Migrate from Proton to monday CRM

Proton Contacts include name, email addresses, phone numbers, physical addresses, and custom fields. We export contacts in vCard format and map each field to the corresponding Monday.com People column type. Proton labels (tag-style, color-coded) migrate as Monday.com tags applied to each People record. We validate email address format during transformation and flag any contacts with missing required fields before insert.

If Proton Contacts contain organization affiliations, we extract the company name field and create Monday.com Organization records. The Proton contact's company affiliation maps to a Monday.com Organization Lookup on the People record. Organizations without an explicit Proton source are created as standalone Monday.com Organization records with name populated from the contact's company field and domain derived from the email address where available.

Proton Calendar events include title, description, location, start and end time, reminders, attendees, and recurrence rules. We extract event data via Proton Calendar API, preserving timezone information, then create Monday.com Activity records with Activity Type set to Meeting. Note that Proton's encrypted event details require client-side decryption at extraction time; the full event description migrates as the Activity description field. Attendees are mapped to Monday.com People records by email lookup where matching People exist in the destination.

Proton Drive files and folder structures migrate as binary extracts with their original hierarchy preserved. Files attach to the corresponding Monday.com People or Organization record via Monday.com's native file storage (Pro plan and above includes 250 GB). Files that represent deal documents or proposals are flagged for manual attachment to the relevant Monday.com Deal after migration. Proton's end-to-end encryption requires decryption before extraction; we require confirmed key availability before initiating the Drive export.

Proton for Business organizes users into teams with roles. We extract user accounts, role assignments, and team membership from Proton and map them to Monday.com Team Members. The Monday.com CRM seat is provisioned per team member, with the owner role corresponding to Monday.com admin status. Monday.com requires a minimum of 3 seats; we flag any Proton accounts with fewer than 3 users for clarification during discovery.

Each Proton paid plan supports multiple encrypted email addresses per user. We extract all email addresses within scope and map the primary address to the Monday.com People email column. Additional Proton addresses map to a secondary email column on the People record. Aliases and hide-my-email addresses are noted in a separate text field as they do not map to a native Monday.com CRM equivalent.

Proton Mail uses both hierarchical folders and tag-style labels with color coding. We preserve the full label taxonomy and folder hierarchy as a separate tagging layer. Folders with more than 3 levels are flattened into a tag path (e.g., Work/Clients/Acme becomes tag: Work > Clients > Acme) to avoid Monday.com's single-level group structure. Labels migrate as Monday.com tags, and folder path names migrate as Group names on the CRM boards.

Proton Workspace supports up to 15 custom email domains on Standard and 20 on Premium. We extract domain configuration and DNS records and map them to a written domain-verification checklist for the customer's DNS registrar. The domain remains functional during migration; DNS routing updates are coordinated as a separate workstream to avoid mid-migration email disruption. Custom domains themselves do not create CRM records in Monday.com but are noted as part of the email mapping scope.

Proton Drive generates shareable links with optional password protection and expiration. These links point to Proton infrastructure and become invalid once data migrates out of Proton. We preserve the original link URLs and access settings in a written reference document so that the customer can manually recreate sharing in their new platform. This is a documentation-only migration for shared links, not a functional transfer.

Proton VPN configuration profiles and Proton Pass vault entries do not have CRM equivalents in Monday.com and are outside scope. VPN tunnel configurations are platform-specific and tied to Proton infrastructure; they cannot be meaningfully mapped to other VPN providers or monday.com. Password vault entries are extracted in structured format for the customer's records but are not imported into Monday.com CRM.