CRM migration
Field-level mapping, validation, and rollback between TeamSystem CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
TeamSystem CRM
Source
monday CRM
Destination
Compatibility
4 of 8
objects map 1:1 between TeamSystem CRM and monday CRM.
Complexity
BStandard
Timeline
4-6 weeks
Overview
Moving from TeamSystem CRM to Monday.com CRM is a structural migration across two fundamentally different architectures. TeamSystem stores CRM objects alongside accounting, HR, and operational data in a unified database, which means extracting clean sales data requires identifying CRM-specific tables before export. Monday.com uses a board-and-column data model rather than standard CRM objects, so Contacts become People items, Companies become linked boards, Deals become board items with monetary columns, and Activities become item updates or related items. We build the CRM-ERP separation map during discovery, validate it against the customer's TeamSystem schema, then map every extracted record into the Monday.com board structure before cutover. Workflows and automations from TeamSystem do not migrate; we deliver a written inventory for the customer's team to rebuild using Monday.com's automation engine. Monday.com's per-seat pricing tiers are public, replacing TeamSystem's opaque custom quotes with predictable monthly cost.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a TeamSystem CRM object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
TeamSystem CRM
Contact
monday CRM
Person (People item)
1:1TeamSystem Contact records map to Monday.com People items within the CRM workspace. Name, email, phone, address, and ownership assignment transfer to the corresponding Person column types. Owner resolution uses email matching against Monday.com team members. Where TeamSystem Contact records have no email, we flag for the customer admin to assign ownership manually in Monday.com before or after import.
TeamSystem CRM
Company
monday CRM
Entity or Board Group
1:1TeamSystem Company records map to Monday.com Entities (if the CRM workspace has Entities enabled) or to a dedicated Board containing linked Company items. The Company name becomes the Entity name; associated Contact items are linked via the relationship column. We create the Entity or Company board before any Contact import so the relationship is satisfied at insertion.
TeamSystem CRM
Lead
monday CRM
Person with Status column
lossyTeamSystem Lead records with status, source, and scoring fields map to Monday.com People items with a Status column configured to reflect the customer's lead lifecycle stages. The original lead score value transfers to a Number column. If Monday.com CRM Entities are not enabled, leads import as People items alongside contacts with the Status column distinguishing lifecycle stage.
TeamSystem CRM
Opportunity
monday CRM
Board item with monetary columns
1:1TeamSystem Opportunity records map to Monday.com board items with Deal Value mapped to a Number or Currency column, Stage mapped to a Status column, Expected Close Date mapped to a Date column, and Pipeline assignment mapped to a Group or separate Board. The deal name becomes the item title. We configure the Status column values to match the TeamSystem pipeline stages before migration.
TeamSystem CRM
Pipeline
monday CRM
Board + Status column configuration
lossyTeamSystem pipeline definitions (stage names, probabilities, and sequence) map to a Monday.com Board with a Status column. Each pipeline in TeamSystem becomes a separate Board or a Group within a single Board, depending on whether the customer wants unified or separated pipeline views. Stage probabilities do not transfer as formulas in Monday.com; we document the probability values for the customer to reference or rebuild as automation triggers.
TeamSystem CRM
Activity (calls, emails, meetings, tasks)
monday CRM
Item Updates, Subitems, or related Board items
1:manyTeamSystem Activity records (calls, emails, meetings, tasks) link to contacts or deals. We map calls and tasks to item Updates on the related Person or Deal item. Meetings with attendees map to a separate Meetings board linked by a relation column. Email content migrates as item Updates with a text section; we note that full email threading requires the customer's email integration to be configured in Monday.com post-migration.
TeamSystem CRM
Custom Fields
monday CRM
Custom columns
lossyTeamSystem custom fields on any standard object map to custom columns in Monday.com. We query the TeamSystem field registry during discovery to capture all non-standard field definitions, then configure matching column types in Monday.com before import. Monday.com supports text, number, date, dropdown, checkbox, link, and formula columns at all tiers.
TeamSystem CRM
User / Owner
monday CRM
Team Member
1:1TeamSystem User records with role assignments and record ownership map to Monday.com Team Members. Owner resolution happens by email match. Any TeamSystem Owner without a matching Monday.com account goes to a reconciliation queue for the customer's admin to provision before record import resumes. We do not map TeamSystem role hierarchies to Monday.com permission sets directly; these are documented for manual configuration.
| TeamSystem CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Person (People item)1:1 | Fully supported | |
| Company | Entity or Board Group1:1 | Fully supported | |
| Lead | Person with Status columnlossy | Fully supported | |
| Opportunity | Board item with monetary columns1:1 | Fully supported | |
| Pipeline | Board + Status column configurationlossy | Fully supported | |
| Activity (calls, emails, meetings, tasks) | Item Updates, Subitems, or related Board items1:many | Fully supported | |
| Custom Fields | Custom columnslossy | Mapping required | |
| User / Owner | Team Member1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
TeamSystem CRM gotchas
Custom pricing with no public tiers
ERP-CRM data entanglement complicates clean CRM exports
API is not publicly documented
Implementation typically requires IT involvement and paid setup
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Discovery and data separation map
We audit the TeamSystem environment with the customer's IT team to identify which database tables correspond to the CRM layer (Contacts, Companies, Opportunities, Activities) versus the ERP layer (invoices, payroll, accounting). We extract a record count baseline across all CRM objects, document active workflow rules and custom field definitions, and confirm API credential availability or coordinate with TeamSystem support for export access. The discovery output is a written migration scope, a CRM-ERP separation map, and a Monday.com board configuration plan.
Schema design and board configuration
We design the Monday.com CRM workspace structure based on the TeamSystem pipeline and object inventory. Each TeamSystem pipeline becomes a Monday.com Board with Status column values matching the source stages. Contact fields map to People column types. Deal monetary values map to Number or Currency columns. Custom fields from TeamSystem map to custom columns. We configure the workspace in Monday.com before any data import so that the schema exists at the time of record insertion.
Data extraction and transformation
We extract CRM records from TeamSystem using the API (or database export with vendor coordination), applying the CRM-ERP separation filter to exclude financial records. Records transform to Monday.com item format: Contact fields become Person item columns, Opportunity fields become Deal item columns with Status, Stage, and Value. Owner email references are preserved for resolution. We deduplicate on email address before import and flag duplicates for the customer to resolve.
Owner reconciliation and team provisioning
We extract every distinct TeamSystem Owner referenced on Contact, Company, Opportunity, and Activity records and match by email against Monday.com team members. Owners without a matching Monday.com account enter a reconciliation queue. The customer's Monday.com admin provisions any missing team members before record import resumes, since Owner assignment is required for accountability and reporting in the target system.
Production import and reconciliation
We run production import into the configured Monday.com boards in dependency order: People (Contacts and Leads), then Deal items linked to People, then Activity updates linked to items. Each phase emits a row-count reconciliation report comparing import totals to the discovery baseline. We validate that deal values, stage assignments, and ownership percentages match the TeamSystem source records before closing the migration.
Cutover, validation, and automation handoff
We freeze TeamSystem writes during cutover and run a final delta migration of any records modified during the migration window. We enable Monday.com CRM as the system of record and deliver a written inventory of all TeamSystem workflow rules and automations for the customer's team to rebuild using Monday.com's automation engine. We support a one-week post-cutover window for reconciliation issues. We do not rebuild automations as part of the standard migration scope.
Platform deep dives
TeamSystem CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across TeamSystem CRM and monday CRM.
Object compatibility
3 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
TeamSystem CRM: Not publicly documented.
Data volume sensitivity
TeamSystem CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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