Migrate from Eagle CRM to monday CRM

Eagle CRM Contact records map directly to Items on Monday CRM's People Board. Each contact's name, email, phone, job title, and address fields map to Monday Text or Number columns. The original Eagle create-date is preserved as a custom Created_At_Source__c date column. Owner resolution uses email-to-Monday-user lookup.

Eagle CRM stores the primary contact within a Company record via an explicit Primary_Contact__c reference. In Monday CRM, the primary contact link is stored as a Board Relation or Link to Item column on the Deals Board pointing back to the People Board item. Secondary contact references require a secondary linked board or Notes column.

Eagle CRM Company records map to Items on a Monday CRM Companies Board. Standard fields — company name, domain/website, industry, employee count, annual revenue — map to Monday Text, Number, or Label columns. Parent-company hierarchies in Eagle CRM map to Monday's Board Relation column pointing to the parent company item.

Eagle CRM supports N:N contact-to-company associations. Monday CRM has no native junction object for person-company relationships. We create a Board Relation column on the People Board pointing to the Companies Board and link each contact to their primary company. Secondary associations are surfaced as a multi-select Label column (Company_Tags__c) for reference.

Eagle CRM Deal records map to Items on the Monday CRM Deals Board. Deal name maps to the Item name, deal amount maps to a Number column, and close date maps to a Date column. Eagle's pipeline-stage pick-list values map to Monday's Status column groups, which must be pre-configured to match Eagle's stage names before migration.

Eagle CRM stores one or more named Pipelines each containing ordered stage values. Monday CRM represents pipeline stages as groups within the Status column on the Deals Board. We map each Eagle pipeline to a Monday group and each stage value to a Status column value. If multiple Eagle pipelines exist, they can be mapped to separate Monday boards or a single board with groups differentiated by Status column values.

Eagle CRM Contract records have no direct Monday CRM equivalent — there is no native contract management entity in Monday. We create a separate Contracts Board and map contract fields (contract name, value, start date, end date, status) to Monday columns. The deal Item on the Deals Board is linked via a Board Relation column to the corresponding contract Item.

Eagle CRM notes linked to a Contact, Company, or Deal migrate as Monday Updates attached to the corresponding Item. For notes that contain structured data (key-value pairs), we parse the content and map relevant fields to Monday Text columns; unstructured free-text notes land as Updates with original timestamps preserved.

Eagle CRM tracks lead source (portal, API, email, referral) as a pick-list on the Contact record. These values map to Monday Label columns on the People Board. If Monday's label set does not yet contain the source value, we create it during board configuration before the migration run.

Eagle CRM custom objects map to new Monday boards created during schema setup. Each custom object field maps to a Monday column type chosen by data type analysis. N:N relationships between custom objects use Monday's Board Relation columns. We deliver a custom object relationship diagram as part of the migration plan so your Monday admin can pre-create the board structure.

Eagle CRM tag taxonomy (applied to Contacts, Companies, or Deals) migrates to Monday Label columns. Label values are created in Monday's column settings before migration if they do not already exist. Multi-value tags per record map to Monday's multi-select Label column behavior.

Eagle CRM file attachments linked to records are downloaded and re-uploaded to Monday as Files attached to the corresponding Item. File size limits follow Monday's per-plan storage caps. Files stored outside Eagle (e.g., hosted URLs) are preserved as Link columns pointing to the original URL.