Migrate from Demandforce to monday CRM

Demandforce patient records map to Monday CRM Contact Items. We extract name, email, phone, address, and custom patient fields and load them as column values in your Contacts board. Original create dates and last-modified timestamps are preserved as custom datetime columns because Monday's native Created/Updated fields reflect migration time, not the original record date.

Demandforce appointment records (date, time, type, status, provider) become Monday Items in an Appointments board or calendar integration. Appointment status (confirmed, completed, no-show, cancelled) maps to Monday status column values. Individual reminder confirmations and confirmation responses may be collapsed into a single appointment record with a Last_Status_Update__c timestamp to avoid hundreds of reminder Items flooding the board.

Demandforce's two-way SMS threads are flattened into Updates on the corresponding Contact Item in Monday CRM, with sender identification (patient vs. practice) and timestamp. Thread continuity is preserved in chronological order within the Update history. Monday's 25,000-character Update limit applies — very long threads are split across multiple Updates.

Sent email records from Demandforce campaigns are logged as Updates on the Contact Item with subject, send date, and campaign name. Open and click tracking data from Demandforce is stored as custom number columns (Campaign_Opens__c, Campaign_Clicks__c) since Monday has no native email-tracking field. The email body itself is not migrated — only the send record and engagement metrics.

Multi-location Demandforce accounts (Enterprise tier) with separate business locations are mapped to separate Monday CRM boards, each with its own Contacts, Appointments, and Activities structure. If you prefer a unified view, all locations land in one board with a Location__c column for filtering. Your migration plan specifies which structure fits your team workflow.

Demandforce appointment types (e.g., 'New Patient Exam', 'Routine Cleaning', 'Consultation') map to Monday status column values or a Label column on the Appointments board. Value-by-value mapping is required — we deliver the mapping table before migration so you can add the correct status values to your Monday board first.

Demandforce staff and provider records are resolved by email match against Monday CRM users. Matched providers become Assignee values on Appointment Items. Unmatched staff are flagged before migration — you can invite them to Monday first or assign their records to a fallback owner. Provider specialty and title are stored as text columns on the Contact Item if needed.

Demandforce's review request triggers (linked to appointment completion and invoice finalization) have no Monday CRM equivalent. Review request history is preserved as a custom column (Last_Review_Request_Date__c) and review-site responses stored as text notes for reference. Rebuilding the review-request logic requires a Monday automation tied to appointment status changes.

Demandforce custom fields on patient records (e.g., 'Insurance Provider', 'Referral Source', 'Preferred Contact Method') become Monday CRM custom columns. We match field types: text fields to Text columns, pick-list values to Labels or Status columns, dates to Date columns, and numeric values to Number columns. Your Monday admin pre-creates these columns before data lands so the migration plan specifies column names and types.

Demandforce recall reminders (e.g., '6-month hygiene recall due') become Items in a separate Recall board with a due date column, linked to the Contact Item via a Connect boards column. This preserves the recall workflow while keeping it separate from active appointment records. Rebuilding the trigger logic (appointment completed → schedule recall date) requires a Monday automation.

Demandforce invoices and billing records (created when appointments are marked 'Final' in integrated practice-management software) have no native Monday CRM equivalent. We export invoice records as Items in a Billing board with amount, status, and patient link. Billing and payment tracking is best rebuilt as a dedicated board with Monday's financial column types.

Demandforce staff accounts are matched by email to Monday CRM users. Only users with active Monday accounts receive assigned Items after migration. Inactive or departed staff records are flagged and assigned to a fallback owner (e.g., practice manager) so no records are orphaned. Permissions and access levels must be reconfigured in Monday's workspace settings post-migration.