Migrate from Teamwork CRM to monday CRM

Teamwork CRM Company records map to Monday.com CRM Organizations. The Company name becomes the Organization Item name. Address fields (street, city, state, country, postal code) map to the Address column type available on the Organization Item. Industry and website fields map to text or dropdown columns depending on the data. We extract Companies first in the migration sequence because Organization Items must exist before Person Items can link to them via the CRM relationship column.

Teamwork CRM Contact records map to Monday.com CRM People Items. Email, phone, job title, and custom Contact fields map directly to corresponding Monday.com Person column types. Each Person Item links to its parent Organization via the CRM relationship column. We extract Contacts after Organizations and resolve the Organization reference before inserting each Person Item. Any Contact without a Company assignment migrates as a standalone Person Item.

Teamwork CRM Lead records migrate as Person Items on the CRM board. If the customer runs separate Leads and Opportunities pipelines simultaneously, we create a separate pipeline board for Leads with its own Status column and configure the Deals board exclusively for Opportunities. The original Lead stage name maps to a Label column or Status column value on the Person Item, preserving the qualification status for reporting purposes.

Teamwork CRM Opportunity records map to Monday.com CRM Deal Items. The Opportunity name, deal value, close date, and probability map to the Deal name, monetary value column, date column, and probability column respectively. Each Deal Item links to the associated Person and Organization via CRM relationship columns. Deal Items without a Person or Organization link are flagged during extraction and escalated to the customer for resolution before migration.

Each Teamwork CRM Pipeline becomes a Monday.com board. We create the board with the same name and configure a Status column whose values match the Teamwork Pipeline stage names in their original order. Stage probability percentages from Teamwork are stored in a number column on each Deal Item, since Monday.com Deal probability is a column-level attribute rather than a pipeline-level configuration. If the customer uses multiple pipelines, we create a board per pipeline and use board grouping to maintain pipeline separation.

Teamwork CRM stage names map directly to Monday.com Status column values. Stage sort order is preserved by setting the Status column value order to match the Teamwork stage sequence. Deprecated or archived stages are captured as a separate status value labeled 'Archived' or 'Inactive' for historical reporting, with the original stage name preserved in a text column on each affected Deal Item.

Teamwork CRM Activity records (calls, meetings, tasks) map to sub-items on the parent Person or Deal Item in Monday.com. The activity type becomes the sub-item name prefix (e.g., 'Call - Q1 follow-up'). Duration, date, and notes migrate to sub-item columns. We split the activity records by type during transformation and assign them to the correct parent Item. Note that Monday.com does not have a native activity timeline view; the sub-item structure on the Person and Deal boards provides the closest equivalent. Activity sub-items with no resolvable parent Person or Deal are held in a reconciliation queue.

Teamwork CRM custom Contact and Opportunity fields (short text, integer number, dropdown) map to Monday.com column types as follows: text to Text column, integer to Number column, and dropdown to Dropdown column. We pre-create all destination columns before migration begins so that values can be written during the data load. Any Teamwork custom field that does not fit a Monday.com column type (multi-select, date, or boolean — not natively supported in Teamwork CRM but possible via third-party workarounds) is flagged and mapped to the closest equivalent column type.

Teamwork CRM tags on Contacts and Opportunities migrate to Monday.com Label columns on Person and Deal Items. Tag names transfer 1:1. We capture the full tag taxonomy during extraction and pre-create the Label column values in Monday.com so that the migration does not create new label values ad hoc. The customer chooses during scoping whether to consolidate the tag list (removing duplicates or merging similar tags) or preserve the full taxonomy as-is.

Teamwork CRM Owners (sales reps and admins) map to Monday.com Workspace Members by email address. We extract all Owner IDs referenced on Contacts, Companies, Deals, and Activities and resolve them against the destination Monday.com Workspace member list. Any Owner without a matching Monday.com member account is placed in a reconciliation queue, and the customer must provision the account before the migration resumes. Inactive Teamwork CRM users are migrated as inactive members in Monday.com to preserve assignment history.