Migrate from Patent Hive to monday CRM

Each Patent Hive patent item becomes a Monday CRM Deal. The Deal board's Name column maps from the patent application number or title. Original filing date is preserved in a custom Date column since Deals do not allow retroactive CreatedDate.

Patent Hive inventor rows map to Monday CRM People records. Email, phone, name, and job title fields migrate directly. Inventor-to-patent associations map to Deal-person links — the primary inventor becomes the Deal contact, with additional inventors recorded in a custom multi-select column on the Deal for full team visibility.

Patent Hive organizations stored as separate boards or column values become Monday CRM Organizations. The organization's name, domain, and address fields map directly. Each Organization record is linked to its inventor People records, establishing the relationship graph across deals and contacts.

Patent Hive legal-status column values (Pending, Published, Granted, Abandoned, Rejected) map to Monday CRM Deal Status column values. Each source value is mapped individually to its corresponding target option. Status-change dates are preserved in a parallel custom Date column for audit continuity.

Filing dates and priority dates migrate as separate custom Date columns on the Deal. Monday CRM Deals have a native Close Date column, but filing and priority dates are distinct legal concepts that require independent tracking — both are stored as custom columns for reporting continuity and deadline calculation.

Patent Hive milestone rows (Office Action, Response Filed, Allowance) become Deal sub-items in Monday CRM. Each sub-item inherits the parent Deal link and carries its own status, due date, and completion date columns. Sub-items allow granular per-milestone tracking while keeping the full prosecution history organized under the parent matter.

Patent type (Utility, Design, Provisional) and IPC classification codes migrate as custom text or dropdown columns on the Deal. Classification codes are stored as-is in a dedicated text column since no equivalent native field exists in Monday CRM's standard deal schema.

Patent Hive item-update history (correspondence notes, deadline reminders, internal comments) migrates as Monday CRM Activity Updates on the Deal record. Original timestamps and author attribution are preserved in the update metadata. This maintains the complete prosecution narrative and communication history within each matter.

Patent Hive file attachments including PDF filing receipts, Office Action documents, and correspondence files are re-uploaded to Monday CRM Deal item files. Monday CRM's file storage limits apply per plan tier. Original filenames and upload timestamps are preserved in the file metadata for audit traceability.

Any Patent Hive boards not mapped above (e.g., billing tracking, prior-art logs, custom litigation fields) are assessed in the migration plan. Each becomes a new Monday CRM board with its own column structure. Relationships to existing Deals are established via monday.com's linked items feature for cross-board visibility.

Patent Hive automations do not migrate due to incompatible schema. FlitStack exports automation definitions as a structured JSON document describing each trigger, condition, and action sequence. Your Monday admin uses this reference to rebuild equivalents using monday.com's native automation recipe builder.

Patent Hive dashboard configurations cannot be transferred due to platform architecture differences. The underlying data including patent counts, status distributions, and milestone aging migrates to Monday CRM. Your admin rebuilds equivalent dashboard widgets using Monday CRM's native dashboard builder with the migrated data.