Migrate from Nurture to monday CRM

Nurture Contact records map to Monday.com People entities. The contact's full name, email address, phone number, and physical address map to Monday's corresponding column types (Email, Phone, Location). Custom field values on Nurture Contacts map to Monday column values, subject to Monday's supported column type list. Any Nurture contact owner assignment resolves to a Monday team member by email match before migration. Nurture's contact lifecycle stage or status property maps to a Monday Status column on the People board.

Nurture Company records map to Monday.com Organizations. Company name becomes the Organization's primary identifier; website domain, industry, employee count, and annual revenue map to Monday column values (Text, Number, Currency). Organization is created in Monday before Contact migration so that the relationship between People and Organizations is established at import time. Multi-company relationships (if any exist in Nurture) are preserved as custom linking columns on the Organization board.

Nurture Deal records map to Items on a Monday CRM Deals board. Each Nurture pipeline becomes a separate Monday board or a Group within a single Deals board, depending on the complexity of the customer's pipeline structure. The Nurture deal stage maps to a Monday Status column (New, Discovery, Proposal, Negotiation, Won, Lost are Monday defaults; we configure these to match the customer's existing Nurture stage names). Deal amount, close date, and probability migrate as Number, Date, and Number columns respectively.

Each Nurture pipeline stage becomes a Status column value on the Monday Deals board. Probability percentages associated with each stage in Nurture migrate to a separate Number column (probability_pct) on each Item rather than as a native column probability, since Monday CRM's built-in probability column is tied to sales forecasting rather than stage weight. We configure the Status column ordering to match the Nurture stage sequence during setup.

Nurture call engagement records (type, duration, disposition, timestamp, owner) migrate as Update entries on the related Monday Deal Item. We format each call as a structured update with call type, duration in minutes, and disposition so the activity is readable in the Item's Update feed. The original call date maps to the Update timestamp for chronological ordering. Call recordings stored as URLs in Nurture migrate as a Text column on the Item or as a URL-type column on the Deals board.

Nurture email engagement records migrate as Update entries on the related Monday Deal Item or People entity. The email subject, sender, recipient, and timestamp are formatted as a readable update. Email body content migrates as a linked Update with a text excerpt; full body is preserved in the Update content. Attachments are flagged as file references in the Update or as a Files column on the Item.

Nurture meeting engagements migrate as Update entries on the related Monday Deal Item. Meeting title, date, location, attendees (by name or email), and outcome migrate as a structured update. A separate Date column on the Item can be configured to surface the next scheduled meeting date for active Deals.

Nurture Task engagements migrate as Sub-items on the related Monday Deal Item or People entity. Task subject, due date, status (Open, Completed), and owner migrate to the Sub-item Name, Due Date, Status column, and Assignee respectively. Completed task status in Nurture maps to a Done-status Sub-item in Monday. Open tasks map to a Working or Stuck status Sub-item.

Nurture Owner records map to Monday.com Team Members by email match. We extract every distinct owner referenced on Contact, Company, Deal, and Activity record and attempt to match against the Monday workspace's member list. Owners without a matching Monday Team Member go to a reconciliation queue for the customer's admin to provision before record import continues. This is a blocking dependency: OwnerId references must be resolved before Deals and Contacts can be inserted into Monday.