Migrate from Interactive to monday CRM

Interactive contacts map to monday CRM People board items. Name, email, phone, company, and job title become standard monday text columns. Primary company association maps as a connected board link or text column depending on whether a separate Companies board exists in monday CRM.

Every Interactive custom property becomes a monday CRM column. We read the property type from Interactive's API schema (text, number, date, checkbox, dropdown) and create a matching monday column type. Dropdown properties require value-by-value option creation in monday before data loads.

Interactive quiz submissions are linked to contacts by email or contact_id. Each submission becomes an item in a dedicated Quiz Responses board, with columns for quiz name, submission date, answers per question, and contact link. This preserves the quiz-response history that flat contact exports lose.

Interactive deal or opportunity records map to monday CRM deal‑board items. The deal name becomes the item title, pipeline stage maps to a monday Status column, deal amount to a Numbers column, close date to a Date column, owner to an Assignee column, and notes to a Text column. Any custom properties attached to the deal in Interactive are also mapped to matching monday columns, preserving the full deal context.

Interactive company records map to monday CRM Companies board items. Company name, domain, industry, and employee count become text or number columns. Parent-company relationships map to a linked-boards column if monday CRM's connected boards feature is available on the plan.

Interactive lead status values (New, Contacted, Qualified, etc.) map to monday CRM Status column options. We extract the full pick-list from Interactive's API and create matching Status options in monday before the migration run so no values drop during import.

Interactive owner IDs are resolved by email match against monday CRM user accounts. Unmatched owners are flagged before migration — the team either creates the monday user or assigns those records to a fallback assignee. No item lands in monday without an assignee.

Interactive notes and activity logs attached to contacts map to monday CRM Updates on each contact item, preserving the original timestamp and author in the update body. Call and email records are converted to text updates with a type prefix such as '[Call]' or '[Email]'. Updates are appended chronologically and visible to board subscribers.

Interactive file attachments on contacts or deals are downloaded and re‑uploaded to monday CRM’s native Files column on the matching board item. Original file names are preserved, and Interactive URLs are replaced with monday‑hosted links. File size limits of 25 MB per file are enforced; files exceeding this threshold are flagged for manual handling. Inline images in notes are extracted and saved as separate files attached to the appropriate monday items.

Interactive automation rules — quiz-path triggers, lead-routing conditions, and notification sequences — do not have a migratable equivalent in monday CRM. We export the rule definitions as a structured reference document so the monday admin can rebuild each recipe using monday's no-code automation builder.