Migrate from PlanPlus Online to monday CRM

PlanPlus Online Contact records (name, email, phone, address, custom properties) map to Monday.com CRM Board items. We extract all standard contact fields from CSV export plus any Franklin Covey priority tags stored as custom fields, and create corresponding custom columns in the Monday.com CRM Board. Email becomes the primary lookup key for deduplication. Owner assignment from PlanPlus maps to a Monday.com People column linked to the destination workspace member.

PlanPlus Company records map to Monday.com CRM Board items in a separate group from Contacts, with a Name column, Industry column, and Employee Count column. We create a link between each Contact item and its parent Company item using Monday.com's Connect Boards column or a relationship column if the CRM Board supports it. Company-to-Contact linkage is preserved via a mapping table during import.

PlanPlus Online deal records (stage, value, close date, associated contact) map to Monday.com CRM Board items in a Deals group. PlanPlus opportunity stage names map to Monday.com board group names representing pipeline stages. Deal value migrates to a Numbers column. We flag that Monday.com lacks a dedicated opportunity object with built-in probability weighting, so stage probability must be added as a custom Numbers column if the customer tracks it.

Each unique PlanPlus Online deal stage becomes a Monday.com board group representing a pipeline stage. We extract stage names from the opportunity portal export, create groups in that order, and assign the Group Status column to reflect open versus closed stages. Closed-won and closed-lost outcomes from PlanPlus map to archive status or a specific closed group.

PlanPlus Online calendar events export via sync connectors with attendee lists, location, start and end time, and linked tasks or projects. We create Monday.com items on a dedicated Work Board with Date columns for start and end, a Location text column, and a Status column set to the event date. Attendee lists migrate to a People column. Calendar items display in Monday.com's native Calendar View after migration.

PlanPlus Online tasks export with priority, due date, status, and assignment. Subtasks become separate items linked to the parent task item via Monday.com's Subitems column or a board link. Franklin Covey priority quadrant values (urgent-important matrix) migrate as a custom Status or Labels column with values mapped to Monday.com label colors.

PlanPlus Online projects with milestones and task breakdowns map to a Monday.com board where the project is the board, milestones become board groups, and tasks become items. We export project status, milestone dates, and cross-project dependencies as separate items or board-level columns. Project Summary Reports published as static webpages are captured as HTML exports and stored as file attachments on the corresponding board.

PlanPlus Online custom fields export as flat key-value CSV columns. We map text values to Monday.com Text columns, numeric values to Numbers columns, date values to Date columns, and list-select values to Monday.com Labels or Dropdown columns. Fields with no Monday.com equivalent are flagged as manual-review items for the customer to configure post-migration. Boolean flags map to Checkbox columns.

PlanPlus Online help desk tickets export with status, description, linked contact, and timestamps. We map ticket status to a Monday.com Status column with open, pending, and resolved states. Descriptions migrate as item updates or text columns. Linked contacts resolve to CRM Board items via the contact email lookup. This mapping depends on the CRM Board and Work Board being linked via Monday.com's board connection features.

PlanPlus Online user accounts (name, email, role) map to Monday.com workspace members. We extract the user list from CSV export and match by email against the destination Monday.com workspace member list. Inactive PlanPlus users are flagged for the customer to decide whether to provision them as inactive members or archive them post-migration.