Migrate from edge CRM to monday CRM

edge CRM Contacts map to Monday.com CRM People records. All standard contact fields (name, email, phone, address, company association) migrate as typed columns on the People board. We extract contact-company associations from edge CRM and resolve them to Monday.com Company records during import. Any custom fields on the Contact record map to custom Columns on the People board with closest-match type translation (text to text, number to numbers, date to date). Duplicate contacts detected by email address during staging are flagged for the customer's review before import.

edge CRM Company records map to Monday.com CRM Company records. The Company object is the parent of Contact in Monday.com CRM's data model, so we import Companies before Contacts so the relationship graph is intact at insert time. Domain and industry fields from edge CRM map to equivalent Company columns. Company-custom-field mappings follow the same type translation logic as Contacts.

edge CRM Deals map to Items on Monday.com CRM's Deals board. The deal name becomes the Item name, monetary value maps to the native Deal Amount column, and expected close date maps to the Close Date column. Pipeline stage from edge CRM maps to a Group within the Deals board (each stage becomes a Group, preserving the stage ordering). Deal owner resolves to a Monday.com Team Member by email match.

edge CRM's separate Lead object (distinct from Contact) maps to Monday.com CRM's Leads board. AI lead qualification and scoring values from edge CRM transfer as custom number or numeric-label columns on the Lead Item. If the customer's edge CRM workflow used stage names for leads distinct from contacts, we map them to Groups on the Monday.com Leads board. edge CRM lead scores migrate as a numeric column so the customer's sales team can re-prioritise without the original AI model.

edge CRM custom pipeline stages (names, ordering, probability percentages if stored) extract as a named list. Each stage becomes a Group on the Monday.com Deals board, preserving the sequence order. We configure Group colour and status icons if the customer has used them in edge CRM. Closed-Lost and Closed-Won stage handling requires confirmation on whether edge CRM uses distinct stages or status values — we align with Monday.com's native deal outcome model.

edge CRM Activity records (calls, emails, meetings, notes) linked to Contacts, Companies, or Deals migrate as Updates on the corresponding Monday.com Items, with timestamp and author preserved where available. Monday.com's activity log shows a chronological feed per Item. Call duration, disposition, and meeting location migrate as Update body text with structured formatting so the sales rep can read the history at a glance. Meeting attendee information migrates as a separate Update or as a Contact column if the customer wants it visible on the Person record.

edge CRM Tasks with due dates, assignees, and completion status map to Monday.com Subitems on the relevant Deal Item (for deal-specific tasks) or to Items on a dedicated Tasks board (for cross-object follow-ups). Completed versus open status migrates as a Status column value. Overdue status in edge CRM is a date comparison rather than a system flag — we set the due date field and let Monday.com's native conditional formatting surface overdue items.

edge CRM custom properties on Contacts, Companies, Deals, and Leads extract as a schema list during scoping. Each custom field maps to a Monday.com Column of the closest native type (text, number, date, email, phone, dropdown, link). Complex edge CRM field types (multi-select, dependency chains) map to dropdown or connector columns where Monday.com's type set allows. Column creation happens before record import so that the column exists at insert time.