CRM migration
Field-level mapping, validation, and rollback between Maple CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Maple CRM
Source
monday CRM
Destination
Compatibility
8 of 8
objects map 1:1 between Maple CRM and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Maple CRM to Monday.com CRM is a domain-to-platform migration: Maple's immigration-vertical objects (Cases, Client intake forms, jurisdiction-specific fields) must be remodelled against Monday.com's board-based architecture. Monday.com has no native immigration or visa-process object; Cases map to board items with custom columns for stage, visa type, and country of destination, and jurisdiction-specific intake fields become custom text or dropdown columns. We sequence the migration with Clients imported first so that parent lookups are resolved before Cases, export Documents with their type metadata intact as Monday.com file attachments, and migrate Invoices and Quotations as separate board items with status columns. Maple's workflow automations, agreement template definitions, and Support Request SLA/TAT rules have no API export path and must be manually rebuilt post-migration; we deliver a written inventory of every active rule for the customer's admin to reconstruct in Monday.com Automations.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Maple CRM object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Maple CRM
Client
monday CRM
Contact
1:1Maple CRM Client records (contact details, address, nationality, passport data) map directly to Monday.com CRM Contacts. The Client record is the parent entity for Cases and must be migrated first to satisfy any lookup references. We map passport_number to a custom text column, nationality to a country dropdown column, and address fields to Monday.com's native address column. Clients with multiple open Cases maintain all Case links via board item relationships post-migration.
Maple CRM
Case
monday CRM
Board Item (via Monday CRM)
1:1Maple CRM Cases (process stages: Application, Review, Submission, Approval, Denial/Appeal) map to Monday.com CRM board items with a custom Status column mirroring the Case stage values. We create a Cases board with columns for Visa Type (dropdown), Country of Destination (country dropdown), Client (link to Contact), Assigned Executive (person column), Submission Date (date column), and Outcome (dropdown). Immigration-specific stage labels require custom column configuration in Monday.com.
Maple CRM
Lead
monday CRM
Contact (Lead Status field)
1:1Maple CRM Leads map to Monday.com CRM Contacts with a custom Lead Status column (New, Contacted, Qualified, Lost) mirroring the source status values. Source attribution (referral, website, walk-in) maps to a dropdown column. Any lead scoring data from Maple custom fields transfers to a numeric column for prioritization after migration.
Maple CRM
Document
monday CRM
File Attachment (on Contact or Board Item)
1:1Maple CRM Document attachments (passports, proof of funds, visa applications, intake forms) migrate as binary file blobs linked to the parent Contact record or Case board item. Document type metadata (passport, financial document, application form) is preserved in a custom Document Type column on the attachment or as a tag. Jurisdiction labels on intake forms are not preserved and require re-labelling post-migration; we document all field mappings during discovery.
Maple CRM
Quotation
monday CRM
Board Item (Quotations board)
1:1Maple CRM Quotations map to board items on a separate Quotations board with line item data stored in a sub-items structure or as text-based JSON in a long-text column. Quote status (Draft, Sent, Accepted, Rejected) maps to a Status column. Total amount and currency migrate to numeric and currency columns. The generated PDF is not transferred; only the underlying data record migrates.
Maple CRM
Invoice
monday CRM
Board Item (Invoices board)
1:1Maple CRM Invoice records (line items, amounts, payment terms, outstanding balance, status) map to board items on an Invoices board. Payment status (Paid, Partial, Overdue, Cancelled) maps to a Status column; outstanding balance migrates as a currency column. Installment schedules from Maple become separate sub-items on the Invoice board item with due dates and amounts.
Maple CRM
Contract / AMC
monday CRM
Board Item (Contracts board)
1:1Maple CRM Contracts and Annual Maintenance Contracts map to board items on a Contracts board. Service terms, renewal dates, and pricing migrate to Term (text), Renewal Date (date), and Contract Value (currency) columns. Contract status (Active, Expired, Renewed) maps to a Status dropdown. The linked Client reference resolves to a Contact link in Monday.com.
