Migrate from Kizen to monday CRM

Kizen Contacts are standard Objects with name, email, phone, address, lifecycle stage, and owner fields. We map these to Monday.com People entities with the same field types. Custom Contact properties discovered during schema discovery are mapped to Monday.com board columns, with text fields becoming Text columns, numbers becoming Numbers columns, and dates becoming Date columns. Kizen lifecycle stage is preserved as a custom column value for reporting continuity.

Kizen Companies map to Monday.com Companies entity. The domain field from Kizen becomes the Website column in Monday.com. Industry, size, and revenue fields map to their typed equivalents or fall back to custom Number or Text columns. The one-to-many relationship from Company to Contacts in Kizen is reconstructed in Monday.com using the Companies column on the People board or a relation column linking Items across boards.

Kizen Deals map to Monday.com Deals entity with stage, amount, close date, and owner preserved. Kizen deal stages map to Monday.com Pipeline stages, and the deal owner email resolves to a Monday.com team member. Custom deal fields discovered during schema discovery are mapped to typed columns on the Deals board. Where Kizen uses custom Objects for deal-related tracking, those associations are reconstructed using Monday.com relation columns.

Kizen Pipeline Objects define ordered stage sequences. Each pipeline in Kizen becomes a Monday.com Pipeline view with matching stage names and order. Stage-specific field defaults migrate as custom column values on the Deals board. Multi-pipeline Kizen accounts (where supported) map to separate Pipeline views in Monday.com.

Kizen Activities capture interactions (calls, emails, meetings, tasks) linked to other Objects. We split by activity type: calls become Meeting records with call disposition in the notes; emails become Email records linked to the People item; meetings become Calendar events; tasks become Tasks on the relevant Item. Activity timestamps are preserved to maintain the timeline ordering in Monday.com's Activity section on People and Deals.

Kizen custom Objects are discovered during schema discovery and mapped to Monday.com boards with column types matching the Kizen field types. Text, number, date, choice, and currency fields map directly to typed columns. Relationship fields (Primary and Additional) map to Monday.com relation columns or Connect columns depending on whether the linked Object is on the same board or a different board. We inventory every custom Object and its relationships before migration to produce the correct board and column architecture.

Kizen tags are label values applied to Object records. We export tags as multi-select values. In Monday.com, tags are a native board-level feature. We map Kizen tags to Monday.com Tags, applying them to the corresponding Items on the relevant boards. Tags without a clear Monday.com equivalent are preserved as a Tags column with the original values for admin review.

File attachments linked to Kizen Objects are exported with their parent record reference. We import files into Monday.com's file storage attached to the corresponding Item. We note that Monday.com's file management capabilities are board-level and less structured than dedicated document management systems; file organisation depends on board structure rather than folder hierarchies.