Migrate from Vendasta to monday CRM

Vendasta Account records map directly to Monday.com CRM Companies. Standard address, contact info, and lifecycle-stage fields migrate to Monday.com Company board columns. The Account's name becomes the Company name. Partner-scoped custom fields on Accounts migrate as Monday.com column types—text fields, numbers, dates, and dropdowns—with enumerated values explicitly mapped to Monday.com label options before import.

Vendasta Contact records tied to Accounts map to Monday.com People. The partner-to-SMB relationship in Vendasta is flattened into a standard People record with name, email, phone, and role fields. Contact-level custom fields migrate as additional People columns. If Contacts carry partner-specific fields not present in Monday.com's default schema, we create custom columns before import and document any fields that cannot be represented in Monday.com's column type system.

Vendasta Orders represent product activation events for an SMB account. Order records migrate to a dedicated Orders board in Monday.com linked to the target Company via a connect boards column, or the order data is embedded as custom fields on the Company board depending on the customer's preference during scoping. Line items (marketplace products activated per order) are extracted and mapped individually. Order status, total amount, and custom fields on orders map to Monday.com column types with explicit value translation for any enumerated fields.

Vendasta Subscriptions represent recurring billing relationships tied to active marketplace product activations. Since Monday.com has no native subscription object, we map active Subscriptions to a Recurring board or to custom fields on the Company board that track subscription status, billing cadence, and next renewal date. Historical subscription records migrate as a Subscription board linked to Companies. We flag any Subscription records referencing products not represented in the destination to prevent orphaned references.

Vendasta Invoices (generated from subscriptions or created manually) include tax rates, discounts, and payment status. Monday.com has no native invoice object, so we map Invoice data to an Invoice board linked to the Orders board. Invoice number, date, amount, due date, and payment status become Monday.com columns. We use a status dropdown column to represent payment state. Invoice PDFs and attachments migrate as Monday.com file attachments linked to the invoice record.

Partner-scoped custom fields on Vendasta Accounts and Orders require explicit type mapping to Monday.com column types. Text custom fields become text columns or number columns (if numeric). Enumerated custom fields (single-select, multi-select) become Monday.com dropdown or status columns with explicit label translation. Dependencies in Vendasta custom fields map to Monday.com dependency column configuration. Any custom field without a Monday.com equivalent is documented as a gap and presented to the customer for a design decision before import.

Vendasta Owner records map to Monday.com team members by email match. We extract every distinct Owner referenced on Account, Contact, Order, and Subscription records and match against the destination Monday.com workspace members. Any Owner without a matching Monday.com user goes to a reconciliation queue for the customer's admin to provision before record import proceeds. Owner assignment on records migrates as the assigned team member in Monday.com.

Vendasta AI Employees are proprietary platform-native agents with no documented API schema and no equivalent in Monday.com's Work OS. Workflows and business processes that rely on AI Employees (automated lead qualification, content generation, client engagement) cannot be migrated directly. We identify every AI Employee in the account, document the business process it automates, and provide a manual rebuild guide recommending Monday.com automation recipes and Monday morning sales features as the replacement pathway.