Migrate from Thryv to monday CRM

Thryv's Client records map to Monday.com CRM People entities on a designated CRM board. Standard fields (name, email, phone, address) migrate directly to the corresponding People column types. Client-level custom fields map to column-based properties on the People item. We preserve all tag assignments for normalization in the next step. The primary email address on Client becomes the People email column used for deduplication.

Thryv Company records map to Monday.com CRM Company entities. Company name, address, and website transfer to the Company Name, Location, and Website columns. We create Company records before People records so that each migrated Client's company_link column can reference the correct Company item ID. Custom fields on Thryv Companies map to column-based properties on the Monday.com Company entity.

Thryv Opportunities map to Monday.com Deals on a Pipeline board. The Opportunity stage name becomes a status column value in the Pipeline, and monetary value maps to the Deal Amount column. We preserve the pipeline assignment as a Group on the Monday.com board and flag any custom pipeline stages that require column value creation before migration. Owner assignment maps to the Deal's Assigned To column via email-based user resolution.

Thryv appointment records carry date, time, duration, service type, and assignee. We map these to calendar events linked to the associated Client (People item) in Monday.com. Recurring appointment series are flattened into individual items with a recurring flag column. If the destination account uses Monday.com's native calendar integration, we configure the calendar item linkage during board setup; otherwise, appointments land as items on a dedicated Appointments board.

Thryv invoice records contain line items, totals, payment status, and client associations. We export full invoice data including line item prices and totals as a structured record on an Invoices board linked to the corresponding Client (People item) and Deal (if applicable). Paid and unpaid status migrates to a Status column; we do not migrate ThryvPay payment processor configurations or merchant account relationships. Invoice records arrive in Monday.com as read-only historical data.

Thryv's freeform tagging system creates unstructured tags on Client records. We normalize these into a structured multi-select column on the People item in Monday.com CRM. During extraction, we deduplicate tag values, remove empty tags, and standardize capitalization. The customer selects tag strategy during scoping — either flatten all tags into one multi-select column or split by tag category into separate columns if a tagging taxonomy is identified in the source data.

Thryv custom fields (up to 100 on Pro, 150 on Max) map to column-based properties in Monday.com CRM. We perform type matching at migration time: Thryv radio buttons and dropdowns map to Monday.com Dropdown or Status columns; checkboxes map to Toggle columns; date fields map to Date columns; numeric fields map to Numbers columns. If the number of columns exceeds Monday.com's per-board column limit (150), we prioritize contact-level fields and defer lower-priority custom fields to a secondary board with cross-board linking.

Thryv user records include name, email, and role. We map these to Monday.com workspace members by email match. Any Thryv Owner without a matching Monday.com User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Permission levels and access controls do not transfer from Thryv and must be reconfigured manually in Monday.com's workspace settings.