Migrate from GleanView to monday CRM

GleanView Contact records export cleanly via CSV with name, email, phone, lifecycle stage, owner, and custom properties. We map these to Monday.com's People (Contacts) board where each contact is an item. The primary email field becomes the People board email column and serves as the dedupe key during import. We deduplicate against the destination by email and flag any duplicate matches for your admin to resolve before final import.

GleanView Company records map to Monday.com's Organizations board with address, industry, website, and custom fields. We resolve duplicate company names before import and use the Company name as the Organization name field. If GleanView's company_domain field is populated, we map it to the Organization's website column to support Monday.com's automatic company enrichment feature.

GleanView Lead records with status, source, and owner map to items on a dedicated Monday.com Leads board. The Lead status values map to a Status column on the board, and owner assignment maps to the Person column pointing to a Monday.com team member. We flag any custom lead statuses that do not have a clear Monday.com Status column equivalent and present a mapping option to your admin before migration begins.

GleanView Deals map to items on a Monday.com Pipeline board. The deal stage maps to a Group column representing pipeline stages, the amount maps to a Number column, close date maps to a Date column, and owner maps to the Person column. We preserve deal stage history as a Timeline or Update column entry when the source deal has stage-change timestamps. Custom deal fields migrate as additional column types on the item.

GleanQuote product catalog items including base prices, cost, margin, and attributes migrate to a Monday.com Products board. Each product becomes an item with pricing columns. We flag every product that uses a conditional pricing rule or bundle configuration because these formula-driven values do not export as flat numbers from GleanView CSV. Options for flagged products: export base cost fields only, pre-compute values in a staging sheet before migration, or accept manual pricing re-entry post-migration.

GleanView Quotes with header information and line items migrate to Monday.com as items on a Quotes board with a sub-items structure for line items. Quote status (Draft, Sent, Accepted, Lost) maps to a Status column. GleanQuote template attachments do not migrate; we document each referenced template name and URL in the file manifest for manual re-creation. Pricing on quote line items is subject to the same formula-field limitation as Products.

GleanView engagement logs (calls, emails, meetings, notes) attach to Contacts or Deals. Monday.com does not have a native engagement object equivalent, so we migrate the most recent and highest-priority activity summaries as Text or Update column entries on the parent item. We do not migrate the full activity timeline as discrete records because Monday.com's data model does not support it in the same way. The file manifest documents any activity records with attached files for manual re-link.

GleanView pipeline stage names and ordering map to Monday.com Group column values on the Pipeline board. We preserve the stage sequence by ordering the Groups to match GleanView's pipeline configuration. Any stage with an automatic stage-action trigger (such as email on stage entry) is documented in the automation inventory for rebuild as Monday.com automation recipes.