Migrate from Lead Perfection to monday CRM

Lead Perfection lead records with customer_name, email, phone, and address fields map directly to Monday CRM contact entities. Email and phone populate the contact's standard fields; physical address becomes address columns. Owner assignment resolves via salesperson email match to Monday CRM workspace members.

Lead Perfection stores lead_source and sub_source as separate fields. Monday CRM has no native lead-source taxonomy, so these values migrate to a custom multi-select column on the Contact board. Sub-source values require a separate column unless a dependency rule is defined.

Lead Perfection appointments hold start_time, end_time, salesperson name, product identifier, and notes. These map to Monday CRM as either subitems under the related contact or standalone board items with date-range columns, assignee columns, and a product custom text column. Original timestamps and salesperson assignment are preserved.

Lead Perfection job records with metadata.lead_perfection_id, customer_name, and salesperson link map to Monday CRM deal items. The deal name uses the customer_name field; job metadata migrates as custom columns including product category, canvass data fields, and the original Lead Perfection record ID for traceability.

Lead Perfection job address fields (line_1, city, state, postal_code) migrate to Monday CRM address columns on the associated contact and deal records. The line_2 field maps to a secondary address line column or is appended to line_1 depending on the target column configuration.

Lead Perfection allows multiple phone records per job with name (phone type) and number fields. Monday CRM contact phones are a single phone-type column, so multiple phone records split across the primary phone column and a secondary phone column. A custom label column identifies the type (Home, Mobile, Work, AltPhone1, AltPhone2) from the Lead Perfection source.

Lead Perfection notes linked to jobs via metadata.lead_perfection_id migrate as Monday CRM activity updates or notes on the corresponding contact or deal item. Original note text, author, and timestamp are preserved. Rich-text formatting from Lead Perfection maps to Monday's text formatting where supported.

Lead Perfection salesperson records store name and email. Monday CRM workspace members are identified by email, so the migration resolves salesperson names to Monday CRM user accounts by email matching. Unmatched salespeople are flagged as pending users and can be invited before the final migration run.

Lead Perfection file attachments linked to jobs or appointments migrate as file uploads attached to the corresponding Monday CRM item. File size limits apply per Monday CRM's upload constraints. Inline images in notes are downloaded, rehosted as file attachments, and linked to the target item.

Lead Perfection custom fields tracking canvass responses, product categories, and contractor types have no Monday CRM native equivalent. These migrate as custom text, number, or multi-select columns depending on the source field type. The migration plan enumerates each custom field and maps it to the most appropriate Monday column type before the test run.