Migrate from UPNIFY CRM to monday CRM

UPNIFY Client records map directly to Monday.com People board items. Name, company email, mobile phone, and communication history migrate as standard fields. We import Clients before Companies to preserve any company linkage. Custom client fields map as Monday.com custom columns (text, number, date, or dropdown matching the UPNIFY field type). Spanish-first terminology in UPNIFY API responses is normalized to standard field names during transformation.

UPNIFY Companies (a distinct B2B object grouping multiple Client contacts) map to Monday.com Companies. The Company-Client linkage is preserved by sequencing Companies before Clients during import so that the Monday.com People item can be linked to the correct Company. Company name, domain, address, and custom fields migrate as Monday.com column values.

UPNIFY Opportunities map to Monday.com Deals board items. The pipeline stage in UPNIFY maps to a Monday.com deal status column (New Business, Qualification, Proposal, Negotiation, Closed Won, Closed Lost). UPNIFY's customizable per-account stages require a customer-supplied stage mapping table that we use to configure the Monday.com deal column values before import. Deal amount, close date, and owner migrate as standard deal columns.

UPNIFY Prospects represent pre-qualified leads in a separate object from Clients. Prospects migrate to Monday.com People items tagged with a Prospect label or a custom lifecycle stage column. Any UPNIFY lifecycle-stage values (Lead, MQL, SQL) are preserved in a custom Monday.com column for segmentation. We flag any lifecycle-stage values that require normalization against the customer's target Monday.com segmentation model.

UPNIFY Quotations carry product line items, pricing, currency, and embedded exchange-rate metadata that must be flattened before import. Monday.com has no native quoting object, so we deliver quotation records as a structured CSV export (quote number, contact reference, product lines, unit price, quantity, currency, exchange rate, total amount) paired with a written mapping note for the customer's admin to reconstruct using Monday.com's paid Forms and Attachments feature or a third-party quoting tool. Multi-currency metadata is normalized to a single reporting currency using the embedded rate during export.

UPNIFY Products managed under Catalogs map to Monday.com Items (if the CRM product is installed) or to a structured product reference table. Product name, SKU (hs_sku equivalent), price, and description migrate as Monday.com item columns. Stock-level data is not consistently populated in UPNIFY and is flagged as a gap during scoping if it exists.

UPNIFY Goals track team or user-level sales targets by period and target value. Goals migrate as Monday.com board items (under a Goals board or as items in the Deals board with a Goal type) with goal name, period, target value, and owner assignment. Owner assignment maps by email to the Monday.com team member. Goals are user-scoped so the owner maps to the corresponding Monday.com user record.

UPNIFY Calendar entries (tasks, reminders, appointments) migrate as Monday.com board items with title, status (Open vs. Completed), due date, and owner assignment. Completed vs. open status is preserved using a Status column. Appointments with start and end times map to Monday.com's Date column with time tracking if the customer's plan supports it. Task ownership migrates by resolving the UPNIFY user to a Monday.com team member by email.

Tags applied across UPNIFY Clients, Companies, and Opportunities for segmentation migrate as Monday.com Labels attached to the corresponding People, Companies, and Deals items. We export all tag assignments per object and reconstruct the label list in the destination Monday.com workspace. The customer chooses whether labels are applied globally or scoped per board during scoping.

Custom fields on UPNIFY Clients, Companies, and Opportunities (text, number, date, dropdown types) map to Monday.com custom columns of the equivalent type. We pre-create all custom columns in Monday.com before migration so that the column ID exists at import time. Any type mismatch (e.g., a UPNIFY multi-select that has no Monday.com equivalent) is resolved as a text column with a note in the mapping document.

UPNIFY Users are mapped by email address to Monday.com team members. Active vs. inactive status is preserved, but role and permission sets differ per platform and require manual reassignment post-migration in Monday.com's team settings. Users without a matching Monday.com account are held in a reconciliation queue for the customer's admin to provision before record import completes.