Maple CRM
Support Request
monday CRM
Board Item (Support board)
1:1Maple CRM Support Request records (status, priority, assignee, timestamps, description) migrate to board items on a Support board. Request status (Open, In Progress, Resolved, Closed) maps to a Status column; priority maps to a Priority dropdown. TAT (Turnaround Time) SLA tracking from Maple is not preserved; we document the original SLA values in a notes column for manual rebuild in Monday.com Automations or a third-party SLA tool. The related Client link resolves to the Monday.com Contact.
| Maple CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Client | Contact1:1 | Fully supported | |
| Case | Board Item (via Monday CRM)1:1 | Fully supported | |
| Lead | Contact (Lead Status field)1:1 | Fully supported | |
| Document | File Attachment (on Contact or Board Item)1:1 | Fully supported | |
| Quotation | Board Item (Quotations board)1:1 | Fully supported | |
| Invoice | Board Item (Invoices board)1:1 | Fully supported | |
| Contract / AMC | Board Item (Contracts board)1:1 | Fully supported | |
| Support Request | Board Item (Support board)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Maple CRM gotchas
Workflow automations have no migration path
Minimum 10-user license enforced at signup
Agreement templates are not API-exportable
Support Request SLA/TAT rules do not migrate
Intake form data is tightly coupled to immigration jurisdiction
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Discovery and source audit
We audit the Maple CRM portal across all active modules: Client records, Case volumes and stage distributions, Lead volumes, Document attachment counts and types, active Agreement records, Invoice and Quotation histories, and Support Request backlog. We document every active workflow automation rule, agreement template, and SLA configuration. We pair this with a Monday.com CRM workspace audit to confirm which plan (Basic, Standard, Pro) the destination requires based on user count, board count, and automation volume. The discovery output is a written migration scope with object counts, a field-level mapping draft, and an automation inventory document.
Schema design in Monday.com
We design the destination schema in Monday.com before any data moves. This includes provisioning a Cases board with immigration-specific columns (Visa Type, Country of Destination, Case Stage, Client link, Assigned Executive, Submission Date, Outcome) mapped from Maple Case fields, a Contacts board (mapped from Clients and Leads), an Invoices board, a Quotations board, a Contracts board, and a Support board. We configure custom dropdown options for jurisdiction-specific values (IRCC visa types, country lists) so that migrated data lands in pre-built picklists rather than free-text fields. The schema is validated in a Monday.com workspace trial before production migration begins.
Data extraction and transformation
We extract Client records first because they are the parent entity for Cases, Support Requests, Contracts, and Documents. We transform Maple's immigration-specific stage values (Application, Review, Submission, Approval, Denial/Appeal) into Monday.com Status column options that match the customer's operational language. We extract Document metadata (type, upload date, related Case and Client) alongside file blobs for re-attach in Monday.com. Invoice and Quotation line items are flattened into Monday.com sub-item structures or text columns. We run a data quality check to flag duplicate Clients, incomplete records, and inconsistent date formats before load.
Production migration in dependency order
We run production migration into the Monday.com CRM workspace in record-dependency order: Contacts (from Maple Clients and Leads, with Lead Status column applied), Cases board items (with Client link resolved to Contact), Contracts, Quotations, Invoices, and Support Requests (with Client and assignee links resolved). Document attachments are uploaded after the parent record exists using Monday.com's file upload API. Each phase emits a row-count reconciliation report showing records in versus records loaded. Any lookup failures (orphan Contacts, unresolved Client links) are flagged for manual resolution before the next phase.
Cutover and validation
We freeze Maple CRM write access during the cutover window, run a final delta migration of any records modified during the migration window, then mark Monday.com as the system of record. We validate 25-50 randomly sampled records against the Maple CRM source (field completeness, attachment presence, Case-to-Contact link integrity) and deliver a reconciliation report to the customer's project lead. We support a three-day hypercare window where we resolve data quality issues raised during initial Monday.com usage. We deliver the automation inventory document and SLA configuration document to the customer's admin for rebuild in Monday.com Automations.
Platform deep dives
Maple CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Maple CRM and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Maple CRM and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Maple CRM and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Maple CRM: Not publicly documented.
Data volume sensitivity
Maple CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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