Migrate from InTouch to monday CRM

InTouch contacts migrate as Monday Person items. The Person item type is a built-in Monday CRM entity that stores name, email, phone, and social links. First name, last name, email, and phone map directly to Monday Person fields. The primary company association maps to the Organization item linked via Monday's organization-person relationship. Contact owner maps to the Owner person column, resolved by email match against Monday workspace members.

InTouch companies migrate as Monday Organization items, the CRM-native entity for business records. Organization name, domain, industry, employee count, and address fields map to corresponding Organization item columns. Parent-company hierarchies in InTouch translate to Monday's organization sub-organization structure. Multi-company contacts (N:N in InTouch) are surfaced as primary-company links on the Person item, with secondary company associations noted as a custom text column.

InTouch deals map to Monday Opportunity items on a dedicated CRM pipeline board. Each InTouch deal pipeline becomes one Monday board with a Status column representing pipeline stages. Deal fields (name, value, stage, close date, owner) map to Opportunity item columns. The deal stage in InTouch (e.g., Prospecting, Proposal, Negotiation) becomes a Status column label in Monday's pipeline view, preserving stage order for visual kanban display.

InTouch custom fields defined per-matter templates become Monday custom columns. FlitStack infers column type from InTouch field type: text fields become Text columns, numbers become Numbers columns, dates become Date columns, and pick-list fields become Dropdown columns. For fields with no Monday equivalent (e.g., complex data types), a Text column stores the serialized value for reference. Type inference is verified against Monday's supported column types before migration.

InTouch activity logs (calls logged, emails sent/received, meetings, notes) migrate as Updates on the corresponding Monday Person or Opportunity item. Each activity becomes a timestamped update with the activity type, summary, and owner noted in the update body. Original timestamps and owner names are preserved in the update text. This gives Monday users a full activity timeline inside the item without requiring a separate activity object.

InTouch file attachments stored on contacts, companies, or deals are downloaded and re-uploaded to Monday's file storage. Files attach to the corresponding Item via a File column or as update attachments. Monday's file storage limits apply: files upload to monday.com's cloud storage; inline images in InTouch notes are extracted and rehosted. Large file batches are uploaded in sequence to avoid Monday's concurrency limits.

InTouch users and deal owners are matched against Monday workspace members by email address. Unmatched owners are flagged before migration: your team either provisions them as Monday workspace members or assigns their InTouch records to a fallback owner. This ensures every migrated item has a valid Owner person column in Monday rather than a null assignment.

InTouch contact tags and deal labels migrate as Monday Tags on the Person or Opportunity item. Tags are a native column type in Monday CRM, supporting multi-select tag application. This preserves your categorization logic without requiring a custom field. Tags are mapped verbatim; if tag names conflict with Monday reserved keywords, FlitStack applies a prefix (IT_) to the tag name.

Each InTouch deal pipeline maps to one Monday CRM board with the Pipeline view enabled. Monday's Pipeline view presents Opportunity items grouped by the Status column, which represents pipeline stages. You can configure multiple pipelines in Monday (one board per pipeline) or consolidate multiple InTouch pipelines into a single board using a Pipeline Name column to differentiate them.

InTouch automations and workflow rules — including lead routing, stage-change triggers, and email follow-up sequences — are not migratable to Monday. Monday uses Recipe-based automations scoped to board columns, which have a different trigger model. FlitStack exports your InTouch workflow definitions as a reference document your Monday admin can use to rebuild equivalent automations using Monday's Recipe builder or integrations with Zapier/Make.

InTouch email templates and drip sequences do not migrate to Monday CRM. Monday does not have a native email template or sequence system in the CRM module; email templates are typically handled through integrations (e.g., Gmail sync, Outlook integration, or third-party tools). We export your InTouch templates as HTML files for reference and note that Monday's Smart Templates feature covers basic templating at the item level.