Migrate from MaxCredible to monday CRM

MaxCredible Debtors map 1:1 to Monday.com Contacts. The debtor's name, email, phone, address, and company association migrate directly. Credit risk score migrates as a custom number column (Risk_Score) on the Contact. Payment behavior history (DSO, dispute count) migrates as custom number and date columns for reporting in Monday.com dashboards. We use the debtor's email address as the dedupe key during import.

MaxCredible Invoices map to Monday.com Deals. The Invoice Amount becomes the Deal Value, Invoice Due Date becomes the Deal Close Date, and Invoice Status (Open, Overdue, Paid, Written Off) maps to a custom status column on the Deal board. The debtor reference resolves to the Monday.com Contact Lookup on the Deal. Credit Notes issued against an Invoice migrate as negative line items on the Deal or as a separate Credit Note column.

Credit Notes adjust the net receivable balance on a parent Invoice. We model Credit Notes as negative-value line items within the associated Deal, or as a separate Credit Note column with amount and reason fields on the Deal board, depending on how the customer wants to preserve the adjustment trail in Monday.com CRM.

MaxCredible Reminders are time-based tasks triggered by invoice aging rules. Each Reminder migrates as a Monday.com Task with the due date preserved, assignee resolved to the corresponding Monday.com User, and a description field referencing the debtor name and invoice number. The aging-based trigger logic does not migrate as automation; we document the original rule for the customer's admin to rebuild in Monday.com Automations.

MaxCredible tracks outbound emails, SMS, and WhatsApp messages as structured log entries linked to the debtor. Each log migrates as a Monday.com Activity entry in the Emails & Activities log on the Contact record. WhatsApp thread context and SMS carrier metadata are normalized into the Activity description field since Monday.com CRM does not natively store channel-specific metadata beyond the activity type tag.

MaxCredible's AI-driven credit risk score per debtor migrates as a read-only custom number column (Risk_Score) on the Monday.com Contact. The underlying behavioral data (payment timing, dispute frequency) is not separately exposed in MaxCredible's export, so the destination cannot recompute the score. We document this limitation and recommend recalibrating risk thresholds in Monday.com post-migration.

MaxCredible's tone-of-voice templates enforce brand style across email, SMS, and WhatsApp channels. These are stored as MaxCredible-specific configuration and are not machine-readable for direct migration. We export the template body copy and variable placeholders as a documentation file so the customer's operations team can reconstruct the settings in Monday.com's Email Templates.

MaxCredible user accounts (name, email, role) map directly to Monday.com User records. We resolve users by email match. Any MaxCredible user without a matching Monday.com account is held in a reconciliation queue for the customer's admin to provision before record import begins.

Documents linked to debtors or invoices (contracts, proof of delivery) migrate as Files attached to the corresponding Contact or Deal in Monday.com. File format compatibility and size limits follow Monday.com's attachment constraints. We extract binary attachments from MaxCredible and store them alongside the migrated records during the import.