Migrate from RSoft CRM to monday CRM

RSoft Contacts map to Monday CRM Person records. We extract Contact name, email, phone, address, lifecycle stage, and owner from the RSoft CSV export and map them to Monday's Person column set (Name, Email, Phone, Address, Status, Owner). Contacts without an associated Company record in RSoft import as Persons with the Company field left blank. Custom contact properties beyond RSoft's 5-field tier limit are audited during scoping and remapped to Monday custom columns; any exceeding the destination plan's column cap are flagged for the customer to resolve.

RSoft Leads and Contacts both map to Monday CRM Person records, differentiated by a Status column (Lead, Contact). We apply a status-split rule during the CSV transform: RSoft records where record_type equals Lead receive Status=Lead, and all others receive Status=Contact. The original RSoft lead source, lead score, and assigned owner migrate as Monday custom columns. Lead-to-Contact conversion history in RSoft (the conversion timestamp and converted-by fields) migrates as a custom text column to preserve the audit trail.

RSoft Company records map to Monday CRM Company records. Company name, industry, size, address, website, and owner migrate directly. The Company record must import before any Person record that references it so that the Monday Person-Company relationship is established at insert time. We sequence the import as Companies first, Persons second. Company is the deduplication key: if a Company with the same name exists in Monday, we flag it for deduplication rather than duplicate creation.

RSoft Deals map to Monday CRM Deal records on a dedicated Deals board. The RSoft pipeline name becomes the Monday board name, and each RSoft Pipeline Stage becomes a Monday Status column value. Deal amount, probability, expected close date, owner, and associated Company and Contact/Person references migrate as typed columns. We extract stage probability percentages from RSoft and set them as Monday Deal probability columns during import.

Each RSoft pipeline with its ordered stages becomes a Monday Deals board with a Status column where each RSoft stage name maps to a distinct Status value. Stage position order migrates as the Monday Status column ordering. Stage-specific automation triggers from RSoft (which fire when a Deal enters a given stage) are documented as Monday Automation recipes during the workflow inventory step for the customer's admin to rebuild.

RSoft Activity records of type Call migrate to Monday Updates on the related Person or Deal record, logged with a timestamp column, a Duration column (in minutes), and a Notes column capturing the call outcome. The Call column set is added to the relevant board during schema design. RSoft IVR call logs and autodialer call recordings do not export via standard CSV and are flagged as unsupported in the migration scope; a separate file-based transfer is recommended for audio files.

RSoft Activity records of type Email migrate to Monday Updates on the related Person or Deal record. The Update body carries the email subject and a trimmed body; full email thread content is logged in a separate long-text column. We flag any RSoft email records affected by the deliverability issues cited in G2 reviews and advise the customer to audit email content accuracy before import.

RSoft Activity records of type Meeting and Note migrate to Monday Updates on the related Person or Deal record. Meeting records carry a Date column and Location column; Note records carry the body as a rich-text column. Historical activity ordering is preserved by setting the Monday Update timestamp to the original RSoft activity creation date. Activities without a parent record (orphan activities) are flagged in a reconciliation queue.

RSoft Ticket records map to Monday CRM Case records on a dedicated Cases board. Ticket subject, status, priority, assignee (owner), and conversation history migrate to Monday columns and Updates respectively. RSoft custom ticket fields beyond the 5-field tier cap are audited and flagged during scoping. Ticket pipelines (if the customer uses multiple RSoft ticket queues) map to separate Monday boards or board groups.

RSoft User accounts map to Monday Team Members. We extract the full user roster from RSoft (name, email, role) and create corresponding Monday team member invites during the migration. Owner references on Deals, Persons, and Tickets resolve by email match. Any RSoft Owner without a matching Monday user is held in a reconciliation queue for the customer's admin to provision before Deal and Activity import begins.

RSoft Tags on Contacts, Leads, Deals, and Tickets export via CSV and migrate as Monday Tags. Tags deduplicate during import: if the same tag string appears across multiple object types in RSoft, it creates a single Monday tag that applies across boards. The customer chooses during scoping whether tags should be board-scoped or account-wide.