Migrate from Teleforce CRM to monday CRM

Teleforce Contacts migrate as Items on a Monday.com People Board. Each Contact's name, email, phone, address, owner, and any custom field values become Column entries on the corresponding Item. We resolve the Teleforce Owner email to a Monday.com Team Member by email match. Where Teleforce Contacts reference a parent Company, we create the Organization Item first and use Monday.com's Person Column (Relation type) to link the Contact Item to the Organization Item, preserving the company-contact relationship.

Teleforce Companies migrate as Organization Items on a dedicated Organizations Board. The domain name from Teleforce's company record becomes the Website Column entry. Industry, employee count, annual revenue, and any custom fields migrate as corresponding Monday.com Column types (text, number, date). Organization Items are created before Contact Items so that the person-to-organization relationship is satisfied at import time.

Teleforce Deals migrate as Items on a Deals Board, with Board Groups representing pipeline stages. Deal name, amount, close date, stage, and owner migrate as Column values. We map Teleforce's pipeline stage names to Monday.com Group names and configure the Group color-coding to match the source stage color convention. The Deal-to-Contact relationship is preserved using Monday.com's Connect Boards or Relation Column pointing to the People Board.

Teleforce Pipelines define the ordered set of Deal stages. We create a Monday.com Deals Board and configure Board Groups in the same stage order as Teleforce. Each Group gets a Status Column with stage-specific values. The stage order is preserved by setting Group positions explicitly. Note that Teleforce pipeline configuration has no documented API, so we derive the stage order from the customer's CSV export or UI screenshots during discovery.

Teleforce Activities (calls, emails, meetings, tasks) link to Contacts and Companies. We migrate available activity records via CSV export where the Teleforce export captures the activity type, timestamp, subject, body, and associated Contact or Company name. Emails migrate as Activity timeline entries with sender, recipient, and body preserved. Call logs migrate with duration and disposition. Meeting records migrate with date and title. Note that unified inbox data (SMS, live chat threads) is not confirmed as independently exportable from Teleforce and is flagged as partial in the migration inventory.

Teleforce custom fields on Contacts and Deals have no documented export mechanism, so we request a full field inventory from the customer during discovery, including field names, data types, and sample values. We map Teleforce text fields to Monday.com Text Column, number fields to Number Column, date fields to Date Column, and picklist values to Status Column with the Teleforce picklist options as Status values. Custom fields that cannot be enumerated from the customer inventory are flagged as unmapped and excluded from the migration with a documented gap list.

Teleforce Users referenced as Deal or Contact owners migrate by email address match against Monday.com Workspace members. We extract every distinct owner email from the source data during discovery and confirm that the matching Monday.com user account exists and has the appropriate board permissions. Owners without a Monday.com match go to a reconciliation queue for the customer to provision before record import begins.

Teleforce Leads (where present as a distinct object or lifecycle stage) migrate as Items in a separate Lead group on the People Board, distinguished from converted Contact Items by a Status Column value. Lead source, lead score, and any qualification fields migrate as Columns. We apply a lead-status rule agreed with the customer during scoping to determine which Teleforce records qualify as Leads versus Contacts in Monday.com.