Migrate from Copper to monday CRM

Copper People records map directly to Monday.com CRM Items on a Contacts board. We create a CRM board using the Contacts template, configure the Name and Email columns from the standard CRM setup, then map all remaining Copper People fields to new Columns (text, number, date, dropdown, or checkbox per field type). The original Copper person ID is preserved in a custom column for reconciliation. Tags from Copper migrate to the Labels column on each Item.

Copper Companies map to Items on a separate Companies board. We create the board before importing Contacts so that a Company Name lookup column on the Contacts board can resolve the People-to-Company relationship using Monday.com's Board Relations feature. Company-level custom fields create matching Columns on the Companies board.

Copper Opportunities map to Items on a Deals board. The Copper pipeline stage becomes a Status column in Monday.com so that the Group by Status View replicates the pipeline visual. Deal monetary value maps to a Numbers column, close date to a Date column, and probability to a Numbers or slider column. We configure the pipeline View before import so that records land in the correct stage groups on first write.

Copper's separate Lead object has no direct Monday.com CRM equivalent. We scope the mapping with the customer during discovery: Leads can land on a dedicated Leads board as Items, or a Lead Status label column on the Contacts board can separate leads from customers without a separate board. We preserve Copper's lead_status and hs_lead_status properties as custom columns for audit and segmentation.

Each Copper pipeline becomes a separate Monday.com board with a Status column. The Status column values replicate Copper pipeline stages in the correct order, and the probability value from each Copper stage migrates as a Numbers column or a Stage Probability setting on the View. Multiple Copper pipelines therefore create multiple Monday.com boards, which we configure before any Opportunity records are imported.

Copper Activities are decomposed into individual Items on a dedicated Activity Log board. Each engagement type (call, email, meeting, note) becomes a separate Item with a Label column identifying the type, a Date column for the timestamp, a Text column for notes content, and Board Relations linking back to the related People Item and Company Item. This reconstruction is the key mapping nuance: Monday.com has no native activity timeline, so the engagement history is preserved as structured Items rather than a native CRM engagement object. Duration for calls and location for meetings become additional columns on each Item.

Copper Projects map to Monday.com Boards using the Project Management template. Tasks within a Copper Project become subitems of the board Items. We preserve the project name, due date, and status, and map task-level assignees to the Person column in Monday.com. Projects without a direct Monday.com equivalent (Copper's lightweight project object) are the most straightforward to migrate using the project board template.

Copper Tasks migrate as Items on a Tasks board or as subitems under related People or Company Items. The task title, due date, assignee (Person column), and status map directly. Tasks linked to a Copper Opportunity carry the relationship forward through a Board Relation to the Deals board Item representing that Opportunity.

Copper Custom Field Definitions are enumerated through the Custom Fields API during discovery. Each custom field is created as a matching Column in Monday.com before any records are imported, using the closest Monday.com column type (Text, Number, Date, Dropdown, Checkbox, Status, or Label). Dropdown values in Copper map to Status column values in Monday.com to preserve enumerated options. Fields with no Monday.com equivalent (such as complex multi-value arrays) are documented as requiring manual entry post-migration.

Copper Tags are flat labels applied to People, Companies, and Opportunities. We create a Labels column on the relevant Monday.com boards and map tag values directly. Multi-value tags in Copper (records with more than one tag) become multiple Labels on a single Monday.com Item. If a customer prefers a Dropdown or Status column for tag-style categorisation, we configure this during scoping and migrate tag values to the chosen column type.

Copper attachment metadata references Google Drive files linked to People, Company, and Opportunity records. We extract the Google Drive file URLs from Copper during extraction, then re-link them in Monday.com using either a Workdocs attachment on the Item or a URL column holding the Drive link. This requires the service account to have read access to the Google Drive folder. The actual file ownership and permissions remain with Google Drive and are not transferred; we document any broken links found post-migration for the customer's admin to resolve.