Migrate from ConvergeHub to monday CRM

ConvergeHub Accounts (organizations or companies) map directly to Monday.com CRM People entities of type Company. We extract the Account name, industry, size, website, address fields, and any custom properties, then import as Monday.com Company records with the same field values in corresponding Company columns. Account ID is preserved in a text column for relationship resolution during Contact mapping.

ConvergeHub Contacts map to Monday.com CRM People entities of type Person, with name, email, phone, job title, lifecycle stage, and custom properties imported into Person columns. The Contact-to-Account relationship is preserved by linking each Person to the corresponding Monday.com Company record using the Account ID reference extracted during Account staging. Any Contact without a valid Account reference is flagged for the customer to assign manually or merge.

ConvergeHub Leads are distinct from Contacts in ConvergeHub's module structure. We extract all Lead fields including status, source, and assignment, then map them to Monday.com CRM People entities with a Lead Status column (using a dropdown or label column) to distinguish them from qualified Contacts. The customer chooses during scoping whether to consolidate Leads and Contacts into a single People board or maintain separate boards.

ConvergeHub Deals map to Monday.com CRM Opportunities within a Pipeline board. Deal name, value, stage, probability, expected close date, and owner assignment migrate to the corresponding Opportunity item columns. The ConvergeHub pipeline and stage assignment maps to the Monday.com Pipeline board's stage columns, which we configure before import. Deals linked to Accounts or Contacts reference the Monday.com Company or Person item ID resolved during the relationship reconstruction phase.

ConvergeHub Cases (support tickets or service requests) map to items in a dedicated Monday.com Case board. Case subject, status, priority, description, and linked Contact or Account migrate to corresponding board columns. We create the Case board with status columns matching ConvergeHub's case status values (Open, In Progress, Resolved, Closed) and map any custom case fields to Monday.com custom columns. Case-to-Contact and Case-to-Account relationships are preserved via Monday.com item connections or link columns.

ConvergeHub Invoices migrate as items in a dedicated Invoice board with line items mapped to sub-items or a linked board. Invoice number, date, total, tax, payment status, and linked Account or Contact transfer to corresponding columns. Partially paid invoices and payment gateway history have no direct Monday.com CRM equivalent; we flag these for the customer to address in their billing workflow post-migration. Product line items from ConvergeHub Invoices map to Monday.com Products or sub-items if the customer maintains a product catalog in Monday.com.

ConvergeHub Products (catalog items with SKU, unit price, and description) migrate to Monday.com as either Products within the CRM or items in a dedicated Products board, depending on whether the customer uses Monday.com's native product management feature. Product associations to Deals are preserved through linked items or the Deal's product column mapping.

ConvergeHub Activities linked to Contacts, Leads, Deals, or Accounts migrate to Monday.com CRM as activity items, updates, or logged columns on the related Person, Company, or Opportunity item. Call duration, disposition, meeting location, task status, and note body transfer to corresponding column types (number for duration, date for timestamps, text for notes). Activity history is preserved as a chronological log on the target item rather than a separate activity object, which is a structural difference from ConvergeHub's activity model.

ConvergeHub document metadata and blob storage references are extracted during CSV staging. Files are downloaded from ConvergeHub's storage and re-uploaded to the related Monday.com item as attachments. We preserve the document-to-record relationship by attaching each file to the corresponding Person, Company, Opportunity, or Case item in Monday.com CRM. Documents without a valid target item are placed in a reconciliation folder for the customer to assign post-migration.

ConvergeHub custom fields on Accounts, Contacts, Deals, Cases, Leads, Products, and other modules map to Monday.com custom columns. We inventory every custom field during discovery, documenting data type, required status, and picklist options. Picklist values and multi-select fields are mapped to Monday.com dropdown or multi-select columns with explicit value substitution. Date formats are standardized to ISO 8601 during the transform phase. Custom fields without a direct Monday.com column type are mapped to text columns and flagged for the customer to convert post-migration.

ConvergeHub User records (name, email, role, ACL assignment) map to Monday.com workspace members. Role names from ConvergeHub do not have a direct Monday.com equivalent; we map them to Monday.com permission groups (Viewer, Member, Admin) based on the ConvergeHub role's access level. Owner assignment on Deals and Cases is updated to point to the corresponding Monday.com team member resolved by email match.

ConvergeHub Targets (sales goals or quotas specific to the platform) are extracted and mapped to Monday.com Goals if the customer uses Monday.com's native Goals feature, or to a custom tracking board with numeric columns for target vs. actual performance. Target values, periods, and assigned users migrate to the corresponding structure in Monday.com.