Migrate from Convert Wire to monday CRM

Convert Wire contact records migrate as monday.com items inside a Contacts board. Every standard field (name, email, phone, title) becomes a typed column in the board. The contact's primary organization link maps to a Link to Items column pointing to the matching organization item in the Organizations board.

Convert Wire organization records migrate as monday.com items in a dedicated Organizations board. Fields like company name, domain, industry, employee count, and annual revenue map to their equivalent monday column types. Address fields (street, city, state, country, postal code) collapse into a formatted Address text column since monday.com has no native structured address type.

If Convert Wire distinguishes Leads from Contacts, FlitStack AI creates a separate Leads board and maps lead-specific fields (lead source, qualification status, budget) to monday columns. Leads that convert during the migration get moved to the Contacts board with a status update recorded in an Activity column.

Convert Wire deals migrate as monday.com items inside a Deals board. Deal name, amount, and expected close date map directly to Text, Numbers, and Date columns. The deal stage field from Convert Wire requires value-by-value mapping to monday.com Status column options, preserving the stage label and sequence order.

Each Convert Wire deal stage label (e.g., Prospecting, Qualification, Proposal Sent, Closed Won, Closed Lost) maps to a corresponding monday.com Status column option. Stage order and color coding are preserved. If Convert Wire supports stage probabilities, those values are stored as a Numbers column for reference since monday.com Status columns do not natively carry probability percentages.

Convert Wire's relational links between contacts and deals map to monday.com's Link to Items column on the Deals board. Each linked contact appears as a connected item reference. If a deal has multiple associated contacts, all are linked via this column. A reverse Link to Items column on the Contacts board creates bidirectional visibility.

Convert Wire activity records (logged calls, emails, meetings, notes) with timestamps and owner IDs migrate as Updates on the parent item in monday.com. For structured activity tracking, they can alternatively be stored as subitems with Date, Text, and Numbers columns capturing the activity type, subject, duration, and owner. Original timestamps are preserved in a Date column.

Convert Wire user and owner records resolve by email address against monday.com workspace members. FlitStack AI matches each Convert Wire owner_id to the corresponding monday.com user account and populates the native Person column (assignee) on the item. Records with no matching monday.com user are flagged in the migration report for manual owner assignment before go-live.

Convert Wire custom fields on any object become monday.com custom columns on the corresponding board. FlitStack AI evaluates the source field data type and selects the nearest monday column type: text fields become Text columns, numeric fields become Numbers columns, and pick-list fields become Label or Status columns depending on whether the values represent discrete statuses or tag-like categories.

Convert Wire tag values attached to contacts, organizations, or deals migrate as monday.com Label column entries. Multiple tags per record are supported — each tag appears as a separate label pill on the item. If Convert Wire uses a hierarchical tag taxonomy, labels are stored as a comma-separated text field on records where the Label column capacity is insufficient for the number of tags.

Convert Wire file attachments linked to contacts, organizations, or deals are downloaded and re-uploaded to monday.com as native file attachments on the corresponding item. File size limits apply (monday.com caps individual files at 250MB). Files stored in external URLs are preserved as Link columns pointing to the original URL for reference.

Convert Wire's original create_date and last_modified timestamps do not map to monday.com's native Created At field (which is set at import time). FlitStack AI preserves the original timestamps as custom Date columns named Original_Create_Date__c and Original_Last_Modified__c for reporting continuity and audit purposes.