Migrate from Inception to monday CRM

Inception contacts migrate as items on Monday's Contacts board. Each contact item receives columns mapped from Inception's standard contact fields. Owner assignment resolves by email match to Monday user accounts. Primary company links become a text column or link to the related Company item.

Inception companies map to Monday CRM Organization items on a dedicated Companies board. Company name, address, domain, industry, and employee count become standard text or numeric columns. Parent-company relationships migrate as a text field referencing the parent organization name pending board linking setup.

Inception deals become items on Monday's Pipeline board. The deal name maps to the item name, amount to a number column, and close date to a date column. Deal stage maps to a Monday status column with value mapping from Inception stage names to Monday status group options. Each Inception pipeline requires a separate Monday board for stage scoping.

Inception's multi-pipeline setup splits into multiple Monday CRM boards, each representing one pipeline. Monday does not natively support multiple pipelines on a single board the way Inception does. Each board gets its own status column group mapped from the corresponding Inception pipeline stages.

Inception call logs migrate as updates on the related contact item in Monday CRM, displaying call outcome, duration, and timestamp in the update text. For detailed call records, we create subitems with status columns capturing call disposition, duration, and owner. Original call date and owner preserved from Inception metadata.

Inception visit records map to Monday CRM subitems on the associated contact item. The subitem inherits date, location, visit type, and outcome as separate columns. Visit notes migrate as subitem description text. Owner assignment matches the Inception visit owner to a Monday user by email.

Inception email logs appear as updates on the corresponding contact item with email subject, direction (sent/received), and timestamp. Monday's activity logging columns can be added to track email count per contact if needed. Email body content is not migrated to preserve data size and privacy compliance.

Inception custom text properties migrate to Monday CRM custom columns of the text type. The column name reflects the Inception property label. Teams should plan which custom properties are actively used versus historical before migration to avoid column overload on Monday boards.

Inception dropdown custom properties map to Monday CRM dropdown columns with value options matching the source pick-list exactly. Value-by-value mapping ensures no option mapping is lost during translation. Teams should verify dropdown options after migration as Monday dropdown columns require manual option management.

Inception date custom properties map to Monday CRM date columns. Original date values transfer directly. If Inception stores datetime, the Monday date column captures the date portion only; time details preserve as a text column note. Timezone offsets are stripped, using the UTC date; any time portion beyond the date is recorded in a text column. Invalid or missing dates are logged as null for manual review after migration.

Inception users resolve to Monday CRM user accounts by email address match. Unmatched owners are flagged before migration. Records assigned to unmatched owners fall to a designated fallback owner or remain unassigned pending Monday user provisioning. Monday seat count must accommodate all active owners from Inception.

Inception file attachments on contacts, companies, or deals download and re-upload to Monday CRM as item files. File size limits apply (25MB per file on Monday). Inline images in notes are extracted, hosted separately if possible, and referenced in the note content. Large attachment volumes may extend migration time due to Monday API upload constraints.