Migrate from Wealthengine to monday CRM

WealthEngine profile records map to Monday CRM contact items within a designated Contacts board. Name, email, phone, and address fields become standard text columns on the contact item. Wealth metrics, giving scores, and screening data become custom columns on the same item — preserving all enrichment in one place for rep visibility.

WealthEngine's screening result fields (net worth band, giving propensity score, giving capacity rating, wealth tier classification) have no Monday CRM native equivalent. Each field becomes a custom column — numeric for scores, text for tier labels, date for last-screened. Teams can then use Monday CRM's filtering to recreate WealthEngine-style audience segments.

WealthEngine company data — employer name, industry, employee count, annual revenue, website — maps to Monday CRM account items in a separate Accounts board. Monday CRM account items link to contact items via the platform's built-in People column type, establishing the contact-company relationship after migration.

WealthEngine relationship fields (household head, spouse, business partner) have no direct Monday CRM equivalent. Household membership migrates as a tag column on contact items — household members share the same tag value — or as a link to a dedicated Household board item. FlitStack surfaces the recommended approach in the migration plan.

WealthEngine activity logs attached to profiles (call records, email logs, meeting notes) migrate as Updates on the corresponding Monday CRM contact item. Each activity receives a tag (Call, Email, Meeting) so teams can filter the update stream. Original timestamps and any attached notes content are preserved in the update body.

WealthEngine tags applied to profiles (donor type, event attendee, volunteer segment) map directly to Monday CRM's native tag column on contact items. Tags are preserved as-is, allowing teams to continue segmenting contacts using WealthEngine's original labeling taxonomy within Monday CRM boards.

WealthEngine accounts with custom property definitions (proprietary wealth attributes, regional scoring rules) require custom columns in Monday CRM. FlitStack creates columns matching the WealthEngine property data type — numeric, text, date, or status — across the relevant boards. The custom column names and data types are documented in the migration plan before the full run.

WealthEngine giving history fields — estimated annual donations, lifetime giving, last donation date — map to Monday CRM numeric or date columns on the contact item. Teams can then use Monday CRM's chart and dashboard features to visualize giving trends by segment without returning to WealthEngine.

WealthEngine demographic fields including age, gender, marital status, presence of children, and related attributes migrate as standard text and date columns on contact items. These columns are available for filtering and segmentation in Monday CRM without additional configuration.

WealthEngine's internal contact ID (the identifier used in API calls and enrichment lookups) is stored as a text column on the Monday CRM contact item. This serves as the source system reference for future re-enrichment, delta-run matching, and audit trails.

WealthEngine screening status values (Not Screened, Enriched, Refresh Needed) map to Monday CRM status column options. The mapping is defined value-by-value in the migration plan. Any custom status values defined in WealthEngine require Monday CRM status-option creation before the migration runs.

Files attached to WealthEngine profiles — PDFs of wealth reports, screening exports, or donor documents — migrate as file attachments on the corresponding Monday CRM contact items. Monday CRM's file size limits (default 500MB per file) apply. Inline images embedded in notes are extracted and re-hosted as Monday CRM file attachments.

Notes attached to WealthEngine profiles migrate as Updates on the corresponding Monday CRM item. Rich-text formatting in WealthEngine notes is preserved as plain text with formatting markers removed to ensure compatibility with Monday CRM's update format. Timestamps and note authorship are retained in the update metadata.

WealthEngine records the data source for each enriched attribute (e.g., public records, philanthropy databases, real estate data). These source attributions migrate as text columns on the Monday CRM contact item, preserving the provenance of wealth data for compliance and due-diligence review.

If WealthEngine stores linked deal or donation opportunity records, those map to Monday CRM deal items in a Deals board. Deal name, amount, stage, and close date become Monday CRM columns. The contact items and deal items are then linked using Monday CRM's relation columns to preserve the prospect-to-opportunity relationship established in WealthEngine.