Migrate from Force24 to monday CRM

Force24 Contacts map directly to Monday.com CRM People records. All standard fields (name, email, phone, address) migrate as typed columns in the People board. Force24 lifecycle stage properties (subscriber, lead, marketing qualified, sales qualified, customer) are written to a custom Status column with matching display values so the customer's team can filter and segment people by lifecycle stage. Custom contact properties migrate as Monday.com text, number, date, or dropdown columns depending on data type.

Force24 Companies map to Monday.com CRM Companies. The company name becomes the Company Name column; domain and URL properties map to Website and Industry columns. We preserve the Force24 company-contact association by linking each Person record to their parent Company during migration. Monday.com CRM does not have a separate account-record hierarchy — Companies serve as the grouping entity for People.

Force24 does not natively store Deals; pipeline data resides in the integrated CRM platform connected via Force24's integration hub. If Deals were managed in a connected CRM, we extract Deal records from that source system during scoping and map them to Monday.com CRM Deal Items on the Deals board. Deal stage maps to a Monday.com Status group; deal value maps to the Amount column; expected close date maps to a Date column. If no CRM was integrated, we flag this gap during scoping.

Force24 stores Leads as Contacts with a lifecycle stage property. We migrate them as Monday.com CRM People records using the same mapping as Contacts, preserving the original lifecycle stage value in the custom Status column. No separate Lead conversion step is required in Monday.com CRM because Monday.com uses a single Person record type for both leads and customers.

Force24 engagement events (email opens, clicks, SMS replies, form submissions, meeting confirmations) are stored per Contact and can be mapped to Monday.com CRM's Activity log on the Person record. We migrate engagement type, timestamp, and content summary as Activity entries. Monday.com CRM's activity log supports emails, calls, meetings, and notes, which covers the Force24 engagement types. Bulk migration of activity history is handled via Monday.com's API with batch chunking.

Force24 Custom Objects — linked-data tables for bookings, event registrations, or other entity types — migrate to Monday.com as Items on a dedicated board with a matching column structure. We export each Custom Object type as a separate board. The contact-link relationship is preserved by adding a Person relation column on the destination board, which links each Item back to the originating Person record. We document the relationship structure for the customer to configure board linking in Monday.com settings post-migration.

Force24 contact tags migrate to Monday.com CRM Person tags. Tags are preserved as a tag-type column on the People board, maintaining the full tag set per Person. Monday.com CRM supports multiple tags per Person, matching Force24's multi-tag capability. We do not deduplicate tags unless explicitly requested; the customer's team reviews and resolves duplicate tags post-migration.

Force24 Smart List filter logic (saved queries with property-based and behavioural conditions) cannot be transferred as a portable format. We export the list membership — which Person IDs are in each Smart List — and recreate the membership as static Groups or Tag values on the Person records in Monday.com CRM. Active, real-time segments that depend on live filter evaluation are documented as a written spec for the customer to rebuild using Monday.com's Group and Filter functionality.

Force24 Users (Marketing and Sales seats) map to Monday.com Team Members. We match by email address. Any Force24 User without a matching Monday.com workspace account is held in a reconciliation queue for the customer's admin to provision before record migration begins, because OwnerId references on Deals and Person records must be satisfied at insert time.