Migrate from Lemon Tech to monday CRM

Lemon Tech Contact records export cleanly via the Entity export function with standard name, email, phone, and address fields. We map these directly to Monday.com CRM Contact records with the standard Contact column set. Custom contact properties from Lemon Tech become Monday.com CRM custom columns added to the Contact board. Email addresses serve as the dedupe key during import.

Lemon Tech Matters are the primary case and project container and map structurally to Monday.com CRM Deals. We export Matter records with linked contacts, dates, statuses, billable amounts, and custom fields. The Matter status values map to Monday.com Deal Stage values that we configure as a custom Sales Process in the CRM board. Custom Matter fields map to Monday.com custom columns on the Deals board.

Lemon Tech standard Entities beyond Contacts map to Monday.com CRM Organization records. We identify all active standard entity types during discovery and map each to an Organization record with entity-type tagging via a custom column. The Organization Name and Website fields populate from the Entity name and primary contact URL where available.

Lemon Tech custom entity types created through the API or UI map to Monday.com custom boards. Each custom entity type becomes a dedicated board with columns corresponding to the entity's fields. We normalize custom entity and field names to a consistent format during mapping (replacing spaces with underscores, converting camelCase to snake_case) per Monday.com column naming conventions, and preserve the original names in a metadata column for auditability. Custom entity dependencies on standard entities require linked board Items resolved during import.

Lemon Tech User records export with name, email, and role information. We map Users to Monday.com workspace Members by email match. Any Lemon Tech User without a matching Monday.com account is held in a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission context is noted in a custom column for the admin to configure post-migration.

Lemon Tech time entries and billing records linked to Matters have no direct Monday.com CRM equivalent. We map billable amounts and dates to custom columns on the Deal record and link time entries as Activity Items in a separate Work Management board if the customer licenses Monday.com Work Management. If no Work Management license is present, we preserve the billing data as a structured custom field set on the Deals board with an inventory document flagging the limitation.

SQL Wrappers in Lemon Tech are customer-configured queries that can include custom SQL, multi-table joins, or third-party data. Simple wrappers export as structured tables and map to Monday.com custom boards with columns matching the wrapper output fields. Complex wrappers with nested logic or external data sources are inventoried during discovery, their field definitions documented, and a custom mapping approach designed per wrapper. Third-party data sourced through wrappers cannot migrate and is flagged for the customer to re-integrate post-migration.

File attachments associated with Lemon Tech Entities or Matters export as binary blobs via the Entity export function. We handle attachments separately from record data, preserving filenames and the parent record association. In Monday.com, files upload as Attachments linked to the corresponding Item (Contact, Deal, or Organization) using Monday.com's native file upload mechanism. Very large attachment sets may require staged import to stay within Monday.com file storage limits.