Migrate from Planports CRM to monday CRM

Planports Leads (primary intake from Meta Instant Forms, Google Ads, TikTok) migrate as Items on a Monday.com CRM board designated as the Leads board. Source attribution fields (utm_source, utm_medium, utm_campaign) map to custom text columns on the Item. Lead status values from Planports map to a Status column on the board. Any industry-specific lead fields (e.g., referral source in health tourism) map to custom columns. We preserve the original Planports Lead ID as a text column for reconciliation.

Planports Contact records map to Items on a Monday.com Contacts board. Standard fields (name, email, phone, company) map to Monday.com's native Name, Email, Phone, and Company columns. The WhatsApp conversation thread metadata (contact, timestamp, direction) migrates as a linked Subitem or a series of activity log entries, but the full message body text may not be available in a machine-readable export — we test this during the data audit and document the limitation explicitly.

Planports Companies map to Monday.com Company records, which are a native CRM entity type in Monday.com Sales CRM. Company name, domain, address, and industry fields map to Monday.com's corresponding Company columns. Company is created before any Contact or Deal that references it so that the relationship lookup is satisfied at insert time.

Planports Deals migrate as Items on a Monday.com Deals board, with each Deal linked to its parent Contact and Company via Monday.com's native People column (Contact) and Company column. The Planports pipeline stage maps to a Status column or Group structure on the board. Industry-specific stages (e.g., treatment package stage for health tourism, property viewing stage for real estate) map to custom Status column values — we define this mapping during the field audit phase before any data loads.

Planports uses per-vertical pipeline stages (health tourism, real estate, digital agency) as deal metadata. We map each Planports pipeline to a Monday.com board, and each stage within that pipeline to a Status column value. If Planports uses multiple parallel pipelines, we create multiple Monday.com boards or use Monday.com's Group feature to segment within a single board, depending on the customer's reporting requirements.

Planports Quotes (line items, pricing, approval status) linked to Deals have no direct Monday.com native equivalent. We model Quotes as Subitems on the Deal Item, with line item fields stored as text or number columns on the Subitem. Approval status migrates as a Status column on the Subitem. The customer should evaluate whether the quote PDF should be stored as a file attachment on the Subitem during the data audit phase.

Planports Order records (post-sale items, quantities, status) migrate as Subitems or as linked Items on the related Deal. Financial settlement data may require accounting-system reconciliation and is not guaranteed to migrate cleanly if stored in Planports's built-in accounting layer. We flag any financial fields that lack a clear Monday.com equivalent during the field audit.

Planports Activity records (calls, emails, meetings, tasks, notes) migrate as log entries on the parent Contact or Deal Item. Monday.com stores activity history within the Item's Updates section or as a linked Subitem with an Activity type column. Timestamps, owner attribution, and linked entity references are preserved. If activity volume exceeds 50,000 records, we batch-load via the Monday.com API with rate-limit handling.

Planports Process boards (Kanban-based sales and marketing workflow boards) migrate as standard Monday.com boards with columns mirroring the original board structure. Card-level data (the Process card records) become Items on the new board. Conditional automation rules attached to board columns do not migrate — we document them in the automation inventory for manual rebuild.

Industry-specific custom fields are common on Leads, Contacts, and Deals in Planports — particularly in health tourism (referral sources, treatment packages), real estate (property IDs, viewing schedules), and digital agencies (campaign IDs, ad spend). We perform field-level mapping during the pre-migration audit, matching each Planports custom field type to the equivalent Monday.com column type (text, number, date, dropdown, etc.). Fields with no clear Monday.com equivalent are flagged for customer decision before the load begins.

Files uploaded to Planports Contact or Deal cards can be exported individually per record. We migrate files as attachments on the corresponding Monday.com Item using Monday.com's file upload API. Bulk attachment migration requires Planports API access ($62/month add-on) and may be limited by plan tier. We confirm file storage volume during scoping.

Planports User records and deal ownership assignments migrate as relational keys preserved on Deals and Activities. We match owners by email address against Monday.com team members. Any Planports Owner without a matching Monday.com user is held in a reconciliation queue for the customer's admin to provision before record import resumes.