Migrate from CaseManager to monday CRM

Monday CRM stores contacts in a dedicated contacts entity with name, email, phone, company link, and custom properties. CaseManager contacts map 1:1 to Monday CRM contacts. The primary company link in CaseManager resolves to the Monday CRM contact's company field during migration.

Monday CRM companies store business name, domain, industry, employee count, and address fields. CaseManager company records map directly to Monday CRM companies with a 1:1 relationship. During migration, each CaseManager contact's primary company link resolves to the corresponding Monday CRM company record. If a CaseManager contact has no primary company assigned, a placeholder company entry is created automatically to satisfy Monday CRM's foreign-key requirement and prevent orphaning contact records.

CaseManager's core record becomes a Monday CRM deal in a pipeline board. Each case type or category in CaseManager maps to a separate pipeline in Monday CRM. The deal name derives from the case title or case number; deal amount, status, and priority map to Monday columns. This transformation is the central object mapping for this migration.

CaseManager often uses a single Case object with a type or category field to distinguish case kinds. Monday CRM represents each category as its own pipeline board. The migration splits CaseManager's type field into separate Monday CRM pipeline boards, each with its own stage columns and automation triggers.

CaseManager status values such as Open, In Progress, Closed, and On Hold map to Monday CRM status column options. Each value is explicitly paired with a Monday status option, including color assignment for visual pipeline consistency. Custom CaseManager statuses create matching custom options in Monday. This preserves the original workflow stages without renaming or merging values.

CaseManager priority levels including Low, Medium, High, and Urgent migrate as Monday CRM label columns or status columns depending on the team's preference. Value mapping assigns Monday's label colors to match CaseManager's priority taxonomy so visual indicators are preserved across the migration. If CaseManager uses different priority labels or additional levels, custom label options are created in Monday to match exactly. The priority column appears on deal items for quick visual sorting and filtering.

CaseManager file attachments on cases download and re-upload as Monday CRM item attachments. Monday's file storage receives each attachment; inline images in notes are extracted and rehosted as separate image attachments. File size limits and storage quotas at the Monday CRM plan tier apply.

CaseManager activity entries — emails, calls, meetings, and notes logged against a case — become Monday CRM item updates. Each activity maps to a timestamped update on the corresponding deal item, preserving the original author and timestamp. This keeps the case's full history visible within the Monday CRM deal record.

CaseManager custom fields attached to cases or contacts require creation of matching Monday CRM columns. The migration maps each CaseManager field type to the nearest Monday column type (text, number, date, dropdown, location, etc.). Boolean fields map to Monday label columns; multi-select fields map to multi-select columns.

CaseManager user records resolve to Monday CRM users by email address matching. During migration preparation, FlitStack compares CaseManager owner emails against Monday CRM user emails to identify exact matches. Unmatched owners are flagged as exceptions before migration runs; their records can be assigned to a fallback Monday CRM user or a generic Unassigned placeholder to avoid orphaning case and contact data. This resolution step prevents null assignee fields on migrated deals and ensures activity history attribution.

Monday CRM's built-in creation timestamp records when the deal was created inside Monday, not the original CaseManager creation date. To preserve historical context, the original CaseManager create date migrates to a custom date column named Original_Create_Date__c on each deal. This allows teams to run reports sorting by original case creation date and maintain accurate historical records in Monday CRM. Without this custom column, the original timestamps would be lost and reports would only show migration date.

CaseManager's native case ID or case number has no direct Monday CRM equivalent. We preserve it as a text column on the migrated deal so teams can cross-reference records during the transition period and until the new Monday CRM ID convention takes hold.