Migrate from Highrise to monday CRM

Highrise People map to Monday.com CRM Contacts. Each Person becomes an Item on the CRM Contacts board with standard name, email, phone, address, and social link columns. Highrise's contact photo transfers as a file attachment on the Item. We resolve the custom_field_subjects endpoint to pre-create matching columns in Monday.com before import. Owner assignment maps to a Monday.com team member responsible for the Contact Item.

Highrise Companies map to Monday.com CRM Companies. Each Company becomes a standalone Company Item or is linked to a Contact Item via the CRM link column. We preserve the Company-Contact association using Monday.com's connect board or link column feature. If multiple People are linked to one Company, all associated Contact Items reference the same Company Item.

Highrise Deals export only as .txt, so we parse the text to extract deal name, monetary value, stage, responsible Owner, and linked Contact or Company. Each parsed Deal becomes an Item on the Monday.com CRM Deals board. The Highrise pipeline stage (New, Contacted, Qualified, Won, Lost) maps to a Status column on the Deals board. Deal value maps to a Numbers column. The linked Contact or Company Item is resolved via Monday.com's link column at migration time.

Highrise Cases export as .txt only, requiring the same text-parsing approach as Deals. Cases become Items on either the CRM Deals board (if treated as post-sale support items) or a dedicated support board. Case title, status, priority, and linked Contact all transfer. Any embedded attachments or threaded conversation history migrates as file attachments and Discussion items on the Case Item.

Highrise Tasks export via the API with due date, assignee, related party, and status. Tasks become subitems on Contact or Deal Items, or standalone Items on a Tasks board. Completed and open status preserves as a Status column. Due date migrates to a Date column. Assignee resolves to a Monday.com team member by email match. Tasks linked to multiple Contacts or Deals create multiple subitem references.

Highrise stores Notes and Emails as Recordings linked to People or Companies. Both export as plain text, stripping HTML formatting from emails. We capture full message text and metadata (date, author, type) from the API and create Discussion items on the parent Contact or Deal Item in Monday.com. Inline images and attachments transfer as separate file uploads on the Item. Email metadata (subject, sender, recipient) parses from the text output when available.

Highrise custom fields on People, Companies, and Deals are detected via the custom_field_subjects API endpoint. We create matching typed columns in Monday.com: text fields map to Text columns, date fields to Date columns, numeric fields to Numbers columns, checkbox fields to Checkbox columns, and dropdown fields to Dropdown columns with options matching the Highrise value set. Dependency relationships between custom fields in Highrise have no Monday.com native equivalent and are documented for manual recreation.

Highrise Tags are a flat label system applied across People, Companies, Deals, and Cases. Tags migrate as Labels on the corresponding Monday.com Items. If a tag applies to multiple object types, we apply it to all linked Items. Tag frequency analysis during scoping identifies tags used as primary categorization (migrated as Labels) versus informal personal labels (flagged for review before migration).

Highrise deal stages (New, Contacted, Qualified, Won, Lost) become Status column options on the Monday.com CRM Deals board. Stage probability percentages from Highrise do not have a native Monday.com equivalent; we document these values for manual entry into a Numbers column or formula if the customer uses Monday.com's Pro plan with formula columns. Custom pipeline stages (if the account has non-default stage names) map identically.

Highrise Users (team members who own records and are assigned to Deals) map to Monday.com team members by email match. We extract the full user roster from Highrise including name and email during discovery. Any Owner without a matching Monday.com account is placed in a reconciliation queue for the customer's admin to provision before the record import phase begins. This is a dependency-blocking step because Owner resolution is required before Contact, Deal, and Case import can complete.