Migrate from ForceManager CRM to monday CRM

ForceManager Company records map to Monday.com Organizations — either a dedicated Organizations board or the Organizations group within the CRM board. Company name, type, industry, rating, and address fields map to corresponding Monday.com text, status, or location columns. Owner assignments map to Monday.com team member column by email match. z_-prefixed custom fields on Company extract to typed Monday.com columns (date, number, dropdown) during the schema phase before any data inserts.

ForceManager Contact records map to People items in Monday.com's CRM board. Email, phone, job title, and address map to native Monday.com column types. The Contact-to-Company parent relationship is preserved by linking the Contact item to the mapped Organization item in Monday.com, which requires the Organization record to exist before the Contact insert. Owner assignments resolve via email-to-team-member lookup. z_ custom fields on Contact become typed columns with values carried across without the system prefix in the column label.

ForceManager Opportunity records map to Monday.com Deals. Stage, close date, and monetary value map to Monday.com status column (stage), date column (expected close), and number column (deal value). Owner assignment maps to team member column. Custom opportunity fields (z_ prefixed) become Monday.com columns with values transferred. The Deals board is created during schema design with stage values matching the ForceManager pipeline stages.

ForceManager Activities map to sub-items on the related Contact item in Monday.com. Activity type (call, meeting, field visit) becomes the sub-item group name; timestamp, duration, and notes transfer as sub-item columns. GPS coordinates captured in ForceManager field visits transfer to Monday.com location column where the column type is available on the target board. The activity-type sub-item structure replicates the timeline view that ForceManager provides natively.

ForceManager Tasks map to sub-items on the parent Contact or Deal item depending on task association in the source. Task status, due date, assignee, and description transfer as sub-item columns. Assignee resolution uses the owner email mapping established during the User reconciliation phase. Open and completed status is preserved in the sub-item status column.

ForceManager User records are extracted via the /users endpoint. Each User email is matched against Monday.com team member accounts. Any ForceManager owner without a matching Monday.com team member is flagged in the reconciliation report for the customer's admin to provision before record migration begins. Owner assignments on Companies, Contacts, and Opportunities update to reference the matched team member record in Monday.com.

ForceManager Sales Order and Sales Order Line entities map to a Monday.com Deal with sub-items representing each line. Order total, order date, and order status become Deal-level columns. Individual line items (product name, quantity, unit price, total) become sub-items with their own columns under the parent Deal. Where ForceManager tracks product SKU, that maps to a text column on the line item sub-item.

All ForceManager custom fields carry a z_ prefix in API payloads and do not expose display labels in the data payload. We query the ForceManager Fields endpoint during extraction to retrieve label-to-prefix mappings and field types. Each z_ field is then recreated as a properly typed Monday.com column (text, number, date, dropdown, checkbox, location, or formula) with the human-readable label rather than the z_ system key. Custom field values are mapped during the data import phase using the resolved column IDs.

ForceManager Workflow automation rules are available only on the Business plan ($65/user/month) and are not exposed via the public REST API. No automation logic transfers. We document every active Workflow during scoping — trigger conditions, stage actions, assignment rules, and task flows — and deliver a written inventory with recommended Monday.com Automation equivalents for the customer's admin to rebuild. Monday.com automations operate at the board and item level and are included at all paid CRM tiers.

File attachments associated with Companies, Contacts, and Opportunities in ForceManager are not accessible via the public REST API. We flag all attachment dependencies in the scoping report and advise customers to download files from the ForceManager web interface before the migration window. Monday.com accepts attachments uploaded directly to item detail panes, but the migration pipeline cannot automate attachment transfer from ForceManager. Customers must re-upload attachments manually or via a separate file transfer step coordinated with their IT team.