Migrate from Markate to monday CRM

Markate Customer records map to Monday.com CRM Contact entities on the CRM board. We extract first name, last name, email, phone, address, and notes from the CSV and load them into the corresponding Contact columns. Email address serves as the deduplication key since Monday.com CRM enforces uniqueness on email for Contact creation. We run a pre-flight duplicate analysis on the exported CSV and present a report before importing to resolve any existing duplicates in Markate that would otherwise create duplicate Contacts on import.

Markate Customers with a company name field map to Monday.com CRM Company entities. The company name becomes the Company Name column; address and phone migrate to corresponding columns. When a Customer has both individual and company data, we import both a Contact and a Company and link them via the Contact-Company relationship in Monday.com CRM. Customers without a company name import as Contacts only.

Markate Items define the product and service catalog used in Estimates and Invoices. Items migrate to Monday.com as custom item records on a Products board, with name, description, unit price, and SKU mapped to corresponding custom columns. If the customer uses Monday.com's native CRM product features, we map Items to CRM Products where available. Categories must migrate first to establish a parent-reference column for Items since Markate enforces this hierarchy.

Markate Categories define product groupings for Items. We import Categories as Groups on the Products board in Monday.com, preserving the category name and assigning each Item to its Category group during import. This step must complete before Item import so that each Item can reference its Category group. Markate enforces that Categories exist before Items; Monday.com Group ordering is preserved to match the original hierarchy.

Markate Work Orders represent job tickets with job details, assigned team members, schedule, and status. We map these to Items on a custom Work Orders board in Monday.com with columns for job description, status, assigned team member (linked to a Team board or User column), scheduled date and time, customer reference (linked Contact), and any line items referencing the Products board. Status values from Markate map to Monday.com Status column values that we define during schema setup.

Markate Estimates map to Deals in Monday.com CRM or to Items on a custom Estimates board depending on the customer's preferred workflow. The estimate amount, status (sent, accepted, declined), and customer reference migrate. Line items on the Estimate reference the Products board Items. If the customer uses Monday.com CRM Deals, the Deal status maps from Markate Estimate status; if they use a custom board, status values are defined as columns. We validate that the customer reference resolves to a valid Monday.com Contact before inserting.

Markate Invoices with amounts, payment status, and line items map to Monday.com Deals (if using CRM) or Items on a custom Invoices board. Partial payment status from Markate migrates as a custom Payment Status column since Monday.com does not have a native partial-payment concept. Invoice number becomes a unique identifier column. Invoices reference the Customer (Contact) and any line items (Products) via lookups that must resolve at migration time.

Markate Expenses track job-related costs linked to Work Orders or Customers. We map these to Items on a custom Expenses board with columns for vendor name, amount, expense category, date, and the related Work Order (via an Item link column). Expenses do not have a direct Monday.com CRM equivalent and are handled as a custom board. Receipt attachment files are noted as manual-recreate items since Markate does not export attachments via CSV.

Markate Team Members are billable users assigned to Work Orders and Invoices. We import team records to preserve assignment history in Monday.com. If the customer provisions Monday.com User accounts for their team, we match by email and create a lookup relationship from Work Order items to the corresponding User. If User provisioning is deferred, we create a Team board with Items representing team members and use item links from Work Orders to the Team board. Owner ID resolution is validated before any record import that depends on assignment.