Migrate from Close to monday CRM

Close Leads map to People items in Monday's CRM board. We preserve the full lead record including name, email, phone, status label, and owner assignment as item columns. The lead status label is stored as a Status column value matching Close's status vocabulary. Owner assignment resolves by email against Monday workspace members.

Close Contacts map to People items alongside Leads. Where the destination's CRM board supports separate People and Organization records, we model Contact as a Person item linked to the matched Organization item. Where Monday's native CRM People board is used, Contacts and Leads coexist with a Contact_Type column distinguishing them. Email, phone, organisation, and owner fields map to typed columns.

Close Opportunities map to Deal items in Monday's CRM board. The opportunity value, expected close date, and owner assignment migrate to Deal item columns. The Close pipeline assignment determines which Monday CRM board receives the Deal item, and the Close stage name maps to a Status column value on the destination board.

Each Close pipeline becomes a separate Monday CRM board. We create the board with a Name column matching the pipeline label and configure the Deal_Value, Expected_Close, and Owner columns that Monday CRM boards ship with by default. Any custom pipeline columns from Close are added as additional columns during board setup.

Close pipeline stages map to Status column values on the destination CRM board. Stage ordering is preserved by setting the Status column value sequence in Monday to match Close's stage display order. Stage probability weights migrate as a Number column (Stage_Probability) since Monday Status columns do not natively carry probability values.

Close's activity history attached to Leads and Contacts is modelled as sub-items on the matching People item in Monday CRM, with the activity type stored as a Status or Label column and the timestamp, duration, and content preserved in text columns. Call recordings migrate as file attachments on the relevant activity sub-item. Note that Monday does not have a native unified inbox equivalent; activity sub-items provide a chronological list but not a threaded email-and-SMS view.

Close Custom Fields on Leads, Contacts, and Opportunities map to typed columns in the corresponding Monday CRM board. Text fields become Text columns, date fields become Date columns, numeric fields become Number columns, and choice fields become Label or Status columns. We create the column in Monday before importing any records that reference it.

Close Custom Activities require careful modelling in Monday because Monday does not support a Custom Activity Type concept. We design a separate board to represent the custom activity type or add sub-item structure to the relevant People/Deal board. The Custom Activity Type definition must be created in Monday before any activity records import; we handle this as a pre-import schema step. Any type-specific Custom Fields migrate as additional columns on the chosen structure.

Close Custom Objects map to standalone boards in Monday that mirror the object schema. We create the board with columns matching each Custom Object field (by type), add any lookup relationships as Connect board columns or Link-to-item columns, and import the records as board items. Custom Object dependencies on standard objects (Lead, Contact, Opportunity) require the parent records to exist before the lookup reference can be resolved during import.

Close Users map to Monday workspace members by email match. We extract every owner_id referenced on Lead, Contact, Opportunity, and Activity records and resolve against Monday workspace members during import. Any Close owner without a matching Monday member goes to a reconciliation queue for the customer's admin to provision before record import resumes.