Migrate from FilePro to monday CRM

Each FilePro File maps to a Monday CRM Board. The board is created with the File's name as its title. All Records within the File become Items on that Board. Column types on the board are determined by the field type definitions in FilePro's UDF schema.

Every FilePro Record in a migrated File becomes a Monday CRM Item on the corresponding Board. Item name defaults to the first non-empty text field in the Record (typically a client name or matter reference). Original Record ID preserved as a custom text column.

FilePro UDFs with type 'text' map directly to Monday CRM Text columns. The column name in Monday uses the FilePro UDF display label. No transformation — value is copied verbatim. During migration, we preserve the original field order from the FilePro file definition, ensuring that the sequence of text fields matches your existing workflow structure in Monday CRM.

FilePro numeric UDFs map to Monday CRM Number columns. If the FilePro UDF has a currency format specified, the Number column is created with a currency prefix configured in Monday's column settings. For UDFs containing decimal values or specific precision requirements, we maintain the original formatting such as the number of decimal places and any thousands separators present in the source data.

FilePro date and datetime UDFs map to Monday CRM Date columns. FilePro stores dates in system-native format — we parse to ISO 8601 (YYYY-MM-DD) for Monday import. Datetime values use Monday's Date column with time component. We also handle date-only fields by setting the time to 00:00:00 in the destination, and we flag any dates that fall outside valid ranges for manual review before loading into Monday CRM.

FilePro lookup fields pointing to another Record within the same File are translated to Monday CRM Link to Item columns or Subitems depending on the relationship cardinality. If the lookup is one-to-many, Subitems are used; if one-to-one, a Link to Item column connects the two Items.

FilePro calculated fields using expressions (e.g., SUM, IF) have no direct Monday CRM equivalent. Monday Formula columns support a subset of calculations. We document the FilePro formula logic and flag it for manual rebuild in Monday's Formula column builder. The documentation includes the exact syntax of each formula, the fields it references, and the expected output format.

FilePro's built-in time and cost capture records migrate to Items on a dedicated Time Tracking board in Monday CRM. Each time entry becomes an Item linked via Board Relations to the related matter or client Item. Activity type is stored in a Status column.

FilePro Files flagged as client or contact lists map to Monday CRM's native Contact entity. Fields like name, email, phone, and address map to Monday's standard Contact fields. Custom UDFs on the client file become custom columns on the Contact record.

FilePro's matter-based structure (the core unit of legal practice management) maps to Monday CRM Deals or Items on a Matters board. Matter status (active/closed/archived) becomes a Status column. The original FilePro matter reference number is preserved as a text column.

FilePro user accounts (fee earners, paralegals, admins) map to Monday CRM team members by email address match. Each user is assigned to the relevant boards. Unmatched FilePro users are flagged for admin review before migration.

FilePro document attachments (linked files stored within the FilePro system) are extracted and uploaded to Monday CRM's file storage linked to the relevant Item via a File column. Monday's file size limit (up to 500MB per file on Enterprise) accommodates most document types. For attachments stored externally or exceeding size limits, we create a text URL column pointing to the original file location.