Migrate from Constructor to monday CRM

Constructor Contact records become Items in a Monday CRM Contacts board. Every Contact property maps to a Column in Monday — name, email, phone, job title, and all custom properties each get their own column typed to match the data. Primary company link in Constructor maps to a Connect Boards column pointing to the Companies board in Monday.

Constructor Company records become Items in a Monday CRM Companies board. All standard company properties — name, domain, industry, employee count, annual revenue — map to Monday Columns typed accordingly. Constructor's parent-company relationship maps to a Connect Boards column linking to the same Companies board, enabling hierarchical company structures in Monday.

Constructor Deal records become Items in a Monday CRM Deals board. Constructor's pipeline stages map to Groups within the board — each Group label is the stage name from Constructor. Deal properties (value, close date, owner) map to typed Columns. Constructor's stage probability translates to a custom Number column since Monday Groups do not natively hold probability values.

Constructor pipeline stages (e.g., Prospecting, Qualification, Proposal, Closed Won, Closed Lost) become Groups in Monday's Deals board. Each Group is created with the exact stage label from Constructor. Teams with multiple Constructor pipelines create one Monday board per pipeline to preserve separation, since Monday Groups are flat within a board.

Constructor contact-level custom fields that have no Monday native equivalent (e.g., a text field storing a referral source code) are created as Monday Columns in the Contacts board. Monday column types used: Text, Number, Date, Dropdown, or Checkbox depending on the source field's data type. Columns are created per board — custom fields are not shared across boards without integration.

Constructor activity records (calls, emails, meetings) migrate as Updates on the related Item in Monday. The Update body contains the activity type, timestamp, owner name, and a summary of the activity. Meetings with a duration are stored as Subitem Tasks in Monday with the meeting details in the subtask name and the time range in date columns.

Constructor notes attached to any record become Updates in Monday on the corresponding Item. The note body migrates as plain text in the Update. Rich-text formatting is simplified since Monday Updates do not preserve full HTML formatting from Constructor note bodies.

Files attached to Constructor records are downloaded and re-uploaded to the corresponding Item in Monday as File columns. Monday enforces a 250MB per-file limit. Files exceeding this limit are flagged for manual re-upload to Monday or an external storage link recorded in an Item Update.

Constructor owner assignments on records map to Monday Person columns. Users are matched by email — if a Monday workspace already has the user, the Person column links to the existing user. If no match exists, the owner name is stored as a text column and flagged for Monday workspace user provisioning before go-live.

Constructor custom objects that are not standard Contact, Company, or Deal entities become dedicated Boards in Monday CRM. Each custom object's fields map to Columns in the new board, with field types matched as closely as Monday's column types allow. Custom object relationships (e.g., linking a custom Project object to Contacts) require Connect Boards columns.

Constructor automations, workflow rules, and trigger-based actions do not have a direct equivalent in Monday CRM. They must be rebuilt using Monday's automation recipes. We export your Constructor automation definitions — trigger conditions, actions, and field-update rules — as a structured reference document to hand to your Monday admin for rebuild after data migration.

Constructor reports and dashboards cannot be transferred because they reference Constructor's internal report engine. The underlying data (contacts, deals, activities) migrates to Monday boards, and Monday's dashboard builder recreates visualizations from board Items. We document each Constructor report's structure so your team can rebuild equivalent views in Monday.

Constructor tags on records migrate as Monday Tag Columns on the relevant board. Monday's Tag Column type supports multiple tags per Item, matching Constructor's tag model. Tags are transferred as plain text values; tag color metadata from Constructor is not preserved in Monday.