Migrate from matrix to monday CRM

Monday CRM People board holds all contact records. Each Matrix contact becomes a People item with name, email, phone, and custom properties mapped to Monday column types. Owner assignment resolves by email match to Monday user accounts. Additional Matrix contact fields such as job title, address components, and social identifiers map to equivalent Monday Text columns.

Matrix company records map to Monday Organizations board. Company name, industry, website, employee count, and annual revenue become Organization item columns. Parent-company hierarchies translate to Monday's parent-organization linking field. Industry fields from Matrix pick-lists cast to Monday's Industry dropdown or Country column type.

Matrix stores contact-company relationship as a primary lookup field on the contact. Monday CRM links People to Organizations via a dedicated relationship field. For contacts with multiple associated companies, we create the primary link and surface secondary companies as additional text columns for reference.

Matrix deals become Deal items on Monday CRM's Deals board. Deal name, amount, expected close date, owner, and stage map to corresponding Deal item columns. The Status column in Monday represents the deal stage — each Matrix stage value becomes a Monday Status group.

Matrix pipeline stages (e.g., Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost) map value-by-value to Monday Status column groups on the Deals board. We preserve the original stage-entry timestamp as a Date column on the Deal item for reporting continuity.

If Matrix distinguishes between leads and customers, unqualified leads migrate as People items tagged with a Lead source column. Customers and evangelists migrate as full People items with Customer status. This split prevents duplicate records when Matrix mixes lead and contact data in one object.

Matrix call logs (with duration, direction, outcome, and timestamp) migrate as subitems under the associated People or Deal item in Monday CRM. The subitem inherits the parent link automatically. Owner is preserved as the Monday user who performed the call.

Matrix email activities (subject, body, direction, timestamp) migrate as subitems on the relevant People or Deal item. For high-volume email histories, we create a linked item on Monday's Activity board and link it to the parent via URL column rather than subitem nesting.

Matrix meeting records (title, start/end time, location, attendees, outcome notes) migrate as subitems with Date and Time columns representing the meeting window. Attendee emails are preserved as a Text column for reference. Meeting outcome and notes from Matrix map to a separate Notes column on the subitem.

Matrix notes attached to contacts, companies, or deals migrate to the Updates section of the corresponding Monday item. For notes with timestamps and owner attribution, we create a subitem with the note body and metadata preserved in separate columns. This ensures the full context and author of each note are retained.

Matrix file attachments on records re-upload to Monday's Files column on the corresponding item. Monday's file storage limits apply (25MB per file on Basic, 1GB on Standard, 5GB on Pro). We flag files exceeding Monday's size limits for manual retrieval.

Matrix users are matched to Monday CRM user accounts by email address. Unmatched owners are flagged before migration — teams either invite them to Monday first or assign their records to a designated fallback owner. No record lands without a resolved owner in Monday.

Matrix custom objects translate to Monday CRM boards created with the custom object's fields as column types. Each record becomes an item on the new board. If the custom object has relationships to standard objects, we create a Link to Item column linking back to the relevant People, Organization, or Deal board.

Matrix workflows, sequences, and trigger-action automations do not transfer. These are platform-specific logic constructs with no Monday CRM equivalent. We export workflow definitions as JSON for reference, but your Monday admin must rebuild them using Monday's automation builder after migration.