Migrate from Time Matters(r) to monday CRM

Extract Time Matters data via Custom Export templates

FlitStack AI connects to the Time Matters installation using the authenticated export process documented in the Time Matters Answer Center. We create Custom Export templates for each record type (Contacts, Matters, Events, ToDo's) with 'Include field names labels as first record' enabled for proper CSV header mapping. For custom forms, separate export templates are created per form configuration. The export produces CSV files for each record type along with a relationship export mapping Contact IDs to Matter IDs for the join table reconstruction.

Audit Monday CRM destination account structure and create required boards

Before importing data, FlitStack AI provisions the Monday CRM board structure including Contacts board, Leads board (if applicable), Deals board, Activities board, and optionally a Matters board. We create the column configurations to match the Time Matters field types — this includes creating Text Long columns for long-text fields, Date columns for date fields, Number columns with decimal precision for billing amounts, and Dropdown columns populated with the exact pick-list values from Time Matters. Owner resolution maps Time Matters user emails to Monday CRM user accounts, with unmatched owners flagged for admin action.

Build contact-matter junction board for N:N relationship preservation

Since Monday CRM does not support native many-to-many relationships, FlitStack AI creates a Contact-Matter Junction board or configures a Person column with multi-select capability to preserve the association graph. The junction approach creates one Junction Item per contact-matter association, linking the Contact Item ID to the Matter Item ID. This preserves the full relationship topology from Time Matters, enabling the firm to run reports on contacts involved in specific matters after migration. The migration plan includes a schema decision step where the firm chooses the preferred approach based on their reporting needs.

Run sample migration with field-level diff and relationship validation

A representative sample (typically 200–500 records per major object type) migrates first into a test Monday CRM account. FlitStack AI generates a field-level comparison report showing source field values alongside destination column values, with any truncation, format change, or null-fill flagged. Relationship validation confirms that the junction board correctly links contacts to matters. The firm reviews the sample and approves field mapping adjustments before the full migration runs.

Execute full migration with delta-pickup window and audit logging

The full migration loads all Time Matters records into Monday CRM using the approved field mappings. A delta-pickup window (typically 24–48 hours) runs after the initial load to capture any records created or modified in Time Matters during the migration window. Each operation is logged in FlitStack AI's audit trail including source record ID, destination Item ID, operation type, and timestamp. If reconciliation fails, one-click rollback reverts the Monday CRM account to its pre-migration state. Post-migration, the audit log and Source_System_ID__c column enable traceability between Time Matters records and their Monday CRM counterparts.

Deliver merge field audit and workflow rebuild reference

Since Time Matters merge templates and automation workflows do not migrate, FlitStack AI delivers a Merge Field Audit listing every merge field reference found in the Time Matters export, mapped to the corresponding Monday CRM column names. This document guides the firm's Monday CRM admin in rebuilding document generation. For automation, we export the Time Matters trigger and task configuration details as a rebuild reference for Monday CRM's automation recipes. The FlitStack team remains available during the post-migration period to answer questions about specific Time Matters workflow logic during the rebuild phase.