Migrate from Function 365 to monday CRM

Each Function 365 Contact becomes a Monday CRM item in a Contacts board. Monday CRM creates a default Contacts board on workspace setup; we populate it with all contact properties as columns. Email address is the primary identifier for deduplication across the migration run.

Function 365 Companies map to items in a Companies board, or optionally as group labels in the Contacts board to enable at-a-glance company segmentation. The choice depends on whether your deals reference a single primary company per contact — we surface the N:N relationship as a separate Company Board when contacts have multiple associated companies.

Each deal becomes an item in a dedicated pipeline board. Monday CRM's Status column maps to Function 365 deal stage values — we configure the Status column with your exact stage labels and probabilities. Multiple pipelines in Function 365 create multiple boards in Monday CRM.

Monday CRM has no separate Lead object — leads land as items in a Leads board or as a tagged segment in the Contacts board using a Lead Status column. We set a custom column (Lead Status) with values matching your Function 365 lead statuses so segmentation carries over without losing filtering capability.

Function 365 deal stage values become Status column options in the corresponding Monday CRM pipeline board. Probability percentages are stored in a separate Number column since Monday's Status column does not carry probability metadata. Stage-transition timestamps are preserved in a Date column for historical reporting in Monday Dashboards.

Every Function 365 custom field (text, number, date, pick-list, checkbox, currency) becomes a custom column in the relevant Monday CRM board. Pick-list fields map to Monday's Dropdown or Tags column types. Currency and numeric fields map to Number columns with decimal precision matching the source. If a custom field has no Monday CRM equivalent (e.g., complex formula fields), we store the raw value as a text column for reference.

Function 365 activity records (calls, emails, meetings, notes) attach to the parent Contact or Deal. We migrate them as subitems in Monday CRM — one subitem per activity with columns for activity type, date, owner, and body text. Meetings include a Date column for start time. Emails store subject and snippet in text columns. This preserves the activity timeline per contact or deal item.

Function 365 owner IDs resolve by email match against Monday CRM workspace members. Matched owners populate Monday's People column on items they own. Unmatched owners are flagged in the pre-migration audit — your team either invites them to the Monday workspace first or assigns their records to a fallback member. Owner names are also stored as a Text column for cases where People column lookup fails.

Files attached to Function 365 contacts, companies, or deals are downloaded and re-uploaded to Monday CRM's File column on the corresponding item. Monday's 250MB per-file limit accommodates most attachments. Files without a native destination item are stored in a dedicated Files board with a link column back to the parent record.

Numerical scoring fields from Function 365 (lead score, health score, rating out of 5 or 10) migrate as Number columns in Monday CRM. Monday's Chart View then supports sorting, grouping, and dashboard widgets built directly on these scores without transformation.

Function 365 supports N:N contact-to-company relationships. In Monday CRM, we map the primary company as a group label on the Contact item, and secondary associations as a Connect Boards link column pointing to the Companies board. This preserves the full association graph within Monday's native linking mechanics.

Function 365 tags migrate to Monday CRM's Tags column. Tags are stored as-is — Monday's Tags column supports unlimited tags per item, making it a direct equivalent for multi-valued label fields in the source. Tag frequency is preserved for reporting.