Migrate from Getfly CRM to monday CRM

Getfly Accounts map to items on a Monday.com People board. Standard fields (name, phone, email, address) map to Name, Phone, Email, and Location column types respectively. Getfly custom fields on Accounts are discovered by sampling records during export; we then create matching custom columns on the People board before import. The Getfly customer subdomain determines the data partition, and we batch exports by Account page to handle large datasets without timeout.

Getfly Products with SKU, pricing, and detail_custom_fields map to items on a dedicated Monday.com Products board. The nested custom_fields object in Getfly's Product API returns structured arrays that we flatten into scalar column values for Monday.com column types. Products can alternatively be linked to Account items via a Link to Item column if the customer prefers a normalized relational model over a flat product list.

Getfly's configurable deal pipeline stages map to Monday.com board groups on a CRM Deals board. Stage names and order are customer-specific and extracted from Getfly's pipeline configuration. Each group represents a stage (e.g., Prospect, Qualified, Proposal, Negotiation, Closed Won, Closed Lost). We preserve stage ordering by configuring group sequence in Monday.com before Deal items are imported.

Getfly Deals map to Monday.com items on a Deals board. Deal amount maps to a Numbers column; expected close date maps to a Date column; owner assignment maps to Person column with the Getfly owner email resolved to the Monday.com workspace member. The Deal-to-Account relationship is preserved as a Connect Boards column linking the Deal item to the corresponding Account item on the People board.

Getfly Activity records (calls, tasks, meetings) with type, date, duration, and owner assignment are consolidated into a merged activity log on each Monday.com item. Call duration and direction map to the Time Tracking column and a Status column. Meeting details and task descriptions map to the Updates column as timestamped entries with the owner attribution. The account association is preserved by attaching the activity entry to the correct Account or Deal item in Monday.com.

Getfly Users with name, email, and role map to Monday.com workspace members. Owner assignment on Deals and Accounts resolves via email lookup against the Monday.com workspace member list. If a Getfly owner has no corresponding Monday.com user, we hold the assignment in a reconcile queue and flag it for the customer's admin to provision before record import resumes.

Getfly Attachments associated with Accounts or Products are referenced by URL in the API. We download files to local storage during export and re-upload to Monday.com using the File column type on the relevant item. The original filename and any associated metadata are preserved. If the file URL is a signed or time-limited link from the PABX system, we download at export time to prevent broken links in Monday.com.

Getfly Marketing Campaigns with name, start/end dates, and linked Accounts map to Monday.com Tags applied to relevant Account items, or to a separate Campaigns board if the customer requires campaign-level tracking. Campaign membership (which Accounts were contacted) is preserved as a tag set on each affected Account item. The customer chooses tag strategy during scoping based on reporting requirements.