Migrate from Verenia to monday CRM

Verenia Quotes migrate to Monday.com CRM Items in a dedicated Deals or Quotes board. The Quote header fields (quote number, date, status, total price) become typed columns on the Item. Quote line items migrate as sub-items attached to the parent Item, preserving product name, quantity, unit price, and discount. We resolve the parent Account by matching the Quote's company name to a Monday.com People entity or creating a new Organization record if one does not exist. The original Quote number is preserved in a text column for cross-reference.

Verenia Orders migrate to Monday.com Items with status set to Closed Won or the equivalent column value matching the original Order's fulfillment state. Order line items decompose into sub-items in the same pattern as Quote line items. Pending orders (not yet fulfilled) migrate as open Items with a status column indicating fulfillment state. We flag any Orders referencing configurations that could not be fully parsed so the customer can review them in Monday.com before closing.

Verenia stored guided-selling rules, bundle structures, and compatibility constraints that cannot transfer as executable logic to Monday.com. We extract configuration metadata as structured records: the top-level configuration becomes a parent Item, each configured component becomes a sub-item, and constraint rules are written into a text or long-text column as structured JSON or bullet-point documentation. The customer's Monday.com admin reviews this documentation and rebuilds simplified validation logic using Monday.com Automations if needed.

Verenia Contact records migrate to Monday.com People entities. Standard fields (name, email, phone, job title, company association) map to the corresponding People column types. We preserve the company association by resolving the Verenia company_name to a Monday.com Organization record. Custom contact properties migrate as custom columns on the People entity. Owner assignment (the Verenia user who owned the contact) migrates to a text column referencing the owner's name for manual reassignment in Monday.com.

Verenia Company records migrate to Monday.com Organizations. Standard fields (company name, website, address, industry) map to typed Organization columns. We preserve the company-to-contact relationship by resolving the Organization ID at Contact migration time. If the customer exported multiple contact roles per company, we document the relationship in a notes column on the Organization for the admin to distribute across People entities post-migration.

Verenia Product catalog items migrate to Monday.com Items in a Products board. Fields including product name, SKU (product code), description, list price, and pricing tier migrate as typed columns. Bundle parent products are marked with a type column so that the admin can visually identify bundle structures when rebuilding guided-selling logic. Pricing rules (volume discounts, tiered pricing) are extracted as structured text in a pricing_rules column for manual rebuild in Monday.com Automations or a third-party CPQ tool.

Verenia exported Quote PDFs, order confirmations, and configuration screenshots are extracted from archived ZIP files or CSV exports. We normalize file naming conventions and attach each file to the corresponding Monday.com Item (for Quote PDFs and order documents) or Organization (for account-level attachments). Monday.com's file storage limits apply per plan; we flag any attachments exceeding the destination plan's limit before loading so the customer can upgrade or archive excess files.

Verenia User records (sales reps, admins) migrate as a text column on the records they owned (Quotes, Orders, Contacts, Organizations). Monday.com CRM does not have a standalone User object separate from its platform User management. We create a mapping table of Verenia user IDs and names for the customer's Monday.com admin to match to active team members post-migration for ownership reassignment.