Migrate from Sales Creatio to monday CRM

Creatio Accounts map to Monday.com CRM Organizations. In Monday's Contacts board, the Organization column links contact items to their parent organization. We extract Creatio Account fields (name, industry, type, address, website) and map them to the corresponding Organization record's columns in Monday. If the destination Monday account does not use the Organizations feature, we create a separate Companies board and link contacts via a board relation column.

Creatio Contacts map to items on Monday's Contacts board. The contact's name, email, phone, communication preferences, lifecycle stage, and owner assignment migrate as typed columns. We resolve the owner by matching Creatio's hubspot_owner_id or user email to a Monday team member, flagging any unmatched owners for manual provisioning before the contact import phase.

Creatio Leads map to a separate Leads board in Monday CRM. The Lead source, status, rating, and conversion date migrate as columns on the Lead item. If Monday's Lead Scoring feature is active on the target plan, we map Creatio's lead score to Monday's numeric lead score column; if not, we preserve it as a custom numeric column.

Creatio Opportunities map to Monday CRM Deals on the Pipeline board. The deal name, amount, probability, close date, and pipeline stage migrate. Creatio's pipeline stage names map to Monday's Status column values on the Pipeline board. Probability and close date become numeric and date columns respectively. Closed-won and closed-lost reasons map to dedicated columns if they exist in the Creatio schema.

Creatio Cases (service tickets) map to items on a Cases board in Monday CRM. Status, priority, owner, and linked Account or Contact migrate as typed columns. Resolution notes migrate as a text column; SLA timer fields are preserved as date or duration columns. Custom case types require field-level mapping during the discovery phase.

Monday.com CRM has no native activity timeline equivalent to Creatio's Activities object. We create an Activity board (or use activity sub-items on the relevant Contact or Deal board) to preserve the history. Each activity type maps to a Group within the board, with columns for activity type, date, description, owner, and the Regarding link. This is a structural gap that requires explicit design during scoping; the customer chooses whether activities attach as sub-items to contacts and deals or live in a standalone board.

Creatio Orders map to items on a dedicated Orders board. Order headers migrate as the parent item; line items migrate as sub-items linked to the order. The Product lookup resolves to Monday items on a Products board, and quantity and pricing map to numeric columns on the line item sub-item.

Creatio Products map to items on Monday's Products board. Product name, pricing, unit type, and tax categories migrate as typed columns. Bundle and pricing rule support depends on Monday's data model capabilities; complex pricing rules may need to be simplified or documented as manual configuration tasks.

Creatio custom objects created in Studio have user-defined schemas that vary per instance. We perform a schema discovery pass, extract the full field list and field types, and create a Monday board with columns of corresponding types. Lookup fields between custom objects or to standard objects map to Monday board relation columns. This requires explicit scoping because Monday's board-column model may require restructuring deeply nested Creatio relationships.

Both standard and custom objects in Creatio can have user-added fields with custom data types (dropdowns, lookups, checkboxes, dates). We map each Creatio field type to a Monday column type: dropdown maps to Status or Dropdown column, checkbox to Toggle, date to Date column, lookup to Board Relation or Dropdown. Lookup fields require a separate target-record resolution step at migration time.

Files stored in Creatio's database or external S3/Azure Blob storage require extraction before migration. On-site Creatio instances can use the FileMigrator utility; cloud instances require Creatio support to initiate file extraction. We coordinate this extraction, re-upload files to Monday as item attachments, and re-link them to the corresponding migrated records. File-heavy objects (Attachments, Documents) are identified during the data audit phase and factored into the migration timeline.