Migrate from Pega Sales Automation to monday CRM

Pega Accounts map directly to Monday.com CRM Companies. The account name becomes the Company name, and industry classification, address, and website fields map to the corresponding Monday.com Company columns. Company is the import anchor — it has no parent dependency in Monday.com, so we load it first. We use the Monday.com GraphQL API to create Companies and resolve the Monday.com entity ID for use as a lookup on Contact and Deal records.

Pega Contacts map to Monday.com CRM Contacts. Each Contact record is linked to its parent Company via the Monday.com Contact-Company relationship. Pega contact properties (name, email, phone, title) map to the corresponding Monday.com Contact columns. If the source Pega instance uses Traditional UI (pre-'25), we enumerate custom properties via the Pega API and map each to Monday.com custom Contact fields individually.

Monday.com CRM does not have a native Lead object. Pega Leads merge into Monday.com Contacts with the original Pega Lead status or disposition code preserved as a custom Contact field (e.g., Pega_Lead_Status__c). The customer decides during scoping whether to keep merged Leads in a separate board or integrate them into the main Contact board. We apply the same deduplication logic (email match) against existing Contacts to avoid creating duplicate records during the merge.

Pega Opportunities map to Monday.com Deals. Each Deal is linked to the corresponding Monday.com Company and optionally to the Contact. Pega's deal stage maps to the Monday.com Deal status column, and forecast amount, close date, and probability transfer to the monetary, date, and probability columns. Pega opportunity territory assignments map to Monday.com Deal tags or a custom segmentation column if the customer uses territory-based reporting.

Each Pega Sales Automation opportunity stage becomes a Monday.com Deal status column value. We configure the Deal board columns to match Pega's stage progression order so that historical pipeline velocity is preserved in reporting. Stage probability percentages transfer to Monday.com Deal probability columns, rounding to the nearest whole number.

Pega Activities (calls, emails, tasks, meetings) attached to an Opportunity or Contact are split across Monday.com Item structure. Call disposition and duration map to a Monday.com numeric column; email subject and timestamp map to a text column on the linked Item. Task activities (to-dos, follow-ups) map to the Monday.com Task column. Meeting activities with a date and time map to the Item's Date column. Activity ordering is preserved by setting the Monday.com Item's creation or due date to match the original Pega timestamp. We do not replicate Pega's BPM-style case-to-activity linkage as Monday.com has no equivalent case object.

Pega Products map to Monday.com Products if the customer uses Monday.com's native product catalog. The product name, SKU, and price migrate as standard fields. Opportunity-Product junction records (line items) from Pega map to the Monday.com Deal's itemized breakdown if the customer configures Monday.com Deals to track product-level amounts, or we flatten them into a monetary column on the Deal Item.

Pega Sales Team membership (which users have access to a given Account or Opportunity) has no direct Monday.com CRM equivalent. We map team assignments to the Monday.com People column on Deals, assigning the relevant team members as collaborators on the Deal Item. If the customer uses Monday.com Workspaces with team-level board sharing, we configure Workspace-level access as the team-sharing mechanism.

Pega Campaigns group Leads and Activities for coordinated outreach. We map Campaigns to a dedicated Monday.com Board with campaign status as the board's status column, campaign name as the board title, and linked Deals and Contacts as Items on the board. Campaign membership records migrate as Item-link relationships between the Campaign board and the linked Deal or Contact Items.

Pega custom fields (properties) on any base entity require manual enumeration via the Pega API and individual mapping to Monday.com custom column types. Pega data types (Text, Integer, DateTime, Boolean, Picklist) map to Monday.com column types (Text, Numbers, Date, Checkbox, Dropdown) on a per-field basis. There is no automated discovery endpoint in Pega that lists every custom field across all entities — we enumerate entity by entity and hand-map each one during the scoping phase.