Migrate from Corteza CRM to monday CRM

Corteza Account records (company name, industry, address, website, social media) map to a Monday.com board representing Companies. We create a board with columns matching each Account field. The board name is the Account's company name. Industry classification maps to a Status or Dropdown column; address fields map to separate Text or Location columns. Accounts with no Contacts are migrated as standalone items; the migration tool flags parentless Accounts for customer review.

Corteza Contact records (first name, last name, email, phone, job title) map to a Monday.com board representing People. The contact's parent Account relationship maps to a Connect board column linking the Contact item to the corresponding Account board item. Email and phone map to Text columns; the Account link resolves at migration time using the board-item lookup so that the relationship is live in Monday.com after migration.

Corteza Lead records (name, email, phone, rating, source, conversion status) map to a Monday.com board representing Leads. Rating values map to a Status column with color-coded levels. The lead conversion status (converted/not converted) maps to a separate label or Status column. If the Lead has been converted in Corteza, we flag it for the customer: the related Account and Contact records have already been migrated, and the Lead item is tagged as converted in Monday.com.

Corteza Opportunity records (name, amount, stage, probability, close date) map to a Monday.com board representing Deals. The Opportunity-Account relationship maps to a Connect board column linking each Deal item to the corresponding Company board item. Stage values map to Group headers within the board (e.g., Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost). Amount and probability map to Number columns; close date maps to a Date column.

Corteza Case records (status, priority, origin, resolution, linked Account, linked Contact) map to a Monday.com board representing Cases. Case status maps to Group headers (New, Open, Pending, Resolved, Closed); priority maps to a Status or Priority column. The case-account and case-contact relationships map to Connect board columns linking to the respective Account and Contact board items. Resolution notes migrate as Text columns on the item.

Corteza standalone Tasks map to a Monday.com board representing Tasks, or as subitems on the parent record's board (Account, Contact, Opportunity, Case) depending on the migration path chosen. Task status, due date, assignee, and description map to Status, Date, Person, and Text columns respectively. If the task has a parent record, we use a Connect column or subitem nesting to preserve the relationship. Tasks without a parent record are migrated as standalone items.

Corteza Event records (start datetime, end datetime, location, organizer, attendees) map to a Monday.com board representing calendar items. Start and end datetime map to a Date column with time enabled; location maps to a Text column. Attendees are linked via Connect columns to Contact or Lead items where those people have been migrated. The migration preserves the activity timeline ordering by setting item creation date to the original Corteza timestamp.

Corteza Campaign records (name, type, status, start date, budget) map to a Monday.com board representing Marketing Campaigns. Campaign status maps to Group headers (Planning, Active, Completed, Archived); campaign type and budget map to Dropdown and Number columns. CampaignMember records linking Contacts and Leads to the Campaign are not natively supported in Monday.com's board model; we represent membership as a Tag column or as connected items in a separate Campaign Members board, and we deliver the mapping as a written note for the customer's admin to decide on implementation.

Corteza custom modules built in the low-code builder migrate as Monday.com boards with columns configured to match the source field types. Text fields map to Text columns; numeric fields map to Number columns; date fields map to Date columns; picklist fields map to Status or Dropdown columns; multi-select fields map to Tags columns. We capture the full custom module schema during discovery including any custom validation rules, and document which validations require manual re-implementation in Monday.com (e.g., required-field logic enforced via board automation). Non-standard field types that have no Monday.com equivalent are noted in the handoff document.

Corteza Contract records (terms, dates, related Account, line items) map to a Monday.com board representing Contracts. Contract terms and descriptions migrate as long Text columns; start and end dates map to Date columns; the related Account maps via a Connect column. ContractLineItem records migrate as subitems on the Contract item, with product name, quantity, unit price, and total as Number and Text columns on the subitem. ContractContactRole records migrate as additional connected people in the Contract board.