Migrate from RAYNET CRM to monday CRM

RAYNET Contact records (name, email, phone, address, lifecycle stage) map to Monday.com CRM Person items on a dedicated Contacts board. The person column type in Monday.com CRM stores name and email natively. Lifecycle stage from RAYNET maps to a custom status or dropdown column in Monday since Monday does not have a native lifecycle stage property. RAYNET GPS coordinates derived from address (Map Analysis) are preserved as separate address subfields in the destination contact record.

RAYNET Account (Company) records map to Monday.com CRM Organization items on a Companies board. Organization items in Monday.com store company name, domain, and associated contacts. Account-Contact relationship is preserved by linking Person items to their parent Organization item using Monday's link-to-item column. We sequence Accounts into Monday before Contacts to satisfy the organization link dependency.

RAYNET Deals map to items in a Monday.com CRM Deals board structured as a pipeline. The RAYNET pipeline stage becomes a Status column value in Monday, and deal value maps to a Numbers column. Probability migrates as a custom numbers column if the customer requires it. If the customer is on RAYNET START or PROFESSIONAL (single pipeline), we create one Deals board in Monday; if ENTERPRISE with multiple pipelines, we create one board per RAYNET pipeline and coordinate the board count with the customer during scoping.

RAYNET activity records (Call, Email, Meeting) linked to Contacts and Accounts do not have a direct Monday.com CRM equivalent object. We migrate activity data as items on an Activity board linked via link-to-item to the relevant Contact and Account items. Activity type, subject/body, timestamp, duration, and outcome map to text, date, and numbers columns on the activity item. The customer's admin may alternatively prefer to attach activity summaries as document items or notes on the contact record, depending on their preferred timeline representation in Monday.

RAYNET Sales Order records (Subject, Final Price, Status, Estimated Costs, Delivery Date, Shipping/Billing address) map to items in a dedicated Orders board in Monday. Sales Order status maps to a Status column, price and cost map to Numbers columns, and dates map to Date columns. Shipping and billing addresses migrate as separate text or address subfields.

RAYNET Quote records linked to Deals and Accounts map to items in a Quotes board in Monday. Validity dates migrate as Date columns, line-item pricing migrates as a subitem structure or Numbers column, and the quote-to-deal relationship uses Monday's link-to-item column to connect the Quote item to the corresponding Deal item.

RAYNET custom fields on Contact and Account records are extracted via list export and mapped to equivalent Monday.com column types: text properties become Text columns, dates become Date columns, dropdown lists become Dropdown or Status columns, and multi-select values become Multi-select columns. We create the column schema in each destination board before data import begins. Custom field value mapping is documented in a field-level mapping table delivered with the migration scope.

RAYNET User accounts with role assignments and deal ownership map to Monday.com account members. We resolve RAYNET Owner email to Monday.com user by email match during migration. Any RAYNET Owner without a matching Monday.com user is held in a reconciliation queue for the customer's admin to provision before record import continues. Person and numeric columns showing assigned owner in Monday are populated during this resolution pass.

RAYNET tags on Contacts and Deals migrate as Multi-select column values on the corresponding Monday.com board items. We extract the distinct tag values from RAYNET list export, create matching Multi-select options in Monday during schema setup, and populate the column during import. The customer chooses whether tags representing marketing segments map to Monday Topics instead during scoping.