Migrate from CompanyHub CRM to monday CRM

CompanyHub Contacts map to Items in a Monday.com Contacts board. Each Contact becomes one Item with standard fields (name, email, phone, address) mapped to Title, Text, Phone, and Location column types. Unlimited custom fields from CompanyHub map to the equivalent Monday column type (Date, Number, Dropdown, Checkbox, Long Text, etc.). The migration resolves the associated Company as a cross-board Item Link or Connect Board column rather than a native relationship field.

CompanyHub Company records map to Items in a separate Monday.com Companies board. Each Company becomes one Item with standard fields (domain, industry, address) mapped to Text, URL, Dropdown, and Location columns. Custom fields on Company map to matching Monday column types. The Companies board is provisioned before the Contacts board so that Item Link resolution succeeds at import time.

CompanyHub Deals map to Items in a Monday.com Deals board. The deal amount becomes a Number column; the deal stage becomes the Status column with options matching the CompanyHub pipeline stage names. Custom fields on Deals (discount percentage, close date, probability override) map to Number, Date, and Dropdown columns. Each Deal Item links to the associated Contact Item via Item Links and to the associated Company Item for full pipeline context.

CompanyHub pipeline stages map to Status column options in the Monday.com Deals board. We configure the Status column with one option per CompanyHub stage name and order. If the customer uses multiple pipelines in CompanyHub, we create separate Deals boards or use Board Views with filtered Groups, depending on the complexity of the pipeline structure, and document the approach during scoping.

CompanyHub Tasks migrate as Items in a dedicated Monday.com Tasks board. The task title becomes the Item name, the due date maps to a Date column, and the assignee maps to a Person column. Status column options reflect the task state (Not Started, In Progress, Completed). Tasks linked to specific Contacts or Deals in CompanyHub receive cross-board Item Links to the corresponding migrated Items in the Contacts and Deals boards.

CompanyHub Custom Tables (Properties, Payments, Courses, etc.) have no direct Monday.com equivalent, so we provision a separate board for each Custom Table. Column types are matched to the source field types during discovery: date fields become Date columns, currency fields become Number columns, lookup fields become Connect Board columns referencing the Contacts or Deals boards. We request the customer to provide Custom Table field documentation during discovery because the CompanyHub API does not always expose table schemas programmatically. Row data migrates as Items with Group-based organization where applicable.

CompanyHub users and owners map to Monday.com team members by email match. Any CompanyHub owner referenced on a Deal or Task without a matching Monday.com team member is placed in a reconciliation queue for the customer to provision before record import proceeds. Inactive CompanyHub users are migrated as inactive team members to preserve historical assignment data.

CompanyHub Quotes migrate as Items in a separate Monday.com Quotes board. Quote line items become sub-items or repeated column rows within the Quote Item, using Number columns for quantity and unit price. The quote total maps to a Formula column or Number column depending on whether the customer wants calculated totals. We note that Monday.com does not have a native quote-generation engine; the Quotes board holds historical quote data rather than functioning as a quote-sending tool.

CompanyHub email activity logs and notes migrate as Updates attached to the linked Contact or Deal Item in Monday.com. The activity timestamp, subject, and body text migrate to Update content fields. If full email body text is present in the API response, it migrates; if only metadata is available (timestamp, open status, recipient), we migrate what is available and flag the gap. We inform the customer during scoping that Monday's Update model does not provide the same structured activity timeline as CompanyHub's native activity log, and document the tradeoff.