CRM migration
Field-level mapping, validation, and rollback between Phreesia and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Phreesia
Source
monday CRM
Destination
Compatibility
9 of 10
objects map 1:1 between Phreesia and monday CRM.
Complexity
BStandard
Timeline
48–72 hours
Overview
Phreesia stores patient demographics, appointment records, intake form responses, payment history, and insurance verification data within a HIPAA-compliant clinical workflow engine. Monday CRM has no native healthcare data model — it uses contacts (people), organizations (companies), deals (pipeline items), and activities organized across customizable boards with column types. FlitStack AI extracts patient records from Phreesia and maps them to monday contacts with custom fields preserving clinical context (intake answers, insurance status, appointment types). Appointment history converts to monday deals or activity items depending on revenue significance. Intake form schemas map to monday custom columns, though conditional logic and clinical validation rules require monday-side rebuilds. We migrate data via Phreesia's API export, transform records to monday's item structure, and load through monday's native import API — preserving original create dates and owner assignments where the platform allows. Clinical automations, consent workflows, and insurance verification triggers do not transfer; these require monday automation rebuilds using monday's Recipe framework.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Phreesia object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Phreesia
Patient
monday CRM
Contact
1:1Phreesia patient records map one-to-one to monday CRM contacts. Patient name, date of birth, contact information, and address fields transfer as direct field mappings. Clinical notes, intake responses, and screening results attach as custom column values on the contact record for ongoing reference and reporting.
Phreesia
Appointment
monday CRM
Deal
1:1Phreesia appointments with fee-for-service revenue significance become monday CRM deals. The appointment type, provider, and scheduled date map to deal name, primary contact, and close date. Appointment status (scheduled, completed, cancelled) translates to deal stage values in your monday pipeline configuration.
Phreesia
Appointment
monday CRM
Activity Item
1:1Appointments without direct revenue significance (consultations, follow-ups, no-charge visits) migrate as monday activity items linked to the patient-contact record. These appear as updates or sub-items on the contact board rather than pipeline deals, preserving complete historical context without inflating deal counts.
Phreesia
Payment Record
monday CRM
Deal + Activity
many:1Payment transactions merge with corresponding appointment records to create monday CRM deals with the Amount field populated from payment data. Payment date, amount, and payment method become deal fields and activity log entries. Partial payments create deal updates rather than separate payment records.
Phreesia
Insurance Verification
monday CRM
Custom Column on Contact
1:1Phreesia insurance verification status (verified, pending, denied, self-pay) and payer information migrate as custom columns on monday contacts. These columns are informational only in monday — eligibility verification must be run separately via monday integrations or external verification tools post-migration.
Phreesia
Intake Form Response
monday CRM
Custom Columns on Contact
1:1Custom intake form fields from Phreesia become monday custom columns on the contacts board. Each form section maps to a column group. Conditional form logic, validation rules, and required-field enforcement do not transfer — these require monday automation rebuilds post-migration.
Phreesia
Consent Record
monday CRM
Custom Column + Activity
1:1HIPAA consent status and signed-date records migrate as a consent column (checkbox or status pick-list) on monday contacts, with the signature date preserved as an activity log entry. Consent form templates and renewal reminder automations do not transfer — rebuild in monday automations.
Phreesia
Clinical Screening Result
monday CRM
Custom Column on Contact
1:1PHQ-9, social determinants of health, GAD-7, and other clinical screening scores from Phreesia intake map to monday number or scale columns on contacts. Threshold-based flagging logic and automated follow-up triggers require monday automation recipes to be configured post-migration.
Phreesia
Provider / Staff
monday CRM
User (monday team member)
1:1Phreesia provider and staff records map to monday CRM users through email address matching. Staff members without existing monday accounts receive viewer access by default or are assigned to a fallback owner specified by your team during migration planning.
Phreesia
Location / Facility
monday CRM
Custom Column on Contact or Board Group
1:1Phreesia facility and location data attaches as a location column on monday contacts or boards. Multi-location practices can leverage monday board groups to organize contacts by facility, enabling filtering and reporting across locations without requiring separate workspaces.
| Phreesia | monday CRM | Compatibility | |
|---|---|---|---|
| Patient | Contact1:1 | Fully supported | |
| Appointment | Deal1:1 | Fully supported | |
| Appointment | Activity Item1:1 | Fully supported | |
| Payment Record | Deal + Activitymany:1 | Fully supported | |
| Insurance Verification | Custom Column on Contact1:1 | Fully supported | |
| Intake Form Response | Custom Columns on Contact1:1 | Fully supported | |
| Consent Record | Custom Column + Activity1:1 | Fully supported | |
| Clinical Screening Result | Custom Column on Contact1:1 | Fully supported | |
| Provider / Staff | User (monday team member)1:1 | Fully supported | |
| Location / Facility | Custom Column on Contact or Board Group1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Phreesia gotchas
PM/EHR integration configuration must be validated before patient data import
Custom intake forms lack a standard schema export
Phreesia is an intake platform, not a longitudinal patient database
Patient secure authentication links are time-limited and non-migratable
Payment plan configurations require manual reconciliation
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Extract patient and appointment data from Phreesia
FlitStack connects to Phreesia via API using scoped read-only access. We export patient records including demographics, contact information, and insurance data; appointment history across all statuses; payment transactions; intake form responses; consent records; and clinical screening results. Export runs entirely in read-only mode so your Phreesia account remains fully operational throughout. We flag records with missing required fields such as email or name before transformation begins for data quality review.
Design monday CRM board structure and custom columns
Before loading any data, we work with your monday admin to establish the contacts board, deal pipeline, and custom column schema. This includes mapping Phreesia intake form fields to monday column types, defining pipeline stages aligned to your appointment lifecycle, and configuring owner assignments by provider email. FlitStack provides a detailed column-specification document so your monday admin can pre-create the schema in monday settings before data import begins.
Transform records and resolve owner relationships
Patient records from Phreesia transform into monday contacts with custom column values for clinical data. Appointments convert to deals based on revenue significance and appointment type. Owner assignment resolves by matching Phreesia provider email to monday user accounts — unmatched providers flag for admin assignment. Insurance and consent records attach to contact records. We validate field count, data type compatibility, and required-field presence before proceeding to load.
Run sample migration with field-level verification
A representative sample (typically 100–300 records spanning patients, appointments, and payments) migrates first in a test pass. FlitStack generates a field-level diff showing source values versus monday field values so you can verify column mapping accuracy, deal naming conventions, and owner resolution before the full run commits. You approve the sample results before we proceed to full data load, ensuring mapping correctness upfront.
Execute full migration with delta-pickup window
Full data load runs against your monday CRM workspace using batched API calls that respect rate limits. A delta-pickup window of 24–48 hours after initial load completion captures any new Phreesia appointments or payment records created during the migration window. All operations log to an audit record. If reconciliation reveals missing or mis-mapped data, FlitStack provides a rollback script to restore monday to pre-migration state and re-run with corrected mapping.
Platform deep dives
Phreesia
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Phreesia and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Phreesia and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Phreesia and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Phreesia: Not publicly documented.
Data volume sensitivity
Phreesia doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Phreesia to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Phreesia to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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