Migrate from PromoXcrm to monday CRM

PromoXcrm Lead records with customizable pipeline stages and opportunity data map directly to Monday.com CRM's native Lead object. We preserve all standard fields (name, email, phone, company, lead source, lead status) and map PromoXcrm's promo-specific stage labels (Quote Sent, Artwork Approved, Order Confirmed) to Monday.com Lead Status values configured during schema setup. Any PromoXcrm custom fields on Lead records are recreated as Monday.com custom fields before import.

PromoXcrm Client records represent the distributor's end customers and map directly to Monday.com CRM Contacts. Standard fields (name, email, phone, company, address) migrate 1:1. Any promo-specific custom properties on the Client record — such as a preferred supplier or industry segment tag — are mapped to Monday.com custom fields that the customer's admin creates before import. We document each custom field name, type, and source value during the discovery phase.

PromoXcrm's customizable pipelines with promo-industry stage names map to Monday.com CRM Boards configured with CRM Pipeline views. We create one Board per PromoXcrm pipeline and use Board status columns to replicate the promo order stages (e.g., Quote Sent, Artwork Approved, Order Confirmed). The CRM Pipeline view in Monday.com provides a visual pipeline interface that sales teams recognize from Monday.com's product UX.

PromoXcrm Projects represent individual promo orders or campaigns tied to a Client. We migrate Project records as Items on Monday.com CRM Boards, with Project name, description, status, and dates mapped to Item fields. Project-to-client associations are resolved by matching the PromoXcrm client reference to the Monday.com Contact created from the Client record. Project custom fields (e.g., order value, product type, supplier) migrate to Monday.com custom columns on the Board.

PromoXcrm Task records map to Monday.com Sub-items within their parent Project Item. We preserve the PromoXcrm task assignee, due date, status, and description fields. Task-to-project parent relationships are maintained by nesting Sub-items under the corresponding migrated Item. If PromoXcrm tasks are not tied to a specific Project, they are migrated as standalone Items on the relevant Board with a tag indicating their origin as standalone tasks.

Commission Records are a PromoXcrm-specific object with no native equivalent in Monday.com CRM. We create a dedicated Commission Board in Monday.com and migrate Commission Records as Items, with custom columns for commission amount, commission rate, rep or distributor name, related promo order reference (linked to the corresponding Project Item), and payout date. Alternatively, if the customer prefers a lighter-touch model, commission data is added as custom fields on the Project Item itself. The customer selects the preferred model during scoping, and Monday.com field limits for the chosen plan tier are verified before configuration.

PromoXcrm's web-service API references custom objects, but no public schema is documented. We probe the PromoXcrm API during discovery to enumerate custom object schemas and record counts, then create matching Boards in Monday.com with appropriate custom columns for each. Custom object data migrates as Items on the corresponding Board. Lookup relationships between custom objects and standard PromoXcrm objects are reconstructed in Monday.com via custom reference fields or linked Item relationships. Pre-migration field creation in Monday.com by the customer's admin is required before custom object import.

PromoXcrm Presentations are files stored within the CRM tied to client records or promo orders. We export available file references and URLs, then re-attach them as file uploads to the corresponding Monday.com Item. If PromoXcrm stores files in a separate hosting service, we export the file references and document the re-upload steps for the customer. Actual file hosting transfer depends on PromoXcrm's export capabilities; we cannot migrate file storage infrastructure, only the references and the files themselves if direct export is available.

PromoXcrm Owner records map to Monday.com User accounts. We resolve owners by email match. Any PromoXcrm Owner without a matching Monday.com User is placed in a reconciliation queue for the customer's admin to provision before record import resumes. Monday.com seat assignment is confirmed with the customer during scoping to align with the chosen Monday.com plan tier.