Migrate from PipeRun CRM de Vendas to monday CRM

PipeRun Contacts map to Monday.com CRM People entities. We extract name, email, phone, and linked Company from the CSV export. The Contact-to-Company link resolves to a Monday.com CRM Company entity lookup that we establish before the Contact import. Any PipeRun Contact with a blank email is flagged for manual review because Monday.com CRM People rely on email as the primary dedupe key.

PipeRun Companies export as Monday.com CRM Company entities. The company domain from PipeRun becomes the Website field. Monday.com CRM Company entities are created before Contacts so that the Person-to-Company relationship is satisfied at import time. Where the destination does not support a separate Company object (e.g., on a Monday.com work management board repurposed as CRM), Companies merge into a Contact column or tag.

PipeRun Deals map to Monday.com CRM Deals. Each Deal's Funnel assignment and Pipeline Stage map to a Monday.com CRM board with the corresponding status column values. Deal value, expected close date, owner, and custom field values transfer to the Deal entity columns. Closed-Lost and Closed-Won status from PipeRun map to the Won or Lost status in Monday.com CRM Deal.

Each PipeRun Funnel becomes a separate Monday.com CRM board. We extract all Funnel definitions and their stage order from PipeRun's admin settings during discovery and create a Funnel-to-Board mapping table. Stages map to Monday.com CRM status column values (e.g., qualified, meeting scheduled, proposal sent, negotiation, closed won, closed lost) in the same ordinal sequence. If the customer used Funnels to separate business lines (e.g., new business vs. upsell), each board is named accordingly.

PipeRun Activities (calls, emails, meetings, notes) migrate as column updates or Subitems on the related CRM Entity. We set the relevant Monday.com CRM activity column (last contact date, last email date) from the source timestamp. Long free-text notes migrate as a Note column or as a Subitem on the Deal. Call duration and disposition migrate as custom number and text columns. Meeting details migrate as a Subitem with date, attendees, and location.

PipeRun Proposals export from the native CPQ module with line items and signature status. We export the proposal content as a PDF or structured data file and attach it to the corresponding Monday.com CRM Deal. ICP-Brasil electronic signature status (signed, pending, expired) migrates as a text column on the Deal. Full proposal rebuild (line items, pricing rules, CPQ logic) requires rebuilding in Monday.com Quotes or a third-party CPQ tool; we do not migrate CPQ configuration as code.

PipeRun custom fields on Contacts, Companies, Deals, and Activities map to Monday.com CRM columns of the closest matching type: text fields to Text columns, dates to Date columns, currency to Number columns, dropdowns to Dropdown or Status columns. We extract the custom field definitions during discovery and pre-create the corresponding columns on each Monday.com board before any data import.

PipeRun users assigned as Deal Owners, Activity owners, and stage assignees map to Monday.com CRM user accounts. We resolve by matching the email address from the PipeRun export against the Monday.com workspace user list provided during scoping. Any PipeRun Owner without a matching Monday.com user is held in a reconciliation queue for the customer's admin to provision before record import resumes.

Files and attachments linked to Deals or Proposals are batch-downloaded from PipeRun's web interface and re-associated as File columns on the corresponding Monday.com CRM Items. We use the original file names and preserve upload timestamps in a metadata column.