Migrate from Upvio to monday CRM

Upvio client records map to Monday CRM People contacts. The client name splits into First Name and Last Name columns in Monday. Email, phone, and address fields map directly. Upvio's client ID is preserved as Source_Record_ID__c for delta-run traceability. If a client lacks an email address, we generate a placeholder and flag the record for manual enrichment after migration.

Upvio clients can be associated with an organization or company. This maps to Monday CRM Companies. The company name, domain/website, and industry fields migrate directly. Multi-client organizations share a single Monday Company record. If an organization has no website, the domain field is left blank and can be filled in manually within Monday CRM.

Upvio appointments (booking date, practitioner, session type, duration, status) map to a dedicated Appointments board in Monday CRM. Each appointment becomes a board item with date columns for booking time and session length. If the appointment has a fee, it maps to a Deal for revenue tracking.

Upvio FaceScan results (heart rate BPM, blood pressure systolic/diastolic, HRV, wellness trends) have no Monday CRM equivalent. Each vital type becomes a separate numeric column on the contact's board. Time-series history is preserved as multiple entries with timestamp columns. We also create a separate numeric column for each biometric reading type to support future reporting and trend analysis.

Upvio intake forms and consent documents store field-value pairs attached to client records. Each form field becomes a Monday CRM column — text fields for open responses, date columns for completion timestamps, dropdown columns for multi-choice answers. Form names preserved as a label column for source reference.

Upvio practitioner assignments on appointments map to a Monday CRM user column (Assigned To) on the Appointments board item. If the practitioner is not a Monday CRM user, they are stored as a contact reference column and flagged for admin review.

Upvio session notes attached to appointments map to a long-text column on the appointment board item in Monday CRM. Original creation timestamps are preserved. Rich-text formatting is simplified to plain text to match Monday's text column capabilities. If a session note contains HTML formatting, we strip tags to plain text to ensure compatibility with Monday's text column.

Upvio video call records (meeting start time, duration, participant) map to a Meeting board item type in Monday CRM with date, time, and duration columns. The meeting link URL is stored as a text column. Call outcomes and notes attach as text columns.

Upvio client tags (e.g., 'New Patient', 'Returning', 'VIP') map directly to Monday CRM label columns on the contact board. Multiple tags per client are preserved as multi-select label columns. If a client has no tags in Upvio, the label column remains empty and can be populated later as needed.

Upvio billing records and payment history (invoices, receipts, transaction amounts) do not have a direct Monday CRM equivalent. We migrate invoice amounts and payment status as custom numeric and dropdown columns on the corresponding Deal or Appointment item. Full financial records should remain in Upvio or a dedicated billing system.

Upvio custom fields added to patient records map to Monday CRM columns with equivalent data types. Text custom properties become text columns, numeric properties become number columns, and date properties become date columns. Each custom property requires admin review to select the appropriate Monday column type.

Upvio integrations (Zoom, Google Meet, Stripe, PayPal, Google Calendar) do not transfer to Monday CRM. Third-party connections must be rebuilt in Monday's Integration Center or via monday.com recipes. Calendar sync, payment processing, and video conferencing integrations require fresh OAuth setup.