Migrate from Centerbase to monday CRM

Centerbase contacts map directly to Monday CRM contact items. Email, phone, address, and name fields transfer as‑is, preserving original formatting. Relationships to companies use Monday's organization linking, and the primary contact flag is stored as a boolean column on each contact item for straightforward identification in board views.

Centerbase company records map to Monday CRM organizations. Company name, domain, address, and industry fields become organization columns, and the primary contact for each company is linked as the main person. Multi‑contact associations at Centerbase collapse to the primary organization link, with secondary contacts surfaced via subitems on the organization board.

Centerbase matters have no direct Monday CRM equivalent—matters are legal case files with nested billing and document hierarchies. We map each matter to a Monday CRM deal item on a Deals board, with matter number, practice area, status, responsible attorney, and open date as columns. Historical billing summary becomes monetary value columns on the deal item.

Centerbase matter workflow stages (e.g., Intake, Active, Pending Review, Closed) map to Monday CRM status column values. Each Centerbase practice-area workflow generates a separate status column on the Deals board. Stage-entered timestamps from Centerbase become custom datetime columns in Monday.

Multiple Centerbase time entries per matter aggregate into a single billable hours column on the Monday CRM deal item. Entry-level detail (date, attorney, description) becomes subitem records or a linked time-tracking board. Total billable hours from Centerbase map to Monday's numeric monetary value.

Centerbase invoices with line items, LEDES codes, and payment status transform into Monday CRM deal monetary columns. Invoice total becomes the deal value. Payment status (Paid, Pending, Overdue) becomes a dropdown column. Trust account balances require a separate custom numeric column because Monday has no native trust accounting.

Centerbase documents attached to matters are re‑uploaded to Monday CRM as file attachments on deal items or subitems. Document names and descriptions become the item name and details, preserving the original context. File size limits apply—Monday Enterprise permits larger attachments—and inline images are extracted and rehosted as separate file assets to maintain clarity in board views.

Centerbase activities such as calls, emails, meetings, and notes map to Monday CRM updates on deal items or contact records. Call logs become updates that include subject, duration, and outcome, while meeting records preserve start and end times. Notes are stored as update blocks with the original timestamp and owner attribution, giving a complete activity history on each board item.

Centerbase custom fields on any object become Monday CRM custom columns on the corresponding board. Column type selection matches the data type (text, number, date, dropdown). Lookup fields in Centerbase become monday's connectivity column or link-to-item columns with manual resolution.

Centerbase user records resolve to Monday CRM users by matching email addresses. Attorneys, paralegals, and billing staff assigned to matters are mapped to Monday's people column on deal items, ensuring the correct team member is visible on each record. Any owners that cannot be matched are flagged before migration for manual assignment to prevent orphaned items.

Centerbase trust account deposits, withdrawals, and reconciliations have no native equivalent in Monday CRM. We keep trust balances as a custom numeric column on each deal item, and we add a flag noting the limitation so accounting teams can rebuild trust‑accounting workflows separately after migration. This approach preserves the balance data while highlighting the need for post‑migration process design.