Migrate from UPilot to monday CRM

UPilot Contact records map to Items on a Monday.com CRM Contacts board. Standard fields (name, email, phone, company association) map to the corresponding Monday.com column types (name, email, phone, text). The 360-degree contact view context where tasks live alongside contact records in UPilot requires transformation: we preserve task associations via a linked Tasks board using relationship columns or subitems rather than embedding tasks within the contact view, which Monday.com CRM does not support natively.

UPilot Company records map to Items on a Monday.com CRM Companies board. The one-to-many relationship with Contacts is preserved via a relationship column linking Company Items to their associated Contact Items. Company domain becomes the Website column value and serves as the deduplication key during import.

UPilot Deal records map to Items on a Monday.com CRM Deals board. Deal value maps to a Number column; expected close date maps to a Date column. The dealstage property maps to the Board Group representing the current pipeline stage. UPilot stage probabilities are preserved in a custom Number column for the customer's admin to reference in Monday.com reporting.

Each UPilot pipeline with its stages maps to a Monday.com CRM board where Board Groups represent the pipeline stages. Stage names migrate as Group names, and the deal's current stage determines its Group placement. We create a Status column as a secondary stage indicator that the customer can use for filtering independent of Board Group placement.

UPilot supports multiple contacts per deal with explicit role assignments (Decision Maker, Influencer, Technical Buyer). Monday.com CRM does not have a native deal-contact-role model. We map roles to a Text column on the linked Contact Items or use Subitems on the Deal Item to represent the contact-role relationship, noting that role display requires the customer to configure a custom view after migration.

UPilot Tasks migrate to Items on a Monday.com Tasks board or as Subitems attached to the related Contact or Deal Item. Task status and due date map to the corresponding Monday.com column types. The association between tasks and contacts (where tasks appear in the UPilot 360-degree contact view) is preserved by linking the Task Item to the Contact Item via a relationship column, though the customer may prefer Subitems for a more embedded experience.

UPilot email engagements linked to contact records migrate as Activity Log entries on the Contact Item or as Notes attached via a Text column containing the email summary, sender, and timestamp. Monday.com CRM does not have a native email engagement object; email context is preserved as structured text rather than as a first-class activity record.

UPilot custom fields on Contact, Company, and Deal objects map to custom columns on the corresponding Monday.com boards. We perform type mapping (UPilot text to Monday.com Text, UPilot number to Number, UPilot date to Date, UPilot dropdown to Dropdown or Status). Required field flags require the customer to configure column validation in Monday.com after migration.

UPilot Support Tickets migrate to Items on a Monday.com incoming support board if the customer activates that module. Ticket status maps to Board Groups or a Status column. Conversation threads migrate as Note columns or subitem notes on the Ticket Item; threading semantics vary and may require the customer to adjust workflow expectations.

UPilot Owner references on Contact, Company, Deal, and Task records map to Monday.com Person columns. We resolve owners by email match. Any UPilot Owner without a matching Monday.com team member is flagged in a reconciliation report for the customer's admin to provision before record import completes.