Migrate from Cordis CRM to monday CRM

Cordis CRM Contact profiles map to Monday.com People CRM entities. Standard fields (name, email, phone, address) map to the equivalent Monday People column types. We survey all active custom contact properties during scoping and create matching custom columns in the Monday People board before import. Contact-company relationships are resolved using email domain matching or a customer-provided link table, then stored as a Company connection on each Person record.

Cordis CRM Company records map to Monday.com Companies CRM entities. Company name becomes the Company name field, and domain information from Cordis maps to the website field. We extract any linked documents from Cordis and re-associate them with the corresponding Company in Monday as file attachments. Multiple Cordis contacts linked to the same Company are imported sequentially, with each Person record linked to the parent Company after the Company is created.

Cordis CRM Pipelines map to Monday.com Deal Boards with stage names mapped to column Status groups. The deal value, close date, and probability migrate to Deal-specific columns. Stage order is preserved per the customer's pipeline configuration. If Cordis has multiple pipelines, each becomes a separate Deal Board in Monday.com, and deal assignment rules map to the Owner field on the Deal Item.

Cordis CRM Tasks (manual and automated) map to Monday.com Items on a dedicated Tasks board or within the relevant People/Deal board. Task status maps to a Status column; due date maps to a Date column. Task body and notes migrate as the Item description. Assignment migrates by resolving the Cordis owner to a Monday User by email match. Recurrence rules are not preserved; recurring tasks are imported as single Items with a note flagging the original recurrence pattern for manual rebuild in Monday automations.

Cordis CRM Campaigns and their membership lists map to Monday.com Segments. Campaign name becomes the Segment name; campaign status and engagement metrics (opens, clicks, sent count) migrate as custom columns on the Segment. Campaign member contacts are linked to the Segment via Monday's contact-segment relationship. We do not migrate campaign email content; the customer's team rebuilds email sequences in Monday.com or their email tool of choice.

Cordis CRM documents linked to Contacts or Companies migrate as file attachments on the corresponding Person or Company Item in Monday.com. Document filenames and latest-version content transfer; version history is not guaranteed to export as a complete lineage. We export the latest version of each document and flag any records with multiple versions so the customer can decide whether to restore earlier versions manually. Google Drive documents linked via Cordis require separate export authorization from the customer's Google Workspace admin.

Cordis CRM custom fields are identified during scoping and mapped to Monday.com custom column types: text properties to Text columns, numeric values to Number columns, dates to Date columns, dropdowns to Dropdown columns, and boolean flags to Checkbox columns. We create the column schema in the destination board before any data import. Field-level data type mismatches are resolved in the normalization pass before loading.

Cordis CRM file attachments linked to records are exported individually by record, and re-associated post-import using the record ID mapping table generated during migration. Filename preservation is maintained across the export-load-attach sequence. We do not migrate email attachment history stored within Cordis activities; that requires a separate Gmail or Outlook extraction vector if the customer needs it.