Migrate from solve 360 to monday CRM

Solve 360 Contacts map to Monday.com People board records. Standard fields (name, email, phone, address) map to Monday's Person column types. Custom fields on Contacts in Solve 360 (text, number, date, selection) map to equivalent column types in the People board. Tags from Solve 360 migrate as Monday Labels attached to each Person record. The email address serves as the dedupe key during import.

Solve 360 Companies map to Monday.com Organizations in the People board. Company name, domain, address, and industry custom fields map to Organization column types. Child Contact records are re-linked via the Monday People board's Organization association. Tags on Companies migrate as Labels on the Organization record.

Solve 360 Deals map to Items on a Monday.com CRM board using the visual pipeline view. The deal name becomes the Item name, amount maps to a Numbers column, stage maps to the Status column representing pipeline stages, and close date maps to a Date column. We pre-create the pipeline structure in Monday.com with stage columns that mirror the Solve 360 pipeline configuration including any custom stage probability values stored as separate columns.

Each Solve 360 pipeline and its stage names are exported and recreated as Monday.com CRM Status column options on the pipeline board. Stage probability percentages migrate as read-only Numbers columns for reference. The customer reviews and approves the stage mapping before data import begins.

Solve 360 Tasks map to Items on a dedicated work-management board in Monday.com. Status (Open, Completed, Overdue) maps to the Status column; priority maps to a Labels or Priority column; due date maps to Date; assignee maps to the Person column. Time tracking data on tasks migrates as Numbers columns (duration in hours) if the account is on Pro or higher; otherwise it is preserved as a custom column and noted as a limitation.

Solve 360 Follow-ups are a distinct activity type tied to contacts or companies. We map them to Monday People board Activity entries with timestamp, type (call, meeting, email), and description preserved. If the Monday account is on Standard or higher with email and activity tracking enabled, the Follow-up content migrates as an Activity record. For Basic CRM plans, Follow-ups migrate as Notes on the associated Person or Organization record.

Monday.com has no native ticketing or support request object. We architect a dedicated Support board in Monday.com where each Solve 360 Support Request becomes an Item with status columns (Open, In Progress, Resolved, Closed), priority, assignee, and linked Person or Organization. The full request history and status transitions migrate as subitems or timeline entries. This is a structural reconstruction, not a direct object mapping; the customer reviews and approves the board schema before import.

Solve 360 Time Records attach to tasks, site notes, calls, and meetings. Monday.com includes time tracking only on the Pro plan ($28/user). For Standard and Basic CRM accounts, we export time records as Numbers columns on the parent Item or as subitems with duration, date, and billing flag. The customer decides whether time tracking justifies upgrading to Pro or reconstructing the data in a separate time-tracking integration.

Solve 360 user-defined custom fields on Contacts and Companies (text, number, date, selection) are exported with their field definitions and recreated as column types in the Monday.com People board. We match field types: text to Text column, number to Numbers column, date to Date column, and selection to Dropdown or Labels column. Note: Monday.com deprecated the custom-fields app feature in 2025 and migrated to the workflows infrastructure; native board columns remain fully supported.

Solve 360 tags on Contacts, Companies, Deals, and Tasks migrate as Monday.com Labels attached to the corresponding Person, Organization, or Item records. The tagging associations per record are preserved. Labels in Monday.com are board-scoped, so tags used across multiple record types may appear on multiple boards.

Attachments on Solve 360 Contacts, Companies, Tasks, and Support Requests are downloaded as files and re-uploaded to the corresponding Monday.com Person, Organization, or Item record using Monday's file upload capability. File metadata (name, type, size, upload date) is preserved as a reference column. Large attachments may require chunked upload handling.

Solve 360 workflow definitions encode logic specific to its automation engine. We do not migrate workflows as executable code. We export the full workflow configuration as a structured JSON reference document listing every active automation, its trigger conditions, steps, and assignees. The customer's admin rebuilds these as Monday.com automations using the automation builder, noting that Monday's automation limits are plan-gated (250/month Standard, 25,000/month Pro).