Migrate from Pure Chart to monday CRM

Pure Chart contacts map to Monday CRM Items on a Contacts board. Each contact property becomes a Monday column — name splits into First Name and Last Name columns, email maps to the dedicated Email column type. The board item's title field holds the contact's full name. Monday's People column holds the owner; multiple assignees are possible but a single primary owner rule applies.

Pure Chart companies map to Monday CRM Items on an Accounts or Companies board. The company name populates the Item title, domain maps to a Website column, industry maps to a Dropdown or Tags column, and employee count maps to a Numbers column. Multi-company contacts in Pure Chart (N:1 relationships) become separate Account Items linked by a Connect Boards column.

Pure Chart deals map to Monday CRM Items on a Deals board. Deal name becomes the Item title, amount maps to a Numbers column (no native currency type in Monday CRM — currency formatting handled as post-migration configuration), close date maps to a Date column, and owner maps to a People column. Pipeline stage maps to the Status column, with each status option representing a pipeline stage.

Pure Chart's named pipelines (e.g., Enterprise Sales, SMB) translate to a Status column on the Deals board where each status option is a pipeline stage. If multiple named pipelines carry distinct stage sets, each pipeline maps to its own board or uses a secondary Dropdown column for pipeline name. Monday's filter and group-by features replicate pipeline-level reporting views.

Each Pure Chart pipeline stage value maps to a corresponding Monday CRM Status column option. Stage probability weights do not transfer — Monday CRM has no probability field natively; probability logic must be rebuilt using a Numbers column with automation-calculated values or handled in reporting outside Monday CRM.

Pure Chart owner IDs resolve by email match to Monday CRM workspace members. Unresolved owners are flagged before migration — the team either invites them to Monday first or assigns a fallback owner. Monday's People column supports multiple assignees per Item, so the mapping applies a primary-owner rule if Pure Chart enforces single ownership.

Pure Chart engagement records (calls, emails, meetings, notes) migrate as board Updates on the related Item — preserving the original timestamp, activity type, and notes content. High-volume activity logs can alternatively use subitems with a custom Activity Type column rather than Updates to maintain structured searchable records.

Pure Chart file attachments re-upload to Monday CRM's Files section and are linked to the corresponding Item via a URL column pointing to the Monday-hosted file. Original filenames and file sizes are preserved in column metadata. Inline images in notes are downloaded, re-hosted in Monday Files, and the link replaces the inline image reference.

Pure Chart custom fields map to Monday CRM custom columns. The mapping checks Monday's import-supported column types — Status, Date, Numbers, Text, Dropdown, Tags, Checkbox, etc. Custom properties whose types fall outside Monday's supported import list default to Text columns and are flagged for type correction post-migration. The full custom property list is delivered in the migration plan before data moves.

Pure Chart workflows, sequences, and automation rules do not transfer to Monday CRM. Monday's automation builder operates at the board level with trigger-action logic. FlitStack AI exports Pure Chart workflow definitions as a structured reference document so the Monday admin can rebuild equivalent automations in Monday's builder using the exported configuration as a checklist.

Pure Chart reports and dashboards do not transfer — underlying data migrates, but the report layout, metric definitions, and visualization configurations require manual rebuilding in Monday CRM's built-in Dashboard widgets or an external BI tool. The migration plan includes a list of source reports to reference during the rebuild phase.

Pure Chart third-party integrations (email sync, calendar, phone) cannot be transferred to Monday CRM because each platform's integration tokens and OAuth credentials are platform-specific. FlitStack documents every active integration so the team can reconnect them post-migration during the monday.com integrations setup phase.