Migrate from Myprosperity to monday CRM

Myprosperity client contacts map directly to Monday CRM People. Each contact record carries name, email, phone, and relationship designation. The Myprosperity API exposes relationship roles (Owner, Accountant, Lawyer, Wife, Husband, Child) which become Monday CRM contact details or custom fields.

Company records from Myprosperity's client list import map to Monday CRM Companies. Business name, ABN/ACN, industry, and address fields map to Monday's company fields. Companies without ABN stored as individual client records in Myprosperity collapse to Person records in Monday CRM.

Myprosperity Starter/Pro subscription tier has no Monday CRM equivalent. We preserve this as a custom field (Client_Tier__c) on People for practice management reference. Tier affects pricing entitlements and service scope—advisory firms use this for client segmentation. The field is a picklist with values 'Starter' and 'Pro', allowing straightforward filtering and reporting on client tier distribution across the advisory practice.

Myprosperity's relationship field (Owner=0, Accountant=1, Lawyer=2, etc.) maps to a custom pick-list field in Monday CRM. This metadata identifies the client's advisory team members and must be preserved for relationship mapping post-migration. The pick-list values include Owner, Accountant, Lawyer, and family roles such as Wife, Husband, Child, enabling clear identification of each contact's role within the client household or advisory team.

Free-text client notes in Myprosperity migrate as Activity items attached to the corresponding Person in Monday CRM. Notes carry original timestamps and author attribution where available. Rich-text formatting is simplified to plain text or preserved as attachments. During migration, each note's creation date is stored in a custom field to preserve the original timeline, and any embedded links are converted to clickable URLs within the Activity description.

Myprosperity Practice Portal staff licenses (10–40 seats) have no Monday CRM equivalent. Staff records are advisory-team members, not CRM contacts. Advisory firms must manage staff accounts separately in Monday CRM's user management—these do not migrate as CRM records. User provisioning in Monday CRM follows the platform's standard invite process, and licenses are billed per seat regardless of role.

Myprosperity document storage (50–200GB by tier) contains client-facing documents, signed forms, and financial statements. Monday CRM file attachments are per-item with no document library. We export documents to a ZIP archive and re-upload to the relevant People/Company items as attachments; no folder structure maps.

Myprosperity live feeds (Macquarie, XPLAN integration) pull real-time financial data. Monday CRM has no investment or portfolio data model. Feed configuration does not migrate—firms must rebuild feed integrations separately or maintain them in Myprosperity alongside Monday CRM. If real-time data is critical, advisory teams can use third‑party automation platforms such as Zapier or Make to channel feed updates into Monday CRM items, though this requires custom mapping and ongoing maintenance.

Myprosperity client survey responses and analytics reports have no Monday CRM equivalent. Survey responses migrate as Activity items with response summaries in the notes field. Advanced analytics from survey responses are preserved as document attachments or referenced via URL. During import, we map each survey identifier to a custom text field so users can filter Activity items by survey source and track response trends over time.

Myprosperity's client list import connections to Xero Practice Manager, MYOB, and XPLAN are platform-specific. These integrations do not exist in Monday CRM. The import history is informational only—we do not migrate connection credentials or import logs. Firms wishing to retain a record of past imports can export the import logs as CSV files before migration, then attach them to a practice-level item in Monday CRM for future reference.

Myprosperity's automated balance sheets, cashflow reports, and tax summaries are generated financial documents with no Monday CRM counterpart. These export as PDFs and attach to the relevant Person/Company items. Historical reports become document attachments; live feeds cannot be replicated. We recommend maintaining a separate financial reporting archive outside Monday CRM for audit purposes, while attaching the most recent reports to the client record for quick access during meetings.

Myprosperity one-time or monthly property and car valuations are financial data points with no Monday CRM field type. We preserve these as custom number fields (Property_Valuation__c, Vehicle_Valuation__c) with valuation date metadata. Live valuation feeds are not supported post-migration. During the migration, we capture the valuation frequency (one‑time or recurring) in an additional text field so users can distinguish between snapshot and ongoing valuation records.