Migrate from ClientTether.com to monday CRM

ClientTether Contact records (name, phone, email, company association, communication history, tags) map directly to Monday.com People. We export all standard contact fields and associated tags. The tag assignments migrate as Monday.com Tags applied to the People record. Communication history (SMS threads, email logs, call metadata) is exported and recreated as separate Activity Items on the Contact's record using a dedicated Activities board linked by email or name lookup.

ClientTether Leads generated through web forms, IVR, or CSV import map to Monday.com People with a Lead status column. Lead source attribution and originating campaign ID migrate as custom columns on the People Item. We preserve the lead-to-Account or lead-to-Contact linkage by matching against the Account or Contact lookup at migration time.

ClientTether Accounts with nested franchise hierarchy (brand account, franchise owner account, FBC structure) map to Monday.com Boards with Groups representing each hierarchy level. The top-level brand account becomes the Board name, franchise owner accounts become Groups within that Board, and FBC records become Items under the appropriate Group. We export the full parent-child relationship as a custom column hierarchy__c (text path) and a parent_id__c lookup field, flattening it to Group membership in Monday.com. Any depth exceeding Monday.com's grouping limits is flagged during discovery.

ClientTether Pipelines (stages with customizable names and ordering) map to Monday.com Boards with a Status column. Each ClientTether pipeline stage becomes a Status group in Monday.com, preserving stage names, positions, and ordering. If the customer has multiple pipelines, we create separate Boards or separate Views within a single Board, depending on Monday.com's per-account plan limits.

ClientTether Deals map to Monday.com Items on the Deals Board, with the ClientTether deal stage mapped to the Monday.com Status column value. We preserve deal name, amount, close date, owner assignment, and linked Account (mapped to the Board Group), along with any custom deal fields as Monday.com columns. Closed-won and closed-lost values from ClientTether custom fields migrate to custom Status column values.

ClientTether Proposals with template-based content, pricing, start/end dates, and optional Work Order linkage migrate to Items on a separate Proposals Board. We export proposal body text as a long-text column and line items as sub-items or a linked Deals Item. Rich template formatting and embedded media do not survive export intact and are flagged for manual review. The link to the associated Work Order is preserved as a cross-board mirror column or URL column pointing to the Work Order Item.

ClientTether Work Order records migrate to Items on a Work Orders Board with linked proposal dates, status, and assigned franchise owner (mapped to a People assignee column). Monday.com does not have a native Work Order object; we create a dedicated board with columns for all operational fields. The link back to the originating Proposal migrates as a cross-item or URL column.

ClientTether Tags used for segmentation and automation trigger conditions migrate to Monday.com Tags applied to Items. We export all tag assignments per Contact, Lead, Account, and Workflow record. Tags used as automation triggers are preserved in the automation inventory document with their trigger-action logic so the customer's admin can recreate them as Monday.com automation conditions.

ClientTether Email Sequences (time-triggered drip campaigns attached to Leads or Contacts) are exported as Activity Items containing sequence step content, timing delays, and enrollment status. Monday.com CRM does not have a native email sequence or cadence engine; we deliver the sequence content as a written document the customer's admin schedules manually in Monday.com's Connected Email or through a third-party sales engagement tool. We do not migrate the automated sending logic.

ClientTether inbound and outbound call records (duration, direction, linked Contact, disposition, missed-call follow-up tasks) migrate as Activity Items on a Communications Board linked to the Contact record by email or name. We preserve call duration, date, direction, and disposition as custom columns on the Activity Item. Recording URLs are stored as URL columns where available.

ClientTether custom fields on Contacts, Leads, Accounts, Deals, Proposals, and Work Orders are enumerated during discovery and mapped to Monday.com columns with the closest equivalent type (text, number, date, dropdown). Picklist options in ClientTether map to Monday.com Status or Dropdown column values. We flag any custom fields without a direct Monday.com equivalent for the customer's admin to review before import.

ClientTether user records (name, role, assignment of Leads and Tasks) map to Monday.com Team Members. We export the user roster and reassign open tasks to the migrated team member in Monday.com. Owner assignments on Deals, Leads, and Contacts resolve via email match against the Monday.com team member list. Users without a Monday.com match enter a reconciliation queue for the customer's admin to provision before import resumes.