Migrate from Friday CRM to monday CRM

Friday CRM Company records map to Monday.com CRM Board items. We create a dedicated Company board or use Monday.com's native Contacts board depending on whether the customer separates account and contact data. Company name, domain, address fields, and any custom Company fields map to typed Monday.com columns (text, URL, address). The Company board Group structure is defined during board design, with one Group per industry segment or territory if applicable.

Friday CRM Contact records map to Monday.com Items within the Contacts board. Name, email, phone, title, and address fields map to Monday.com column types (text, email, phone, person, location). Custom Contact fields from Friday CRM convert to Monday.com column equivalents: single checkboxes become checkmark columns, dropdowns become dropdown columns, radio selects become status or dropdown columns, and date fields become date columns. We resolve the Company lookup by matching the Friday CRM company_name against the destination Company board Item name.

Friday CRM Deal records map to Monday.com Items within the Deals board or a dedicated pipeline board. Deal name, value, stage, and expected close date map to Monday.com name, number, status, and date columns. We preserve the deal value in a numeric column and optionally compute the pipeline grouping based on the stage name. Custom Deal fields follow the same column-type conversion as Contact fields above.

Friday CRM pipeline stages (e.g., Qualified Lead, Demo Scheduled, Proposal Sent, Negotiation, Closed Won, Closed Lost) map to Monday.com Board Groups within the Deals board. Stage ordering is preserved by Group sequence. We configure the Group names to match Friday CRM stage labels exactly. If the customer uses multiple Friday CRM pipelines, each becomes a separate Monday.com board with its own Group-based stages.

Friday CRM's nine custom field types require type mapping to Monday.com column types during board design. Radio select maps to status or dropdown columns; multiple checkboxes map to multiple checkbox columns; single checkbox maps to checkmark columns; URL fields map to link columns; multi-line text maps to long text columns; date fields map to date columns; number fields map to numeric columns; text and dropdown remain direct text or dropdown columns. We document the full column-type mapping during scoping and confirm acceptable conversions with the customer before migration.

Friday CRM notes and activity history linked to Contacts and Deals migrate as Monday.com Item Updates with the original timestamp preserved. Each note becomes a text update on the corresponding Item, maintaining the author name and creation date. Because Friday CRM's CSV export may not fully capture activity history (the platform does not document export field coverage), we audit the export contents first and flag any gaps. Where notes are critical, we recommend a parallel manual export and reconciliation post-migration.

Friday CRM tags applied to Contacts and Deals migrate as Monday.com Labels on the corresponding Items. Tags stored as comma-separated values in the Friday CRM export are parsed, deduplicated, and mapped to Monday.com label names. Label color assignment is preserved where possible or assigned by default. Tags that represent deal categories or contact segments map to Monday.com Label groups for filtering.

Friday CRM owners referenced on Deals and Contacts are resolved by email match against Monday.com workspace members. We map the owner field to a Person column in Monday.com or assign board membership during migration. Any Friday CRM owner without a matching Monday.com workspace member goes to a reconciliation queue for the customer to provision before record migration resumes. Owner records do not exist as standalone objects in Monday.com; they are workspace-level user accounts.