Migrate from Swivl Tech to monday CRM

Swivl contact records migrate as monday CRM People items. Core fields including name, email address, phone number, job title, physical address, and lifecycle stage map directly to corresponding monday CRM column types. Owner assignment is resolved by matching the Swivl owner email against monday CRM user accounts. Any unmatched owners are flagged for team member invitation or fallback assignment.

Swivl company records migrate as monday CRM Organizations. Standard fields including company name, website domain, industry classification, employee count, and annual revenue map to monday CRM Organization column types. Parent-child company hierarchies present in Swivl are replicated using monday CRM Organization Groups, preserving corporate structure relationships within the migrated workspace.

Swivl deals migrate as items on a monday CRM Deals board. Deal name, amount, stage, close date, and owner map to monday CRM column types (Text, Number, Status, Date, Person). Deal stage maps to a monday CRM Status column with custom labels matching Swivl's pipeline stages.

Swivl job records have no direct monday CRM equivalent — we create a custom Work Orders board with custom columns for service_type, job_status, technician_id, scheduled_date, ai_estimate, customer_address, site_notes, and other Swivl-specific fields. The job is linked to its related Contact and Organization via monday CRM's person and organization column types.

Swivl invoices migrate as items on a custom Invoices board. Invoice number, amount, status, due date, and associated contact/organization map to monday CRM column types. The invoice is linked to the corresponding Deal and Work Order items via monday CRM's item linking or Lookup column.

Swivl scheduling records — appointment times, technician assignments, travel time, job duration — migrate as items on a custom Schedule board. Start and end times map to monday CRM Date columns; technician maps to a Person column; linked job maps via item linking.

Swivl custom fields such as ai_estimate, customer_location_latlong, site_access_code, and technician_skill_tags are evaluated individually for each target board during migration planning. Each board's item type receives the corresponding custom monday CRM column configured with the matching data type, whether Number, Text, Date, Location, Tags, or other supported column formats.

File attachments stored in Swivl on job records, contact profiles, or invoices are downloaded from Swivl storage and re-uploaded to monday CRM File columns attached to the corresponding migrated items. Monday CRM enforces file size limits based on subscription plan — Standard and higher plans allow 25MB per file, while Basic accounts are limited to 2MB. Files exceeding plan limits are flagged for manual handling or external link substitution.

Swivl owner and technician IDs are resolved by email match against monday CRM users. Unmatched owners are flagged before migration — your team either invites them to monday CRM first or assigns records to a fallback Person. Technician skill tags from Swivl map to a Text or Tags column on the Work Orders board.

Swivl activity logs — calls, emails, notes, site visit records — are imported as monday CRM Updates on the relevant items (Contact, Job, Deal) with original timestamps and owner attribution preserved. Linked activity summaries are also written to Item Notes for quick reference.

Swivl workflow automations — trigger-based job routing, status-change notifications, scheduling rules — have no monday CRM equivalent and do not migrate. We export your Swivl workflow definitions as a reference document your monday CRM admin can use to rebuild automations using monday's Automations 2.0 builder or Integrations with Zapier/Make.

Swivl built-in reports (revenue pipeline, technician utilization, job cycle time) do not migrate — monday CRM's reporting requires rebuilding dashboards from migrated board data. monday CRM Dashboards combine widgets from multiple boards; our migration plan includes a dashboard skeleton mapping Swivl report dimensions to monday widget types.