Migrate from Claritysoft to monday CRM

Claritysoft Contacts map to Monday.com CRM People items in the People board. Standard fields (name, email, phone, address) map to the corresponding People column types. The account association from Claritysoft's Company field becomes a relation column linking the Person item to the corresponding Company item. Contact ownership from Claritysoft's Owner field maps to a Team Member column on the People item.

Claritysoft Accounts (Companies) map to Company items in Monday.com CRM's Companies board. We create Company items before People items so that the relation column reference is satisfied at import time. Industry, website, annual revenue, and number of employees map to custom columns of the matching type. Account ownership maps to a Team Member column on the Company item.

Claritysoft Leads map to items in a dedicated Monday.com Leads board with lifecycle stages (New, Contacted, Qualified, Unqualified) represented as a Status column. Lead status values migrate as Status column labels, and lead score from Claritysoft's scoring fields becomes a Number column. The customer decides whether to keep a separate Leads board or treat qualified Leads as People items during scoping.

Claritysoft Opportunities map to Monday.com CRM Deals. The Claritysoft deal amount, stage, probability, and expected close date map to the Deals board's Amount column (number type), Status column (stage), Probability column (percentage), and Date column respectively. The linked Contact from Claritysoft becomes a Person relation column on the Deal item, and the linked Account becomes a Company relation column.

Claritysoft pipeline stages become Status column options in Monday.com's Deals board. We preserve stage names, display order, and probability percentages as column values. Stage labels migrate as-is; if the customer wants a different stage structure in Monday.com, we apply the revised stage set during migration configuration rather than carrying forward a structure they intend to change.

Claritysoft Activities (Calls, Meetings, Tasks) with timestamps, owners, and linked records become subitems or update columns on the related Monday.com item. Calls and meetings without a dedicated Monday.com CRM column type are stored as subitems with Status, Date, and Notes columns. Tasks migrate as subitems with Due Date, Status, and Assignee columns. The linked Contact or Deal reference resolves to the parent Monday.com item ID.

Claritysoft Custom Fields on Contacts, Accounts, Leads, and Opportunities map to Monday.com custom columns of the matching type. Text fields become Text columns, numbers become Number columns, dates become Date columns, and picklists become Dropdown columns. Calculated Custom Fields from Claritysoft Enterprise have no direct Monday.com equivalent — we document the calculation logic as a written specification for the admin to implement as a formula column or external calculation tool post-migration.

Documents and attachments linked to Claritysoft records are extracted and reattached to the corresponding Monday.com items. We preserve the original file name and attachment context (which record it was linked to in Claritysoft). Large document volumes may require a file storage strategy because Monday.com's file storage limits vary by plan.

Claritysoft Custom Modules (Accelerator and Enterprise only) migrate to Monday.com custom boards. Each module record becomes a board item, module fields become columns, and lookup relationships between modules become relation columns. This mapping requires pre-configuration of the Monday.com board schema before data import begins. We flag that Professional-tier Claritysoft accounts cannot export Custom Modules via API, requiring manual extraction.