Migrate from FreeCRM to monday CRM

FreeCRM Contact records export with name, email, phone, and address fields via CSV. We map these directly to Monday.com People with name split into first_name and last_name where available, email preserved in the People email field, and phone in the People phone field. Tags stored as comma-separated values on the Contact record split into a Monday.com Tags field. Owner assignment migrates by email match to a Monday.com team member.

FreeCRM Company records map to Monday.com People with type set to Company. The company name, domain, and industry fields migrate to Monday.com People custom properties. The parent-child relationship between Company and Contact is preserved by linking the Contact People record to the Company People record in Monday.com.

FreeCRM Lead records use the template-driven field system so field names vary per account. We inventory every Lead template field during discovery and normalize lead-status and lead-source fields into Monday.com People custom properties or a dedicated Leads board. Lead status values (new, contacted, qualified, etc.) migrate as a dropdown custom field.

FreeCRM Deal records include amount, stage (free text), expected close date, and related Contact and Company links. We map deal amount to the Monday.com Deal monetary value, close date to the Deal close date, and the related Contact or Company link to the Deal's Person connection. Deal name migrates as the Deal title.

FreeCRM stores pipeline stages as account-defined free-text values with no structured stage object. We extract the full list of stage values during discovery, create matching columns in the Monday.com Deals pipeline, and map each Deal's stage value to the corresponding column at migration time. The stage list is confirmed with the customer before pipeline creation.

FreeCRM Activity records (tasks, events, call logs) export with the related-to link (Contact or Company), timestamp, and activity body. We map these to Monday.com Activity items on the relevant People or Deal record. Historical activity timestamps are preserved. Activity type is mapped to the activity category field. Note that activity sequencing may be approximate due to FreeCRM's export format.

FreeCRM stores tags as comma-separated values on Contact and Company records. We split the comma-separated string into individual tag values and map to the Monday.com People Tags field. The tag vocabulary is preserved as-is from the FreeCRM export without normalization.

FreeCRM template-driven custom fields are defined per-record and vary by account. We inventory every unique custom field across all templates during discovery, classify each by data type (text, number, date, dropdown), and create matching custom properties in Monday.com People or Deal records before migration. Fields present on some records but not others are created as optional properties with null on records that do not have them. Template names are recorded for the customer's reference.

FreeCRM Pro tier supports invoice creation. Invoice records export with line items, totals, and status. We map invoice line items to Monday.com Deal items or to a custom invoice board if the customer uses Monday.com's billing integration. Invoice status (paid, pending, overdue) maps to a dropdown property. Note that Monday.com does not have native invoicing at all tiers.

FreeCRM User accounts export with name and email. Owner assignment on Contact, Company, and Deal records references these users. We match by email to Monday.com team members. Any FreeCRM owner without a matching Monday.com team member goes to a reconciliation queue for the customer to provision before record import completes.