Migrate from Pega Platform to monday CRM

Pega cases become Monday Deal items on the appropriate board. Each case type maps to a specific Monday board, with case properties translated to board columns that match the data type. Closed or resolved Pega cases migrate as historical deal records with the final status preserved as a read-only column value. This maintains the complete audit trail while keeping active and archived cases clearly distinguished in Monday's Kanban or Table views.

Pega work parties with the Customer role map directly to Monday CRM Contacts. Each work party's name, email address, phone number, and organization details become corresponding Contact fields. When a single case has multiple work parties assigned (such as multiple stakeholders or contacts), each party generates a separate but linked Contact record in Monday CRM. The linking maintains the relationship between the Deal item and all associated Contact records for complete relationship visibility.

Pega data pages holding related records such as line items, related contacts, or nested objects decompose into either separate Monday items linked to the parent Deal or multi-select columns depending on the data structure. We analyze the data page's cardinality during schema design — one-to-many relationships (e.g., a case with multiple line items) become linked sub-items, many-to-one relationships become a lookup dropdown column referencing items on a related board, and complex multi-level data pages are flattened to maintain compatibility with Monday's sub-item depth limits.

Pega built-in system case properties like pxCreateDateTime, pxUpdateDateTime, pxAssignedUserID, and pzInsKey map to Monday native columns (Created date, Last updated, Assigned to, Item ID). These system properties are preserved during migration to maintain reporting continuity, audit trails, and data lineage tracking. The pzInsKey serves as the unique source system identifier, enabling delta-migration runs and preventing duplicate record creation when the Monday workspace is updated post-cutover.

Pega custom properties including text, integer, decimal, date, Boolean, and currency types map to Monday column types that match the underlying data type. Long text fields become Monday Long Text columns, integer and decimal properties become Numbers columns with appropriate precision, date properties become Date columns, Boolean properties become Checkbox columns, and pick-list or drop-down values from Pega become Monday Dropdown columns with the exact same option values preserved. This ensures data integrity and enables proper filtering and grouping in Monday board views.

Pega assignments represent work steps within a case. Each assignment becomes a Task subitem on the corresponding Deal in Monday CRM, with the assignment name as the task title and the due date from the SLA. Completed assignment status is preserved.

Pega's case history log (pxLogData) containing all status changes, assignments, and user actions migrates as Updates on the corresponding Monday Deal item's Activity log. Each history entry becomes a timestamped note with the performing user's name, action taken, and the case status at that time. This preserves the full audit trail from Pega, enabling compliance teams and sales managers to review the complete interaction history directly within Monday CRM without needing to reference the original Pega system.

Pega RPA packages including robotDesktopAutomation and roboticAutomation run attended or unattended bots that interact with legacy applications. These automation components have no direct equivalent in Monday CRM, which lacks bot-runner infrastructure for screen scraping or desktop automation. We document the complete RPA configuration including trigger conditions, target application credentials, action sequences, and exception handling logic as a structured reference. Your team can use this documentation to evaluate rebuilding automations using Monday's native integrations, Zapier/Make connectors, Power Automate, or a dedicated RPA platform post-migration.

Pega's decision components including Decision Trees, Decision Tables, Decision Matrices, and Next-Best-Action rules encode complex business logic within the BPM engine. These components evaluate input properties against rule sets to determine actions, routing, or offer eligibility. Monday CRM has no native decisioning or rules engine capability. We export all decision rule definitions as structured JSON and spreadsheet documentation, identifying input properties, output actions, condition logic, and priority sequences so your Monday admin can reconstruct the decision logic as conditional automations or external decision services post-migration.

Pega SLA milestones map to Date columns and Automation triggers in Monday. The SLA deadline date migrates as a Due Date column; we configure a Monday automation to send a notification when that date approaches, approximating Pega's SLA escalation behavior.

Pega screen layouts, harnesses, and portals define the UI presentation. Monday CRM uses board views and item cards instead. We export your Pega section configurations as a UI reference document, but the presentation layer must be rebuilt in Monday's board and column setup.

Pega Report Definitions summarize case data. We map the underlying data objects to Monday Dashboard widgets — chart views on the Deals board aggregate the same metrics. Complex Pega reports with cross-object joins may require dashboard rebuild by your Monday admin.