Migrate from crmConnect to monday CRM

crmConnect Contacts map directly to Monday CRM Contacts. We extract contact name, email, phone, address, company association, owner, tags, and lifecycle or segment properties as columns. The Monday CRM Contacts object uses standard field names that align with typical CSV headers from crmConnect exports. Deduplication runs on email as the primary key. Custom contact properties discovered during export map to Monday CRM custom columns with equivalent field types (text, number, date, dropdown). Standard tier on crmConnect caps contact storage, so we verify source tier during scoping to confirm the exported count is complete.

crmConnect companies map to Monday CRM Accounts. The company domain name becomes the Account Website field. We resolve the Account-to-Contact relationship during migration by matching the contact's company field against the imported Account name. Monday CRM Accounts support custom columns for industry, employee count, and other firmographic fields that crmConnect companies may store. Accounts import before Contacts so that the Account lookup is satisfied at Contact insert time.

crmConnect Pipelines (one on Professional tier) map to Monday CRM Boards configured as CRM Pipelines. Each pipeline becomes a separate Board with a Deals group, where deal stage names from crmConnect become status column values in Monday. Since Monday supports unlimited boards, teams that were on crmConnect Standard (with no pipeline access) can establish pipeline boards during migration without tier constraints. We preserve any stage-specific probability percentages as a number column on the board.

crmConnect Opportunities link to a Pipeline and a Contact. Each Opportunity becomes a Monday CRM Deal item on the corresponding board. Deal amount, stage assignment, owner, expected close date, and custom opportunity properties migrate as item column values. The Opportunity-to-Contact association is preserved by linking the Deal item to the migrated Contact record via Monday's CRM Contact linking. crmConnect Standard caps at 5 opportunities, which we flag during scoping if the customer's source data approaches that limit.

crmConnect calendar records (Google Calendar and Outlook sync) migrate to Monday CRM Activities as meeting or call events. We preserve event title, start and end times, attendees, location, and any notes linked to a Contact or Deal. crmConnect Standard limits to 1 calendar; Professional enables unlimited calendars. We deduplicate across calendar sources if both Google and Outlook are connected and flag duplicate events for customer review before import.

crmConnect contact tags and segment membership export as tag-to-contact mappings. We restore tag associations as Monday CRM tags on the Contact object for list-based segmentation. If the customer uses segments for campaign audience targeting, we document the segment-to-tag mapping for the admin to reassign via Monday.com native lists or third-party email tools. Tag strategy is chosen during scoping based on how tags are used in the source.

crmConnect form field definitions and response data export as structured text and metadata. We export form field names, types, and response submissions as a CSV mapped to Monday CRM contact columns where field types align. Visual form builders in crmConnect do not produce transferable assets; we document the form structure for manual rebuild in Monday.com forms or third-party form tools the customer selects.

crmConnect membership portals and course enrollments are separate record types (Professional tier). We migrate membership status, enrollment dates, and student records as custom properties on the Contact record or as items on a dedicated membership Board. Monday.com's board-and-item architecture accommodates membership tracking as a Board with student items linked to Contact records via the CRM linking feature. Course completion status and enrollment timestamps map to date and text columns.

crmConnect custom contact and opportunity properties exist but have no documented API schema endpoint. During the multi-file CSV export phase, we discover available custom fields by inspecting header rows across all export files. We map each discovered custom property to a Monday CRM custom column with the closest matching type (text, number, date, dropdown, checkbox). The customer reviews the field mapping before import to confirm type choices.