Migrate from Vtiger Sales to monday CRM

Vtiger Contacts map to Monday.com CRM People items. Standard fields (name, email, phone, address, job title) map to equivalent People item columns. Custom Contact fields migrate as custom columns on the People board. Owner assignment from Vtiger's Assigned To field maps to a People Owner column in Monday.com, resolved by email matching against Monday.com workspace members. Lifecycle or lead status from Vtiger migrates as a Status or Label column on the People item.

Vtiger Organizations map to Monday.com CRM Company items. Organization name becomes the Company item title, and billing/shipping address fields map to address columns. The Organization-to-Contact linkage is preserved through a custom column on the People board that references the parent Company item ID. This lookup is resolved after both boards are seeded so that no orphaned references remain.

Vtiger Deals map to items in a Monday.com CRM Pipeline board. Deal stage maps to a Group column representing the pipeline stage (Proposal, Negotiation, Closed Won, Closed Lost). Deal amount, probability, expected close date, and associated Contact/Organization references migrate as custom columns. Multi-pipeline Vtiger setups require multiple Monday.com boards or a Board View with filter tabs per pipeline.

Vtiger Leads map to People items with a custom Lead Status column set to Active or Unqualified. Lead source and lead score custom fields migrate as column values. If the customer wants to keep Leads separate from Contacts in Monday.com, we create a dedicated Leads board and use Monday.com's item linking to associate them with the primary Contacts board. The customer chooses the model during scoping.

Monday.com CRM has no native Quote object. Vtiger Quotes (line items, pricing, tax, linked Deal) require either a custom Quotes board with column-based line items or a link to an external document hosted in Google Drive, OneDrive, or Monday.com's native file storage. We preserve Quote field values (terms, expiry, subtotal, tax, total) as custom columns on the Quotes board and link the quote item to the associated Deal item. The customer decides on the document hosting approach during scoping.

Sales Orders in Vtiger contain product line items, quantities, pricing, and billing/shipping addresses with a link to an accepted Quote. Monday.com has no native Sales Order object. We create a custom Sales Orders board with columns mirroring Vtiger's document fields and link line items as related sub-items attached to the Sales Order item. PO reference migrates as a text column.

Vtiger Invoices (linked to Sales Orders, with payment status and due dates) have no Monday.com CRM equivalent. We create a custom Invoices board with payment status, due date, total, and related Contact/Organization columns. For Invoice PDFs, we migrate the file URL reference and host the document in Monday.com's native file storage or a linked external drive. Payment status tracking requires a manual column update process post-migration unless integrated with an accounting tool.

Vtiger Help Desk Tickets migrate to items in a dedicated Customer Support board. Ticket status (Open, Pending, Resolved, Closed) maps to a Group or Status column. Priority, assigned agent, customer contact reference, and conversation history migrate as custom columns and sub-item notes. Conversation threads (customer and agent replies) migrate as item updates or sub-item entries. If the customer uses Vtiger's Service Cloud equivalent, we recommend mapping to Monday.com's native CRM support features available at Standard tier.

Vtiger Projects with milestones, tasks, subtasks, assignees, and time tracking migrate to Monday.com boards using the Projects view. Milestones map to Milestone columns in Monday.com (available on Pro tier). Tasks and subtasks map to sub-items within the project board item. Assignee mapping resolves via email matching to Monday.com workspace members. Kanban and list views are Monday.com native; no view configuration migrates because views are destination-side settings.

Vtiger Price Books store product-to-price mappings with tiered pricing entries. Monday.com has no native Price Book equivalent. We create a Products board where each product is an item, and price book entries are sub-items or custom columns representing each price tier. This is a de-normalization step: each Vtiger price book generates multiple Monday.com item entries (one per product-price combination) rather than a single object.

Vtiger Users (name, email, role, profile) are extracted for owner assignment resolution. We match Vtiger Assigned To and Owner references by email against Monday.com workspace members. Any Vtiger user without a matching Monday.com member goes into a reconciliation queue for the customer's admin to provision before record import. Inactive Vtiger users are migrated as inactive references preserved in a custom column for audit.

Vtiger custom fields on any standard module (Contacts, Organizations, Deals, Tickets) migrate as Monday.com custom columns of equivalent data type (text, number, date, dropdown, checkbox). Picklist values migrate as Label or Status column options. We use Vtiger's field metadata API to identify custom field definitions and map their data types to Monday.com column types during the transform step.