Migrate from FowCRM to monday CRM

FowCRM Accounts map to Monday.com CRM People records at the Organization level. The Account name, industry, website, phone, address fields, and any custom properties defined on the Account model migrate as typed columns on the destination People board. We run the two-step Custom Field discovery (enumerate Models first, then query Fields per Model) to capture every account-level custom property before designing the Monday.com column schema.

FowCRM Contacts map to Monday.com CRM People records at the Contact level with a required link to the parent Organization. We export Contact fields including lifecycle stages and custom properties, then re-link to the destination Organization by name matching during import. Any FowCRM Contact without a matching Account is flagged for manual resolution before the import phase.

FowCRM Deals map to Monday.com CRM Deals as items on the Deals board, with Deal value, stage, expected close date, and custom properties mapped to board columns. FowCRM Deal stages map to Monday.com pipeline column values. We flag any Deals in a closed-won or closed-lost state that carry historical amounts so that the destination status reflects the original record state accurately.

FowCRM Pipelines with configurable stages map to Monday.com CRM Pipeline columns on the Deals board. Each stage name, order, and probability percentage is reconstructed as a column status group with the corresponding probability stored in a numeric column for reporting. Multi-pipeline FowCRM setups create separate Monday.com CRM Deal board views scoped to each pipeline.

FowCRM Cases (available on Professional and Enterprise tiers only) map to a dedicated Monday.com CRM board with columns for Case ID, status, priority, case type, and linked Contact or Account. We check the plan tier during discovery; if the source is a Standard-plan instance, Case API endpoints return 403 and we skip this object gracefully rather than failing. Case workflows are not migrated; the board structure is documented for the customer admin to configure automations post-migration.

FowCRM Custom Fields are defined per Model and require a two-step discovery (enumerate Models first, then query Fields per Model). We build a complete model-to-field index before exporting any custom field data. Custom field types—picklist, text, date, number—map to Monday.com column types (Dropdown, Text, Date, Numbers). Each mapped column is pre-created in the destination board before the data import phase to avoid import failures on unknown column references.

FowCRM Activity records (calls, emails, meetings, tasks, notes) linked to Contacts or Accounts migrate as activity entries on the corresponding Monday.com CRM People or Deal items. Activity type, date, duration, subject, and notes map to the activity feed. The activity-to-record association is preserved by resolving the FowCRM contact or account reference to the Monday.com item ID at migration time, avoiding orphaned activity entries.

FowCRM User records including email, role, and department are exported. Owner assignments on Contacts, Deals, and Activities are preserved via the FowCRM owner_id reference. We recommend a pre-migration user alignment session to ensure that every FowCRM owner has a corresponding Monday.com User provisioned before record import begins. Owner records without a match go to a reconciliation queue.