Migrate from Upvise to monday CRM

Upvise Contacts migrate directly to Monday CRM Contacts. Email, phone, address, and owner fields map to the corresponding Monday Contact columns. Upvise contact properties that have no Monday CRM column become custom columns on the Contacts board. Any notes attached to a Contact in Upvise are recreated as Item updates or Notes columns in Monday CRM.

Upvise Companies migrate as Monday CRM Contacts with a Company Name column and associated address, industry, and employee-count columns. If multiple Contacts in Upvise reference the same Company, those Contacts land as separate Monday CRM Contacts all pointing to the same Company Name value — Monday does not require a separate Account object to model this relationship.

Upvise Jobs translate to Items on a dedicated Jobs board in Monday CRM. The Job title becomes the Item name; status maps to Monday Status columns with groups representing Upvise status categories (New, In Progress, Completed). Assigned technician maps to the Monday People column. Custom fields on the Job (e.g., Service Type, Site Address, Priority) become Monday column types (Dropdown, Location, Number). Dates use Monday Date columns. If the Job has sub-jobs, see the gotcha on sub-item depth.

Upvise sub-jobs under a parent Job map to Monday CRM Sub-Items on the Jobs board. Monday supports one level of sub-items. When Upvise has deeper nesting (grandchild jobs), the grandchild is promoted to a top-level Item on the Jobs board and a Parent-Job reference column (Text or Link column) preserves the hierarchy for manual reconstruction in Monday.

Upvise Projects migrate as Items on a custom Projects board in Monday CRM. Project name becomes Item name; start/end dates use Date columns; client association uses a Text column with the client name; budget uses Number or Formula columns. Groups on the Projects board represent project phases or milestones that map to Upvise's project stage labels.

Upvise Forms and their submissions migrate as Items on a Form Responses board. Each submission is an Item; form field labels become column names with matching types (text, number, date, dropdown). Submission timestamps are preserved as a Date column. Attachments submitted with a form are re-uploaded as Monday Files on the Item.

Upvise custom object definitions map to dedicated Monday CRM boards. Each custom field on the Upvise object becomes a Monday column with the corresponding type (text, number, date, status, dropdown, etc.). Related records in Upvise that use N-to-N associations map to Monday Link columns connecting Items across boards — your admin specifies the link direction during migration planning.

Upvise files attached to Jobs, Projects, Contacts, or Forms are downloaded and re-uploaded as Monday Files on the corresponding Items. File names and original upload timestamps are preserved in the Monday File metadata. Monday's per-seat storage limits (5GB on Basic, 100GB on Pro) apply — we surface a storage estimate before migration so you can confirm your plan has sufficient capacity.

Upvise user records are resolved by email match against Monday CRM workspace members. Assigned Owner on a Job or Project maps to the Monday People column on the Items board. If an Upvise user has no matching Monday account, the record lands with the Owner set to a fallback team member or left blank — flagged in the pre-migration validation report for manual assignment.

Upvise activity log entries (call records, site visits, notes) attached to a Job become Monday Item Updates or Sub-Items on the Jobs board. Each activity is an Item with a Date column, a text column for the activity type, and a Notes column for content. Original activity timestamps are preserved. Monday's activity log is not a native CRM-style audit trail — it surfaces as board updates for manual review.