Migrate from Krayin CRM to monday CRM

Krayin Leads migrate as Items in a Monday.com Lead Board. Each Krayin Lead field (name, email, phone, source, stage) maps to a typed Monday Column (text, email, phone, label/status). Krayin's pipeline stage assignment maps to the Monday Board Group. We preserve the lead source and creation timestamp as separate columns. Any Krayin lead scoring attribute maps to a numeric column for manual prioritization after migration.

Krayin Persons (the Contact equivalent) map to Items in a Monday.com Contacts Board. Email serves as the primary dedupe key. We create an Organization (Company) link on the Contact Item if the Krayin Person is associated with a Company record, leveraging Monday's Connect Boards column. Custom attribute fields on Krayin Persons map to Monday custom columns using type inference (date fields to Date column, dropdowns to Label column, multi-select to Tags column).

Krayin Companies map to Monday.com Organizations. This is the first object loaded in migration sequence so that Contact items can link to their parent Organization via the Connect Boards column. Krayin company fields (name, domain, address, phone) map to typed Organization fields. We preserve any tags assigned to the Krayin Company as Organization tags in Monday.

Krayin Products migrate as Items in a Monday.com Products Board. SKU, name, price, description, and inventory quantity map to Monday Columns. We load Products before Deals so that Deal Items can link to the relevant Product Items via Connect Boards. If the customer's Monday.com plan supports the native Product column on Deals, we use that instead of a separate board.

Krayin Quotes migrate as Deal Items in a Monday.com Deals Board. Quote line items (Products, quantities, unit prices, totals) map to a sub-items structure or a separate Line Items board linked via Connect Boards. We preserve quote status (Draft, Sent, Accepted, Rejected) as a Status column and total value as a Numbers column on the Deal Item. Custom quote templates and approval workflows cannot be migrated and require manual configuration in Monday's template system.

Krayin Deals map to Items in a Monday.com Deals Board. The pipeline stage becomes the Board Group, and deal value, close date, probability, and owner map to typed columns. We resolve the Krayin Person and Company associations to Monday Contact and Organization links via the Connect Boards column. Closed-won and closed-lost dates and reasons migrate as separate columns for historical pipeline reporting.

Krayin Pipelines with custom stages map to Monday Board Groups. Each Krayin pipeline becomes a separate Monday Board (or a Board with multiple Groups, depending on the customer's structure). Stage names and probability percentages migrate as Group labels and a corresponding numeric column. Stage-to-stage automation rules require manual rebuild in Monday's automation builder.

Krayin Activities (tasks, calls, meetings) attached to Persons and Deals migrate as Sub-items on the corresponding Monday Contact and Deal Items. Activity type maps to a Status or Label column; timestamps, owner, and description migrate to typed columns. Activity sequences and linked email threads that form a timeline in Krayin become a chronological list of Sub-items in Monday, ordered by the original activity date.

Krayin Users map to Monday.com Team Members by email match. Role and permission sets do not migrate directly because Monday.com's permission model (Workspace-level and Board-level access) differs structurally from Krayin's role-based model. We preserve the user list and email so the customer's admin can reassign permissions in Monday.com's People management section after migration.

Krayin Tags assigned to Leads, Persons, Companies, and Deals migrate as Monday Tags column values on the corresponding Items. Tags with no equivalent taxonomy in Monday.com are preserved as text tags that the customer can consolidate post-migration. We flag tag overlap and duplication during the reconciliation pass.