Migrate from Flowlu to monday CRM

Flowlu Contacts map directly to Monday.com CRM Contacts. We extract name, email, phone, company association, lifecycle stage, and any custom fields by type. Email serves as the dedupe key during import to prevent duplicate Contact records. Custom fields on Contacts map to Monday.com column types: text fields become Text columns, date fields become Date columns, and list fields become Dropdown or Tag columns depending on single or multi-select configuration.

Flowlu Companies map to Monday.com CRM Companies. We extract company name, industry, website, address, and any custom field values. The relationship between Contact and Company in Flowlu is preserved in Monday.com CRM through the Contact's Company field, which links to the imported Company record. Companies are imported before Contacts so the lookup relationship is satisfied at the moment of Contact insert.

Flowlu Opportunities map to Monday.com CRM Deals. We extract deal name, amount, probability, expected close date, stage assignment, and custom field values. The Opportunity's stage assignment references the Flowlu Pipeline which maps to a Monday.com board with a matching Status column. Probability percentages migrate to Monday.com's probability column or a custom number column depending on the board configuration.

Each Flowlu Pipeline becomes a Monday.com CRM board configured as a pipeline view. Pipeline name and description map to the board name and description. We recreate the stage names and their display order as Status column values on the destination board. Probability percentages per stage migrate as a separate numeric column that can be used for forecasting dashboards.

Flowlu Projects map to Monday.com boards as work containers. Task-level granularity inside Flowlu Projects becomes Items with Group labels inside the Monday.com board. Project deadlines, milestones, and project managers migrate as Date columns, Timeline columns, and Person columns respectively. If the customer uses Monday.com CRM and Work Management as separate products, we map Projects to the Work Management board type and use cross-board Item linking to connect project work to CRM Deals.

Flowlu Tasks inside Projects map to Items within the corresponding Monday.com board. Task name, description, status, assignee, due date, and planned or actual time migrate as Item name, Text column, Status column, Person column, Date column, and Number column respectively. Task dependencies in Flowlu map to the Dependency column in Monday.com if the destination board has this column enabled. Parent-project lookup is resolved via the board-to-project mapping established during scoping.

Flowlu Custom Fields on any mapped object type (Contact, Company, Opportunity, Project, Task) map to Monday.com column types by analyzing the Flowlu field type. Text, number, date, list, checkbox, and currency fields each map to the equivalent Monday.com column type. List fields with multiple options map to Dropdown (single-select) or Tags (multi-select). We flag any Flowlu field types that have no direct Monday.com equivalent and present options (text approximation or Notes column) for customer decision during scoping.

Flowlu Invoices contain line items, tax rates, payment status, and issuer details that do not have a native equivalent in Monday.com CRM. We map invoice date, due date, totals, and payment status to custom columns on the Deal Item (or a separate Invoice board) using text and number columns. Line item detail is mapped to a long-text column or as a subitem structure on the Deal. The customer chooses between a Deal-column approach or a standalone Invoice board during scoping. Historical invoices referencing closed Projects are linked to the relevant Project board Item where the relationship exists.

Flowlu Time Entries record hours logged against Tasks or Projects, with user assignment, entry date, and billable flag. We map billable hours to Monday.com's Time Tracking column if the destination board has this feature enabled on the Pro tier or above. Non-billable hours map to a Number column formatted as hours. Time entries are linked to the parent Task Item via subitem structure or via the Item's assignee and date reference to maintain the relationship to the original work record.

Flowlu Users with roles (Admin, Manager, Member) map to Monday.com workspace members by email match. We extract user name, email address, and role. Owner assignments on Flowlu records (Contacts, Companies, Opportunities) migrate by resolving the owner email to the Monday.com user and populating the assignee Person column on the relevant Items or Deals. Any Flowlu user without a matching Monday.com account goes to a reconciliation queue for the customer's admin to provision before record import resumes.