Migrate from Net-Results to monday CRM

Net-Results Contacts map to Monday People items. Standard fields (name, email, phone, address) map to Monday Person column types. Lifecycle stage metadata from Net-Results becomes a dropdown column on the People board. Where Net-Results stores contact source or campaign attribution, we map to a text or dropdown column in Monday. We resolve the Person ID at migration time so any subsequent engagement records reference the correct Person item.

Net-Results Company records map to Monday Organizations. The company domain becomes the Organization's domain field. We map company_name, industry, employee_count, and any standard company properties to Organization column fields. Custom company properties require explicit column creation in the Monday Organization board before import. Where a Net-Results Contact has a linked Company record, we resolve the Organization ID on the Person item via the email-domain lookup before inserting Person records.

Net-Results Campaigns map to Monday CRM boards. Campaign name becomes the board name; campaign status and dates migrate as board-level columns or item fields. Email Sends and Automation Workflows linked to the campaign are inventoried separately (see below). The customer decides whether each Net-Results Campaign becomes a separate Monday CRM board or a Group within a single CRM board, based on board-count planning during discovery.

Net-Results Deals map to items in a dedicated Monday CRM Deals board or a Deals Group within the CRM workspace. Deal stage maps to a status column with the original Net-Results stage values as options. Deal value maps to a number column. Owner maps to the Person item assigned as the deal owner. Net-Results uses a single pipeline; we configure one Monday CRM pipeline at migration time. Any Net-Results deal fields without a direct Monday column equivalent become text or number columns.

Net-Results Email Sends do not have a native equivalent object in Monday.com CRM. We create activity log items linked to the relevant Person record using Monday's Activities feature or as item updates on the Person item. Each send event captures send timestamp, open/click/bounce counts, and bounce codes as text columns. If the customer runs over 50,000 send events, we scope the activity migration to the most recent 12 months and document the remainder for manual reference.

Net-Results Automation Workflows cannot be exported as portable automation artifacts. We capture the workflow name, the number of contacts enrolled, the step count, and the trigger type (date-triggered, action-triggered, etc.) and record this in a written Workflow Inventory document delivered to the customer at cutover. The customer's admin rebuilds each workflow using Monday's automation center or a third-party integration such as n8n or Make. We do not rebuild workflows as part of the migration scope.

Net-Results suppression records (hard bounces, unsubscribes, manual suppressions) are exported in full and applied as a post-load cleanup pass against the Monday People list. We set the email_status field or create an unsubscribe tag on each affected Person record. If the destination Monday workspace already contains People records, we deduplicate suppression targets against the existing list to avoid false opt-out flags on valid active contacts. This ensures opt-out compliance is maintained at migration cutover.

Net-Results email templates use a drag-and-drop HTML rendering structure that does not export as a self-contained, platform-agnostic artifact. We export the template HTML and any image asset references. The layout may reflow or break when reviewed in Monday.com or any non-Net-Results email system. We flag all templates for manual review post-migration and advise the customer to preview sends from imported assets before launching campaigns. Templates requiring pixel-perfect rendering must be rebuilt in the destination email tool.

Net-Results custom properties on Contacts and Companies require explicit column creation in the destination Monday board before import. We inventory all custom properties during discovery, map each to the closest Monday column type (text, number, date, dropdown, checkbox, connect), and create the columns via the Monday API before the data load phase. Multi-select properties from Net-Results map to Monday dropdown columns with the original option values as choices.