Migrate from Perfect Portal to monday CRM

Discover Perfect Portal schema and map to Monday board structure

We connect to Perfect Portal with scoped-read API credentials and enumerate all firms, clients, matters, stages, and custom fields. We identify which stages are active vs. archived, flag matters with non-standard stage sequences, and catalog third-party referrer records. Simultaneously, we map each Perfect Portal entity to Monday CRM objects — deciding which board(s) to create, what Groups represent matter categories, and what Status and custom column names are needed. This produces a migration blueprint your team reviews before any data moves.

Build Monday CRM boards and columns to match the migration blueprint

Before data lands, FlitStack AI creates the necessary boards in Monday CRM — typically a Client Matters board and a Contacts board. We create the Status column with stage values matching Perfect Portal exactly, add custom Date columns for stage-entry timestamps, add Label and Text columns for custom properties, and configure the Person and Assignee columns. If your team prefers to own the board creation, we deliver the column specification and you build the boards; we then validate the structure before migration runs.

Resolve matter owners and client contacts by email

Perfect Portal matter owners and client contacts are resolved against Monday CRM users and contacts by email address. Unmatched lawyers are flagged as pre-migration action items — your team either creates their Monday user account first or designates a fallback owner. Unmatched client contacts are created as Monday Contact Items. This step ensures no migrated Item lands without an assignee or linked person.

Run a sample migration with field-level diff and validation

We run a representative slice — typically 50–200 matters spanning different stages, client types, and referrer associations — and generate a field-level diff comparing Perfect Portal source values against the Monday CRM destination values. You verify that stage names match, that custom property values landed correctly, that date columns reflect the original stage-entry timestamps, and that file attachments re-uploaded to the correct Items. We iterate the mapping until you approve before the full run commits.

Execute full migration with delta-pickup cutover window

The full migration runs against Monday CRM — firms, clients, third-party referrers, matters with all stage history, custom fields, and file attachments. Your team keeps working in Perfect Portal during this window. A delta-pickup window (24–48 hours) after the full run captures any matters created or stage changes that occurred during cutover. FlitStack AI produces an audit log of every record migrated and every transformation applied. One-click rollback is available if reconciliation fails.

Deliver rebuild reference for automations and referrer access

After migration, we deliver a migration summary document that includes: a complete list of Perfect Portal notification rules with their trigger conditions (for rebuilding as Monday Automations), a referrer-access matrix mapping each third-party contact to the matters they should access (for rebuilding as Monday Item sharing), and a custom properties index showing every column created in Monday and the source field it came from. This gives your Monday admin a direct checklist for post-migration setup.