Migrate from Populate to monday CRM

Populate contacts migrate as Items on monday CRM's People Board. First name, last name, email, phone, job title, and address fields map to monday Text Columns. Primary company links use monday Board Relations to connect the Person Item to the Company Board Item.

Populate companies migrate as Items on a monday Company Board. Company name, domain, industry, employee count, and annual revenue map to monday Text, URL, Dropdown, Numbers, and Currency Columns respectively. Parent-company relationships become monday Board Relation links between company Items.

Populate deals do not map to a single monday object — they become Items inside monday Pipeline Boards. Each pipeline in Populate creates one monday Pipeline Board; the deal's stage value populates the Status Column (or a custom Dropdown Column) on that board. Probability and forecast category cannot be natively stored in monday and become custom Number and Text Columns.

Each Populate pipeline stage value maps to a corresponding monday Status Column value in the target Pipeline Board. Stage entry dates and exit timestamps are stored as separate Date Columns for historical reference, since monday's native stage history model does not persist past transitions.

Populate email activities migrate as Updates on the related Person or Deal Item in monday CRM. The update text captures sender, recipient, subject, and body. Original timestamps and owner attribution are preserved as Update metadata and a Created At Column on the Activity Board.

Call and meeting logs become Items on monday's Activity Board with columns for type (call/meeting), duration, outcome, and related person or deal. Start time and end time map to monday Date Columns. Owner is resolved by email match to monday workspace members.

Populate notes migrate as Updates attached to the relevant Person, Company, or Deal Item. Rich-text formatting is converted to monday's update format, preserving paragraphs, line breaks, and basic text styling where possible. For long-form notes exceeding standard update length, a monday Document Column can store the full body as a linked document, maintaining accessibility while keeping the Item interface clean.

Populate file attachments are downloaded from the source system, re-uploaded to monday's file storage infrastructure, and linked to the target Item via a File Column reference. File size limits in monday (25MB per file on most plans) apply; files exceeding this threshold are flagged before migration begins so the team can decide whether to store them externally or upgrade their monday plan to accommodate larger attachments.

Populate owner assignments are resolved by matching owner email addresses against monday CRM workspace members. Unmatched owners are flagged before migration; the team either invites them to monday or assigns their records to a fallback member. No Item lands without a monday assignee.

Populate custom properties on Contacts, Companies, or Deals become monday Custom Columns on the relevant board. monday supports text, number, date, dropdown, checkbox, and link column types — type mapping is done during the schema audit. Unsupported types (e.g., complex multi-select) are stored as a long-text Custom Column for reference.

Populate tags migrate to monday's native Tags Column on the relevant Item. Tag names are preserved verbatim and transferred as-is to monday CRM, maintaining the categorization structure from the source system. Color assignments associated with tags cannot be transferred since Populate and monday use independent, platform-specific tag color models that do not share a common reference system.