Migrate from WayMore to monday CRM

WayMore Contact records (name, email, phone, behavioral data, channel preferences) map to Monday.com CRM People Items on the People board. We extract Contact CSV from the WayMore dashboard, map standard fields to corresponding People Column types (text for name, email for Email Column, phone for Phone Column), and import via Monday.com Items API. Custom fields on Contacts map to Monday.com Custom Columns of the closest type, with type preservation noted as best-effort for dropdown and multi-select fields.

WayMore Company records map to Monday.com CRM Company Items on the Companies board, or as organization data attached to People Items via the Company Column. We map Company name to the Company Item title, domain to a Website Column, and industry to a Dropdown Column. If the destination uses People Items with an organization field, we create Company Items first and then reference them during People import to satisfy the lookup.

WayMore Deal records map to Monday.com CRM Deal Items on pipeline boards. The Deal name becomes the Item title, amount maps to a Numbers Column, and stage maps to a Status Column (we configure the Status Column values to match WayMore's deal stages before import). Owner maps to the Assigned To Column by resolving email to a Monday.com Team Member.

WayMore tags applied to Contacts and Companies map to Monday.com Labels on the corresponding Items. We extract tag names from the Contact/Company CSV, create matching Labels in Monday.com if they do not exist, and apply them during Item import. Tags do not carry over as a separate data object; they attach to the migrated Contact-equivalent or Company-equivalent Item.

WayMore segments defined by dynamic rules (e.g., 'contacts who visited page X more than twice') cannot be replicated as dynamic filters in Monday.com CRM. We export the current contact membership of each segment as a static list and create a corresponding Group in the People board containing those contacts. The Group is a snapshot at migration time and does not auto-update. We deliver the segment definitions as a written inventory for your admin to configure as recurring Filter Views if needed.

WayMore custom fields on Contacts, Companies, and Deals map to Monday.com Custom Columns on the corresponding boards. We match field names and infer column type from the source data format: text values become Text Columns, numeric values become Numbers Columns, dates become Date Columns, and multi-select values become Tags or Dropdown Columns depending on Monday.com board settings. Dropdown type preservation requires explicit field-by-field review during scoping.

WayMore platform users and assigned Owners map to Monday.com Team Members. We extract the user list from WayMore, match by email address to existing Monday.com users, and document any owners without a matching Monday.com account for your admin to provision before the main record migration. User roles and permissions do not migrate; they require manual configuration in Monday.com admin settings.

WayMore automation workflows define triggers, conditions, and actions governing customer journey behavior. Monday.com CRM has a separate automation builder that operates at the board level with different trigger-action semantics. We do not migrate workflow logic as code. We document the complete workflow definitions from WayMore (trigger type, conditions, steps, delays) as a written inventory and deliver a mapping to the equivalent Monday.com Automation triggers and actions your admin can rebuild post-migration.