Migrate from Ringy (formerly iSales) to monday CRM

Ringy Leads are the primary record object and the only object with a documented CSV export path. We extract via the UI-based 'Generate CSV' function with the 'Include all custom fields' checkbox explicitly enabled. The resulting rows map to Monday.com People (Contacts) records. First name, last name, email, phone, and any custom fields extracted from the CSV are mapped to Monday.com Person column types. We deduplicate by email address before insert to prevent duplicate Person records in Monday.com.

Ringy Contacts exist as a separate object type but export via the same Lead CSV workflow in Ringy. We extract contact-level fields alongside Lead rows and normalize them into Monday.com People. If Contacts and Leads share the same email address, we consolidate into a single Person record. Tag values attached to the Contact in Ringy migrate to Monday.com Tags on the Person record.

Company records in Ringy can be filtered in the Lead CSV export and appear as associated data on Lead rows. We extract company name, domain, address, and any company-level custom fields and normalize them into Monday.com Company records. Monday.com Companies link to People (Contacts) via the relationship column. If no company data exists in Ringy for a given Contact row, we create a placeholder Company record with the domain parsed from the contact's email address.

Ringy Deals are associated with Leads and can be included in CSV exports via filtering. Deal name, amount, stage, close date, and owner map to Monday.com Deal board Items with corresponding column values. We preserve the pipeline name as a board label and stage names as status column values on the Deal board. Owner assignment resolves via email match to Monday.com Team Members.

Ringy pipeline stage definitions are preserved as metadata during extraction and mapped to Monday.com Status column options on the Deals board. Each Ringy pipeline maps to a separate Monday.com CRM Deals board or a separate group within a single Deals board, depending on the customer's preferred structure. Stage probabilities from Ringy are noted in the documentation but are set manually in Monday.com as there is no native probability field.

Activity records — calls, emails, and SMS — appear in Ringy's Lead export as associated history rows. We extract activity timestamps, activity type, disposition data, and notes where available from the CSV rows. Activity type maps to the Monday.com Activity sub-type (call, email, meeting). Activity content and notes migrate to Monday.com Activity records linked to the corresponding Person (Contact) record. We preserve activity ordering by timestamp to maintain the Person's activity timeline.

Ringy custom fields on Leads must be explicitly included via the 'Include all custom fields' checkbox during CSV export. We map each Ringy custom field to the closest Monday.com column type: text fields map to Text columns, numeric fields to Number columns, date fields to Date columns, and multi-value fields to List columns. If a Ringy custom field contains a value set, we create a corresponding List option in Monday.com. Any dependency relationships between Ringy custom fields are documented as Monday.com Column Dependencies for manual configuration.

Tags applied to records in Ringy appear in the CSV export depending on how the record was structured. We extract tag values from Lead and Contact rows and apply them as Tags on the corresponding Monday.com Person record. Tag-based segmentation in Ringy maps to Monday.com Tag filtering in board views.