Migrate from Infor CloudSuite Customer Relationship Management (CRM) to monday CRM

Infor CRM Accounts map to a Monday.com Board with the Account Name stored as the Item Name and company-level fields (SIC code, revenue, employee count, territory) stored as Board columns. Monday.com's Contacts board holds both the Account context and the individual contact records on the same Board. We create the Board structure in Monday.com before any Item import so that the board ID is available for column configuration.

Infor Sales Contacts map to Items on the Monday.com Contacts Board. The Contact's name, role, phone, and email map to native column types (Text, Text, Phone, Email). The Contact's parent Account relationship maps to a Connected Boards column linking the Contact Item to the Account Item on the same Board. We deduplicate on email address during import to address Infor's known Outlook export duplication issue.

Infor Opportunities map to Deals in Monday.com CRM. Stage, value, probability, and close date migrate to the corresponding Deal column types. The Account lookup resolves to the Account Item in Monday.com via the Connected Boards column. Owner assignment maps to the Person column. We map the Infor opportunity stage to a Monday.com Group representing the pipeline stage.

Infor Leads map to Items on a separate Leads Board or the CRM Leads board depending on customer preference. Status, source, and owner migrate to the corresponding columns. Monday.com has no native Lead object equivalent; we implement the Lead board with a Status column (New, Contacted, Qualified, Disqualified) to replicate the Infor lead lifecycle. The customer chooses whether to keep Leads separate from Deals or merge them into the main Deals board.

Infor Activities (calls, meetings, notes, tasks) map to Monday.com's Activity column type (if using the CRM-native Activity timeline) or to Items on a linked Activity Board with a Connected Boards column back to the parent Contact or Deal Item. Activity type, description, date, and owner map to column types. Monday.com's Activity column supports emails, calls, meetings, and notes natively within the CRM board context.

Infor's Sales Periods are a distinct schema construct organizing forecasts into named date ranges. Monday.com has no native Sales Period equivalent. We decompose each Sales Period into its start and end date boundaries and apply those as date column filters or custom date fields on the Deal Item, preserving the forecast period context. This is an explicit configuration step documented in the field mapping spreadsheet before data load.

Infor Campaigns map to a Monday.com Board with campaign type, status, start/end dates, and budget as columns. Campaign Items (linking products or contacts to the campaign) map to Items on that Campaign Board, linked via a Connected Boards column to the relevant Contact or Product Item. We preserve the campaign hierarchy during migration.

Infor Products map to Items on a Products Board with product name, SKU, and price columns. Complex tiered pricing requires mapping to multiple Price column configurations or creating separate Items per tier. We validate pricing data during the transform step and flag any complex tier structures requiring customer review before final load.

Infor Tickets map to Items on a dedicated Service Board in Monday.com CRM. Status, priority, assigned agent, and the linked Account/Contact relationship migrate to the corresponding column types. Multi-line ticket conversations migrate as Updates on the Item or as Items on a linked sub-board, depending on conversation complexity.

Monday.com CRM does not support binary attachments natively. We export Infor CRM attachments to a cloud file store (S3, SharePoint, or Google Drive) and create a Link column on the parent Item pointing to the file URL. The customer approves the file store destination during scoping. This is a reference-based migration, not native attachment migration.

Infor CRM user-defined custom fields (picklists, dates, lookups) map to Monday.com's native column types. Infor-specific field types that have no Monday.com equivalent (complex multi-level picklists, lookups to other Infor objects) are converted to the closest native type (Dropdown, Date, Link, or Text) and documented in the field mapping spreadsheet. Complex Infor lookups that referenced other Infor records are not replicated as linked Items unless the customer has a specific use case requiring it.

Infor territories and quota assignments do not have a native Monday.com equivalent. We create a Territories Board with Items representing each territory and quota values stored as Number columns, linked to the relevant Owner via a Person column. The customer manually defines and assigns territory structures in Monday.com post-migration.

Infor CRM Users (serving as record Owners) map to Monday.com team members by email match. Owner assignment on Opportunities, Tickets, and Activities migrates to the Person column in Monday.com. Users without a matching Monday.com team member go to a reconciliation queue for the customer to provision before record import resumes.