Migrate from Ortto to monday CRM

Ortto People map directly to Item records in Monday.com's Contact board. Standard fields (first name, last name, email, phone, location) map to Monday.com text and number columns. Custom fields up to 100 on People become custom columns in the Contacts board, with field types matched to Monday.com's supported column types (text, number, date, dropdown, checkbox, link, etc.). We create all column definitions in the destination board before migrating values. Ortto lifecycle stage maps to a Status or dropdown column in Monday.com for segmentation continuity.

Ortto Account records (formerly Organizations) map to Monday.com's Company board. Each Account supports up to 25 custom fields which migrate as custom columns. The People-to-Account relationship in Ortto (one Account linked to up to 3,000 People) maps in Monday.com via the relationship between Contact items and Company items using Monday.com's Contact and Company board linking features. We resolve the relationship at migration time using the ortto_org_id as a lookup key.

Ortto Deals map to Monday.com's Deals board items. Deal stage maps to the Pipeline Status column; pipeline assignment maps to a Monday.com Pipeline or Record Type. Closed-Won and Closed-Lost reasons from Ortto custom properties migrate as text or dropdown columns in Monday.com Deals. The Deal-to-Person link (primary contact) and Deal-to-Account link (associated company) resolve at migration time by matching ortto_person_id and ortto_org_id to Monday.com Contact and Company item IDs.

Ortto Audiences are dynamic or static segments of People based on field criteria or activity behavior. Monday.com does not have a native audience-segment object; instead, segments are recreated using Board Filters (for saved filter views) or Tags applied to Contact items. We export the audience definition (criteria, conditions, and activity rules) as a written specification that your admin uses to configure the equivalent saved filter or tag taxonomy in Monday.com. Static audience membership migrates as Tag assignments on Contact items.

Ortto Tags are a first-class API-accessible object applied per Person or Account. Monday.com supports Tags on items across boards. We export the full tag taxonomy (tag name, color, usage count) and apply tag assignments to migrated Contact and Company items via the Monday.com Tags API. The tag taxonomy is preserved as-is; no consolidation or renaming occurs during migration unless the customer requests it during scoping.

Ortto Activities (email opens, form submissions, custom events, page views) represent behavioral events against People records. Monday.com does not have a native activity-object equivalent; we convert Activities to Item Update records in the Contact board. Each Activity type becomes a text update entry with the original timestamp and activity metadata. Activity feeds paginate at 100 records per Ortto API call; we iterate through the full history and insert updates in chronological order. Customers requiring a richer activity timeline should plan to use Monday.com's native Activity columns and Tasks for post-migration logging.

Ortto supports up to 100 custom fields per Person record. We export field definitions (name, type, options for picklist fields) during discovery and create corresponding columns in the Monday.com Contacts board before migrating values. Aggregate field types (computed or rollup fields) are not supported in Ortto's API and must be recreated manually post-migration; we flag these during discovery and document the definition for manual recreation.

Ortto Account custom fields (up to 25 per Account) map to Monday.com Company board custom columns. Multi-select picklist fields from Ortto map to Monday.com Dropdown or Tags columns. Date fields map to Monday.com Date columns. Boolean fields map to Checkbox columns. We note any field type mismatches and document the transformation logic for admin review.