume fits within the destination plan's storage allocation.

Aurea administrator-added custom fields across Contact, Account, Opportunity, and Activity objects map to Monday.com CRM custom columns of equivalent type: text fields to Text columns, dates to Date columns, numeric values to Number columns, and picklist options to Dropdown or Tags columns. Complex Aurea picklists with dependent field logic require manual column dependency configuration in Monday.com post-migration. We document every custom field mapping in the field inventory delivered with the migration scope.

Aurea User and Owner records map to Monday.com Team Members. We extract Aurea user IDs and emails from all owned records and match by email against the Monday.com workspace members. Any Aurea user without a matching Monday.com account goes to a reconciliation queue for the customer's admin to provision before record import. Inactive Aurea users map to inactive Monday.com members if historical assignment data must be preserved.

Aurea territory assignments and quota values are configurable data stored against user or account records. These map to Monday.com custom number or currency columns on a Territories board if the customer maintains territory management in scope. The data model structure varies significantly between Aurea and Monday.com, so we agree on a target schema during scoping before any transformation begins.