Migrate from Insightly CRM to monday CRM

Insightly Leads map to Monday.com CRM People Items. We add a custom Lead Status column (type: Status) to the People board and map the Insightly Lead Status values to the Monday.com status group labels (e.g., New, Contacted, Qualified). The original Lead score (if present) migrates to a Number column. Insightly Leads that have already converted to Contacts in Insightly are migrated as Contacts with the conversion flag preserved rather than as Leads.

Insightly Contacts map directly to Monday.com CRM People Items. Standard fields (name, email, phone, address) map to the corresponding Monday.com column types. Custom fields migrate to Monday.com custom columns (Text, Number, Date, Dropdown, etc.) using the FIELD_NAME reference we build from the /CustomFields/Contacts endpoint at the start of migration. Contact records are imported after Organization Items so that the Organization lookup is resolved at insert time.

Insightly Organizations map to Monday.com CRM Company Items. Organization name, domain, address, phone, and industry fields map to the corresponding Monday.com Company column types. Custom fields on Organization migrate to custom columns on the Company board using the same FIELD_NAME lookup approach as Contacts. Organizations are imported first in the sequence to satisfy the Organization lookup on inbound Contacts.

Insightly stores Contact-to-Organization relationships as explicit link records that are not embedded in the primary Contact object. We export all link records separately, then set the Monday.com CRM Company Connection on each Person Item during import. This is the critical sequencing step: Organizations import first, Contacts import second with the Company Connection resolved, then link records are applied. Without this step, the Contact-to-Company relationship is lost.

Insightly Opportunities map to Deal Items on Monday.com CRM boards. The Opportunity name, monetary value (Amount), probability, expected close date, and owner migrate to the corresponding Monday.com column types (Text, Numbers with currency format, Percentage, Date, Person). Insightly pipeline stages map to Monday.com Status column values, which we configure before migration using a stage name mapping table derived from the customer's Insightly pipeline setup.

Insightly Opportunity pipeline stages are custom-named strings (e.g., Discovery, Proposal, Negotiation, Closed Won) attached to each Opportunity. Monday.com CRM uses Status column values as the stage representation on a deal board. We create a stage mapping table during scoping and configure the Status column groups in Monday.com to match the Insightly pipeline stages before Opportunity import. Probability percentages migrate to a separate Numbers column (type: Percentage) if the customer wants to track probability alongside stage.

Insightly Projects migrate to Monday.com Work Management boards or to Item Groups within an existing board, depending on the customer's target structure. Project name, description, status, start date, and end date map to Monday.com board columns. Project tasks migrate as Items within the board, with task status mapped to a Status column. If the customer wants Projects tied to closed Opportunities, we recommend a Monday.com board with an Opportunity Connection column linking the Project board Item to the originating Deal Item.

Insightly Tasks linked to Contacts, Organizations, or Opportunities migrate as Items on a dedicated Tasks board or as Items within the relevant CRM board group. Task status (Not Started, In Progress, Completed, Deferred) maps to Monday.com Status column values. Due date, priority, and assigned owner migrate to Date, Status, and Person column types. The original task assignee resolves against the User mapping established during discovery.

Insightly Notes migrate as Updates on the relevant Monday.com Item (Person, Company, or Deal). Note body, author name, and creation timestamp map to the Update text, author attribution, and timestamp. If the note is linked to a specific Contact or Opportunity in Insightly, the Update is posted on the corresponding Item in Monday.com. Standalone notes without a parent link become Updates on the most recently created relevant Item.

Insightly Custom Objects have no direct Monday.com CRM equivalent. We treat each Custom Object as a separate Monday.com Board, creating the board schema from the Custom Object field definitions (field name, field type, picklist values). Custom Object records migrate as Items within the new board. Lookup relationships between Custom Objects map to Monday.com Connections columns if the destination plan supports them, or to Text columns holding the related record name for manual lookup. The customer should validate whether the resulting board structure supports their use case.