Migrate from Vtiger All-In-One CRM to monday CRM

Vtiger Accounts map directly to Monday.com Companies (using the optional Company column type in the People board) or as a standalone Items board named Companies. Standard fields (account name, website, industry, phone, address) migrate as text, URL, or address columns. We normalize multi-address records into a single address column with concatenated city/state/country. Accounts are imported first so that the Account-Contact relationship resolves at Contact import time.

Vtiger Contacts map to Monday.com People (persons linked to Companies). Standard fields (name, email, phone, title) migrate as text and link columns. The Contact-to-Account relationship is preserved via the Company column in the People board. Custom fields on Contact require field-type mapping to Monday.com column types (picklist becomes Dropdown or Tags, date becomes Date, currency becomes Numbers). We flag any Contacts with missing email addresses for customer review before import since Monday.com's People entities rely on email as the primary identifier.

Monday.com has no native Lead object. We create a custom Leads board with columns for lead_status, lead_source, industry, and score that mirror Vtiger's Lead fields. Alternatively, if the customer prefers a single-record model, we merge Leads into the People board as Persons with a lead_type tag. The customer chooses the strategy during scoping. We preserve Vtiger's lead_status and lead_score values in tagged columns or Dropdown fields.

Vtiger Potentials (deals) map to Items in a custom Deals board. Each Vtiger pipeline becomes a separate board or a Group within a single board, and pipeline stages become Status column values. Amount, Close Date, Probability, and Pipeline assignment migrate as Numbers, Date, Numbers, and Dropdown columns respectively. Multi-pipeline configurations (available from Vtiger One Growth) require one Monday.com board per pipeline or distinct Groups with separate Status columns per Group.

Vtiger Help Desk Tickets map to Items in a custom Help Desk board. Ticket status maps to Status, priority to Priority, assigned agent to Person column, related Contact to the link-person column, and internal notes to a Text column. Vtiger's round-robin and least-loaded assignment rules do not migrate; we document the assignment logic for the admin to rebuild as Monday.com automations post-migration.

Vtiger Products map to Items in a custom Products board with columns for product name, part number/SKU, unit price, and vendor. Products are imported before Quotes and Sales Orders so that referential integrity holds when line items reference product Items. If the customer has more than 500 products, we use the Monday.com Items API with batch insert rather than manual board entry.

Vtiger Quotes have no native Monday.com equivalent. We design a custom Quotes board where each Item represents a Quote header (quote number, related Contact, total amount, status) and line items are implemented as subitems with product reference, quantity, and unit price. Note that Vtiger requires the Inventory module to be active for Quotes to exist; we check module configuration during discovery and flag any missing Quote records if Inventory was disabled. Quote PDFs cannot be imported as native Monday.com attachments; we stage them in object storage and provide a URL column linking to each PDF.

Vtiger Sales Orders require Products to exist in the destination first. We sequence Products before Sales Orders, then import Sales Order headers as Items in a custom Sales Orders board with status, customer reference, and totals, and line items as subitems. Monday.com has no native invoice generation; if the customer needs invoicing, we flag this as a post-migration gap and recommend a Monday.com-integrated invoicing tool.

Vtiger Projects map to Monday.com Boards using Groups for project phases or milestones and Items for individual tasks. Task dependencies (Finish-to-Start) map to Monday.com's native dependency column where the destination supports it. Milestone dates migrate as Date columns. Vtiger's Gantt view structure translates to Monday.com's Timeline column. Complex dependency chains with lag time may not fully replicate and are flagged for manual review.

Vtiger standalone Tasks and Project sub-tasks map to Items in their respective boards with assignee (Person column), due date (Date column), and status (Status column). Subtask hierarchy is preserved as subitems under the parent Item where the Monday.com plan supports subitems; otherwise we flatten to top-level Items with a Parent Task reference column and note the flattening in the migration report.