Migrate from RETAINUSER CRM to monday CRM

RETAINUSER Contact records map to Monday.com CRM People entities. Standard fields (name, email, phone, address) map to the equivalent People properties. We preserve the original contact owner by mapping the RETAINUSER owner to the Monday.com team member assigned to the entity. Custom fields on Contacts require field-level property creation in Monday.com before migration and are mapped individually during the transform phase.

RETAINUSER Leads migrate to Monday.com CRM People entities when the destination workspace uses a unified contact model. If the customer maintains separate Lead and Contact boards in Monday.com, Leads land on a dedicated Lead board as items. We preserve lead source, lead status, and assignment owner on the item. Where RETAINUSER has no separate Lead object (contact model only), all records migrate as People entities with a lifecycle_status property preserved from the original lead flag.

RETAINUSER Company records map to Monday.com CRM Organizations. Company name becomes the Organization name, domain becomes the website property, and the contact-company linkage is preserved by linking the migrated People entities to their Organization. If the destination Monday.com account does not use the Organization feature, Company data merges into People entity properties (company name, industry, size) as a flat attribute.

RETAINUSER Deals map to items on Monday.com CRM Deal boards. Deal value maps to the Monopoly column or a numeric property, expected close date maps to a Date column, and owner maps to the item assignee. We resolve the contact or organization link so the item is connected to the correct CRM entity. Closed-won and closed-lost deals are flagged with a Status column value matching the original deal outcome.

RETAINUSER Pipeline configuration (stage names, stage order, win/loss criteria) maps to Monday.com board columns. Each RETAINUSER pipeline becomes a separate Deal board, and the pipeline stages become column groups on that board. We extract the full pipeline configuration during scoping and configure the board columns before any Deal items are imported, so the stage labels are identical in the destination.

RETAINUSER Activity records (calls, emails, meetings, notes) migrate as Activity Log entries attached to the related Contact or Deal item in Monday.com CRM. The original timestamp, activity type, owner, and notes content transfer to the Activity Log. For emails, the subject and body content migrate as an Update or Activity Log entry rather than a native email sync, since email sync requires an active mailbox connection in Monday.com.

RETAINUSER email and SMS templates export as plain-text content artifacts with merge field placeholders preserved. Monday.com CRM does not have a native template library with merge field injection for outbound email at the free or Basic tier; templates are documented for admin reference and re-created in Monday.com's email sequences or external email tools. We do not migrate template-to-contact associations.

RETAINUSER custom fields on Contacts, Companies, and Deals require pre-creation of equivalent properties in Monday.com before data migration. We extract the full custom field schema during discovery, including field type, picklist values, and defaults. Picklist values map to Monday.com Dropdown or Tags columns; text fields map to Text columns; date fields map to Date columns. Field ordering in the source does not carry over; we document the original order for admin reference.

File attachments stored against RETAINUSER Contacts, Companies, or Deals export as individual files and re-upload to the linked CRM Entity or Board Item in Monday.com. We handle attachments in a separate batch after the main record migration to avoid timeout failures during the primary import window. Large files are chunked and uploaded individually with retry logic.

RETAINUSER User records map to Monday.com Team Members by email match. Inactive RETAINUSER users who should not consume a Monday.com seat are flagged for archiving rather than active migration. The customer's Monday.com admin provisions the team member seats before the migration run so that OwnerId references resolve correctly on import.