Migrate from Groundhogg to monday CRM

Groundhogg Contacts map to Monday.com CRM Person items. We export all standard contact properties (email, first/last name, phone, address) via the Groundhogg REST API and create Person items in the CRM board with matching column values. Email serves as the dedupe key. Custom fields map to Monday.com Columns with type-matching (text to Text Column, date to Date Column, checkbox to Checkbox Column). Tags export as a comma-separated list applied to a Tags Column or as Labels on the item.

Groundhogg Company records (Plus tier and above) map to Monday.com Company items in the CRM. We link each Company item to its associated Contact Person items using Monday.com's built-in People Column. Company name, address, and phone migrate to the corresponding Company item columns. If the customer is on Basic tier without Companies enabled, we skip this object but flag any contact records with a company affiliation for manual enrichment.

Groundhogg Deals (Pro tier and above) map to Monday.com Deal items on the CRM Deals Board. The deal name, value, stage, and owner migrate directly. Groundhogg pipeline stages map to Monday.com Group labels on the Deals Board, and deal values map to the native Money Column. Owner email from Groundhogg resolves to a Monday.com team member; any unresolved owners go to a reconciliation queue.

Groundhogg tags are a flat taxonomy applied to contacts. We export all tags and apply them as Monday.com Labels on Person items or as a comma-separated Tags Column value. Tags do not carry hierarchy information. During scoping, we determine whether labels or column values best fit the customer's segmentation needs. If the customer uses tags for lead scoring or segmentation, we recommend creating a separate numeric column in Monday.com rather than relying on labels alone.

Groundhogg custom properties on contacts migrate to Monday.com Columns on the CRM board. We match Groundhogg field types to Monday.com column types: text fields to Text Column, dates to Date Column, numbers to Numbers Column, dropdown choices to Dropdown Column, and checkboxes to Checkbox Column. Multi-select or multi-checkbox fields map to Tags Column. Monday.com has a fixed set of column types, so any Groundhogg field that cannot be typed directly becomes a Text Column with the value serialized as a string.

Groundhogg activity logs (email opens, link clicks, form submissions, tag applied/removed) are exported as a per-contact activity feed. We create timestamped Updates on each Person item in Monday.com CRM using the activity type as the update text and the original Groundhogg timestamp as the update date. This preserves the chronological engagement history against the contact record. Note that Monday.com's Updates feed is chronological but not queryable via API filters like a standard CRM activity object.

Groundhogg contact-level notes migrate as Updates on the corresponding Monday.com Person item. Each note's body, timestamp, and author attribution are preserved. We map the Groundhogg author email to a Monday.com team member if an account exists; otherwise the note text carries the author name as a prefix. Notes do not become separate items in Monday.com; they attach to the Person item as updates.

Groundhogg Flows cannot be exported as automation logic. We run a Flow Audit step during scoping: we extract the trigger type, step count, step names, and conditional logic for each active Flow and document it in a written report. The report maps each Flow to a recommended Monday.com Automation equivalent with triggers, conditions, and actions specified. The customer's admin rebuilds the automations in Monday.com using our documentation as the blueprint. We do not migrate Flows as executable code.

Groundhogg maps record owners via WordPress user IDs. We export WP user email addresses and map them to Monday.com Team Members by email lookup. Owners without a matching Monday.com account go to a reconciliation queue for the customer's admin to provision before record import begins. Owner assignment on Deals maps to the Deal item's Owner Column in Monday.com.