Migrate from Rainbow CRM to monday CRM

Rainbow CRM Contacts export as flat records with standard fields (name, email, phone, address). We map these directly to Monday.com CRM People items on a designated CRM board. Email serves as the dedupe key. Lifecycle stage is not a native Rainbow CRM field and will not appear in exports; we create a custom Status column on the People board to capture any informal stage data if it appears in the export. We import Companies first to enable company-name matching on contact imports where Monday.com CRM requires it.

Rainbow CRM Companies export as flat records. Monday.com CRM has a dedicated Companies section separate from People items. We import Companies before People to enable the company-name matching link on contact records. Company domain and address fields map to Monday.com's standard company properties.

Rainbow CRM Deals map to Monday.com CRM Deals with the Deal Amount, expected close date, and deal name preserved. The critical mapping is the pipeline stage label: Rainbow CRM uses internal stage names that do not match any standard CRM convention. We present a stage mapping table during scoping and apply the agreed mapping to Monday.com Deal Status values before the first import batch. Closed-Lost and Closed-Won states map from any Rainbow CRM terminal stages the customer identifies.

Each distinct Rainbow CRM pipeline stage becomes a Monday.com Deal Status value. We extract the stage names from the export during discovery, deduplicate them, and present the full list to the customer for confirmation. The customer defines which statuses map to open versus closed stages. Stage probabilities do not migrate automatically; we configure them on the Monday.com Deal board as a separate step.

Rainbow CRM Leads export as a separate object but may share email addresses with existing Contacts. We deduplicate at import time and flag any email conflicts for customer review before writing records. In Monday.com CRM, leads can live as People items with a lead-specific tag or as items on a separate Leads board; we agree on the structure during scoping.

Rainbow CRM Tasks export as flat records without assignee IDs. We map task title, due date, and description to Monday.com Item properties. Assignee resolution requires a cross-reference against Monday.com team members after scoping. Tasks without an assignable owner become unassigned Items on the relevant board for the customer's admin to distribute post-migration.

Activity history exports from Rainbow CRM in a denormalized format. We reconstruct activity threads and attach them to the correct Contact or Deal Item in Monday.com CRM. Call duration and disposition map to custom columns if they appear in the export. Email content maps to a Long Text column on the Item. Meeting dates and attendees map to Date and People columns respectively. Activity ordering is preserved using the original timestamp.

Rainbow CRM exposes a subset of custom fields in its exports, and not all custom field types are included. We inspect the export schema during discovery and flag any custom properties that do not appear. For each visible custom field, we create the equivalent Monday.com custom column (Text, Number, Date, Dropdown, Link, or Checkbox) on the relevant board before migration. High-value custom fields that do not appear in the export require manual extraction or a coordinated direct data pull from Rainbow CRM.