Migrate from Market Maker to monday CRM

Market Maker contacts map to Monday CRM's dedicated People board. The person column type auto-detects name fields. Email, phone, and address fields map to their equivalent Monday column types. Original create dates are stored as a custom date column since Monday's created_at is set at migration time. Owner resolution is by email match against Monday workspace members.

Market Maker companies map to Monday CRM's Organization board. The company column type auto-links by domain name. Standard fields like name, website, industry, and employee count map to their Monday column equivalents. Parent-company hierarchies in Market Maker are stored as a link column pointing to the parent organization record in the same board.

Market Maker deals map to a dedicated Pipeline board in Monday CRM. Each deal becomes an item. The deal name maps to item name. Deal amount maps to a numbers column. Pipeline stages in Market Maker map to a status column in the Pipeline board — each stage name becomes a status option. The deal-to-contact link is created using Monday CRM's link column type after contacts have been migrated.

Each Market Maker pipeline becomes a separate board in Monday CRM. Pipeline-level settings like stage order, probability per stage, and forecast category do not have native Monday equivalents and are documented as column metadata or custom labels for your team to configure after migration.

Market Maker stage names are mapped one-by-one to Monday CRM status column options. Stage probability values from Market Maker are preserved as a numbers column for reference. Stage-entered timestamps are stored as a date column per stage transition if the source tracks them; otherwise a single last-modified date is carried over.

Market Maker activity records migrate as updates on the linked Contact or Deal item in Monday CRM. Each activity type (call, email, meeting) is prefixed in the update subject. Notes with rich text are stored as update body text. Original activity timestamps are preserved in the update metadata. If activity volume is high, a separate Activity board is created to avoid cluttering the main item timeline.

Market Maker custom objects map 1:1 to additional boards in Monday CRM. Field types are evaluated against Monday's ~20 column types and mapped to the closest equivalent (text, number, date, status, etc.). N:N relationships between custom objects are mapped using link columns or subitems depending on the relationship cardinality.

Each Market Maker custom field becomes a new column in the appropriate Monday CRM board. Field data types are mapped to Monday column types: date fields to Date columns, pick-lists to Status columns, numeric values to Numbers columns, and free-text to Text columns. Required-field enforcement is noted and applied where Monday's column settings allow.

Market Maker user accounts are resolved by email against Monday CRM workspace members. Matched users receive ownership of migrated items. Unmatched owners are flagged before migration — your team either creates Monday accounts for them or assigns records to a fallback member. No record lands without a resolved owner.

Market Maker file attachments are downloaded and re-uploaded to the linked item in Monday CRM. File size limits are enforced per Monday's upload constraints (25MB per file). Inline images in notes are extracted, rehosted as file attachments, and linked back in the update body text.