Migrate from Teamgate to monday CRM

Teamgate People records are a single contact object with no explicit lead/contact distinction. We analyze deal association and recent activity history to determine qualification status: People with no associated Deals and no activity in the last 90 days route to Monday.com Lead; People with active Deals or recent activity route to Monday.com Contact linked to an Organization. We preserve the original Teamgate contact ID in a custom field (teamgate_id__c) on both Lead and Contact for audit traceability.

Teamgate Company records map 1:1 to Monday.com Organization. Fields including company name, domain, industry classification, employee count, and address data migrate into Monday.com Organization fields. Teamgate's company ID stores in a custom field (teamgate_company_id__c) on the Organization for relationship auditing. An Organization is created before any Contact or Lead import so that the relational link is satisfied at insert time.

Teamgate Deals migrate as Items within a dedicated Monday.com CRM board representing the sales pipeline. The Deal value, expected close date, loss reason, and owner assignment map to Item column values. If the customer uses multiple Teamgate Pipelines, we create a separate CRM board per pipeline with Group names matching the Teamgate stage names. Stage probability weights migrate as a numeric column for reference by the sales team.

Each Teamgate Pipeline becomes a Monday.com CRM board with the pipeline name as the board title. Stage names from the Pipeline become Group labels within the board. We preserve stage sequence order and probability percentages as a reference column. Monday.com's board structure allows unlimited Groups per board, matching Teamgate's multi-pipeline capability across Standard and Pro tiers.

Teamgate tags are flat string labels applied to People, Companies, and Deals. They map directly to Monday.com's tag field on the corresponding record type. We export the normalized tag list per record and import as Monday.com tag strings. Tag deduplication (identical labels across People, Companies, and Deals) is preserved as separate tag entries per record.

Teamgate custom fields on People, Companies, and Deals map to Monday.com column types: text fields become Text columns, numeric fields become Number columns, dates become Date columns, and dropdown selects become Dropdown or Tags columns. Multi-select checkboxes may split into multiple single-select columns or a Tags column depending on the customer's preference. We create the destination column schema before data import and map field values during the transform phase.

Teamgate Users map to Monday.com Workspace members. We extract owner assignment from every People, Company, and Deal record and resolve by email match against the Monday.com destination workspace user list. Any Teamgate Owner without a matching Monday.com User enters a reconciliation queue; the customer provisions the account before record migration continues. Inactive Teamgate users are mapped as inactive Monday.com members with items reassigned to the active owner during migration.

Monday.com CRM boards do not have a native activity sub-object equivalent to Teamgate's Activity records. We convert Teamgate call, email, meeting, and task history into Notes and Comments attached to the migrated Items. The activity type, timestamp, duration (for calls), and content migrate as structured text within the Note or Comment body. This approach preserves the historical record but requires the sales team to adjust workflow expectations around activity tracking in Monday.com.