Migrate from Daffodil CRM to monday CRM

Daffodil CRM Contact records (name, email, phone, company association, lifecycle stage, custom fields) export as rows via negotiated CSV or database query. We import into Monday.com People as contact records, using email as the dedupe key. The contact-to-company relationship resolves by matching the Daffodil company name against Monday.com People organization records or a separate Companies board. Custom field values on contacts (text, date, picklist) map to Monday.com column types matched by data type during the per-customer field inventory phase.

Daffodil CRM Company records export separately or alongside contacts. We import organizations into Monday.com People using company name as the primary field and website/domain as a secondary identifier for dedupe. If the customer uses a separate Companies board in Monday.com, we create it with organization name and custom columns before importing contacts so that the People-to-Organization link is satisfied. Any custom fields on companies (industry classification, employee count, revenue tier) map to equivalent Monday.com column types.

Daffodil CRM Deals (deal name, amount, stage, expected close date, owner, associated contacts) export as rows and map to Monday.com Deals board items. Deal amount maps to the monetary column type, stage maps to a status column with values aligned to the Daffodil pipeline stages, and expected close date maps to the date column. Owner assignment in Monday.com is resolved by matching the Daffodil owner email to a Monday.com team member before deal import. Associated contacts re-link by email match against the migrated People records.

Each named stage in Daffodil CRM's deal pipeline becomes a Monday.com status column value on the Deals board. We capture stage probabilities from Daffodil if available and document them as a configuration note for the customer's admin to apply to the status column's automation triggers. The Deals board's default monetary column is configured to match the currency format used in Daffodil before deal import begins.

Daffodil CRM Activity records export as flat rows with activity type, date, duration, outcome, and related contact or deal. We import them as items on the relevant Monday.com board or as Tasks linked to the migrated People record. Activity type column in Monday.com holds the engagement type (call, email, meeting). Date, duration, and outcome map to Monday.com date, number, and text columns respectively. Activity-to-contact linking uses email-based lookup since Daffodil activity records do not carry a contact ID compatible with Monday.com's model.

Custom fields on Daffodil CRM contacts, companies, and deals require individual mapping per migration. We request a complete field inventory from the customer during discovery, classify each field by data type (text, number, date, multi-select, single-select), and create matching Monday.com column types before importing records. Multi-select picklist values from Daffodil export as comma-separated strings and split into Monday.com tag columns or multi-select dropdown columns based on the volume of values.

Daffodil CRM owners referenced on Contact, Company, and Deal records are mapped by email match to Monday.com team members. We extract all distinct owner emails from the Daffodil export and cross-reference against the Monday.com workspace before importing any records. Owners without a matching Monday.com team member go to a reconciliation queue for the customer to provision the account before record import resumes. Inactive Daffodil owners are archived in Monday.com as inactive members.

Daffodil CRM tags applied to contacts, companies, or deals export as comma-separated values or individual rows per tag. We flatten multi-value tag fields during the transform phase and reassemble them in Monday.com using the tag column type (for small tag sets) or a multi-select label column (for larger sets). Tag migration is documented in the mapping notes but is low-risk because Monday.com tag columns accept arbitrary string values without pre-configuration.