Migrate from ChartMogul to monday CRM

ChartMogul's parent Customer record (with tags, custom attributes, notes, call logs, and opportunities) maps to Monday.com Person. We use the ChartMogul Customer external_id as the Person's Monday.com item ID for cross-reference. Tags migrate as multi-select tag fields on the Person board. Custom attributes migrate as typed custom fields (text, number, date) on the Person board.

ChartMogul allows multiple child Data Source Customer records (one per billing source: Stripe, Chargebee, Recurly) under a single parent Customer. Monday.com has no native billing-source hierarchy. We resolve this by importing all Data Source Customers into a separate Data Sources board linked to the Person via a Connect boards column, or by flattening billing source name and ID into custom fields on the Person record. Customers with subscriptions in multiple billing systems receive multiple linked Data Source items.

Active, trial, and cancelled Subscriptions map to custom fields on the Person: plan name, plan interval, quantity, billing cycle, subscription status, and effective date. Open Deals with associated subscription value map to Monday.com Deals linked to the Person. Cancelled subscription status migrates as a closed Deal or a Person status tag depending on the customer's retention workflow.

ChartMogul Plan definitions (name, interval, amount, currency, trial period) migrate as custom field options on the Person board. We pre-create the plan dropdown list during schema design so that all migrated subscriptions reference the correct plan value. Plan changes over time do not auto-update in Monday.com — the customer rebuilds any plan-change automation in Monday.com Automations post-migration.

Invoice records (line items, amounts, taxes, transaction fees) migrate as individual Items on a dedicated Invoices board linked to the Person via Connect boards. We preserve invoice number, date, total amount, and status (paid, outstanding, void) as columns. Full invoice PDF attachments migrate as file uploads on the Item using ChartMogul's export endpoint if available.

Payments, refunds, and chargebacks from ChartMogul map to Activity Updates on the corresponding Invoice Item in Monday.com, with transaction type, amount, date, and fee information. Transaction fee handling (whether fees are deducted for Google Play and PayPal sources) is preserved as a metadata field on the Transaction record rather than recalculated, since Monday.com does not apply automatic MRR logic.

ChartMogul's calculated MRR movements (new business, expansion, contraction, churn) migrate as a written summary in a long-text field on the Person record showing the last 12 months of MRR movement type and amount. We do not recreate the MRR metric engine in Monday.com because it requires ChartMogul's subscription analytics calculation layer. The underlying subscription and invoice data that drives MRR is fully migrated so the customer's team can build the reporting model in Monday.com dashboards.

ChartMogul Opportunities (deal stages and amounts from the CRM module) map directly to Monday.com Deals with stage, value, owner, and expected close date preserved. Open and won opportunities migrate; cancelled or lost opportunities migrate with their status if the customer wants to preserve historical pipeline data. Deal owner resolves by email match against Monday.com team members.

Open Tasks from ChartMogul CRM migrate to Monday.com Tasks with due date, assignee (resolved by email), description, and status (pending, completed). Completed tasks with no future action are optionally omitted to reduce import volume. ChartMogul task owner resolves via email match to Monday.com User.

ChartMogul Notes and call logs migrate as Updates on the Person Item with author attribution and timestamp preserved. Call logs include duration and disposition where available. Formatting differences between ChartMogul's note storage and Monday.com's update log are normalized during the transform step to avoid rendering issues with special characters or HTML.

Customer-level custom attributes from ChartMogul migrate as typed custom fields on the Monday.com Person or Deals board matching the original field type (text, number, date, checkbox, dropdown). Attributes synced from Pipedrive or HubSpot via ChartMogul's two-way CRM sync migrate with the same field type mapping. We validate type compatibility during schema design and flag any unsupported field types before migration.

ChartMogul tags (flat string labels on parent Customer records) migrate to Monday.com's built-in Tag column on the Person or Deals board. Tag counts are preserved for segmentation filtering. Tags used for billing source classification migrate as separate custom fields rather than tags if the customer wants structured data for reporting.