Migrate from Tango CRM to monday CRM

Tango CRM Contact records map to Monday.com People entities and to Person-type column values on the CRM board. Standard fields (name, email, phone, address) map to Name, Email, Phone, and Location column types. Email addresses serve as the dedupe key during import. Custom Contact properties (dropdown, date, number, text) map to equivalent Monday column types. Multi-select tag fields from Tango CRM split into individual Monday label or checkbox column values.

Tango CRM Company records map to Item rows on a Monday.com Account board with the Company Name as Item name. Industry, size, website, and address fields map to text, number, or dropdown columns on the board. We set up the Account board before Contact migration so that Contact Items can link to their parent Company via a Link-to-Items column.

Tango CRM Deal records map to Item rows on Monday.com Pipeline boards. Each pipeline stage in Tango CRM becomes a Monday Group (left-side column divider) on the destination board. Deal value, expected close date, and owner map to numeric, date, and person column types respectively. Stage labels do not map 1:1; we produce a stage mapping worksheet during scoping and apply the reconciliation at import time.

Tango CRM pipeline definitions (stage order, stage labels, stage automation hooks) export as board configuration. We recreate each pipeline as a separate Monday.com Board with Groups representing stages. Group order and names are applied from the mapping worksheet. Monday.com does not have native stage-level probabilities; probability tracking requires a separate numeric column if needed.

Tango CRM logged emails map to Monday.com Item Updates with email body text and timestamp preserved. Without a first-class engagement object in Monday.com, emails appear as chronological updates on the Item's update stream, tagged with a label for type identification. The source Contact or Deal Item is linked via the Item's existing relationships.

Tango CRM logged calls map to Monday.com Item Updates with call duration, disposition, and notes in the update body. We include a type label (Call In, Call Out, Missed) in the update text for filtering. Call recording links, if available from the source, migrate as text URLs in a Link column on the Item.

Tango CRM meeting engagements map to Monday.com Item Updates with meeting title, attendees, location, and outcome text. If the customer uses Google Calendar or Outlook integration with Monday.com, meetings may also appear as calendar events; we document the calendar sync configuration separately during handoff.

Tango CRM logged tasks (completed activities) map to Item Updates with task description, status, and completion timestamp. Open tasks in Tango CRM can optionally map to Monday.com sub-items on the parent Contact or Deal Item if the customer prefers task-level tracking in the board; this is confirmed during scoping.

Free-text notes from Tango CRM migrate as Item Updates on the linked Contact or Deal Item. HTML-formatted notes are stripped to plain text. If the note references an attachment, we note the reference in the update text and document it in the post-migration checklist for manual re-upload since Monday.com does not store file attachments natively within notes.

Tango CRM Owners map to Monday.com workspace members by email address. We extract the owner list from the source export and match against the destination workspace's member roster. Any Tango CRM owner without a matching Monday.com account is held in a reconciliation queue for the customer's admin to provision before record import begins. Role and permission sets do not transfer.

Tango CRM custom properties on Contacts, Companies, and Deals map to Monday.com board column types: text fields to Text columns, numbers to Numbers, dates to Date, dropdowns to Dropdown or Tags, checkboxes to Checkbox, and URLs to Link. We produce a column mapping worksheet during the mapping phase. Dropdown fields require value-level mapping if the destination uses a picklist that must be pre-populated.

File attachments stored within Tango CRM records (uploaded documents, signed contracts, images) cannot be extracted without a confirmed API endpoint or download mechanism. We do not migrate attachments to avoid silent data loss. We document every attachment reference found during scoping in a post-migration checklist that the customer's admin uses to manually re-upload files to the destination Item or linked storage.