Migrate from BenchmarkONE to monday CRM

BenchmarkONE Contact records (name, email, phone, title, company, address, opt-in status, Temperature, Lead Source, Assigned Sales Rep, and social profile URLs) map to Monday.com CRM People entities or a dedicated Contacts board with equivalent columns. Temperature field maps to a custom Status or number column in Monday.com. Lead Source maps to a single-select or text column. Tags stored as comma-separated values in BenchmarkONE's export map to Monday.com Tags column or a linked Groups setup depending on the destination plan tier.

BenchmarkONE Company records (Company Name, Website URL, associated contacts via Account Company ID) map to Monday.com People entities with the Organization type or a dedicated Organizations board. Contact-to-company linkage is preserved by linking People items to the company People entity or through a board relationship column. The Website field maps directly.

BenchmarkONE Deal records map to Monday.com CRM pipeline board Items. The Deal's associated Contact and Company become linked Person and Organization entities on the Item. Deal stage maps to a Status column on the CRM board; pipeline name maps to a separate board or a Board Group. Deal amount, close date, and owner map to numeric, date, and person columns respectively.

BenchmarkONE Tasks linked to contacts, companies, or deals map to Monday.com Items or subitems on a dedicated Tasks board or as subitems on the related CRM board Item. Due date, status, assignee, and description map to the Date, Status, Person, and Text columns respectively. The parent record association is preserved via Monday.com board relationships or item linking.

BenchmarkONE free-form tags applied per contact export as a comma-separated list. These map to Monday.com Tags column (native feature on Standard and Pro plans). For plans without native Tags, we map tag values to a multi-select column or create separate board Groups per distinct tag value. The customer selects the preferred tag strategy during scoping.

BenchmarkONE custom fields on Contacts and Companies (field names, types, and values) audit during scoping. We map text fields to Text columns, number fields to Numbers columns, date fields to Date columns, and checkbox fields to Checkbox columns in Monday.com CRM. Dropdown or select custom fields map to single-select columns. Custom field schema is recreated in Monday.com before any record import.

BenchmarkONE users assigned as owners to contacts, companies, deals, and tasks map to Monday.com User accounts by email match. We resolve BenchmarkONE's Assigned Sales Rep field to Monday.com's Person column assignee on CRM board Items. Users without matching Monday.com accounts enter a reconciliation queue for the customer to provision before record import resumes.

BenchmarkONE stores campaign metadata (name, send date, audience size, aggregate open rate, click rate, bounce count) in its email marketing module. Monday.com CRM does not have a native email marketing module. We map campaign names and aggregate performance stats to a reference board or spreadsheet as a documentation record. Email performance context is preserved for the customer's records; the customer uses a dedicated email marketing tool (Monday.com's email campaigns feature if available, or a third-party tool) for future sends.

BenchmarkONE automations triggered by form submissions, link clicks, website visits, tag changes, or purchases are platform-native constructs that do not export as data. We audit each active automation during discovery and document its trigger, conditions, actions, and recommended Monday.com Workflow equivalent. This is a manual reconstruction step delivered as a written automation inventory and mapping document. We do not rebuild automations inside the migration scope.