Migrate from Capsule CRM to monday CRM

Capsule's Contact records (the contact side of the Party object) migrate to Monday.com Contact Items on a dedicated Contacts board. We map first_name, last_name, email address, phone, job_title, and owner (by email lookup) to their Monday.com equivalents. Tags migrate to Labels or a Dropdown column depending on volume; tags exceeding 100 unique values are consolidated or noted for manual review. Any custom field fetched from /fields/definitions (party entity type) is created as a matching Monday.com column before values are imported.

Capsule's Organisation records migrate to Monday.com Company Items on a separate Companies board. Organisation name maps to Item name, and address, phone, industry, and website fields map to corresponding Monday.com columns. Owner assignment resolves by email match to a Monday.com User. We maintain a separate Companies board from Contacts because Monday.com does not have a native Account object that links both; the relationship between Contact Items and Company Items is preserved via a Link-to-Item column that we populate during migration.

Capsule Opportunities migrate as Items on a Deals board in Monday.com CRM. Pipeline name becomes the board name or a Group within the board. Stage maps to a Monday.com Status column with stage names preserved. Deal value maps to a Number or Currency column, expected close date to a Date column, and owner to a Person column. Probability percentages do not have a native Monday.com column equivalent; we create a Number column or note it for manual population post-migration. Currency is preserved as a text value if the account uses multi-currency in Capsule.

Monday.com CRM does not have a native Case or Ticket object. We migrate Capsule Cases as Items on a dedicated Support board with Status mapped to Monday.com Status (Open, Pending, Closed), Priority mapped to a Label or Priority column, assignee to a Person column, and description to a Text column. Conversation history from Capsule Cases migrates as Item Updates in Monday.com rather than as a threaded conversation object. If the customer's account has Cases with linked Parties, we resolve those Party references using the Contact and Company Items created in the earlier migration phase.

Capsule Tasks migrate as Items on a Tasks board or as sub-items of the related Opportunity Item (if the Deals board has sub-items enabled). Due date, assignee, status (open/complete), and description carry forward. Tasks without a linked Party or Opportunity are migrated to a standalone Tasks board. Completed status maps to a Done value in a Status column. The task owner maps to a Person column via email resolution.

Monday.com does not have a native Activity timeline equivalent to Capsule's engagement log. We migrate Capsule Activities as Updates on the relevant Item (Contact, Company, or Opportunity) or as Items on a dedicated Activity board with activity type, description, timestamp, and direction preserved in columns. Email body and meeting notes are stored as long-text columns. Call disposition and duration are stored in Text or Number columns. Activity ordering is preserved by timestamp sort in the destination. We document this as a known structure difference; customers who require a native activity timeline in Monday.com typically rebuild this using Monday.com's Updates feature post-migration.

Capsule Tags are flat labels applied to Parties, Opportunities, and Cases. We map tags to Monday.com Labels on the relevant Items where the volume is under 50 unique tags per board. For tag volumes exceeding 50 unique values, we create a multi-select Dropdown column and flag the consolidation for customer review. Tags applied across multiple entity types (Party and Opportunity) are stored separately on each migrated Item to preserve the original tagging context.

Capsule custom fields are fetched via /fields/definitions before record migration, with type resolution (text, date, list, numeric) applied before mapping to a Monday.com column type. Text maps to Text or Long Text; date maps to Date; numeric maps to Number; list fields resolve option values from the definitions endpoint before mapping to Dropdown or Labels. Monday.com's import process supports a constrained set of column types; any Capsule field type without a Monday.com equivalent is flagged for manual column creation and noted in the migration report. We create the columns in Monday.com before importing values to avoid silent drops.