Migrate from Gold-Vision to monday CRM

Gold-Vision Accounts map to Monday.com CRM Companies. The Account Name, Industry, Website, Billing Address, and Owner fields translate to Monday.com Company column types (Text, Dropdown, URL, Address, Person). Gold-Vision custom fields on Accounts become Monday.com column types (Date, Number, Dropdown, Text). Companies must be created before Contacts import to satisfy the People column Lookups on the Contacts Board.

Gold-Vision Contacts map directly to Monday.com CRM Contact items on the Contacts Board. Email, Phone, Mobile, Job Title, Department, Owner, and associated Company links migrate as typed columns. Communication history (emails, calls, meetings) attached to the Contact in Gold-Vision becomes Updates on the Monday.com Contact item, with timestamps preserved. Gold-Vision's unlimited contact model means there is no per-record cap to manage during migration.

Gold-Vision Leads are a distinct record type with their own pipeline and status fields. Monday.com CRM does not have a separate Lead object; all prospect records live in the Contacts Board. We map Gold-Vision Lead status values to Monday.com Contact Status column options (New, Contacted, Qualified, Unqualified) so the sales team retains lead-stage visibility. Any lead-specific custom fields migrate as additional columns on the Contact item.

Gold-Vision Opportunities map to Monday.com CRM Deals. Deal Name, Value, Close Date, Stage (from Gold-Vision Pipeline), Owner, and associated Account link migrate as typed columns. Gold-Vision stage probabilities map to Monday.com Deal probability columns if the customer has the premium Deals view enabled. Multiple Gold-Vision pipelines map to separate Monday.com Boards or Board Groups within the Deals workspace.

Gold-Vision's named Pipelines become Monday.com CRM Deal Boards. The Gold-Vision stage sequence (stages, probability weights, stage order) is rebuilt as Monday.com Group labels with the appropriate status colours. We capture the complete pipeline configuration during discovery so that the Board Group order matches the original pipeline funnel.

Gold-Vision Campaigns include multi-stage status tracking and ROI reporting that has no direct Monday.com CRM equivalent. We create a dedicated Campaign Board in Monday.com with Group columns for Campaign Status (Planning, Active, Completed, Paused) and custom columns for Budget, Start Date, End Date, and ROI tracking. Campaign member associations are held in a Contact-tag mapping we document for manual re-tagging post-migration.

Gold-Vision Projects are standalone entities with task hierarchies, time entries, and assigned contacts that do not map to any native Monday.com CRM object. We create a dedicated Project Board where each Gold-Vision Project becomes a Group, and its tasks become Items within that Group with assigned Owners, due dates, and estimated hours. Time entries from Gold-Vision become a custom Number column (hours logged) plus a Notes column. This is the most structurally significant mapping decision in the migration and requires customer validation that the Board-as-Project model meets operational needs.

Gold-Vision Tickets migrate to Monday.com CRM's Cases Board if the customer has the Cases feature, or to a custom Service Board with Group labels for Priority (Urgent, High, Medium, Low) and Status (Open, Pending, Resolved, Closed). Ticket conversations migrate as Updates on the Item. Agent assignment maps to the Monday.com Owner column.

Gold-Vision Quotes carry line items, branding templates, and e-sign metadata. Monday.com CRM has no native Quote object. We export Quote headers and line items as Items on the associated Deal Board with a Link column pointing to the original quote document URL (stored externally or in Google Drive), and a Text column preserving the e-sign status. Customers wishing to rebuild quoting inside Monday.com typically use integrations such as PandaDoc or Qvidian.

Gold-Vision unlimited custom fields on all major objects translate to Monday.com column types. We extract the full Gold-Vision custom field schema per object during discovery, then create equivalent Monday.com columns (Text, Number, Date, Dropdown, Checkbox, URL, File, Location) on the corresponding Board before data import. Multi-select custom fields in Gold-Vision become Monday.com Tags columns.

Gold-Vision documents attached to Accounts, Contacts, Opportunities, Projects, and Tickets migrate as Monday.com Files column attachments linked to the corresponding Item. We export binary file blobs and re-associate them to the target Item via the Monday.com Files column API. File size limits are governed by Monday.com's per-file attachment limits (currently 250 MB per file).

Gold-Vision Tags and Categories used for record labelling across objects migrate to Monday.com Board Labels. We preserve the full tag and category taxonomy and re-apply labels to the relevant Items across Boards during migration. Labels used for a single object type are scoped to that Board; cross-object labels are documented for the customer to apply manually after migration.

Gold-Vision Communications logs (emails, calls, meetings, appointments synced from M365 and Outlook) migrate as dated Updates on the corresponding Monday.com CRM Contact Item or Deal Item. Each Update carries the original timestamp, direction (sent/received), and a text summary of the communication body. This preserves the engagement timeline visible in Gold-Vision within Monday.com's activity context without requiring a separate activity log object.