Migrate from Origo BPO to monday CRM

Origo client contact records map directly to Monday CRM People objects through a direct field-to-field transformation. The primary email address, phone number, name fields, and job title transfer as-is without transformation logic. Monday CRM People records become the single source of truth for all client contact information post-migration, replacing any spreadsheet-based contact lists.

Origo company records associated with clients map to Monday CRM Organizations with a direct object mapping. Company name, domain URL, industry classification, and employee count transfer as standard Organization fields. Multiple Origo contacts under one company link to the same Organization in Monday CRM, enabling company-level visibility and consolidated client views across the platform.

Origo service contracts representing ongoing BPO engagements map to Monday CRM Deals through a transformed mapping. Contract value, start date, renewal date, and contract type transfer as Deal fields. The Deal object tracks the commercial relationship and financial terms while service requests continue to be managed on dedicated boards, maintaining clear separation between contract management and operational tracking.

Origo service requests become Monday CRM Items on a Service Requests board. Each request's status, priority, due date, assigned team member, and client link transfer as Item columns. The Item ID and original Origo request ID are preserved for traceability.

Origo staff assigned to clients or service requests map to Monday CRM board members and Item assignees. Assignment records are broken into board membership for visibility and Item-level assignee columns for operational tracking. Email matching resolves staff to Monday CRM user accounts.

Origo communication logs attached to service requests become Monday CRM Updates on the corresponding Item through a transformed mapping. Each message in a thread becomes a separate Update with timestamp, author email, and message body preserved. Thread hierarchy flattens into a linear chronological update stream, losing parent-child relationships but maintaining full message content and attribution data.

Origo notes attached to client records migrate as Updates on the linked Person or Organization record in Monday CRM. Notes containing file attachments download the original files and re-upload them as Monday CRM file attachments on the corresponding Item, Person, or Organization record. This preserves the complete note context including any supporting documentation attached in Origo.

Origo SLA timers and service-level configurations have no direct Monday CRM equivalent. SLA target hours and breach thresholds migrate as custom number columns on Service Request Items for reference, but the actual SLA enforcement must be rebuilt as automations in Monday CRM.

Origo's nested team structures spanning department, sub-team, and staff levels split into Monday CRM workspace organization and board groups. Top-level Origo teams become Workspaces; sub-teams become Boards within those Workspaces. Further sub-levels become board Groups for operational grouping. Complex hierarchies with multi-level staff assignments may require manual consolidation in Monday CRM's flat structure post-migration.

Origo custom fields capturing BPO-specific data (shift type, service category, client tier, escalation level) require new custom columns in Monday CRM. Field type mapping: pick-lists to Dropdown columns, dates to Date columns, numbers to Numbers columns, text to Text columns.

Origo billing records and invoices have no Monday CRM equivalent. We preserve invoice metadata (invoice ID, amount, date, client link) as custom fields on the associated Deal for reference, but financial reconciliation should remain in the billing system of record.

Origo internal record IDs and create/update timestamps migrate as custom columns on every target object in Monday CRM. The original Origo ID is stored in a Source_ID__c custom text column for delta-run de-duplication and traceability back to the source system. Original create dates and update timestamps preserve historical context in custom datetime columns, enabling audit trails and temporal queries post-migration.