Migrate from Flavor CRM to monday CRM

Flavor CRM Student records map directly to Monday.com CRM Contacts. Student ID, enrollment date, enrollment status, and any custom enrollment fields migrate as Contact fields. We preserve the original Student record ID in a custom field original_flavor_student_id__c for cross-reference. The student_type__c field is set to Student to distinguish from Parent and other contact types migrated from Flavor CRM.

Flavor CRM Parent records map to Monday.com CRM Contacts with a parent_type__c flag set to Parent. The relationship to the associated Student record is preserved via a related_student_id__c field pointing to the original_flavor_student_id__c of the linked Student. If the source Flavor CRM stores multiple students per parent, each student link is recorded as a semicolon-delimited string in related_student_ids__c. Parent contact records are imported after Student records so that the relationship field resolves at migration time.

Flavor CRM Leads map to Monday.com CRM Leads. The Lead status, source, and conversion timestamp migrate to the Monday.com Lead's status and created_date fields. The Lead conversion linkage to the Student record is preserved in a custom field converted_from_lead_id__c on the resulting Contact so that teams can reconstruct the pre-enrollment pipeline historically.

Flavor CRM Class records have no direct Monday.com CRM equivalent. We create a dedicated Monday.com Board (e.g., 'Classes & Enrollment') and map each Class to an Item. Columns represent Class attributes: class_name, instructor, schedule, enrollment_capacity, and enrollment_count. Student enrollment is linked via the original_flavor_student_id__c field on each Student Contact. Class schedules export as structured CSV from Flavor CRM and are mapped to the Schedule column type in Monday.com. Teams confirm whether a Custom Object or a standard Board best fits their workflow during scoping.

Flavor CRM Opportunities map to Items on a Monday.com CRM Pipeline Board. Pipeline stages from Flavor CRM map to Monday.com status column groups. Deal amount, owner, close date, and stage migrate to the corresponding Monday.com Item fields. The pipeline board is configured before migration so that the status column values match the source deal stages. Owner assignment resolves by email match against Monday.com team members.

Flavor CRM Contract records migrate as Items on a Board linked to the associated Student or Contact. Contract terms, start date, end date, and related contract value migrate as Item columns. If the contract document is stored as a PDF in Flavor CRM, we attach it to the Item via Monday.com's file upload capability if within storage limits, or flag it for manual re-upload post-migration.

Flavor CRM Invoice records are billing documents without a native Monday.com CRM equivalent. During scoping, we confirm whether the customer wants Invoices mapped as Monday.com Custom Objects (Pro and Enterprise only) with line items as sub-items, or whether invoices are exported as PDFs and attached to the relevant Contact Item. Invoice amount, status (paid/unpaid/overdue), and payment date migrate as fields on the chosen structure. We flag any partial payment history for reconciliation against the customer's accounting system.

Flavor CRM Activity records — calls, emails, meetings, and tasks — migrate as Updates on the relevant Contact or Deal Item in Monday.com CRM. Each activity type is imported as a chronological Update with the original timestamp, activity type label, and notes body. Activity owner migrates by email resolution to a Monday.com team member. Monday.com's native Activity Timeline (available on Standard and above) is configured to display the imported Updates in date order. Tasks that were open at migration time are flagged with a status field for the customer to complete or close in Monday.com.

Flavor CRM Staff records map to Monday.com Users by email match. Admin and instructor permissions are preserved in a role__c field on the Monday.com User profile. Staff records that are also Students (dual-role) are handled as two separate records: a Contact with student_type__c and a User with role__c set to the staff role. Staff without an email address in Flavor CRM are flagged for the customer's admin to provision a Monday.com login before migration.

Flavor CRM does not expose a documented bulk export endpoint for media and binary attachments. We export the media transaction report as CSV listing attachment filenames, record associations, and download URLs, but binary files require individual downloads from Flavor CRM's interface. We deliver the full attachment inventory as a CSV so the customer's team can manually upload files to the relevant Monday.com Items post-migration. This limitation is flagged prominently during scoping.