Migrate from Visionary to monday CRM

Visionary contacts map to Monday CRM as items on a Contact board. Each contact property (name, email, phone, title) becomes a column on the board. Monday CRM stores contacts as items; there is no separate contact object — the board itself represents the Contact entity. Owner assignment maps to the Person column, linking the item to a Monday CRM user.

Visionary companies map to Monday CRM either as items on a dedicated Company board or as People/Company-type column values on the Contact board. The mapping choice depends on your reporting needs: a separate board supports filtering contacts by company across all deals; a column on the Contact board reduces board count but limits cross-entity reporting.

Visionary deals map to Monday CRM as items on a Deals board structured as a pipeline view. Each pipeline stage in Visionary becomes a status group (column) on the Deals board. Deal amount maps to a Numbers column, close date to a Date column, and owner to a Person column. Monday's built-in pipeline view renders the stages visually without additional configuration.

Visionary pipeline stages map to Monday CRM Status column options. Each stage name is entered as a distinct Status value. Stage ordering is preserved by setting the Status column configuration sequence. Probability and weighted-value fields do not have a native Monday equivalent and are stored as Numbers or Formula columns if reporting requires them.

Visionary activity records (calls, emails, meetings with timestamps and notes) map to Monday CRM as item Updates on the contact or deal item. For detailed activity logs, subitems are used: each activity becomes a subitem on the parent contact or deal item with Status, Date, and Long Text columns capturing the activity type, timestamp, and body. This preserves the chronological feed without duplicating the item count.

Visionary notes attached to contacts or deals migrate as Long Text column content on the parent item or as Updates in the item's activity feed. If notes carry timestamps, the Long Text column is preferred so the date context is retained. Rich-text formatting is simplified since Monday's update feed does not preserve full HTML formatting.

Visionary custom fields on any object map to Monday CRM custom columns of the matching type (Text, Number, Date, Dropdown, Checkbox). Monday columns are board-scoped — custom fields that need to appear on multiple boards require column recreation per board. Pick-list values from Visionary require manual re-entry in Monday's column settings because Monday does not maintain a global value-set library.

Visionary owner IDs resolve by email match against Monday CRM users. Unmatched owners are flagged before migration — your team either creates Monday CRM user accounts or assigns records to a fallback owner. Monday's permission model is workspace/board-based rather than object-level, so Visionary's per-record owner permission sets do not have a direct equivalent.

Visionary file attachments on contacts, deals, or companies migrate to Monday CRM's File column type on the corresponding item. File size limits are handled at the Monday level (25MB default). Inline images in Visionary notes are downloaded and reattached as files. Files that reference external URLs are stored as Link columns.

Visionary workflows, sequences, and automation rules do not migrate. Monday CRM's automation infrastructure (Workflows, Integrations) uses a different trigger model, daily action caps per plan (250 on Standard, 25,000 on Pro, unlimited on Enterprise), and board-specific scoping. FlitStack AI exports your Visionary automation definitions as a structured reference document for your Monday admin to rebuild using Monday's recipe builder or integrations.

Visionary sequences (multi-step outreach sequences with steps, delays, and A/B conditions) have no equivalent in Monday CRM. Monday does not support native sequence or cadence management. If sequences are critical to your process, they must be rebuilt using a dedicated sequence tool (e.g., Outreach, Salesloft) and integrated with Monday CRM via Zapier or native integration. We export sequence definitions for reference.

Visionary reports and dashboards do not migrate. Monday CRM's Dashboard widget aggregates data across up to 5 boards on Standard, expanding to unlimited boards on Pro and Enterprise. Chart types, groupings, and filters must be rebuilt. The underlying data from Visionary migrates so reporting has a complete dataset to work with, but the report configurations are not transferable.