Migrate from Daylite to monday CRM

Daylite People records map directly to Monday.com CRM Contacts. Each Person's name, email, phone, address, and custom fields migrate to the Contact record. The Person-to-Company linkage (one Company per Person in Daylite) maps to the Contact's Account lookup in Monday.com CRM. We resolve the Company reference from Daylite's foreign key before inserting the Contact so that AccountId is populated at creation time. Any Person without a linked Company creates a Contact with no Account, which we flag in the reconciliation report.

Daylite Company records map to Monday.com CRM Accounts. Company name, industry, address, and custom fields migrate directly. Accounts are inserted before Contacts so that the Account lookup relationship is satisfied on Contact import. The Company ID from Daylite is preserved as an external reference field for reconciliation. Daylite Groups that segment Companies map to Account tags or Teams depending on the customer's preference.

Daylite Opportunities map to Monday.com CRM Deals. The Opportunity's name, value, close date, and stage name migrate. Pipeline stage names in Daylite are freeform text stored per Opportunity, not a managed taxonomy. We extract every unique stage string from the export, deduplicate variants, and present a stage mapping table so the customer explicitly assigns each Daylite stage name to a Monday.com Status column value. Closed-Lost and Closed-Won dispositions map to Done (lost) and Done (won) statuses in Monday.com CRM.

Daylite Projects do not have a direct Monday.com CRM equivalent, so we map each Project to a dedicated Monday.com Board. The Project's name, status, dates, and description become the board's name, group structure, and item details. Tasks linked to the Project become sub-items within the board. If the customer uses Daylite Projects primarily as task containers, we alternatively map them as Groups within a single CRM board, which reduces the total board count. The customer chooses the strategy during scoping.

Standalone Daylite Tasks and sub-tasks map to Monday.com items and sub-items respectively. Status, due date, priority, and assignee migrate. Tasks linked to a Project carry the Project foreign key, which we follow to route them into the correct board or group as described above. Tasks without a Project link become items on a designated Tasks board in Monday.com CRM.

Daylite Appointments (calendar events with UTC start/end timestamps, timezone, location, and category) map to Monday.com items with a Date column capturing start and end dates and a Text column for location. The appointment category maps to a Label in Monday.com. Attendees are not a standard Monday.com CRM field, so we add them as a Text or People column on the item. The original UTC timestamp is preserved in a custom date field for audit.

Daylite Notes are freeform text attached to any object. We attach notes to the corresponding Monday.com CRM record as Updates (if the note references an activity or conversation) or write them into the record's description field (if the note is informational or record-level). Notes with a created timestamp preserve that date as an Update posted date.

Daylite Groups are static segmentations of People or Companies used for marketing and sales grouping. We map Groups to Monday.com Labels at the Contact and Account level, which are the closest structural equivalent. If the customer uses Groups for team ownership, we alternatively map them to Monday.com Teams. The customer selects during scoping.

Daylite custom fields on People, Companies, Opportunities, Projects, Tasks, and Appointments are exported in a separate metadata table with field name, type, and options. We inspect each custom field type and map to the equivalent Monday.com column type (Text, Number, Date, Dropdown, Checkbox, Email, Phone, URL, Currency). The customer confirms every custom field mapping in a worksheet before migration runs. Custom fields with enumerated options in Daylite map to Monday.com Dropdown or Tags columns.

Files attached to Daylite records are bundled in the compressed export as a flat folder with filenames referencing the parent object type and ID. We reattach each file to the correct Monday.com CRM record (Contact, Account, or Deal) using Monday.com's file upload API. Files are associated by matching the original Daylite parent reference to the migrated record's ID.

Daylite Tags are exported as a separate lookup table across all objects. We map them to Monday.com Labels, which are available on Contacts, Accounts, and Deals. Tags that represent categorical data (industry, deal type, source) map to Monday.com Label columns on the relevant board. The tag-value vocabulary is preserved verbatim; the customer decides whether to normalize tag names during migration.

Daylite Opportunity stage names are freeform text per record with no central taxonomy. We extract every unique stage string across all Opportunities, deduplicate variants, and present them as a stage mapping table. The customer maps each Daylite stage value to a Monday.com Status column value in the Deals board. Probability percentages from Daylite are noted but probability is not a standard Monday.com CRM Deal field at Basic and Standard tiers; we store probability in a custom Number column if the customer is on Pro or above.