Migrate from Lime Go to monday CRM

Lime Go Customers (the primary account-level entity storing company data, metadata, and billing context) map 1:1 to Monday.com CRM Account Items on a primary CRM Board. We preserve Customer name, address fields, custom fields, tags, owner assignment, and creation timestamp as board item columns. Account Items serve as the parent entity for linked Contact Items and Deal Items via Monday.com's CRM relations feature.

Lime Go Contacts (individual people linked to Customers) map to Monday.com Contact Items on the same CRM Board or a linked Contacts Board. We preserve first name, last name, email, phone, title, custom properties, GDPR consent flags, owner assignment, and the parent Customer link. Contact Items reference their parent Account Item through Monday.com CRM's Account-Contact relationship column.

Lime Go's configurable Sales Pipeline stages map to Monday.com Deals Board status column values. Each Lime Go pipeline becomes a separate Deals Board, or multiple pipelines consolidate into separate Groups within a single Deals Board depending on the customer's structure. We preserve stage names, probability percentages as a separate column, and pipeline-level metadata as board settings.

Lime Go Deals link to Customers and pipeline stages. We map Deal name, value (as a currency column), expected close date (as a date column), owner (as an person column), stage (as the status column mapped from the pipeline configuration), and custom fields. Deals without a linked Customer map to an 'Unassigned' group pending account resolution.

Lime Go Activities (touchpoint logs with type, timestamp, subject, body, and linked Contact or Customer) migrate as Monday.com Item updates if the goal is a simple timeline, or as separate Activity Items on a linked Activity Board if timestamp fidelity and activity-type segmentation are required. We preserve the original activity timestamp, type label, and body text. Activity type maps to a label or status column.

Lime Go Tasks with assignee, due date, status, and priority migrate as Monday.com Items on a Task Board or as Items within the CRM Board. Due dates map to date columns, priority maps to a priority column or label, and assignee maps to the person column. Task status (open/closed) maps to the Item's status column or a dedicated labels column.

Lime Go Reminders attach to Contacts, Customers, or Deals with a notification timestamp. We map Reminders to the corresponding Monday.com Item (Contact, Account, or Deal) as a time-stamped update with a reminder label, preserving the notification context. Recurring Reminders map as Items with a recurrence pattern stored in a text column.

Lime Go History Notes (chronological interaction records per Customer or Contact with author and timestamp) migrate as Monday.com Item updates or as Note Items on a linked Notes Board. We preserve the full note text, author, timestamp, and any linked attachments. File attachments migrate separately and are linked to the Item via Monday.com's file upload column.

Documents attached to Lime Go Customers, Contacts, or Deals are extracted and uploaded to Monday.com Items via the file upload column. We preserve original file names, upload timestamps, and the linked Item. Large file batches (over 500 files) may be archived to a shared drive link within Monday.com's document integration or an external storage reference column.

Lime Go custom fields on Customers, Contacts, and Deals vary by tenant. We discover the tenant schema during scoping, map field types (text, number, date, picklist, checkbox, multi-select) to Monday.com column equivalents (text, numbers, date, dropdown, checkbox, multi-select), and flag any field types without a direct Monday.com column (such as complex relational fields) for manual review or custom integration.

Lime Go tags apply across Customers, Contacts, and Deals for segmentation. We preserve tags as Monday.com Labels (tag-style labels on Items) or as multi-select column values depending on the customer's preferred segmentation model in Monday.com. Tag taxonomy is reviewed during scoping to ensure label naming consistency across migrated records.

Lime Go GDPR consent history and anonymisation flags migrate as custom columns on the Contact or Account Item: a consent status dropdown (granted, withdrawn, pending), a consent date column, a consent type text column, and an anonymisation flag checkbox. We preserve the full consent timeline to maintain GDPR compliance posture in Monday.com, which does not have a native consent management module.