Migrate from Lime CRM to monday CRM

Lime CRM Contacts map to Monday.com People records. Standard fields (name, email, phone, address) transfer directly. We normalise phone formats to prevent leading-zero stripping that commonly occurs during CSV-based imports. Custom Contact properties defined as Lime Limetype fields are mapped to Monday.com People columns with equivalent types (text, number, date, dropdown, checkbox). The mapping requires the live Limetype schema from the customer's Lime CRM admin because custom fields are not consistent across tenants.

Lime CRM Company records (sometimes called Accounts) map to Monday.com Company entities. Company name, address, industry, and website transfer directly. The domain from Lime's Company domain field populates the Monday.com Company Website column. We create the Company record before importing any linked Contacts so that the People-Company relationship is established at import time.

Lime CRM Deals map to Monday.com Deals with value, stage, owner, expected close date, and custom deal fields transferred directly. Lime's custom deal pipelines and stages per industry require a stage-mapping table during scoping: each Lime stage value is assigned to a Monday.com pipeline stage. Closed-Lost and Closed-Won reasons from Lime custom properties map to Monday.com Deal Loss Reason and Win Reason columns.

Each Lime CRM deal pipeline becomes a Monday.com CRM Pipeline. Lime pipeline stages map to Monday.com Stage values with probability percentages preserved. We configure the pipeline in Monday.com CRM before migration begins and use the stage IDs as the target mapping during the Deal import phase.

Lime CRM Activities (calls, meetings, tasks, notes) attached to a Contact or Deal map to Monday.com's Emails & Activities timeline entries. Each activity is a distinct row in the Monday.com activity log with the activity type, timestamp, owner, and notes preserved. Parent linking connects the activity to the correct People or Deal record in Monday.com. The original Lime activity timestamp is preserved to maintain the chronological ordering of the timeline.

Lime CRM exports email conversations as individual message files rather than threaded objects. We detect the thread boundary during scoping by identifying records with the same conversation ID, reassemble them in chronological order by timestamp, and inject them as a unified Email Activity in Monday.com's Emails & Activities timeline. This ensures the migration does not arrive as hundreds of disconnected message files with no conversation context.

Lime CRM Tickets with support status, priority, assignee, and conversation history can map to Monday.com board Items (if the team uses Monday.com's Work Management boards for support tracking) or to Deals (if the team uses Monday.com CRM's native deal tracking for customer accounts). The customer chooses the target during scoping. Conversation history for tickets requires the same thread-reassembly logic as email conversations.

Lime CRM's configurable Limetypes are customer-unique schema definitions that have no direct Monday.com equivalent. We treat each custom Limetype as a separate mapping workstream: we export the live schema definition from Lime CRM admin, then design an equivalent Monday.com board with typed columns that replicate the field structure. Custom Limetype fields map to Monday.com column types (text, number, date, dropdown, checkbox, link, etc.) based on the Lime field definition. This mapping cannot be automated across tenants because each organisation's Limetype configuration is unique.

Lime CRM tags applied to Contacts, Deals, and Tickets are exported as a flat list per record. We recreate tag taxonomies in Monday.com using Tags (for People and Companies) or Status columns (for board Items). The customer chooses the tag strategy during scoping based on how the tags are used for segmentation and filtering.

Lime CRM attachments export individually per record with no bulk download in the base tier. We batch download all attachments, validate file integrity against the export manifest, and attach them to the corresponding Monday.com People, Company, or Deal record. Files exceeding Monday.com's 25 MB limit are flagged for the customer to store externally with a link stored in the record. Parent-child relationships between files and records are preserved by naming convention during import.

Lime CRM User records and Deal owners are resolved by email address against the Monday.com workspace members. We validate that destination user accounts exist before assigning ownership to avoid orphaned records with null owner fields. Any Lime CRM user without a matching Monday.com workspace account goes to a reconciliation queue for the customer's admin to provision before record import resumes.