Migrate from Keap to monday CRM

Keap Contact records map to Monday.com CRM People with standard fields (name, email, phone, address) transferring directly. Custom field values require discovery of field IDs via Keap's REST /retrieveContactModel endpoint before export. We map each Keap custom field to a Monday.com People column of equivalent type (text, number, date, dropdown). Keap tags applied to contacts transfer as Monday.com Labels on the People record, preserving segmentation logic from the source.

Keap Company records map to Monday.com CRM Organizations. We preserve the Company-to-Contact association by linking each People record to its parent Organization using Monday.com's organizational structure. Company-level fields (name, website, address, phone) map to the Organization's corresponding properties.

Keap tags serve dual roles as segmentation labels and automation triggers. We export all tags as Monday.com Labels and apply them to People records. Automation trigger logic cannot transfer — Keap's sequence triggers tied to specific tags must be rebuilt manually in Monday.com's automation builder. We deliver a tag-to-automation dependency map listing each Keap tag and its associated sequence actions for manual reconstruction.

Keap Opportunities map to Monday.com CRM Deals with stage, value, owner, and expected close date preserved. Keap's user-defined pipeline stage names map to Monday.com Deal status columns, which we configure before migration. The deal value, expected close date, and owner assignment transfer directly. We do not rely on Keap's pipeline activity log for deal history due to the known bug (knownissues.keap.com #3275175) where invoice events do not appear in activity lines — we query the invoice API endpoint separately to capture complete deal financial history.

Keap Invoice records (with line items, totals, status, and associated contact) export via API but Monday.com CRM has no native invoice object. We map invoice records as Deal items with status columns capturing invoice state (draft, sent, paid, overdue) and line item data stored as text or number columns on the associated Deal. For customers requiring a native invoicing tool post-migration, we document the invoice-to-Deal mapping and recommend a third-party integration (QuickBooks, FreshBooks, or a monday.com-integrated billing app) as a separate implementation step.

Keap product catalog items (name, SKU, price, description) have no direct Monday.com CRM equivalent. Products used in Keap quotes or invoices migrate as static data (text fields on the associated Deal or as items in a separate Products board the customer creates). We preserve SKU, pricing, and description as custom column values for reference during deal management.

Keap tasks with subject, due date, assigned user, status, and completion date map to Monday.com Tasks. Tasks linked to contacts in Keap attach to the corresponding People record in Monday.com. Task status (complete, incomplete) and timestamps preserve, with assigned user resolved by email match against Monday.com workspace members.

Keap notes associated with contacts or companies migrate as Monday.com Updates on the corresponding People or Organization record. We preserve the free-text content, author, and creation timestamp. Note attachments (if present in Keap) require separate file handling — we export attachments separately and re-link them to the target record post-migration.

Keap automation sequences cannot be exported in structured form via API. The sequence names and step counts are extractable, but conditional logic, time delays, tag assignments, and email content are stored in a proprietary format inaccessible to the API. We deliver a written sequence inventory listing every Keap sequence with its name, step count, trigger condition, and recommended Monday.com automation builder equivalent. The customer's admin rebuilds sequences in Monday.com post-migration as a manual configuration task.

Keap user accounts (name, email, role, permissions) map to Monday.com workspace Members. We export users by email match against the Monday.com destination workspace. Roles are approximated to Monday.com's Member and Guest permission model. API-level access credentials do not transfer — new Monday.com API tokens must be generated in the destination workspace for any ongoing integrations.