Migrate from Fame Service to monday CRM

Fame Service contacts migrate as items on a monday CRM Contacts board. Each contact item includes all standard fields (name, email, phone, title) plus any custom properties mapped to monday column types. Primary organization link resolves to the Organization item already migrated.

Fame Service companies map to monday CRM Organization items. Organization name, domain, industry, employee count, and address fields map to text, URL, dropdown, number, and address column types respectively. Parent-company hierarchy translates to a Link to Item column referencing the parent Organization.

Fame Service deals migrate as items on monday CRM's Pipeline board. The deal name, amount, and close date map directly. Deal stage becomes a Status column with stage labels matching Fame Service pipeline stages. Deal owner resolves by email to a monday CRM workspace member.

Fame Service pipelines map to separate monday CRM boards, each with a Status column that groups items by stage. A multi-pipeline setup in Fame Service creates multiple Pipeline boards in monday CRM, or a single board with Status groups if your team prefers consolidated views.

Fame Service activity records (calls, emails, meetings) become Task items on an Activity board. Activity type maps to a Status or Label column, subject maps to the item name, and original timestamps preserve as a Date column. Related contact and deal links become Link to Item columns.

Fame Service notes attach to the relevant record (contact, organization, or deal) and migrate as updates or description content on the corresponding monday CRM item. Rich-text formatting is preserved where monday CRM supports it. This includes bullet points, bold, and hyperlink formatting.

Files attached to Fame Service records re-upload as monday CRM file attachments on the corresponding item. Files over 25MB are flagged for manual handling. Inline images from notes are extracted and reattached as separate files. All attachments retain their original file names for straightforward identification.

Fame Service custom properties on contacts create new columns on the monday CRM Contacts board. Property data type (text, number, date, pick-list) determines monday column type. Pick-list properties become Dropdown or Status columns with matching options. These columns are configured prior to data loading for smooth migration.

Deal-level custom properties in Fame Service add columns to the Pipeline board. These are created during schema setup, before migration data loads, so the migration process can populate them directly into monday CRM's column structure. Each column maps to the corresponding property's data type.

Fame Service owner IDs resolve to monday CRM workspace members by email match. Unmatched owners are flagged before migration — teams either invite the owner to monday CRM first or assign records to a fallback owner during migration. to ensure data continuity.

Fame Service automations do not migrate. We export automation definitions as a JSON reference document so your monday CRM admin can rebuild equivalent automations using monday's Automation center. Workflow logic (triggers, conditions, actions) translates to monday's 'When this happens → Do this' recipe structure.