Migrate from NetHunt CRM to monday CRM

Each NetHunt Folder becomes a Monday.com Board. We enumerate every accessible Folder during discovery, capturing the folder name, description, record type mix (Contacts, Companies, Deals), and any folder-specific custom field schemas. The Folder name becomes the Board name, and folder-level views are recreated as Group configurations in the destination board. If the customer uses NetHunt's pipeline view inside a folder, we build a Status column to replicate the pipeline stage flow.

NetHunt Contacts migrate to Monday.com's People feature on CRM tiers, or to Items in a dedicated Contacts board on Work OS tiers. Standard NetHunt fields (name, email, phone, company, website) map to Monday.com's People fields or to corresponding Text and Phone columns. Custom fields on the Contact folder map to Monday.com column types: text fields become Text columns, numeric fields become Numbers columns, date fields become Date columns, and multi-select fields become Status columns with defined options.

NetHunt Leads are distinct from Contacts in NetHunt and include lead-specific fields such as lead source, lifecycle stage, and lead score. We create a dedicated Monday.com board for Leads with a Status column representing the lead stage (New, Contacted, Qualified, Converted) mapped from NetHunt's lead lifecycle properties. Any lead-specific custom fields migrate as typed columns on the Lead board. Leads that the customer intends to convert post-migration are flagged for manual follow-up in the handoff document.

NetHunt Companies map to Monday.com's Companies feature on CRM tiers, or to Groups within a Companies board on Work OS tiers. On CRM tiers, Company name, domain, industry, address, and employee count map to the corresponding Company fields. On Work OS tiers, these map to Text and Numbers columns. The relationship between NetHunt Contact records and their linked Company record is preserved by linking the Contact item to the Company group via Monday.com's relation column if available, or by recording the company reference in a dedicated Text column.

NetHunt Deals migrate as Items in a Monday.com Deals board. The pipeline stage from NetHunt maps to a Status column representing the deal stage (Qualification, Proposal, Negotiation, Closed Won, Closed Lost). Deal value maps to a Numbers column formatted as currency. Owner, expected close date, and associated contact or company link migrate to Owner, Date, and relation columns respectively. If the NetHunt deal has multiple pipeline assignments, we configure Monday.com's board to support a Status column per pipeline using different Group configurations.

NetHunt email activity records attach to their parent Contact, Lead, or Deal. We migrate the email subject, body, sender, recipient, and timestamp as an Item Update on the corresponding Monday.com Item. The Update author maps to the User email match, and the timestamp is preserved in the Update metadata. Email attachments referenced in NetHunt are logged as Update attachments if the Monday.com account supports the file storage tier, or noted as links to review post-migration.

NetHunt Call Logs (created via POST /records/{recordId}/calls in the NetHunt API) migrate as Items in a Calls board or as Updates on the parent record. We map call direction (inbound/outbound), duration, disposition, and notes to a Status column (direction), Numbers column (duration in seconds), and Text column (notes). The linked Contact or Deal reference is preserved by linking the call item to the corresponding contact or deal item via Monday.com's relation column.

NetHunt meeting records (meeting title, date, attendees, location, notes) migrate as Item Updates on the associated Contact or Deal item. The meeting date becomes a Date column value on the item, and attendee information is logged as a Text column or as Update content. If the customer uses Monday.com's calendar integration, we configure a Connected Calendar item to surface meeting records alongside other calendar events.

NetHunt Notes attached to Contacts, Companies, or Deals migrate as Item Updates on the corresponding Monday.com Item. The Note body, author, and creation timestamp migrate to the Update content and metadata. We preserve the author reference by email-matching to a Monday.com User. If a Note contains formatting or embedded images, we log the content and flag any formatting that may not render correctly in Monday.com's update stream.

NetHunt custom fields vary by folder, so we extract the field definition for each folder during discovery before migration begins. We then create equivalent Monday.com column types: NetHunt text fields map to Text columns, numeric fields to Numbers columns, date fields to Date columns, dropdown fields to Status columns with matching options, and multi-checkbox fields to Tags columns. If NetHunt uses a dependency between custom fields (for example, a field that conditionally appears based on another field's value), we document this dependency for the customer to recreate manually in Monday.com's column configuration.