Migrate from Results to monday CRM

Scoping call and export verification

We schedule a discovery call with the customer's Results admin to confirm the record types in scope (Contacts, Companies, Deals, Activities, Custom Fields, Attachments). We request a representative data export in the available format and verify field completeness. If the export format lacks usable headers or standard fields (name, email, phone), we flag these gaps and agree on a workaround before proceeding. The scoping output is a written migration scope document with record counts, field inventory, and a mapping table.

Schema design in Monday.com CRM workspace

We create the Monday.com CRM workspace before any data moves. This includes configuring the Deals board with a Status column matching the Results pipeline stages, setting up the People and Companies entities with the column types confirmed during scoping, and creating any additional boards required for custom objects or multi-pipeline structures. Column names are set to match Results field labels so that the mapping is readable by the customer's admin without a glossary.

Data cleaning and dedupe sequencing

We run a data-cleaning pass on the Results export before insertion. This includes removing duplicate Contacts (matched on email address), standardizing phone number formats, converting date fields to ISO 8601, and flagging any records with missing required fields (no email, no name). The dedupe pass prevents duplicate People records from entering Monday.com CRM, which is important because Monday.com's native duplicate detection is manual.

Company and People migration

We migrate Companies first, then People, because the People entity requires a Company link (optional in Monday.com CRM but recommended for data integrity). We insert Companies by name with any available fields (domain, industry, employee count) mapped to the configured column types. People records insert with email as the dedupe key, and each record receives the resolved Owner assignment by email-to-User matching. Any unmapped Owners go to a reconciliation queue for the admin to resolve.

Deal migration with pipeline staging

We migrate Deals after Companies and People are confirmed in Monday.com. Each Deal links to a Company (required for CRM best practices even if optional in the tool) and receives the Status assignment derived from the Results pipeline and stage mapping configured in Step 2. Deal amount, close date, and owner migrate to the corresponding number, date, and person columns. Any Deals with missing required fields are held in a review queue rather than inserted with incomplete data.

Activity history migration

We migrate call, email, meeting, and note records as Activity Log entries or linked items on the corresponding People, Company, or Deal record. Activities insert after the parent record (People or Deal) is confirmed in Monday.com to satisfy the relationship. We run a dedupe pass grouped by People ID and timestamp before inserting to avoid redundant activity entries. Attachments migrate as file links on the parent record. Each activity phase emits a row-count reconciliation report.

Cutover, validation, and automation inventory delivery

We freeze write access to Results during the cutover window, run a final delta migration of any records modified during the migration window, then mark Monday.com CRM as the system of record. We deliver the automation and workflow inventory document to the customer's admin for rebuilding in the Automation Center. We support a one-week hypercare window for reconciliation issues. We do not rebuild automations as code or configure dashboards inside the migration scope; these are separate post-migration tasks.