Migrate from Cloze to monday CRM

Cloze People records map to Monday.com CRM Items on the Contacts Board. Standard fields (name, email, phone, address, social links) map to Monday.com Columns of matching type. Owner assignment resolves by email match against Monday.com workspace Members. Custom properties on the Person record map to custom Columns on the Item; we preserve the Cloze property type and choose the nearest Monday.com Column type (text, number, date, dropdown, etc.). Segments and Tags from Cloze are held for separate resolution against Tags or a multi-select Column.

Cloze Companies map to Monday.com CRM Items on the Organizations Board. The Company address, industry, and social fields map to matching typed Columns. Linked People records are resolved by creating the Organization Item first, then creating Person Items linked back via the CRM Organization Column. Company ownership is assigned to the Monday.com User who was the company owner in Cloze, resolved by email.

Cloze Projects (aliased as Deals or Properties) map to Monday.com CRM Items on a Deal Board. The Cloze Stage (Potential, Active, Done, Lost) maps to a Status Column on the Board with stage values normalized to the customer's desired pipeline language — we strip real estate-specific labels during transform. Project-level custom properties map to custom Columns. Multi-stage deal pipelines in Cloze map to multiple Monday.com Boards or Groups, depending on the customer's pipeline structure preference established during scoping.

Cloze Segments and Audience memberships do not have a direct Monday.com CRM equivalent. During scoping we determine whether segment membership should migrate as Monday.com native Tags (attached to Items) or as a multi-select Column on the Contacts Board with segment names as selectable values. Tags are simpler and native to Monday.com's filtering; a multi-select Column is better for reporting and dashboards. The customer's choice governs the transform logic applied to all People records.

Cloze Timeline entries (emails, calls, meetings, notes) attach to the corresponding Person or Company Item in Monday.com CRM using the Emails & Activities feature. We preserve the activity type, timestamp, subject/body content, and disposition where available. Email content migrates as activity log entries; raw email body length may be truncated depending on what Cloze retained from the connected account. Call duration and disposition migrate as separate Column values on the activity record.

Cloze custom properties on People, Companies, and Projects map to Monday.com custom Columns on the respective Board. We match Cloze field types to Monday.com Column types: Cloze text to Text Column, number to Number Column, date to Date Column, and choice/checkbox fields to Dropdown or Tags Column. Any deprecated or deleted Cloze custom fields are flagged during audit and excluded from migration rather than creating empty Columns in the destination.

Cloze Team structures and role assignments map to Monday.com Workspace Members with their assigned roles. Owner assignments on Cloze People, Companies, and Projects resolve by email match against Monday.com Users. Any Cloze Team that has no matching Monday.com Workspace Member goes to a reconciliation queue for the customer's admin to provision before record import completes.

Cloze Campaigns (Business Platinum only) do not have a direct Monday.com CRM equivalent. We preserve campaign definitions and trigger logic as a written inventory document, including the campaign name, audience criteria, stage assignments, and trigger conditions. The customer reviews this document and rebuilds campaign logic in Monday.com's Recipe builder or through a third-party sales engagement tool. Campaign migration is a conditional deliverable dependent on the destination plan tier and the customer's preference for native versus external campaign management.

Cloze Tags on People and Companies migrate as Monday.com native Tags attached to Items, or as values in a multi-select Column if the customer selected the Column approach during Segments scoping. We preserve the complete tag assignment per Person or Company record. Tags that were used for segmentation map to the same target as Segments to avoid duplicate classification columns.

Documents attached to Cloze People, Companies, or Projects are migratable as file attachments on the corresponding Monday.com CRM Items. We extract files from Cloze's export output and attach them to the matching Items during import. Binary file extraction requires coordination with the customer's Cloze data export since Cloze's UI export focuses on record fields rather than binary attachments — we confirm export scope before migration begins.