Migrate from karmaCRM to monday CRM

karmaCRM Contacts map to Monday.com CRM Person records in the People Board. We extract first name, last name, email address, phone, tags, and custom field values. The Person record's email address is the dedupe key. Tags from karmaCRM are imported as Labels on the Person record. Custom field values from karmaCRM require pre-creation of matching column types in the People Board before import; we document each karmaCRM custom field and its recommended Monday.com column type during scoping.

karmaCRM Companies map to Monday.com CRM Company records. We extract company name, domain, industry, address fields, phone, and tags. The company domain becomes the Company Website field. We link Person records to Company records via the native Person-Company relation in Monday.com CRM after both boards are populated.

karmaCRM Deals map to Items in a dedicated Sales Pipeline Board. The deal name becomes the Item title. Deal value maps to a Number column. Deal stage maps to a Status column whose group values mirror the karmaCRM pipeline stages. The deal owner maps to an Owner column referencing the Monday.com team member. We create one Monday.com board per karmaCRM pipeline during schema design.

Each karmaCRM pipeline stage becomes a Group in the Monday.com Sales Pipeline Board with a Status column value matching the stage name. Stage probability percentages are stored in a Number column for reference. The group ordering is preserved from karmaCRM's stage sequence.

karmaCRM supports multiple named pipelines (Pro and Premium tiers). Each pipeline maps to a separate Monday.com Board with its own Group stage structure, Status column, and value column configuration. We pre-create all boards during the schema design phase before any record migration begins.

karmaCRM Tasks map to Items in a Tasks Board or as Subitems attached to the related Deal or Person Item. Task name becomes Item title. Due date maps to a Date column. Status maps to a Status column. Priority maps to a Labels column. Assigned owner maps to an Owner column. Tasks linked to a Contact or Company carry a relation column pointing to the linked Person or Company Item.

karmaCRM Events (calendar entries with start time, end time, location, and attendees) map to Items in a Calendar Board or as Subitems on the linked Person or Deal Item. Start and end datetime map to a Timeline column. Location maps to a Location column. Attendees are added via a People column or documented as a text list for manual re-entry.

karmaCRM Users map to Monday.com team members by email match. The karmaCRM user role (Admin, Member) maps to a Monday.com role designation. We resolve owners on Deals, Tasks, and Events by matching hubspot_owner_id-equivalent email to the Monday.com member email during import.

karmaCRM tags applied to Contacts and Companies migrate as Labels on the Person and Company Items. The customer chooses during scoping whether tags become Labels (native Monday.com labeling) or a Tags column (multi-select column type) for consistency across all record types.

karmaCRM custom fields are freeform name-value pairs across Contacts, Companies, and Deals. We pre-create matching Monday.com column types during schema design: text fields become Text columns, numbers become Number columns, dates become Date columns, dropdowns become Dropdown columns, and checkboxes become Checkbox columns. The karmaCRM custom field schema is documented as a written column definition for the customer's admin to configure in Monday.com before migration begins.