Migrate from Prospect CRM to monday CRM

Prospect CRM Contact records map directly to items in a Monday.com Contacts board. Standard fields (name, email, phone, address) map to Monday.com's name, email, phone, and location columns. Custom Contact fields from Prospect CRM (such as custom dropdowns, dates, or numbers) map to Monday.com column types using the closest equivalent: text fields map to Text columns, date fields to Date columns, and single-select dropdowns to Dropdown columns. We capture the Prospect CRM field type during extraction to configure validation rules correctly in Monday.com before import.

Prospect CRM Company records map to a Monday.com Companies board. Company-level fields (name, website, industry, address) map to Monday.com text and location columns. We create the Companies board before the Contacts board so that Contact items can reference their parent company using Monday.com's Connect board column, which establishes the contact-to-company relationship that Prospect CRM stores natively.

Prospect CRM Deals map to items in a Monday.com Deals board. Deal value maps to a Number column; pipeline stage maps to a Status column (we rename the Status options to match Prospect CRM stage names such as Quoted, Awaiting Stock, Won, and Lost); owner maps to the Person column; and the linked Company maps via a Connect board column. Closed-Won and Closed-Lost reasons from Prospect CRM custom properties become a Dropdown column on the Deal item.

Prospect CRM pipeline stage definitions (including custom statuses like Awaiting Stock that are specific to B2B distribution) require explicit mapping to Monday.com Status column options. We capture the stage order and probability from Prospect CRM during scoping and configure Monday.com Status column labels to match. If Prospect CRM uses a custom pipeline with non-standard stage names, we create a dedicated Status column per pipeline rather than using Monday.com's single default pipeline column.

Prospect CRM Product catalog records (SKU, pricing, description, category) migrate to a Monday.com Products board. Product name maps to the item name; SKU maps to a Text column; unit price maps to a Number column; and category maps to a Dropdown column. The stock-aware flag and live inventory link that Prospect CRM pulls from back-office systems do not have a Monday.com equivalent; we document the current inventory connection for the customer to re-establish via Monday.com's native integrations or a third-party connector.

Prospect CRM Activity history (notes, logged calls, emails, tasks) maps to Monday.com's Activity column on Contact items or as Subitems on the Contacts board, depending on the customer's preference for timeline visibility. Call duration and disposition map to subitem Number and Dropdown columns; email subject and body map to subitem Text columns. We preserve the activity timestamp to maintain chronological ordering in the timeline. If the customer prefers a separate Activities board, we create one and link items via a Connect board column.

Prospect CRM's Problem Pipelines (used for tracking delivery issues, returns, and complaints) is a non-standard CRM object with no direct Monday.com equivalent. We create a dedicated Problems board and map Problem Status to a Status column, Outcome to a Dropdown column, and the linked Customer to a Connect board column referencing the Contacts board. We document the mapping explicitly so the customer's admin understands where each data point lands and can adjust column labels post-migration if needed.

Prospect CRM's Recency, Frequency, Monetary value segmentation is stored as a customer classification per Contact record. Monday.com CRM has no native RFM object, so we export the RFM segment label (e.g., Champions, Loyal, At Risk) as a Dropdown or Tag column on the Contacts board item. We also store the raw Recency, Frequency, and Monetary numeric scores as separate Number columns so the customer retains the underlying data for recalculation. The classification logic (score thresholds) is documented in the migration handoff for the customer to re-implement as Monday.com Formula columns if desired.

Custom fields on Prospect CRM Contacts, Companies, and Deals migrate as custom columns in Monday.com. We capture field type (dropdown, date, number, checkbox, text) during extraction and configure the corresponding Monday.com column type before import. Picklist values from Prospect CRM dropdown fields are recreated as Dropdown column options in Monday.com, ensuring consistency and preventing invalid values post-import.

Prospect CRM User records (names, email addresses, role assignments) map to Monday.com Team Members by email match. The Start-Up plan's fixed 4-user ceiling does not constrain export; we map all active Prospect CRM users and flag any that do not have a matching Monday.com account for the customer's admin to provision. User role assignments are documented in the migration scope for the admin to reconfigure in Monday.com's permissions settings.