Migrate from Column Case Management to monday CRM

Column cases map directly to Monday CRM items on a CRM-type board. The item name maps from Case Title or Case Number. Case status maps to a Status column with value mapping per case type. The original Case ID is stored in a custom text column for traceability.

Column subject records (person of interest) map to Monday CRM contacts. Name, date of birth, contact information, and address fields migrate directly. Subject profile notes become a text area on the contact record. Multiple aliases or alternate identifiers migrate as custom text columns.

Column task assignments within a case become subitems attached to the corresponding Monday CRM item. Subitem title maps from the task description. Due date, priority, and assignee person column migrate. Case-specific task fields (e.g., task type, authority level) map to custom subitem columns.

Evidence files and documents attached to Column cases re-upload to Monday CRM items as file attachments. The file name and upload timestamp are preserved. Chain-of-custody metadata (uploaded by, date uploaded) migrates to custom date and person columns on the item since Monday lacks native chain-of-custody fields.

Column incidents or events logged within a case become subitems. Incident type maps to a Labels or Tags column. Incident date, location, and description migrate to subitem text and date columns. Linked incidents are preserved via subitem grouping within the parent case item.

Column case types define custom field sets per investigation category. Each case type becomes a separate Monday CRM board with groups matching the case type name. The custom fields defined per type map to custom columns on that board with appropriate column types (text, number, date, person).

Column case status values (Open, Under Investigation, Pending Review, Closed) map to Monday CRM Status column values via explicit value mapping. Status transition timestamps from Column's audit trail migrate to custom datetime columns on each item for reporting continuity. We preserve the original transition order and map each status to a matching Monday label, ensuring that reports reflect the same lifecycle stages.

Column users and investigators resolve to Monday CRM team members by email match. If a Column user has no Monday account, records are assigned to a fallback owner and the original investigator name is preserved in a custom text column. Role and permission sets do not migrate and must be reconfigured in Monday's permission settings.

Column custom fields per case type map to Monday custom columns with type-aware conversion: text fields to Text columns, numbers to Numbers, dates to Date columns, person lookups to Person columns, and file attachments to File columns. Column-specific pick-list values require manual value mapping in Monday's column settings before migration.

Column case notes and activity log entries migrate to Monday's Updates feed on each item, preserving the original timestamp and author. High-volume activity logs are batched into a structured subitem table if the Updates feed exceeds readability thresholds. Automated workflow logs do not migrate.

Column's built-in reporting and analytics dashboards do not migrate. The underlying data (case metrics, investigator performance, case duration) is available in Monday's item properties and can be rebuilt using Monday's native dashboards and Chart view. We provide a rebuild reference listing each Column report and its equivalent Monday visualization.

Column integrations (BMC Remedy, AR framework, SharePoint) do not migrate. These connections must be rebuilt using Monday's native integrations (250 actions/month on Standard, 25,000 on Pro) or via Zapier/Make. We document each active integration for your IT team to reconfigure post-migration.