Migrate from FranConnect to monday CRM

FranConnect Contacts covering both franchisor staff and franchisee representatives map to Monday.com Contact items on the CRM board. Standard fields (name, email, phone, address) migrate to Contact columns. Custom contact properties map to additional Monday.com columns typed to match (text, number, date, dropdown). We resolve any duplicate emails during import using Monday.com's duplicate-detection rules.

FranConnect Leads entering the franchise development pipeline map to Monday.com Lead items on the CRM board. Lead status, source categories, and owner assignments migrate to Monday.com column values. Drip campaign membership status migrates as a read-only column value; the active campaign logic requires rebuild via Monday.com Automation Center post-migration.

FranConnect Franchisee records (individuals or entities operating units) with associated agreements, territories, and ownership stakes map to Monday.com Contact items with a Franchisee Info group of columns capturing agreement type, ownership percentage, and franchise agreement status. We flag which franchisee fields lack a native Monday.com equivalent and document them for the customer to configure as custom columns.

FranConnect Units representing physical franchise locations map to items on a Monday.com Locations board. Address, status, owner assignment, and custom site-level fields migrate to typed columns. Multi-unit hierarchies are flattened into a single Locations board with an optional Group By location type; complex multi-level hierarchies may require a separate parent-location column.

FranConnect Territory records defining geographic boundaries tied to franchise agreements map to Monday.com items on a Territories board or as named Groups on the Units board. Geographic definitions (coordinates, polygons) do not have a native Monday.com type; we migrate the territory name, associated units list, and exclusivity flags and recommend a mapping tool for territorial visualization outside Monday.com.

FranConnect Royalty Mgr records including invoices, payments, and royalty calculations tied to units and franchisee agreements map to items on a Monday.com Financials board. Financial ledger fields (invoice number, amount, payment date, status) migrate to number and date columns. We flag that Monday.com is not a financial system and recommend that the customer maintains a financial system of record for royalty compliance while using Monday.com for ledger reference data.

FranConnect Site Visit records tracking inspections, audits, and compliance visits at units map to items on a Monday.com Site Visits board. Visit summary, completion status, scoring data, and response analysis migrate to typed columns. We note that audit charts and scoring dashboards are platform-rendered artifacts that do not migrate; we provide the underlying data as columns for the customer's admin to rebuild in Monday.com Dashboard widgets.

FranConnect Tasks and checklists used for opening procedures, compliance workflows, and operational SOPs map to Monday.com items or subtasks. Task groups, dependencies, mandatory/optional flags, and reminder schedules migrate with notes on which Monday.com automation triggers can replicate the reminder logic. Recurring task patterns require rebuild in Monday.com Automation Center.

FranConnect Training module tracking learning completion, certifications, and course progress for franchisee employees maps to items on a Monday.com Training board. Enrollment records and completion status migrate as columns; quiz scores and LMS-specific metadata do not have a Monday.com equivalent and are documented as manual-rebuild items.

FranConnect documents linked to Leads, Units, Franchisees, and Tasks migrate as file attachments on the corresponding Monday.com items. We extract document metadata and URLs where accessible via FranConnect API. Binary file transfers are handled via FranConnect's document API with URL references preserved in Monday.com item columns.