Migrate from Perfect Books to monday CRM

Perfect Books contacts become Monday items in a dedicated Contacts board. Name, email, phone, job title, and address properties map to their equivalent Monday column types. Each item represents one contact record with all properties in a single row. The board structure allows teams to view contact details at a glance and sort by any column.

Perfect Books company records migrate as items in a Companies board. Domain, industry, employee count, and annual revenue map to text, country, number, and currency column types in Monday. Companies without contacts get a placeholder item flagged for review. The board enables filtering by industry or employee size for targeted outreach.

Perfect Books stores the primary company_id on a contact record. In Monday, we create a Connect Boards link or Link Item column between the Contacts board and Companies board. Many contacts per company are supported by creating multiple link entries on each contact item.

Deals migrate as items in a Deals or Pipeline board. Deal name, amount, close date, owner, and stage map to Monday text, number, date, person, and status columns respectively. The Status column groups represent pipeline stages. Additional deal metadata such as probability and source are stored in custom numeric and dropdown columns.

Perfect Books deal stage picklist values map to Monday Status column groups. Each status value gets a color assignment and an optional probability weight. Stage order from Perfect Books is preserved as the group sequence in the Status column. This maintains the original sales pipeline visualization and reporting continuity.

Monday's Link to Item column type holds one or more linked contact items on a deal item. This recreates the Perfect Books contact-to-deal relationship. Unlinked contacts from Perfect Books are migrated as notes on the deal item for review. This ensures no association data is lost during the migration process.

Perfect Books products become items in a Products board. Product name, SKU, unit price, and cost map to text, text, number, and number columns. Product items can be linked to deal line items via a Link Item column. This allows sales teams to quickly associate products with deals during the sales process.

If Perfect Books contains invoice or quote records, these become items in a dedicated Invoices board. Invoice status (draft, sent, paid, overdue) maps to a Status column. Monday CRM's native Quotes module can be used for new quotes post-migration. Historical invoices remain accessible within the migrated board structure.

Perfect Books activity history (logged calls, emails, meetings, notes) migrates as entries in Monday's Updates column on the parent record item. Each update preserves the original timestamp, owner, and body text. Rich-text notes from Perfect Books convert to plain-text in Updates.

Perfect Books custom fields on contacts become custom columns added to the Contacts board. Column type is selected by FlitStack based on the field data type — text fields become text columns, dates become date columns, and picklists become dropdown columns.

Custom fields on deals map to custom columns on the Deals board following the same type-selection logic. Fields that referenced other objects (e.g., a custom lookup to Products) become Link Item columns in Monday. This ensures all deal-specific metadata is preserved and accessible within the deal board for reporting and follow-up.

Perfect Books owner_id resolves by email match against Monday workspace users. Matched owners populate the Person column on migrated items. Unmatched owners are flagged in the pre-migration report and assigned to a fallback owner in Monday. This prevents orphaned records and ensures accountability is maintained post-migration.

File attachments on Perfect Books contacts, companies, and deals re-upload to Monday's Files column on the corresponding item. Files are rehosted in Monday's storage. File size limits per Monday plan apply — Enterprise gets 500GB, Pro gets 100GB, Standard gets 20GB.