Migrate from Tall Emu CRM to monday CRM

Tall Emu Company records map directly to Monday.com Organization. Standard fields (name, address, phone, email, website) migrate as typed Organization fields. We use company name as the dedupe key during import. Organization is created before Contact import so that the People-Organization relationship is satisfied at insert time. Australian addresses require postcode and state field mapping to Monday.com's address custom field format.

Tall Emu Contact records map to Monday.com People. Name, email, phone, role, and address fields migrate. We import People after Organizations and resolve the Organization link via company name match. Role or title from Tall Emu becomes a text custom field on the Monday.com Person since Monday.com People do not have a dedicated title field on the standard object. Any Contact without a parent Company is imported as a standalone Person and flagged for post-migration parent assignment.

Tall Emu Products include rich inventory attributes (SKU, pricing tiers, stock on hand, serial number tracking, BOMs, landed cost, reorder points) that have no native Monday.com equivalents. We migrate the standard product fields (name, SKU, description, unit price) as Monday.com Product entries linked to Deals. Inventory-specific attributes (serial numbers, BOM structures, landed costs, reorder points) are mapped to custom fields on a Products board in Monday.com, and the customer decides during scoping whether to include them or exclude inventory depth from the migration.

Tall Emu Pipelines with customisable Kanban stages map to Monday.com Deal pipelines. Stage names, probabilities, and ordering migrate. Each Tall Emu pipeline becomes a Monday.com Deal pipeline, and Tall Emu stage names map to Monday.com Deal stage labels. We preserve the original probability percentages in a custom field on each Deal stage since Monday.com Deals do not expose stage probability as a first-class setting in the same way.

Tall Emu Deals (opportunity records within a Pipeline) map to Monday.com Deals with the parent pipeline resolved, deal value mapped to Deal Amount, close date mapped, and owner resolved by email. Stage assignment maps from the Tall Emu dealstage property to the corresponding Monday.com Deal pipeline stage. Closed-Lost and Closed-Won statuses migrate with the original close reason preserved as a custom field.

Tall Emu Quotes with line items, pricing, terms, and acceptance status migrate as Deals with quote details stored in custom fields (quote number, terms, expiry date) and acceptance status mapped to a custom picklist (Draft, Sent, Accepted, Declined). PDF attachments and template styling do not migrate; we export filenames and flag for manual reattachment. Monday.com's native quoting feature (Pro tier) can be rebuilt for accepted Quotes post-migration.

Tall Emu Subscriptions have Plan, Status, Order Quantity, Billable Quantity, Price, Period, and Renewal Due Date. Monday.com has no native Subscription object. We map Subscriptions to Deals with Plan name as a custom field, Status as a custom field, Period as a custom field, and Renewal Due Date mapped to a custom date field. Deal Amount is set to the subscription price for pipeline visibility. The customer decides whether to create one Deal per Subscription or group by Plan.

Tall Emu Orders are generated from accepted Quotes and carry line items, quantities, and pricing linked to Products and Contacts. We map Orders to Deals or to Items in a dedicated Orders board depending on the customer's reporting needs. Order number and status (Fulfilled, Partially Fulfilled, Cancelled) are stored as custom fields. Fulfilment tracking does not migrate as Monday.com has no native fulfilment object.

Tall Emu Activities (calls, emails, meetings, tasks) with assignees, due dates, and completion status migrate as updates on the related Monday.com People, Organization, or Deal Item. We export the full activity log, transform each engagement type to a structured update entry, and attach it to the matching Item. Assignee mapping resolves by email to Monday.com User. Monday.com does not have a native activity timeline equivalent to traditional CRM activity objects; activity history appears as board updates and comments.

Tall Emu custom fields on Companies, Contacts, Products, and Deals migrate to Monday.com custom fields of equivalent type (text, number, date, dropdown, checkbox). Some Tall Emu modules do not support custom fields — we audit this during discovery. If a destination module lacks an equivalent custom field, we flag it for pre-migration creation or map to a text property and note it requires manual review. Monday.com's custom field dependencies (where one field requires another to be configured first) require schema sequencing during setup.