Migrate from Unanet CRM by Cosential to monday CRM

Unanet contacts migrate to Monday People records. Monday stores full name in a single Name field — FlitStack AI concatenates Unanet FirstName and LastName into the unified Name column. All associated company links, custom properties, activity history, and contact type data transfer with the contact record, preserving the complete contact profile in Monday's People board.

Unanet companies map to Monday Organizations. Monday supports organization-level address, website, and industry data fields. Multi-contact companies (N:N relationship in Unanet) flatten to the primary contact's organization link in Monday, with secondary contacts referencing the same Organization record to maintain company association without data duplication.

Unanet pursuits map to Monday Deals. Monday's Deal Board replaces Unanet's pursuit pipeline — each Unanet pipeline stage becomes a Monday Stage column on the Deals board. Stage names, probabilities, and entered dates migrate as custom columns for reporting continuity.

Unanet pipelines map to dedicated Monday Deal Boards. Multiple Unanet pipelines for different project types or business units become separate Monday boards, each with its own Stage columns and stage-gating logic preserved per pipeline type. This maintains the distinct sales motions your firm uses across different client segments.

Unanet activity records for calls, emails, and meetings migrate as Monday Updates on the relevant People, Organization, or Deal record. Activity type, timestamp, duration, and owner are preserved as structured data within the update text or as separate custom columns on the target record for reporting purposes.

Unanet proposal automation and qualification tracking has no native Monday CRM equivalent. Proposal metadata including status, version number, submitted date, and qualification score migrates as custom columns on the associated Deal. Generated proposal documents re-upload as Monday file attachments for reference and audit trail purposes.

Unanet contact and pursuit tags migrate to Monday's Tags feature on the relevant record. Unanet's hierarchical or multi-dimensional tag structures such as tags grouped by category may require flattening or mapping to multiple separate tag fields in Monday to preserve categorization logic.

Unanet custom fields on any object become new Monday custom columns on the corresponding board or entity. Column type is inferred from Unanet's field type including text, date, number, and dropdown selections. Pick-list values map directly to Monday dropdown options, maintaining the same value sets your team uses for data entry.

Unanet owner assignments migrate to Monday's Owner column on Deals and People records. Owner resolution happens by matching Unanet owner email addresses against Monday user accounts. Unmatched owners are flagged pre-migration for your team to address — either assigned to a fallback Monday user or left unresolved pending account creation in Monday.

Unanet file attachments on contacts, companies, or pursuits re-upload to Monday's file storage linked to the corresponding record. Monday's 250MB file size limit per upload applies to each attachment — larger files are flagged for chunked upload approach or alternative storage solutions with link-back in Monday.

Unanet's project-data connectors linking project performance to CRM have no Monday CRM equivalent. Relevant project identifiers, financial figures, and project status migrate as custom fields on the associated Organization or Deal. AEC firms may prefer to link to an external project-management board for comprehensive project tracking.