Migrate from Practice Master Pro to monday CRM

Practice Master stores clients and matters as structured relational records (CMCLIENT). In Monday CRM, client names map to contact Name fields, and matter records map to deals (board items) on a dedicated Matters board. Each matter-deal is linked to its primary contact record via Monday's contact-link column type.

Practice Master Contact records (CMRELATE) map directly to Monday CRM Contacts. Email addresses, phone numbers, job titles, and company associations resolve 1:1. Contacts without a client/matter association land as standalone Monday CRM contacts. Multiple contact addresses in Practice Master collapse to the primary address in Monday.

Practice Master journal entries (CMJRNL) are the primary note and activity-log record. Each journal record becomes a note entry attached to the related Monday CRM deal item (matters board) or contact. Journal timestamps, entry authors, and body text are preserved. Journal entries that reference multiple matters are duplicated to each related item.

Practice Master calendar records (CMCALENDAR) migrate as Monday CRM calendar items. Event subject, start datetime, end datetime, and location map directly. Attendee and invitee data from Practice Master becomes a custom text column in Monday since Monday's native calendar does not store attendee lists. Recurring event patterns are noted but require manual recreation in Monday's recurring event feature.

Practice Master cost records (CMCOST) are expense entries linked to matters. Each cost record migrates as a row in an Expenses subitem or as a custom number/text column on the matter-deal in Monday. Cost amount, vendor, and description are mapped to their respective monday column types. Multi-line cost records require a custom column template on the deals board.

Practice Master fee records (CMFEES) are time-billing entries. Each fee record migrates as a custom number column (billable hours) and a currency column (billing amount) on the matter-deal in Monday. Billing rate per matter is preserved as a custom number column on the deal. Historical fee totals for reporting require a custom aggregation column after migration.

Practice Master stores per-matter billing rates as standard fields. Monday CRM has no native billing-rate column. FlitStack creates a custom number column (Billing Rate) on the deals board before loading matter data. The column is populated with the Practice Master rate value for each matter-deal.

Practice Master conflict-check results and history have no Monday CRM equivalent. We preserve conflict-check data as a custom long-text column (Conflict Check Notes) on the contact or matter-deal so the data remains accessible after migration even though the conflict-check process itself cannot be replicated in Monday.

Any custom fields configured in Practice Master are inventoried during the planning phase and mapped to the closest Monday CRM column type. If a custom field type has no Monday equivalent (e.g., multi-select lists without a corresponding monday drop-down), we create a custom column and flag it for admin review after migration.

Practice Master workflows governing billing routing, document generation, and matter-stage automation have no migration path to Monday CRM. We export the workflow definitions and trigger logic as a reference document for your Monday admin. Rebuild in Monday's automation builder is required and is scoped separately from the data migration.

Practice Master reports and dashboards are built on Practice Master's reporting engine and do not transfer. The underlying data (matters, contacts, time entries, expenses) does migrate, so the raw material for rebuilding reports in Monday's dashboard tools is available. We provide a data-export of all migrated records for reference during dashboard rebuild.

Practice Master file attachments on matters and contacts are downloaded and re-uploaded to Monday CRM's native file storage. Files are linked to the corresponding deal item or contact record. Monday's per-file size limit (250MB) applies; very large files may require a storage integration (e.g., Google Drive, SharePoint) configured in Monday's integrations settings.