Migrate from Propeller CRM to monday CRM

Propeller Contacts map to Monday CRM People records. We extract name, email address, phone, company association, owner assignment, and any custom contact fields from the Propeller archive. The company name on the Contact resolves to a Monday Companies record via the Propeller company relationship or by name matching. People deduplication uses email address as the unique key. Note that Propeller's per-contact Gmail engagement history (opens, clicks, replies) was tracked live by the Chrome extension and was not included in the shutdown export — this data does not exist in the archive and cannot be migrated.

Propeller Company records map to Monday CRM Companies. The company name becomes the Company entity name, and the domain field maps from Propeller's website field. We resolve duplicate company names by matching on normalized company name strings before insert. Company records are created before any associated People records so that the relationship link is satisfied at insert time.

Propeller Deals map to Monday CRM Deals if the customer is using Monday CRM natively, or to board Items in a dedicated Deals board if the customer prefers a flexible board configuration. The Propeller deal name, amount, stage assignment, owner, and associated contact all migrate. Deal amount maps to Monday's native currency amount field. We confirm the destination object type during scoping because it determines the pipeline view configuration.

Propeller pipeline stages map to Monday Pipeline view stages or board group columns. Propeller allowed fully custom stage names with no enforced ordering in the export, so we capture the original sequence from the archive's stage-position metadata and replicate it in Monday's pipeline view. Stages that have no clear Monday equivalent are flagged for customer confirmation on placement before production migration.

Propeller email campaigns included campaign names, associated contact lists, send dates, and template references. Monday.com CRM does not have a native email campaign or sales sequence feature, so functional campaign records cannot be replicated in the destination. We import campaign metadata as a reference item in a dedicated Monday board with a link to the associated People records, so the customer retains a historical record of what was sent and to whom.

Propeller email templates with merge field names are exported from the archive. Monday.com CRM does not have a native email template library as a standalone CRM feature. We deliver template bodies as a written reference document so the customer can recreate them in Monday's email integrations (Gmail, Outlook) or an external sales engagement tool if sequences are required.

Propeller user accounts mapped contacts and deals to individual email addresses. We match Propeller owner emails to Monday team members by email during migration. If a Propeller user has since left and their account is inactive, their contact and deal assignments cannot log in to re-assign in Monday. We flag these as reconciliation items and create placeholder team member records in Monday for the customer's admin to reassign ownership post-migration.

Propeller custom contact and deal fields migrate as Monday board columns or CRM entity custom fields. Monday supports text, number, date, dropdown, checkbox, and formula column types. We map Propeller field data types to the equivalent Monday column type during schema design. Complex multi-select or hierarchical Propeller fields that have no Monday equivalent are flagged during scoping for customer decision on splitting or flattening.