Migrate from CentraHub CRM to monday CRM

CentraHub Leads map to Items in a dedicated Lead Board on Monday.com CRM. We extract lead source, status, owner assignment, and any custom fields (phone, company name, qualification notes) as typed columns on the board. The Lead Board Group structure maps to lead status stages (New, Contacted, Qualified, Converted). Converted leads are migrated as-read with a converted flag column; the actual conversion to Contact happens post-migration in Monday.com by moving the Item to the Contact Board.

CentraHub Accounts map to Items in a Contact Board where the company-level information lives as an integrated record. Monday.com CRM's Contact Board includes a Company Name column type that serves as the Account reference. For teams with heavy Account-centric workflows, we can create a separate Company Board and link it to Contacts via a Connect Boards column, preserving the Account-Contact relationship as a first-class board link rather than a flat field.

CentraHub Contacts map to Items in the Contact Board with first name, last name, email, phone, and address fields mapped to Monday column types. The Account-to-Contact relationship resolves by writing Accounts first and linking Contact items via the Company Name column or a Connect Boards column. Contact owner maps to the Monday Assignee column. Custom contact fields (birthday, department, title) map to the corresponding Monday column type (Date, Text, Label).

CentraHub Deals map to Items in a Deal Board where each Group represents a pipeline stage. The deal amount maps to a Numbers column, close date to a Date column, and deal owner to the Assignee column. The CentraHub dealstage names are matched to Monday Group names (e.g., Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost). Custom deal fields migrate as additional columns with equivalent types.

Each CentraHub Deal pipeline becomes a Monday.com Board with Groups representing the stage sequence. Stage names and order are preserved from CentraHub's pipeline configuration. Stage probabilities from CentraHub are stored as a Numbers column on each Item rather than natively (Monday CRM does not enforce probability per stage). The customer configures pipeline metrics in the Board Dashboard post-migration.

CentraHub's multiple deal pipelines (available on Professional and above tiers) map to separate Monday Boards. Each pipeline's stage order, stage names, and associated custom fields become a standalone Board. Multi-pipeline reporting requires cross-board Dashboard views in Monday.com, which the customer configures post-migration.

CentraHub Tasks map to Items in a Tasks Board or as Subitems on parent records (Contact Items, Deal Items). Task due date maps to a Date column, priority to a Label or Status column, and description to a Text column. Standalone tasks from a dedicated Tasks module migrate to a standalone Tasks Board; tasks attached to specific Deals or Contacts migrate as Subitems on the corresponding Item to preserve the parent relationship.

CentraHub Appointments map to Items in a Calendar Board or as Items with Start Date and End Date columns. Appointment title maps to Item name, location to a Location column (if available) or Text column, and notes to a Text column. We normalize all timestamps to UTC before import. Recurring appointments require manual reconstruction in Monday's Calendar View post-migration since recurrence patterns do not migrate as automation rules.

CentraHub Activity records (calls, emails, meetings, notes) logged against Leads, Contacts, Accounts, or Deals migrate as Updates on the corresponding Monday Items. Each activity type becomes a structured Update with a label (Call, Email, Meeting, Note) and the activity body preserved. Activity timestamp becomes the Update timestamp. Large activity volumes (over 50,000 records) are chunked by parent object and imported in phases to stay within Monday API rate limits.

CentraHub per-module custom fields map to Monday Board columns with the closest matching type. Text custom fields map to Text columns, numbers to Numbers columns, dates to Date columns, picklists to Label columns, and email/phone to their respective column types. We extract the custom field schema per module from CentraHub's Field Properties during discovery, map each to the Monday equivalent, and flag any field type that has no close Monday analog for customer decision on how to handle it.