Migrate from Cirqll to monday CRM

Cirqll Customer records map to Monday.com CRM Person Items within the Contacts board. We map first name, last name, email address, phone number, and physical address to the corresponding Person column types. The Person column in Monday.com CRM consolidates name and contact fields into a single structured field; we decompose Cirqll's flat name field into first and last name components during the transform phase. Custom properties on Cirqll Customers migrate as custom columns on the Monday.com Item. The Customer Create API endpoint on Cirqll is the only documented write endpoint; we use probe reads to verify field fidelity before the production migration.

Cirqll Lead records map to Items in a dedicated Monday.com CRM Lead board. We map qualification status, source attribution, owner assignment, and lead score to Status, Text, Person (Assignee), and Number columns respectively. The Lead-to-Customer conversion history migrates as a linked activity note on the Item's Updates feed. Owner assignment resolves by email match to a Monday.com User; any unmatched owners go to a reconciliation queue for the customer's admin to provision.

Cirqll Task objects — including due date, assignee, priority flag, and completion status — map directly to Monday.com Items. The due date field maps to a Date column; assignee maps to Person column; priority maps to a Status column with values reflecting Cirqll's priority levels. Open and completed task states map to Status column values (e.g., Open, In Progress, Done) so the migration does not lose historical completion data.

Cirqll Activity records (calls, emails, meetings) map to Monday.com Item Updates with metadata preserved in custom columns. Call duration and disposition map to Number and Status columns; meeting title and attendee list map to Text and Person columns. Activity type is preserved as a Status label on the Item so that the full timeline is queryable in the new system. Activity timestamps set the Item's Creation Date to preserve historical ordering.

Cirql Notes attached to Contacts or Leads migrate to the Monday.com Item's Updates feed as chronological entries with the original creation timestamp and author attribution. For notes with structured metadata (category, tags), we create a Text column that carries the category label so context is not lost in the flat updates feed.

Cirqll Calendar Events migrate to Monday.com Items with Date column for event date and time, a Text column for title, and a Person column for attendees. All-day event flags map to a Checkbox column. Recurrence patterns (if present in Cirqll data) are preserved as text notes in the Item's Updates feed because Monday.com's native recurrence support applies to Items inside a calendar view, not as a separate field on the record.

Cirqll stores documents as binary attachments outside the standard API. We handle document migration as a secondary pass: we download files from Cirqll via the available download mechanism, map each file to the corresponding Contact or Lead Item in Monday.com, and attach via the File column type. Original filenames, sizes, and upload timestamps are preserved in Monday.com's file metadata. Version history does not transfer. This pass requires separate confirmation from the customer that their Monday.com plan supports file attachments.

Cirqll User accounts and their assignments to Leads, Tasks, and Activities migrate as owner mappings in Monday.com. We resolve Cirqll user email addresses to Monday.com User accounts by email match. Active versus inactive status carries forward. Role-based permission sets do not transfer because Monday.com CRM's permission model differs significantly from Cirqll's; we deliver a permission matrix recommendation as part of the handoff documentation.