Migrate from ContactWise CRM to monday CRM

ContactWise Contact records map to Monday.com Items on a dedicated Contacts Board. Standard fields (name, email, phone, address, company association) map to corresponding Monday.com column types (text, email, phone, location, person). We identify every custom Contact property during scoping, create matching columns in Monday.com before import, and apply type transformations where data types differ (for example, multi-select picklists to tag columns or comma-separated strings). Contact-to-Company reference is resolved by creating Account Items first and linking via a connect board column.

ContactWise Lead records map to Items on a separate Leads Board with status, source attribution, and owner columns. Lead status from ContactWise maps to a Status column in Monday.com that we configure to match the original stage names. Owner assignment migrates by resolving ContactWise hubspot_owner_id or equivalent to a Monday.com team member by email match.

ContactWise Opportunities map to Items on a CRM Board with a Status column representing pipeline stages. Deal amount, expected close date, and stage migrate to number, date, and status columns. Monday.com's Group structure by stage replaces ContactWise's pipeline concept. We create one Board per ContactWise pipeline and configure Status column values to match the original stage names and order.

ContactWise pipeline stage definitions are configurable and documented during discovery. Each stage becomes a Status column value in Monday.com, ordered to match the original pipeline sequence. Stage probability percentages are stored as a separate Number column if the customer tracks them, since Monday.com Status columns do not natively carry probability data.

ContactWise Company records map to Items on a Companies Board or to a connected column on the Contacts Board depending on the customer's preference. The Account name becomes the Item name, and address, domain, and industry map to text and tag columns. We create the Company Items before Contact import so that the linked column reference is satisfied at import time.

ContactWise Service Desk Tickets require explicit field mapping because their schema does not align directly with Monday.com's data model. We map ticket ID, subject, description, status, priority, contact reference, and assigned owner to Monday.com columns. Ticket-to-contact associations are preserved by resolving the ContactWise contact reference ID to the corresponding Monday.com Item ID during the transform phase. Custom ticket properties are mapped to tag, number, or text columns based on type.

ContactWise Workflows store automation logic as platform configuration rather than exportable data records. We document every active Workflow during discovery (trigger type, conditions, actions, target object) and deliver a written inventory with recommended Monday.com Automation equivalents. Triggers such as time-based reminders are flagged as having no direct Monday.com equivalent; the customer rebuilds these manually using Monday.com's automation builder post-migration.

ContactWise Documents and attachments associated with Contacts, Opportunities, or Tickets are exported to cloud storage (Google Drive, SharePoint, or S3 as the customer specifies) and link records are created in Monday.com. We export the file binary, upload to the destination storage, and create a URL column on the corresponding Monday.com Item pointing to the file. Attachment migration requires careful path mapping to preserve the association between file and parent record.

ContactWise Time Entries linked to Contacts, Tickets, or Projects do not map directly to a standard Monday.com CRM object. We export time entries with their linked record reference, create a Time Tracking Board in Monday.com with subitems or linked Items representing each entry, and preserve the duration, date, and description. Time-entry-to-contact associations are resolved via reference ID mapping during the transform phase.