Migrate from Bluwave CRM to monday CRM

Bluwave Contact records map to Monday.com CRM People items. Name, email, phone, and address fields map directly to People Name, Email, Phone, and Location columns. We preserve geocoded latitude/longitude from Bluwave as read-only Number columns on the People item; these will not drive location features in Monday.com but retain the original coordinate values for reference. Bluwave's contact ownership maps to the Monday.com assigned team member on the People item. Duplicate contacts identified during scoping require a manual dedup decision from the customer before import.

Bluwave Company records represent business entities that can link multiple Contacts and Deals. In Monday.com CRM, Company data is embedded as columns on People items (Company Name, Industry, Website, Address) or linked via the Monday.com Workdocs Company Profiles integration. We map each Bluwave Company to a unique Company Name value on all associated People items during import. If the customer requires a separate Company board, we configure that during board design and use item Links to connect People to their employer Company board.

Bluwave Deals map to Monday.com CRM Items in a Deals board, with Deal Name as Item Name, Deal Value as a Number column, Expected Close Date as a Date column, and Owner as the assigned team member. The Bluwave deal stage maps to the Monday.com Status column, which represents pipeline stages as status groups. We configure the Status column to match Bluwave's pipeline stage names during board setup. Closed-Lost and Closed-Won outcomes from Bluwave become Status values in Monday.com.

Bluwave's configurable pipeline stages map to Monday.com Groups within the Deals board. We extract the current stage names and reorder sequence from Bluwave during scoping, then configure the Monday.com Status column's group labels to match. Group order and stage naming are set before Deals import begins so that all Items land in the correct pipeline position. Probability percentages from Bluwave are stored as a read-only Number column in Monday.com rather than driving automation, since Monday.com does not use stage probability for calculations by default.

Bluwave Activity records (call, email, meeting) map to Monday.com CRM Items in an Activities board with custom columns: Activity Type (Status or Tag), Activity Date (Date column), Duration (Number), Notes (Text), and linked People and Deals via board Connect board or item Links. The WhoId (Contact/Lead) links to a People item; the WhatId (Deal) links to the Deals board item. We preserve activity timestamps as the Date column value. Note that Monday.com's activity representation is an item-per-activity rather than a chronological timeline view; the customer may prefer a filtered board view sorted by date as the activity log equivalent.

Bluwave Leads are distinct from Contacts and carry source attribution and lifecycle stage. We import Leads as People items with a custom lead_status Text or Tag column capturing the original lifecycle value. If the customer wants to separate inbound prospects from existing customers in Monday.com, we configure a separate Inbound Leads board and use Monday.com's automation to move Items to the main Deals board upon qualification.

Bluwave CRM supports custom fields without a published schema reference. During scoping we export sample records from each module, infer data types from content (text, number, date, single-select picklist, multi-select picklist), and map each to the equivalent Monday.com column type (Text, Numbers, Date, Dropdown, Tags). Picklist values from Bluwave custom fields migrate as Dropdown options or Tags in Monday.com. Any misidentified field type discovered during test import is corrected before the full migration run.

Bluwave Mail List segments store member associations without campaign history. We migrate the segment names and member People item associations as Tags on the People board (each segment becomes a Tag; contacts in the segment receive that Tag). Email campaign history and engagement metrics do not transfer. The customer rebuilds active email campaigns in Monday.com's email tools or their preferred email marketing platform post-migration.