Migrate from Cirrus CRM to monday CRM

Cirrus CRM Contacts migrate to Monday.com CRM Items in a dedicated Contacts Board. We map name, email, phone, address, and custom fields to typed columns (text, email, phone, location). Cirrus CRM contact-to-company relationships require a Connect Boards column pointing to the Companies Board so that each Contact Item links to its parent Account Item. Owner assignments in Cirrus CRM map to a Person column in Monday.com that the customer maps to team members post-migration.

Cirrus CRM Companies map to Monday.com CRM Items in an Accounts Board. We map company name, credit information, geographic enrichment (latitude/longitude), and custom fields. Cirrus CRM's built-in maps data transfers as a Link column if Monday.com supports it or as a text field with coordinates. The Account Board is created before Contact migration so that Connect Boards column references are satisfied at import time.

Cirrus CRM Deals migrate to Monday.com Items in a Deals Board. The pipeline stage label from Cirrus CRM maps to a Monday.com Status column that the customer configures as their pipeline stages post-migration. Deal monetary values, close dates, and custom fields map to Number, Date, and custom columns. We flag that Cirrus CRM pipeline definitions (stage order, win/loss criteria, automation triggers) do not export with deal records and are not migrated.

Each Cirrus CRM Pipeline requires reconstruction in Monday.com as a separate Board or as Groups within a single Board with a Status column. Stage labels from Cirrus CRM become Status column values. We deliver a written mapping document listing every Cirrus CRM pipeline, its stages, and the recommended Monday.com Board or Group structure. Stage order, probability percentages, and automation triggers require manual configuration in Monday.com's board settings.

Cirrus CRM Quotes carry line items and product associations. Monday.com has no native Quote object, so we create a separate Quotes Board with columns mirroring the Cirrus CRM quote schema: Quote Number, Account (via Connect Boards), Deal (via Connect Boards), Quote Date, Valid Until, and Line Items as a sub-item group or a text/number column set. Product names, quantities, and unit prices migrate as text or number columns. PDF attachments from Cirrus CRM attach as Files to the Quote Item.

Cirrus CRM Orders are generated from Quotes and linked to ERP records. Monday.com has no native Order object. We create an Orders Board with columns for Order Number, Account, Quote Reference (via Connect Boards to the Quotes Board), Order Date, and financial totals. The Quote-to-Order relationship is preserved via Connect Boards column pointing from the Order Item to the originating Quote Item. ERP invoice references migrate as text fields; the customer reconciles ERP linkage post-migration.

Cirrus CRM Activities log calls, emails, and tasks tied to Contact or Deal records. Monday.com does not have a native activity timeline. We create an Activities Board with Items for each activity, using Connect Boards columns to link to the related Contact Item and Deal Item. Activity type (call, email, meeting, task) maps to a Status or Tag column. Timestamps, duration, and disposition migrate as Date, Number, and Text columns. The customer may alternatively use sub-items on the Contact Board for simpler activity tracking.

Cirrus CRM Campaigns track objectives and campaign-level metrics. We create a Campaigns Board in Monday.com with columns for Campaign Name, Status, Start Date, End Date, and Target metrics. Campaign member associations require a separate linking strategy: either a Connect Boards column from the Campaign Item to related Contact Items, or a Tags column on Contact Items referencing campaign membership. The customer confirms scope during scoping.

Cirrus CRM tenant-specific custom fields on Contacts, Companies, and Deals require field-by-field mapping to Monday.com column types. We validate field types (text, number, date, picklist) in a test batch of 50 records before full import. Picklist fields map to Monday.com Dropdown or Tags columns. Multi-select picklists map to Tags. Number fields map to Number columns. Date fields map to Date columns. The customer provides a field configuration screenshot or export before migration to build the column mapping document.

Cirrus CRM attachments export as individual files named by record and file type. We batch-associate these to the correct Monday.com Item by filename parsing and attach via the Monday.com File column type. Attachments exceeding 10 MB are flagged for manual handling. We provide a manifest mapping each file to its target Item so the customer can verify completeness before marking migration done.