Migrate from TeamWave to monday CRM

TeamWave Contacts (name, email, phone, lifecycle stage, address) map to Monday.com People board items. Lifecycle stage from TeamWave becomes a Status column or Dropdown column on the People board item. Email is preserved as a Text column for integration use. We extract contacts via CSV from the TeamWave Contacts section, normalize blank fields to empty strings, and import via Monday.com CSV import or API. Company linkage is preserved by creating a link to the matching Companies board item after the Companies import completes.

TeamWave Company records map to Monday.com Organizations board items. The company name becomes the item title; domain, industry, phone, and address migrate as text or location columns. The company_id foreign key is preserved in a text column so Contact items can reference it. Companies must import before Contacts so that the Monday.com organization link is available at Contact import time.

TeamWave Deals map to Monday.com CRM Deals board items with deal value, owner, expected close date, and stage. TeamWave pipeline stages become Monday.com Group names or a CRM Pipeline view with stage columns. Deal value migrates as a Numbers column; owner email is mapped to a People column after User reconciliation. Closed-Lost and Closed-Won statuses from TeamWave carry over as status values on the Deals item.

TeamWave Projects (name, description, status, client association, start/end dates) map to Monday.com board items in a dedicated CRM Projects board. Status and dates migrate as Status and Date columns. Client association references the Organizations board item for the linked customer. Projects with sub-items in TeamWave do not map as true sub-items in Monday.com; we flatten them into separate items and preserve the project_id link in a text column so the relationship is queryable.

TeamWave Tasks linked to Projects or Contacts are extracted as individual board items in a Tasks board, with a Project Reference column pointing to the parent Project item and a Contact Reference column for assignee. Assignee, due date, status, and priority map to People, Date, Status, and Priority columns respectively. The task-to-project hierarchy is flattened; we preserve the project_id as a text column rather than a true parent-child relationship since Monday.com does not support nested task structures at the CRM object level.

TeamWave User records (name, email, role, department) map to Monday.com Team Members by email match. We extract all distinct owners referenced on Contact, Company, Deal, and Task records and reconcile them against the Monday.com destination workspace. Any owner without a matching Monday.com team member goes to a reconciliation queue; the customer provisions the account before record imports resume. Role and department are preserved as Dropdown columns on the matched member's profile or on the relevant board items.

TeamWave Calendar records (event title, date/time, linked entity type and ID, attendees) migrate as Monday.com items in a Timeline board with a Date or Timeline column spanning the event start and end. The linked entity type (Deal, Project, or Contact) is stored in a Dropdown column; the original TeamWave entity ID is preserved in a text column for cross-reference. Attendees with known email addresses are mapped to Monday.com People column entries where the workspace members exist.

TeamWave HR module records (employee profiles with name, role, department) migrate as Monday.com People board items only if the destination workspace uses the People board. If the customer is migrating solely to Monday.com CRM without the HR module, HR records are flagged for manual review and migration as plain items in a separate HR board, with role and department mapped to Dropdown columns. This is a configuration decision made during scoping based on whether the customer intends to use Monday.com for HR purposes.

TeamWave custom fields on Contacts, Deals, Projects, and Tasks are exported alongside their parent records and mapped to Monday.com column types: text fields become Text columns, date fields become Date columns, dropdowns become Dropdown columns, and numeric fields become Numbers columns. Formula fields from TeamWave have no direct Monday.com equivalent and are flagged as requiring manual column setup post-migration. Custom field definitions are delivered in a separate mapping sheet during the handoff.

TeamWave file attachments linked to Contacts, Deals, and Projects have no bulk download mechanism. We extract attachment metadata (filename, file size, linked object type, linked object ID) from the TeamWave UI and generate a re-upload manifest. Customers manually upload files to the relevant Monday.com items post-migration using the manifest as a checklist. Binary file content does not migrate.