Migrate from Method CRM to monday CRM

Method CRM Contacts map to Items on a Contact Board in Monday.com CRM. Standard fields (name, email, phone, address) map to Monday Columns using exact name matching — Monday.com imports map columns by name, so First Name, Last Name, Email, Phone must match Monday's default column names exactly or remapping is required. Custom fields on Method Contacts become additional Columns on the Monday Board. Owner assignment resolves by email match to a Monday.com User; any Contact without a matching user is assigned to the migrating admin account and flagged for correction.

Method CRM Companies map to Items on a dedicated Company Board or as Groups within the Contact Board depending on the customer's data model preference. Company name becomes the Item name; industry, website, address, and custom fields become Columns. If the customer maintains a strict one-Company-to-many-Contacts relationship, we create a Company Board and add a Connect Boards Column linking each Contact Item to its parent Company Item.

Method CRM Opportunities map to Items on a Pipeline Board in Monday.com CRM. The Opportunity stage becomes a Status Column with stage names remapped to Monday status values. Deal amount maps to a Numbers Column, close date maps to a Date Column, and pipeline name maps to a Labels Column or separate Board per pipeline. Method CRM stage probabilities have no native Monday.com equivalent — we preserve them in a Numbers Column named Stage Probability for reporting purposes.

Method CRM Activities (calls, meetings, tasks, notes) attach as Subitems on the parent Contact or Opportunity Item in Monday.com. Each Subitem gets a status column, date column, and description column populated from the original Activity. Notes migrate as Subitems with long-text content; calls and meetings include duration and outcome fields. Monday.com's Subitem model is the closest structural equivalent to Method's activity timeline.

Method CRM Estimates map to Items on a dedicated Estimate Board with line item detail preserved in Subitems. However, Estimates in Method CRM carry a live QuickBooks linkage — the estimate status (Accepted, Declined, Revised) syncs bidirectionally with QB. Monday.com has no native QuickBooks integration, so we migrate the Estimate data as historical records and flag every item with a QB Link Status column value of Needs Manual Reconnection. The customer rebuilds live QuickBooks Estimate sync using a third-party connector or manually post-migration.

Method CRM Invoices map to Items on an Invoice Board with line items, totals, and payment status migrated as Columns and Subitems. Invoices in Method CRM are QuickBooks-synced transactional records — payment received status, outstanding balance, and tax codes are all QB-linked. Monday.com does not support invoice generation or QB sync natively. We migrate invoice data as closed historical records and flag them for rebuild in the customer's accounting workflow. We do not migrate open invoice balances as live Monday.com records because Monday lacks invoice aging and payment tracking.

Sales Orders (available on Method CRM Pro and Enterprise tiers) migrate to Items on a dedicated Order Board. Line items, order status, and QB entity references are preserved in Columns. Like Estimates and Invoices, Sales Orders in Method CRM carry QB linkage. We flag each Sales Order Item with a QB Sync Status column of Migrated — Reconnect Required. The customer's team rebuilds the order-to-fulfillment workflow in Monday.com manually or via a third-party connector.

Customer Cases in Method CRM (available on Enterprise tier only) map to Items on a dedicated Case Board in Monday.com. Case status, priority, description, and associated Contact link migrate as Columns. Case origin and resolution notes become text Columns. We confirm the customer's Method CRM tier during scoping — if the account is on Quick Start or Pro, Cases do not exist and this mapping step is omitted.

Method CRM Users map to Monday.com User accounts resolved by email address. We extract every distinct Owner referenced on Contacts, Companies, Opportunities, and Activities and attempt an email-match against the Monday.com workspace. Owners without a Monday.com account go to a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission data from Method CRM does not translate directly to Monday.com permission model — we document role assignments separately for the admin to reconfigure.