Migrate from The Practice to monday CRM

The Practice client profile maps to a Monday CRM People item. All standard properties (name, email, phone, address) map to equivalent Monday text/email/phone columns. Monday's People column type stores contacts; the migration creates a Person column on the board and populates it with the client name.

The Practice company records migrate to Monday CRM Companies. Company name, domain, industry, and employee count map to text and number columns. Monday's Company column type links People items to their employer — the migration resolves this link by creating the Company item first, then populating the Company column on each related People item.

The Practice deal records (deal name, amount, stage, close date, owner) migrate as items on a Monday CRM Deals board. The Status column represents pipeline stage — stage values map value-by-value from The Practice deal stages to Monday status options. Owner is resolved by email match to Monday user accounts.

The Practice stores client-specific properties (e.g., session rate, referral source, contract type, insurance provider) as custom fields. These map to Monday custom columns — the migration validates each property type against Monday's 14 supported column types and creates matching columns on the destination board. Properties that use unsupported types (e.g., rich-text, multi-select beyond Monday's limit) are flagged for manual column creation.

The Practice appointment records contain date, time, duration, and type (initial consult, follow-up, etc.). These migrate to Monday date columns on the People item or as subitems on the client item. Appointment type is stored as a Status or Label column. Because The Practice's scheduling engine doesn't export booking rules, recurring appointment logic requires manual automation setup in Monday.

Contract records attached to The Practice clients (PDFs, signed agreements) are downloaded and re-uploaded to Monday's Files column on the corresponding client item. Document metadata (contract date, expiry, type) maps to text and date columns on the client item. If multiple files exist per contract, each is uploaded individually and linked via the Files column's version history, allowing straightforward reference without duplication.

The Practice invoice records (amount, status, date, payment method) migrate as separate items on a Billing board, linked to the client item via a Connect Boards column. Invoice line items are stored as subitems on the invoice item. Monday does not have a native invoicing object — these records are stored as structured data, not as a billing module.

The Practice session notes and activity records migrate as Updates on the client item in Monday CRM, preserving the original timestamp and note content. Longer session notes can be stored as subitems on the client item, with a Status column indicating note type (session note, clinical note, billing note).

The Practice user records are resolved by email match against Monday CRM user accounts. If a The Practice owner has no matching Monday user, they are flagged before migration — the account can be invited to Monday first or assigned to a fallback owner. Monday's Person column stores the assignee on each item.

The Practice tags applied to client records (e.g., 'referral', 'vip', 'billing-hold') migrate to Monday's Label or Tags column depending on the board configuration. Each unique tag value creates a corresponding tag option in the Monday column. If a tag does not yet exist in Monday, FlitStack creates it automatically during migration, ensuring no manual setup is required for existing source tags.

The Practice automated workflows (appointment reminders, client onboarding sequences, billing triggers) have no equivalent in Monday CRM. FlitStack exports the workflow definitions as a structured reference document so your Monday admin can rebuild each automation as a Monday recipe using the same triggers and actions.