Migrate from Clarify CRM to monday CRM

Clarify Contact records with name, email, phone, and company linkage map directly to Monday.com Contact items on the CRM Contact Board. The contact's primary company link resolves to a Monday Account item, and custom fields on the Clarify Contact map to Monday Column types. We validate field type compatibility before mapping: text fields map to Text Columns, dates to Date Columns, numbers to Numbers Columns, and multi-select values to Dropdown or Tags Columns. Clarify's AI-enriched contact properties (autonomously populated company details) migrate as standard column values, flagged for the customer's review in case AI-generated data requires verification.

Clarify Company records with domain-based enrichment map to Monday.com Account items on the CRM Account Board. The company domain becomes the Account's website column value. We resolve the company-contact linkage by matching Contact items' Account column to the corresponding Account item, using domain as the dedupe key. Clarify AI-populated company fields migrate as Monday Column values; any fields that exist in Clarify but have no Monday Column equivalent are held in a gap list for the customer to define before final import.

Clarify Deal records map to Monday.com Opportunity Items on the CRM Opportunities Board. The deal value, close date, and stage map to Monday Column values: monetary amounts to Numbers Columns with currency formatting, dates to Date Columns, and stage names to Status Column values within Board Groups. Clarify's autonomous agent updates to deal fields migrate as static column values; we do not recreate the autonomous agent logic in Monday because Monday's Automation Manager operates on different trigger-action semantics.

Clarify's named pipeline stages map to Monday Board Groups on the Opportunities Board, with each Group representing a pipeline stage. Within each Group, the Status Column reflects the deal's current sub-state. We preserve the full stage sequence and any custom stage names as Group labels, creating equivalent Groups in Monday's board structure. Stage order and probability metadata (if tracked in Clarify) migrate to Number Columns on each deal item for reporting purposes.

Clarify call records with duration, disposition, and timestamp map to Monday Activity Items attached to the relevant Contact or Opportunity Item, or as Note attachments on the parent Item. Call metadata (duration in seconds, disposition notes) migrates as Text Column values on the activity item. The original call timestamp is preserved in a Date Column for timeline ordering.

Clarify email engagement records migrate to Monday's native Email & Activities feature (available on Standard and above) attached to the relevant Contact or Opportunity Item. For accounts on Basic, emails migrate as Note items or Text Column entries with sender, recipient, subject, and body preserved. Email thread continuity requires the customer to configure email sync integrations post-migration.

Clarify meeting records with attendee list, location, and duration map to Monday Activity Items linked to the relevant Contact or Opportunity. Meeting metadata (attendees, start time, location) migrates to Text or Date Columns. If the customer uses Monday's native Calendar integration post-migration, meetings can be reconnected as calendar events; historical meeting records are preserved as Items or Notes for reference.

Clarify standalone notes and AI-generated meeting summaries migrate as Note items or File attachments on the related Contact, Account, or Opportunity Item in Monday. The note content, author, and creation timestamp are preserved. Because Clarify stores AI summaries as linked note content rather than structured records, we convert the summary text to a Note body attached to the parent Item and flag it for completeness review.

Clarify custom fields on Contacts, Companies, and Deals translate to Monday Custom Columns on the corresponding CRM board. We validate column type compatibility during scoping: multi-select values map to Dropdown Columns, currency amounts to Numbers Columns with currency formatting, and dates to Date Columns. Any Clarify field types without a Monday Column equivalent are flagged as gaps and mapped to Text Columns as a fallback, pending customer confirmation of intended behavior.

Clarify tag-based labeling on records maps to Monday's Tags Column on the relevant board Items. Tag assignments on Contacts, Accounts, and Deals preserve as Tags Column values, enabling filtering and segmentation in Monday's board views. Tags used across multiple object types migrate independently on each object board.