Migrate from CallPro CRM to monday CRM

CallPro Contact records map to Monday.com board items on a primary Contacts board. Standard fields (name, phone, email, company) map to text and email column types. We use email address as the dedupe key during import. Custom contact fields migrate as additional columns. Multi-database CallPro configurations require a database identifier column added to each contact group to preserve segmentation that existed across separate CallPro databases.

CallPro Company records map to a Companies board or to a connected-item column on the Contacts board depending on the customer's preferred linking model. Company name becomes the item name, address and domain fields map to text columns. We link child contacts via Monday's connect boards column or relation column to maintain the parent-child relationship that CallPro stores natively.

CallPro Lead records map to items on a separate Leads board, preserving lead status, source attribution, and campaign association. The campaign association migrates as a connect boards or tags column that links each lead to the relevant Campaign board. Lead score or qualification data migrates as a numbers column. We do not convert Leads to Contacts during migration; that Account-to-Contact convert workflow happens post-migration in Monday.com by the customer's admin.

CallPro Campaigns map to Monday.com boards. Campaign metadata (name, start date, type, status) becomes board-level fields or column headers. Campaign member associations (which contacts and leads belong to which campaign) migrate as board group membership or as relation columns linking individual contact and lead items to the campaign board. Campaign questionnaire answers associated with campaign members migrate as data rows but the routing logic does not transfer.

CallPro call engagement logs (duration, disposition, notes, timestamp) migrate as Monday.com item updates or as entries in a dedicated Timeline column on the contact or lead item. Call disposition codes require value-mapping as CallPro uses internal disposition terminology that differs from Monday's column types. We preserve the original call timestamp to maintain activity ordering. Progressive dialer session metadata (auto-dial vs. manual) is noted but does not transfer as Monday has no equivalent dialer object.

CallPro email engagement history attached to contacts or leads migrates as item updates or as entries in a dedicated column. Email subject, direction (sent/received), and body migrate. Email template association migrates as a text note referencing the original template name; the template body itself migrates separately (see Email Template mapping). Large-volume email history may require a dedicated Email Activity board if the total update count exceeds the customer's board plan limits.

CallPro Sales Order and Quote records map to items on a Deals or Pipeline board. Order headers (order number, date, total value, status) map to board columns. Line items migrate as a subitems table or as a linked board (Deals board) where each item represents an order with quantity, price, and product columns. Quote status and approval flags map to status column values. We preserve the link between each order and its associated Contact or Company item via Monday's relation column.

CallPro custom fields on contacts, companies, and leads extract during the audit phase and map to equivalent Monday column types (text, number, date, dropdown, checkbox). Field type compatibility determines the mapping fidelity: text maps cleanly, multi-select maps to dropdown or tags, date fields map to date columns. Fields with unsupported types (e.g., complex linked-record fields) become text columns with the raw value preserved. The customer reviews column configurations post-migration.

CallPro pipeline and stage configuration migrates as Monday board status columns. Each CallPro pipeline becomes a separate Monday board or a board with multiple status groups representing pipeline stages. Stage names, order, and win/loss definitions map to status column values. Automated stage-change triggers (CallPro workflow rules for stage progression) do not transfer; we document the existing trigger logic for the customer to rebuild as Monday automations post-migration.

CallPro user records and owner assignments (owner on contacts, leads, deals) map by email address to Monday.com workspace members. We extract every distinct owner referenced on migrating records and match against the destination Monday workspace's user list. Users without a match go to a reconciliation queue for the customer to provision before record import resumes. Inactive CallPro users are preserved as historical assignment notes; active users must exist in Monday before import begins.