Migrate from Pepper Cloud to monday CRM

Pepper Cloud Contact records map to Monday.com Items in a dedicated Contacts board. Name, email, phone, address, and lifecycle stage become text, email, phone, location, and status or dropdown columns respectively. We resolve the contact's related Account to a link column pointing at the Companies board. Custom fields on Contacts map to Monday.com column types: text to Text, dropdowns to Dropdown, checkboxes to Checkbox, dates to Date. Any contact with a blank email is flagged for manual review before import because Monday.com lacks an email deduplication rule equivalent to a CRM's duplicate prevention.

Pepper Cloud Lead records map to Monday.com Items in a Leads board, preserving lead source attribution from web forms, WhatsApp, Facebook, Instagram, Telegram, or Shopify channels. The lead status field maps to a status column with values aligned to the destination board's group structure. Lead scoring values from Pepper Cloud's AI-assisted scoring migrate to a number column. We flag any Leads that share an email with an existing Contact for duplicate resolution before insert.

Pepper Cloud Account records map to Monday.com Items in a Companies board. Company name, industry, website, employee count, and annual revenue map to Text, Text, URL, Number, and Number columns respectively. If the source workspace uses parent-child Account hierarchies, we model this as a Connect Boards column linking child companies to the parent company item in the same board. Custom fields on Accounts follow the same column-type mapping logic as Contacts.

Pepper Cloud Opportunity records map to Monday.com Items in a Deals or Opportunities board. Deal name, amount, close date, owner, and related Contact and Account links migrate to Text, Number, Date, Person, and Connect Boards columns respectively. Pipeline stage names from Pepper Cloud's pipeline module map to Monday.com status column group values. If multiple pipelines exist in Pepper Cloud, each becomes a separate board or a separate group within a unified board with a pipeline name column.

Each Pepper Cloud pipeline with its stage taxonomy maps to a Monday.com board's status column with group values corresponding to the source pipeline stages. Stage order is preserved, and closed-won and closed-lost states are represented as terminal status groups. We design the status column during scoping by auditing the customer's Pepper Cloud pipeline configuration and matching stage names to Monday.com-compatible group labels.

Pepper Cloud Tasks linked to Contacts, Leads, or Opportunities migrate as Subitems on the corresponding Monday.com board item. Due date, assignee, and status map to Date, Person, and status columns on the Subitem. Recurring task frequency configuration is preserved as a text note on the Subitem since Monday.com Subitems do not natively support recurrence rules. The customer's admin rebuilds recurring automation using Monday.com's Automation Center post-migration.

Pepper Cloud Owner records are resolved by email match against Monday.com workspace members. We extract every distinct owner referenced on Leads, Opportunities, and Tasks, then match against Monday.com user email addresses. Owners without a matching Monday.com workspace member go to a reconciliation queue for the customer to provision access before record migration resumes. Person columns in Monday.com are limited to workspace members.

Pepper Cloud custom fields across Contacts, Accounts, Opportunities, Leads, and Tasks map to Monday.com column types: Text, Number, Date, Dropdown, Checkbox, Link, or Dependency columns depending on the source field type. Dependency columns in Monday.com enforce field ordering (non-nullable when a dependency is configured), which may require restructuring some multi-field dependencies from Pepper Cloud into separate column groups. We audit the source workspace's full custom field inventory before migration to catch any unsupported type transitions.

Document attachments associated with Pepper Cloud records are exported as files and re-linked in Monday.com via the File column type. Large attachments are downloaded in chunks and uploaded to Monday.com's file storage. We verify file integrity post-upload by comparing file hash. Monday.com file column storage limits apply; the customer's plan determines total file attachment capacity.

Pepper Cloud tags applied to Contacts, Leads, and Opportunities migrate as Tag column values (available on Pro plan and above) or as comma-separated Dropdown values on Standard. If the customer is on Monday.com Standard, we use a Dropdown column and document the tag-to-tag mapping. On Pro, the native Tag column preserves the flat label structure without modification.