Migrate from Legrand Cloud CRM to monday CRM

Legrand Companies map to a Companies board in Monday.com CRM. Each Company record becomes an item with columns for company name, address fields, type, industry, owner, and any custom fields. We use the company name as the dedupe key during import and resolve the Legrand owner email to a Monday.com team member by match before the Company import phase begins.

Legrand Contacts map to the People board in Monday.com CRM. Each Contact item includes name, email, phone, role, and the linked Company via a connect boards column or text reference field. We ingest Companies before Contacts so that the parent linkage is established at the moment of Contact insert. Any custom fields on the Contact module become custom columns on the People board.

Legrand's Lead Inbox module maps to a dedicated leads view or a separate lead status column on the People board. Lead source, status, and owner fields migrate as custom columns. Custom lead fields require manual field-level mapping to Monday column types during board configuration. We flag any lead-specific fields that have no Monday CRM equivalent and note them as manual-entry fields post-migration.

Legrand Opportunities map to the Deals board in Monday.com CRM. Pipeline stage names become Monday column values in the Status or custom Stage column. Deal value, expected close date, and owner migrate as numeric, date, and person columns respectively. Closed-won and closed-lost reasons from Legrand custom properties migrate as text columns on the deal item.

Each Legrand pipeline becomes a separate Deals board or a board with multiple status columns scoped by pipeline name. Stage probability percentages from Legrand migrate as a numeric column or are noted as manual configuration in Monday.com since Monday's Deal tracking does not natively support probability per stage at the board level without custom integration.

Legrand Jobs module records map to a Work Management board in Monday.com, with columns for job status, assigned user, linked customer, and job type. Job status values from Legrand become Monday.com Status column values. We map the linked customer reference to a text field pointing to the corresponding Company item on the Companies board.

Legrand Service Desk tickets map to a dedicated ticketing board in Monday.com. Board assignment, ticket status, age, and custom fields migrate as columns. We note that Legrand internal agent comments do not export via the standard Excel export, so we flag comment history as a supplemental data pass and advise the customer to run a separate comments report before migration cutover.

Legrand Documents export as individual files per record with no folder hierarchy preserved. We run a bulk-rename script to prepend the parent record identifier (ContactID or CompanyID) to each filename so files can be associated to the correct item in Monday.com. The renamed files are then attached via the Monday.com file column type or uploaded to the connected Google Drive or SharePoint integration.

Legrand email and calendar integrations store activity history as individual text files per activity. We separate email bodies from attachments, parse the timestamp and participant information, and migrate as Activity items on a dedicated board linked to the relevant Contact or Company via connect boards column. We do not migrate email threads as threaded conversations since Monday.com does not have a native email threading model.

Legrand Campaign records map to a Campaign board in Monday.com with columns for campaign name, type, status, and target member count. Campaign member associations export as a separate sheet from Legrand and merge into the Campaign board's person column or a linked People group. We flag campaign member data volume during scoping since large member lists may require segmentation.